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2020-07-23

准备割巴菲特老韭菜，做空美国淫行去

巴菲特刚刚出手了！又买了50多个亿

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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":{"BAC":"美国银行","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161504807","content_text":"巴菲特又出手了，这次是银行业。SEC最新文件显示，美东时间本周一至周三的三天中，巴菲特斥资8.13亿美金（约合57亿人民币）增持了美国银行，增持后持股比例超11%。有趣的是，巴菲特刚刚因为踩雷了富国银行被“坑惨”，而这却并没有打击他投资银行股的信心。近期，美国各大银行纷纷披露二季报，虽然净利润表现较差但营收大多符合甚至超出预期。而富国银行在营收、净利润、坏账拨备、股息等方面却让市场大为“失望”。今年以来，富国银行下跌50%，让巴菲特亏了约700亿人民币。巴菲特再次出手三天内斥资57亿增持美国银行北京时间7月23日，SEC最新文件显示，巴菲特在当地时间7月20日至-22日之间，增持了3390万股，涉资约8.13亿美金，约合人民币57亿。据wind数据，截至2019年末，伯克希尔持有美国银行约9.47亿股，持股比例为10.54%。据Business Insider，在本次增持后，巴菲特的持股数将达到9.81亿股，持股比例为11.3%。目前，美国银行是伯克希尔的第二大持仓股，其持股市值仅次于苹果公司。以本周三的收盘价计算，伯克希尔目前持有美国银行股票的市值约为238亿美元。今年以来，美国银行股价下跌30%二季度利润腰斩但营收超预期投行业务激增57%虽然净利润腰斩，但美国银行的多项财务指标超出了市场预期。7月16日周四，美国银行公布二季度财报。财报显示，美国银行二季度利润同比暴跌52%，由去年同期的73.5亿美元，降至35.3亿美元，但依然高于市场预期的23.7亿美元。坏账拨备方面，美国银行二季度计提坏账拨备40亿美元，其累计坏账拨备已经达到了创纪录的210亿美元。美国银行二季度实现营收223亿美元，超出市场此前预估的220亿美元。美国银行的每股收益更是达到了37美分，上年同期74美分，超出市场预期的25美分。此外，美国银行二季度的投行业务表现亮眼，实现22亿美元营收，激增57%。这主要是由于疫情期间大量企业迫于资金压力，通过发股、发债等方式改善资产负债表。整体来看，美国银行虽然净利润大降，但某些指标却释放了一定积极信号，巴菲特增值也不无道理。此外，据Ycharts统计，自1990年以来，美国25家大型银行的股价有形账面值比(PTBV)的中位数于至2020年7月降到最低。这意味着，今年7月，美国银行业的整体估值水平处于30年地位。6月底，美联储进行压力测试后也表示，美国最大的银行们足够健康，可以抵御新冠病毒的危机。美联储负责监督事务的副主席Randal Quarles在声明中表示。“即使在这些不利情景假设中最严峻的情况下，银行体系资本仍然充足。”但美联储也警告称，经济长期不景气可能会使银行业因不良贷款而遭受数千亿美元的损失。据美联储年度压力测试报告，在最坏的情况下，失业率居高不下，美国经济在几个季度内没有反弹，美国最大的33家银行可能遭受高达7000亿美元的贷款损失，这会削弱其缓冲资本的规模。巴菲特踩雷银行股被富国银行坑了700亿今年，巴菲特在航空业和银行业上损失最为惨重。截至2019年末，伯克希尔持有的按市场价值排名的前十五大重仓股中有六家银行股，依次为：美国银行、富国银行、美国合众银行、摩根大通、纽约梅陇银行、高盛。其中，截至本周三美股收盘，美国银行、富国银行、美国合众银行、摩根大通在今年分别下跌30%、50%、37%、27.31%。在巴菲特持仓规模前四名的银行股中，富国银行下跌最多。这主要由于富国银行超95%的业务集中在美国本土，因而受冲击最为严重。据富国银行二季报，富国银行二季度实现营收178亿美元，不及分析师预期的184亿美元；净利润亏损24亿美元，为2008年以来首次季度亏损；坏账拨备高达95亿美元，几乎是市场预期的两倍。富国银行称，公司拥有1460亿美元的美国商业房地产贷款，其中大部分在未来几个月会因违约而减值。此外，富国银行还决定大幅削减三季度股息至10美分，削减幅度达到80%，这大大低于市场预期。而摩根大通、美国银行、摩根士丹利、花旗、高盛等大行均宣布维持第三季度派息不变。截至2020年一季度末，伯克希尔·哈撒韦对富国银行的持股数量达3.46亿股，持股比例为8.43%，是富国银行的第一大股东。在大跌期间，巴菲特减持了高盛等银行股，但没有对富国银行进行大规模减持，以其持股比例粗略估算，今年以来，巴菲特“踩雷”富国银行的亏损或高达100亿美元，约合人民币700亿。巴菲特7月初斥资百亿抄底天然气持有现金依然近万亿自新冠疫情发生以来，巴菲特上一次出手是抄底天然气行业。7月初，伯克希尔宣布将收购道明尼公司旗下的天然气资产，交易总额高达97亿美元，其中40亿美元以投资方式进行，另外57亿美元以承担债务的方式进行。一季度末，伯克希尔·哈撒韦公司在第一季度末拥有1370亿美元现金。在5月的股东会上，巴菲特表示：“我们没有做任何事情，因为我们看不到任何有吸引力的事情。”他暗示，与2008年和2009年金融危机期间相比，美联储今年迅速采取的行动，意味着企业可以从公开市场获得更多融资渠道。在投资天然气行业消耗40亿美金、投资美国银行消耗8亿美金后，伯克希尔的现金储备依然达到1322美金，约合人民币9246亿。市场上也有批评者认为，庞大的现金储备将会影响到伯克希尔未来的增长/回报潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":946035095,"gmtCreate":1595515416217,"gmtModify":1704209299055,"author":{"id":"3528171878852751","authorId":"3528171878852751","name":"李老头_7667","avatar":"https://static.tigerbbs.com/dd7305c76a3e55366d008825894bd664","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528171878852751","authorIdStr":"3528171878852751"},"themes":[],"htmlText":"准备割巴菲特老韭菜，做空美国淫行去","listText":"准备割巴菲特老韭菜，做空美国淫行去","text":"准备割巴菲特老韭菜，做空美国淫行去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/946035095","repostId":"1161504807","repostType":4,"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}