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山旎
2020-04-17
$二倍做空黄金矿业指数ETF-Direxion(DUST)$
4.23号25股合一股,这个如何量化,什么价位买到合适,包赚不赔[笑哭]
山旎
2023-02-23
$正大企业国际(03839)$
持有么?大农业有为!
山旎
2020-04-12
$二倍做空黄金矿业指数ETF-Direxion(DUST)$
与其对应的NUGT10元多,DUST1.5元,后市这样下去如何演变呢?有历史剧本可参考?
山旎
2019-10-18
$三倍做多原油ETN(UWT)$
继续上升呢[开心]
山旎
2020-02-11
$中国医疗集团(08225)$
昨天买上了
山旎
2020-06-17
$海吉亚医疗(06078)$
请教大侠,昨天到今都显示申购额度补充中,选择杠杆灰色,[流泪]
山旎
2020-06-06
$拼多多(PDD)$
新高可否持续,盈利可否期待,补贴不是问题,股价体现是否透资?市场先生往往比较疯狂。
山旎
2019-10-01
$盈透证券(IBKR)$
发生了什么
山旎
2020-03-23
$三倍做空黄金矿业指数ETF-Direxion(DUST)$
有人的地方就有江湖,有多就有空的美股,带杠杆的玩,残废梭哈
山旎
2020-05-29
$开拓药业-B(09939)$
割肉还是继续加仓?有什么问题吗?赶上闹心的日子么,啥时回头
山旎
2020-04-17
$二倍做多黄金矿业指数ETF-Direxion(NUGT)$
4.23号5股合一股,按目前价格等于DUST,这样后者有上涨的动能。
山旎
2019-10-10
$小米集团-W(01810)$
曾经的小米,还能回来么,回购也没见起色[微笑]
山旎
2019-10-14
$三倍做多原油ETN(UWT)$买点涨涨涨,乱中取栗😇
山旎
2019-03-29
$凤凰新媒体(FENG)$你总是没睡醒
山旎
2020-03-06
$中国医疗集团(08225)$
超级无敌的中国医疗,第二次入场,完胜第一场
山旎
2020-02-28
$三倍做空黄金矿业指数ETF-Direxion(DUST)$
太疯狂了
山旎
2019-10-21
$短期VIX期货ETN(VXX)$
持续高换手率,阴跌不止
山旎
2019-10-16
$三倍做多原油ETN(UWT)$
趋势性修复中?[捂脸]
山旎
2020-03-30
$克罗格(KR)$
上周开盘买了,大清早踢了,感觉不像中国炒概念,不捕风做影
山旎
2020-02-29
$卡夫亨氏(KHC)$
稳住了,连续跌了几天,止跌回升,期待后续回报,长期加仓吧
去老虎APP查看更多动态
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System,简称CCS),并使用智能手机友好的标准化支付选项。</p><p>拜登政府表示,美国最大的电动汽车制造商和充电公司特斯拉计划采用CCS标准,并扩展其专有连接器以外的产品。</p><p>全美电动汽车充电设施网络是拜登应对气候变化计划的核心部分,他计划到2030年将美国所有新车的50%转化为电动汽车。倡导者说,美国道路上充电器的缺乏减缓了电动汽车销售的增长和对环境的积极影响。</p><p>拜登已经设定目标,到2030年,在美国所有州范围内安装至少50万个电动汽车充电器。他表示,这是帮助电动汽车在2030年前占新车销量一半以上的重要一步。</p><p><b>美国及其盟友墨西哥和欧盟就拜登实施的保护主义政策发生了冲突,欧洲担心美国该法规会歧视外国电动汽车制造商。</b></p><p>电动汽车充电器的一些最关键部件需要钢铁来制造,包括内部结构框架、加热和冷却风扇以及电源变压器。带有机柜的充电器甚至需要更多的钢材,在某些情况下,这一比例高达充电器总成本的50%。</p><p>美国各州和企业在给美国交通部的评论中警告称,全球对电动汽车充电器的需求正在给供应链带来压力,这使得满足美国制造标准和加快新充电器的建设变得困难。</p><p>报道称,<b>特斯拉告诉交通部,该计划是“激进的”,并且“考虑到部署的速度和规模,可能会导致可用的合规充电站数量不足”。</b></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://wallstreetcn.com/articles/3682002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2aa846cc1babe0cf0ee45a6d345bfda","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3682002","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1182338778","content_text":"周三,拜登政府发布了全美电动汽车充电设施网络最终规定。据报道,最终规定要求联邦政府资助的电动汽车充电器必须在美国生产,电动汽车法规还要求,从2024年7月开始,55%的充电器成本需要来自美国零部件,同时特斯拉公司将向其他汽车型号开放充电服务。规定要求希望利用75亿美元联邦资金建设充电器网络的公司必须采用美国主要的充电连接器标准,即“联合充电系统”(Combined charging 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07:00","market":"us","language":"en","title":"Suncor Energy declares dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2084421421","media":"GlobeNewswire","summary":"All financial figures are in Canadian dollars.\nCALGARY, Alberta, Nov. 18, 2020 (GLOBE NEWSWIRE) -- S","content":"<html><body><p>All financial figures are in Canadian dollars.<br/></p>\n<p>CALGARY, Alberta, Nov. 18, 2020 (GLOBE NEWSWIRE) -- Suncor Energy’s Board of Directors has approved a quarterly dividend of $0.21 per share on its common shares, payable December 24, 2020 to shareholders of record at the close of business on December 3, 2020.</p>\n<p><em>Suncor Energy is Canada's leading integrated energy company. 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Suncor's common shares (symbol: SU) are listed on the Toronto and New York stock exchanges.</em></p>\n<p>For more information about Suncor, visit our web site at <u>suncor.com</u>, follow us on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> <u>@Suncor</u></p>\n<p>Media inquiries: <br/> 1-833-296-4570 <br/> <u>media@suncor.com</u></p>\n<p>Investor inquiries: <br/> 800-558-9071 <br/> <u>invest@suncor.com</u></p>\n\n<br/>\n<img height=\"1\" src=\"https://ml.globenewswire.com/release/track/e4b3364e-c359-43f1-8d6d-1cf65e5fc527\" width=\"1\"/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Suncor Energy declares dividend</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuncor Energy declares dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-19 07:00 GMT+8 <a href=https://finance.yahoo.com/news/suncor-energy-declares-dividend-230000159.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All financial figures are in Canadian dollars.\nCALGARY, Alberta, Nov. 18, 2020 (GLOBE NEWSWIRE) -- Suncor Energy’s Board of Directors has approved a quarterly dividend of $0.21 per share on its common...</p>\n\n<a href=\"https://finance.yahoo.com/news/suncor-energy-declares-dividend-230000159.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/aLy7VgaZyBdDPmtMgIps5w--~B/aD0zNzE7dz04ODY7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/BeyaZNjDRegn_V7LSPozeQ--~B/aD0zNzE7dz04ODY7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/globenewswire.com/8cca2eebfb24b46855c6b7f1287efc39","relate_stocks":{"SU":"森科能源"},"source_url":"https://finance.yahoo.com/news/suncor-energy-declares-dividend-230000159.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2084421421","content_text":"All financial figures are in Canadian dollars.\nCALGARY, Alberta, Nov. 18, 2020 (GLOBE NEWSWIRE) -- Suncor Energy’s Board of Directors has approved a quarterly dividend of $0.21 per share on its common shares, payable December 24, 2020 to shareholders of record at the close of business on December 3, 2020.\nSuncor Energy is Canada's leading integrated energy company. Suncor's operations include oil sands development and upgrading, offshore oil and gas production, petroleum refining, and product marketing under the Petro-Canada brand. A member of Dow Jones Sustainability indexes, FTSE4Good and CDP, Suncor is working to responsibly develop petroleum resources while also growing a renewable energy portfolio. Suncor is listed on the UN Global Compact 100 stock index. Suncor's common shares (symbol: SU) are listed on the Toronto and New York stock exchanges.\nFor more information about Suncor, visit our web site at suncor.com, follow us on Twitter @Suncor\nMedia inquiries: 1-833-296-4570 media@suncor.com\nInvestor inquiries: 800-558-9071 invest@suncor.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949979833,"gmtCreate":1594134487622,"gmtModify":1704204091381,"author":{"id":"3481573272067925","authorId":"3481573272067925","name":"山旎","avatar":"https://static.tigerbbs.com/cb79fbfe069e3f980989ae066aaeb7f2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3481573272067925","idStr":"3481573272067925"},"themes":[],"htmlText":"牛人看好未来新能源","listText":"牛人看好未来新能源","text":"牛人看好未来新能源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949979833","repostId":"1157704176","repostType":4,"repost":{"id":"1157704176","kind":"news","pubTimestamp":1594127710,"share":"https://www.laohu8.com/m/news/1157704176?lang=&edition=full","pubTime":"2020-07-07 21:15","market":"us","language":"zh","title":"“股神”巴菲特再出手,抄底美股的时机成熟了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157704176","media":"腾讯美股","summary":"这笔所谓大型交易,其实也没有多“大”,更谈不上说明巴菲特预计美股市场将从现在开始大幅走高。相反,这只是一笔就事论事的交易,一笔针对之前已经被打压很惨的天然气行业的小规模投资而已。\n\n\n在沉寂了许久之后","content":"<blockquote>\n <i><span>这笔所谓大型交易,其实也没有多“大”,更谈不上说明巴菲特预计美股市场将从现在开始大幅走高。相反,这只是一笔就事论事的交易,一笔针对之前已经被打压很惨的天然气行业的小规模投资而已。</span></i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/7d73340bdec79b712f937cd0fa15bf89\" tg-width=\"554\" tg-height=\"369\"></p>\n<p>在沉寂了许久之后,“股神”巴菲特(Warren Buffett)终于动手了。<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦斥资40亿美元,收购了道明尼能源(Dominion Energy)旗下的天然气网络资产,交易的总规模达到97亿美元。那么,巴菲特终于结束了近四年按兵不动的状态,做出了2016年以来最大规模的交易,是否意味着他认为抄底美股的时机已经成熟呢?</p>\n<p><span>在许多观察家看来,这笔交易本身都是可圈可点,比如CFRA Research分析师赛弗特(Cathy Seifert)评价说,这次收购是“审慎之举,其正当性和合理性很容易证明,收购目标完全契合他们的既有商业模型”。彭博的分析师们也在研究报告当中指出,对于伯克希尔哈撒韦能源而言,交易“进一步巩固了他们在天然气行业的地位,考虑到能源价格今年的走势,以及一些行业玩家急切想要转向清洁能源的意愿,交易的时机可谓恰到好处”。</span></p>\n<p><span>问题在于,如果有人认为这笔交易标志着巴菲特的立场发生了改变,转向了牛派,那他们可就要大失所望了。</span></p>\n<p><img src=\"https://static.tigerbbs.com/22e0196c0722c2139bb6adbba95c2931\" tg-width=\"554\" tg-height=\"311\"></p>\n<p><span>现在,美股已经重新涨回了接近历史最高点的水位,如果这时能够得到巴菲特认定股价依然被低估的加持,那美好的景象简直让人难以想象。事实上,最近一段时间,相信美股依然低估的人,在华尔街还真不是少数。他们的最重要根据之一就是,还有大量的现金在作壁上观——不必说,其中就包括伯克希尔的超过1370亿美元现金。</span></p>\n<p><span>诚然,美股近期的戏剧性上涨确实让越来越多人沉不住气,生怕错过进一步的涨势,在诱惑之中投身进来,而他们的资金入场,反过来又推动了股价的进一步上涨,由此形成了一个自我验证、自我完成的循环……短期内,估值的不断膨胀看似确实已经不可遏制了,但是,经历了几十年风雨的巴菲特,又怎么可能轻易被这种欣快症所蛊惑?</span></p>\n<p><span>第二季度盈利季节的大幕很快就要开启了,许多企业现在都干脆以变数为理由取消了今年的财测,而众所周知,要判断估值是否合理,最重要的参照就是营收、盈利等的实际表现和预期。这也就难怪,近期财经媒体在谈论投资者的行为时,广泛使用了“盲飞”这样的说法。没有任何实质性线索,全凭感觉行事,巴菲特显然不会这么做。</span></p>\n<p><img src=\"https://static.tigerbbs.com/ec0f872fa14943d608332b96d5b17a5d\" tg-width=\"544\" tg-height=\"368\"></p>\n<p><span>更加不必说,在众多估值评判指标当中,巴菲特最为看重的单一指标就是国内生产总值对股市总市值的比率,后者甚至被许多观察家称为“巴菲特指标”。如上图所示,虽然经历了3月以来的暴跌,但是整体来看,这一指标并没有发生什么根本性的变化,更谈不上发出股市已经低估的信号。相反,这一指标依然居于历史性的高水平。</span></p>\n<p><span>同样需要指出的是,伯克希尔近几年来一直没有什么大动作是不假,但是说巴菲特没有做过任何尝试,或者面对过任何机会,就未免有失妥当了。</span></p>\n<p><span>比如,早在3月崩盘前几个月,去年年底时,巴菲特就曾经试图收购软件和硬件分销商Tech Data,但是私募股权公司Apollo Global Management斜刺里杀了出来,巴菲特因为不愿意参与竞价大战而放弃了这次尝试。今年早些时候,<a href=\"https://laohu8.com/S/TIF\">蒂芙尼</a>在最终接受路威酩轩的收购报价前,也曾经联络过伯克希尔,想要看看后者是否能够给出更高的价格,但是遭到了巴菲特的拒绝。</span></p>\n<p><img src=\"https://static.tigerbbs.com/9d40bcbef935c892a7cfbab11a6e863a\" tg-width=\"554\" tg-height=\"343\"></p>\n<p><span>还有,在非收购交易方面,伯克希尔其实一直相当活跃。比如,去年他们注资100亿美元,支持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>收购阿纳达科,获得了极为优厚的条件,气坏了西方石油的大股东伊坎(Carl Icahn),公开在媒体上炮轰巴菲特。</span></p>\n<p><span>总而言之,从这些记录不难看出,虽然表现略显沉寂,但巴菲特其实一直在按照自己的节奏和自己的标准行事,因此,对于这个最新的动作,也大可不必予以过分解读。当然,如果说伯克希尔进行了四年来首次大动作,什么都不说明,那也未免太过武断了。</span></p>\n<p><span>众所周知,过去几年以来,伯克希尔和巴菲特一直在持续囤积现金,使得后者的规模达到了1370亿美元,相当于伯克希尔4340亿美元总市值的31%。当一家企业30%的价值都配置在现金部位当中,其表现不及标普500指数,自然也就非常容易理解了。</span></p>\n<p><img src=\"https://static.tigerbbs.com/efdf598befb1e1da6092bbe885f43b4a\" tg-width=\"550\" tg-height=\"330\"></p>\n<p><span>哪怕伯克希尔收购道明尼天然气资产的交易是完全用现金完成,他们的军火库在这笔交易当中也不过只能消耗掉7%而已。更不必说,事实上,伯克希尔是承担了收购对象57亿美元的债务,自己直接出资只有40亿美元,这还不到伯克希尔现金储备的3%。</span></p>\n<p><span>换言之,这笔所谓大型交易,其实也没有多“大”,更谈不上说明巴菲特预计美股市场将从现在开始大幅走高。相反,这只是一笔就事论事的交易,一笔针对之前已经被打压很惨的天然气行业的小规模投资而已。</span></p>\n<p><span>不容争议的事实就是,3月大跌后,美股整体估值更低的那段日子里,巴菲特都没有做出任何像样的动作。如果非要说当前这笔规模有限的交易说明了什么,那恐怕只能是巴菲特依然在担心美股发生又一次大规模抛售的风险,不然他早就该火力全开了。</span></p>\n<p><img src=\"https://static.tigerbbs.com/5a20f1bfcb00ffa74bf72c80dd759c3f\" tg-width=\"554\" tg-height=\"369\"></p>\n<p><span>当然,巴菲特坚持持有大量现金的做法,近年来已经受到了众多批评家,乃至自己长期股东的指责,说他已经老了,落后于时代了,失去魔力了。可是,不要忘记,当初在全球金融危机爆发前,以及互联网泡沫破灭前,巴菲特也都曾经面对过这样的批评。</span></p>\n<p><span>众所周知,那两次笑到最后的都是巴菲特,而非他的批评者们。</span></p>","source":"txmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“股神”巴菲特再出手,抄底美股的时机成熟了?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”巴菲特再出手,抄底美股的时机成熟了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-07 21:15 北京时间 <a href=https://mp.weixin.qq.com/s/L6bjGLMGEM1TkchGSBb0zg><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这笔所谓大型交易,其实也没有多“大”,更谈不上说明巴菲特预计美股市场将从现在开始大幅走高。相反,这只是一笔就事论事的交易,一笔针对之前已经被打压很惨的天然气行业的小规模投资而已。\n\n\n在沉寂了许久之后,“股神”巴菲特(Warren Buffett)终于动手了。伯克希尔哈撒韦斥资40亿美元,收购了道明尼能源(Dominion Energy)旗下的天然气网络资产,交易的总规模达到97亿美元。那么,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/L6bjGLMGEM1TkchGSBb0zg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1b9fef028787bba142fa31212ae49d2","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/L6bjGLMGEM1TkchGSBb0zg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157704176","content_text":"这笔所谓大型交易,其实也没有多“大”,更谈不上说明巴菲特预计美股市场将从现在开始大幅走高。相反,这只是一笔就事论事的交易,一笔针对之前已经被打压很惨的天然气行业的小规模投资而已。\n\n\n在沉寂了许久之后,“股神”巴菲特(Warren Buffett)终于动手了。伯克希尔哈撒韦斥资40亿美元,收购了道明尼能源(Dominion Energy)旗下的天然气网络资产,交易的总规模达到97亿美元。那么,巴菲特终于结束了近四年按兵不动的状态,做出了2016年以来最大规模的交易,是否意味着他认为抄底美股的时机已经成熟呢?\n在许多观察家看来,这笔交易本身都是可圈可点,比如CFRA Research分析师赛弗特(Cathy Seifert)评价说,这次收购是“审慎之举,其正当性和合理性很容易证明,收购目标完全契合他们的既有商业模型”。彭博的分析师们也在研究报告当中指出,对于伯克希尔哈撒韦能源而言,交易“进一步巩固了他们在天然气行业的地位,考虑到能源价格今年的走势,以及一些行业玩家急切想要转向清洁能源的意愿,交易的时机可谓恰到好处”。\n问题在于,如果有人认为这笔交易标志着巴菲特的立场发生了改变,转向了牛派,那他们可就要大失所望了。\n\n现在,美股已经重新涨回了接近历史最高点的水位,如果这时能够得到巴菲特认定股价依然被低估的加持,那美好的景象简直让人难以想象。事实上,最近一段时间,相信美股依然低估的人,在华尔街还真不是少数。他们的最重要根据之一就是,还有大量的现金在作壁上观——不必说,其中就包括伯克希尔的超过1370亿美元现金。\n诚然,美股近期的戏剧性上涨确实让越来越多人沉不住气,生怕错过进一步的涨势,在诱惑之中投身进来,而他们的资金入场,反过来又推动了股价的进一步上涨,由此形成了一个自我验证、自我完成的循环……短期内,估值的不断膨胀看似确实已经不可遏制了,但是,经历了几十年风雨的巴菲特,又怎么可能轻易被这种欣快症所蛊惑?\n第二季度盈利季节的大幕很快就要开启了,许多企业现在都干脆以变数为理由取消了今年的财测,而众所周知,要判断估值是否合理,最重要的参照就是营收、盈利等的实际表现和预期。这也就难怪,近期财经媒体在谈论投资者的行为时,广泛使用了“盲飞”这样的说法。没有任何实质性线索,全凭感觉行事,巴菲特显然不会这么做。\n\n更加不必说,在众多估值评判指标当中,巴菲特最为看重的单一指标就是国内生产总值对股市总市值的比率,后者甚至被许多观察家称为“巴菲特指标”。如上图所示,虽然经历了3月以来的暴跌,但是整体来看,这一指标并没有发生什么根本性的变化,更谈不上发出股市已经低估的信号。相反,这一指标依然居于历史性的高水平。\n同样需要指出的是,伯克希尔近几年来一直没有什么大动作是不假,但是说巴菲特没有做过任何尝试,或者面对过任何机会,就未免有失妥当了。\n比如,早在3月崩盘前几个月,去年年底时,巴菲特就曾经试图收购软件和硬件分销商Tech Data,但是私募股权公司Apollo Global Management斜刺里杀了出来,巴菲特因为不愿意参与竞价大战而放弃了这次尝试。今年早些时候,蒂芙尼在最终接受路威酩轩的收购报价前,也曾经联络过伯克希尔,想要看看后者是否能够给出更高的价格,但是遭到了巴菲特的拒绝。\n\n还有,在非收购交易方面,伯克希尔其实一直相当活跃。比如,去年他们注资100亿美元,支持西方石油收购阿纳达科,获得了极为优厚的条件,气坏了西方石油的大股东伊坎(Carl Icahn),公开在媒体上炮轰巴菲特。\n总而言之,从这些记录不难看出,虽然表现略显沉寂,但巴菲特其实一直在按照自己的节奏和自己的标准行事,因此,对于这个最新的动作,也大可不必予以过分解读。当然,如果说伯克希尔进行了四年来首次大动作,什么都不说明,那也未免太过武断了。\n众所周知,过去几年以来,伯克希尔和巴菲特一直在持续囤积现金,使得后者的规模达到了1370亿美元,相当于伯克希尔4340亿美元总市值的31%。当一家企业30%的价值都配置在现金部位当中,其表现不及标普500指数,自然也就非常容易理解了。\n\n哪怕伯克希尔收购道明尼天然气资产的交易是完全用现金完成,他们的军火库在这笔交易当中也不过只能消耗掉7%而已。更不必说,事实上,伯克希尔是承担了收购对象57亿美元的债务,自己直接出资只有40亿美元,这还不到伯克希尔现金储备的3%。\n换言之,这笔所谓大型交易,其实也没有多“大”,更谈不上说明巴菲特预计美股市场将从现在开始大幅走高。相反,这只是一笔就事论事的交易,一笔针对之前已经被打压很惨的天然气行业的小规模投资而已。\n不容争议的事实就是,3月大跌后,美股整体估值更低的那段日子里,巴菲特都没有做出任何像样的动作。如果非要说当前这笔规模有限的交易说明了什么,那恐怕只能是巴菲特依然在担心美股发生又一次大规模抛售的风险,不然他早就该火力全开了。\n\n当然,巴菲特坚持持有大量现金的做法,近年来已经受到了众多批评家,乃至自己长期股东的指责,说他已经老了,落后于时代了,失去魔力了。可是,不要忘记,当初在全球金融危机爆发前,以及互联网泡沫破灭前,巴菲特也都曾经面对过这样的批评。\n众所周知,那两次笑到最后的都是巴菲特,而非他的批评者们。","news_type":1},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955887219,"gmtCreate":1592370228831,"gmtModify":1704199028285,"author":{"id":"3481573272067925","authorId":"3481573272067925","name":"山旎","avatar":"https://static.tigerbbs.com/cb79fbfe069e3f980989ae066aaeb7f2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3481573272067925","idStr":"3481573272067925"},"themes":[],"htmlText":"<a 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