巴菲特年底股市扫货？华尔街“先知”新动作，加仓这几家公司！

格隆汇2024-12-30

2025新的一年到来之际，华尔街“先知”又有新行动。今年猛囤现金的巴菲特最近出手加仓了三家公司：Sirius XM、VeriSign和西方石油，合计价值约5.63亿美元。有趣的是，这三家公司今年股价差强人意。这让人不禁怀疑，股神趁着年底，是不是要出手抄底了。巴菲特最新动作最近，伯克希尔购买了约4.05亿美元的西方石油公司、1.13亿美元的 Sirius XM 和约4500万美元的 VeriSign...

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Wall Street's \"prophet\" takes a new move to increase positions in these companies!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"OXY":0.9,"SIRI":0.9,"VRSN":0.9,"BRK.B":1},"content_text":"2025新的一年到来之际，华尔街“先知”又有新行动。今年猛囤现金的巴菲特最近出手加仓了三家公司：Sirius XM、VeriSign和西方石油，合计价值约5.63亿美元。有趣的是，这三家公司今年股价差强人意。这让人不禁怀疑，股神趁着年底，是不是要出手抄底了。巴菲特最新动作最近，伯克希尔购买了约4.05亿美元的西方石油公司、1.13亿美元的 Sirius XM 和约4500万美元的 VeriSign。目前，伯克希尔对三只股票中的持仓为：西方石油：2.642亿股，占公司股份的28.2%，占伯克希尔投资组合的4.2%。Sirius XM： 1.175 亿股，占公司股份的 34.6%，占伯克希尔投资组合的 0.9%。VeriSign：1300 万股，占公司股份的 13.6%，占伯克希尔投资组合的 0.9%。值得一提的是，由于油价下跌和2025年石油前景黯淡，西方石油公司正深陷困境。Sirius XM的市场表现也差强人意，VeriSign 因监管问题以及对其市场和未来增长的质疑而表现不佳。 但据SEC披露的文件，随着加大对网际网络网域注册公司VeriSign的投资，伯克希尔已成为其最大股东。自12月20日开始，公司开始陆续买入VeriSign股票。上周，伯克希尔又斥资进一步增持该公司股票。目前，伯克希尔持有VeriSign约13.6%的股份，市值接近27亿美元。此外，伯克希尔还一直在大举购买卫星广播公司SiriusXM 股票，在上周增持后其持股量达到 1.175亿股，价值约35亿美元。除了VeriSign、SiriusXM外，股神时隔近6个月又加仓了西方石油。近期，伯克希尔超4亿美元加码西方石油的股票。本次增持后，伯克希尔对该股的持股比例上升至约28.2%。虽然股神增持了西方石油，但持仓占比仍低。目前，西方石油是伯克希尔第六大持仓股，落后于苹果、美国运通、美国银行、可口可乐和雪佛龙。综合来看，股神的持仓还是三大块：零售、金融、能源。猛囤现金之后过去两年股神也一直是股票的净卖家。数据显示，两年内伯克希尔的股票净销售额达到 1662.2亿美元。今年来，巴菲特的伯克希尔哈撒韦公司也几乎全年都在囤积现金。截至2024年第三季度末，伯克希尔拥有超过3200亿美元的现金和短期国库券，达到历史之最。此前，巴菲特已经出售了数十亿美元的苹果和美国银行股票。尽管巴菲特曾称苹果是世界上“最好的企业”，但他在今年一二季度大幅砍仓后，三季度仍出售了1亿股苹果股票，伯克希尔的持股量减少了25%。截至9月30日，苹果仍是该公司最大的持股。但巴菲特在过去四个季度中已出售了超过6.15 亿股苹果股票。而对于这番操作，市场上猜测声四起。一些人认为他可能对股市崩盘持谨慎态度，也有人认为可能在等待在合适的时机以合适的价值进行收购。此次巴菲特加仓三家公司，很有可能是开始看到买入机会。上个月特朗普在总统大选中获胜后 ，股市飙升至历史新高，但过去几周波动加剧。道琼斯工业平均指数近期出现连续10天下跌，标准普尔500指数上周也下跌超过2%。这或许抹去了市场的部分泡沫。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2495563034","isCrawlerRequest":true}