又豪掷3000万！巴菲特频频增持威瑞信背后有何意图？

财华社2025-01-06

在投资领域，“股神”沃伦•巴菲特的一举一动被视为市场风向标。近日，巴菲特执掌的伯克希尔哈撒韦频繁增持互联网域名服务提供商威瑞信（VeriSign）的股票，引发投资者广泛关注。根据伯克希尔上周晚些时候提交给美国证券交易委员会（SEC）的一份文件，该公司在2024年12月31日至2025年1月3日又买入了约2万股威瑞信普通股，总金额约410万美元，约合人民币3000万元。近期伯克希尔多次增持威瑞信的...

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href=https://www.finet.hk/newscenter/news_content/677b4415bde0b32760411b11><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在投资领域，“股神”沃伦•巴菲特的一举一动被视为市场风向标。近日，巴菲特执掌的伯克希尔哈撒韦频繁增持互联网域名服务提供商威瑞信（VeriSign）的股票，引发投资者广泛关注。根据伯克希尔上周晚些时候提交给美国证券交易委员会（SEC）的一份文件，该公司在2024年12月31日至2025年1月3日又买入了约2万股威瑞信普通股，总金额约410万美元，约合人民币3000万元。近期伯克希尔多次增持威瑞信的...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/677b4415bde0b32760411b11\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417517546.SGD","symbol_name":"Allianz US Equity Cl AT Acc 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What is the intention behind Buffett's frequent increase in Verisign holdings?","themeId":"2a69524728b5d7fa2da7ac27f2a70bf5","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.B":1,"VRSN":1,"BRK.A":1},"content_text":"在投资领域，“股神”沃伦•巴菲特的一举一动被视为市场风向标。近日，巴菲特执掌的伯克希尔哈撒韦频繁增持互联网域名服务提供商威瑞信（VeriSign）的股票，引发投资者广泛关注。根据伯克希尔上周晚些时候提交给美国证券交易委员会（SEC）的一份文件，该公司在2024年12月31日至2025年1月3日又买入了约2万股威瑞信普通股，总金额约410万美元，约合人民币3000万元。近期伯克希尔多次增持威瑞信的股票，此前在截至2024年12月24日的三个交易日里，该公司加码2855万美元购入了143424股威瑞信的股票。目前伯克希尔是威瑞信的最大股东：持有该公司发行股票的近14%，约为1330万股，价值约27亿美元。实际上，伯克希尔一直大量持有威瑞信，早在十多年前，该公司就开始购买威瑞信的股票，首次买入是在2012年第四季度。本轮购买始于去年底，自去年12月中旬以来，伯克希尔已经购买了约50万股威瑞信股票。资料显示，威瑞信是一家互联网基础设施服务公司，成立于1995年，位于美国加州。该公司主要从事域名注册和网络安全基础设施服务等业务，在互联网的底层架构中扮演着关键角色。该公司在其所处的细分领域有着独特的优势。根据2024年的行业数据，威瑞信目前管理着全球70%以上的.com和.net域名，并且该比例在过去五年内保持稳定增长，这一市场主导地位赋予威瑞信强大的议价能力。威瑞信为何获得股神青睐？针对近期频频加码威瑞信的意图，截至目前，巴菲特尚未作出任何公开说明。不过，考虑到巴菲特向来奉行价值投资，他对威瑞信的大幅增持表明其认可该公司的长期价值。有分析称，威瑞信的高利润率可能是促使伯克希尔增持其股份的一个重要原因。根据截至2024年第三季度的财务数据，威瑞信在标普500指数利润率排行榜上位列第五，约为56%，与英伟达并列。在营业利润率方面，该公司排名第三，在毛利率方面，排名第13。股价最多有望再涨50%?近年来由于面临监管压力和未来增长的不确定性，威瑞信的股价表现较为平淡。在刚刚过去的2024年，威瑞信股价仅上涨了约2%，相比之下，标普500指数同期上涨了约23%。不过，或许是受伯克希尔多次增持影响，威瑞信股价自2024年12月19日以来一路上涨，累计涨幅约为7%。截至2025年1月3日收盘，该公司股价为205.62美元/股。花旗分析师近日将威瑞信列为其2025年的“首选股”，理由是该公司有望在2025年实现稳健增长。花旗维持对威瑞信的“买入”评级，给出的最新目标价为238.00美元，较当前水平高出16%。在乐观情况下，花旗预计该股将涨至312美元，潜在涨幅略高于50%。花旗分析师认为，鉴于威瑞信作为域名注册机构几乎具有公用事业性质，其业务相对稳定，结果的可预测性较强，风险范围较窄，对于投资者来说是互联网领域中较为安全的投资选择之一。文章来源：财联社","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":"shareholding","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/2501847866","isCrawlerRequest":true}

又豪掷3000万！巴菲特频频增持威瑞信 背后有何意图？

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又豪掷3000万！巴菲特频频增持威瑞信背后有何意图？