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柳絮纷飞2020
2020-06-25
$拼多多(PDD)$
记得有个帖子是做空的，不知道那位仁兄还好吗？
柳絮纷飞2020
2020-06-24
$拼多多(PDD)$
今天拉到90，让大伙开开眼。
柳絮纷飞2020
2020-06-20
拼多多最近嗑药了吗？有什么利好？
抱歉，原内容已删除
柳絮纷飞2020
2020-06-24
$拼多多(PDD)$
资本操弄的股票，呵呵。
柳絮纷飞2020
2020-06-25
$拼多多(PDD)$
今天又要逆市上涨了，大盘越跌它越涨！
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>记得有个帖子是做空的，不知道那位仁兄还好吗？","text":"$拼多多(PDD)$记得有个帖子是做空的，不知道那位仁兄还好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/957033118","isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500012436383415","authorId":"3500012436383415","name":"飞翔之羽","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"不用担心他，他仓位低到拉5倍都不爆。所以操自己的心就好。","text":"不用担心他，他仓位低到拉5倍都不爆。所以操自己的心就好。","html":"不用担心他，他仓位低到拉5倍都不爆。所以操自己的心就好。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957007520,"gmtCreate":1593092984160,"gmtModify":1704201170229,"author":{"id":"3550059598247011","authorId":"3550059598247011","name":"柳絮纷飞2020","avatar":"https://static.tigerbbs.com/6cb6d56b534fffe95e9c7c6edf4f666d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>资本操弄的股票，呵呵。","text":"$拼多多(PDD)$资本操弄的股票，呵呵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954468026","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954937228,"gmtCreate":1592621415464,"gmtModify":1704199957589,"author":{"id":"3550059598247011","authorId":"3550059598247011","name":"柳絮纷飞2020","avatar":"https://static.tigerbbs.com/6cb6d56b534fffe95e9c7c6edf4f666d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拼多多最近嗑药了吗？有什么利好？","listText":"拼多多最近嗑药了吗？有什么利好？","text":"拼多多最近嗑药了吗？有什么利好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954937228","repostId":"1146196342","repostType":4,"repost":{"id":"1146196342","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股不烦恼！","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1592613550,"share":"https://www.laohu8.com/m/news/1146196342?lang=&edition=full","pubTime":"2020-06-20 08:39","market":"us","language":"zh","title":"巴菲特Q2暴赚400亿美元！拼多多超越京东站上千亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1146196342","media":"数据宝","summary":"截至今天，巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。股神巴菲特退休？本月17日，一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播，信中声称巴菲特将把$伯克希尔$公司董事会主席一职交给David Scott Portnoy接任，并立即生效。实际上，在美国的社交平台上，巴菲特的股神地位已被多次质疑。2015年4月，拼多多成立，3年后赴美上市，上市两年，拼多多已至千亿美元市值，从白手起家到财富超千亿人民币，黄铮只用了5年。","content":"<blockquote>截至今天，巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。</blockquote><p><b>股神巴菲特退休？虚惊一场</b></p><p>本月17日，一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播，信中声称巴菲特将把<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>公司董事会主席一职交给David Scott Portnoy接任，并立即生效。</p><p>该书信迅速在中国社交媒体上传播，也引发了国内媒体去信伯克希尔公司求证。事后证明，这完全是一场闹剧，<b>这封书信是美国网络红人David Scott Portnoy自己模仿巴菲特语气伪造的。</b></p><p>实际上，在美国的社交平台上，巴菲特的股神地位已被多次质疑。美股近年来的牛市，使得有些垃圾股都能出现大幅上涨，巴菲特价值投资的理论也还是被多次嘲讽。</p><p>巴菲特今年已经89岁，关于退休的问题，几乎在每次伯克希尔股东大会上巴菲特都会被问到，而巴菲特给出的答案都是再等等。</p><p><b>巴菲特一季度创出史上最大亏损</b></p><p>对于巴菲特的抨击从未像今年如此之多。原因主要源于以下几点：</p><p>首先，巴菲特旗下伯克希尔.哈撒韦公司，一季度财报显示，<b>该公司一季度净亏损497亿美元，约3500亿元人民币，这是公司历史上最大的季度投资亏损。</b></p><p>其次，受新冠肺炎疫情影响，美股在一季度迅速下跌，巴菲特在一季度加仓航空股后，又于4月份全部割肉航空股。<b>而其手持的现金，也创下了伯克希尔公司的历史最高纪录，超1300亿美元</b>，从伯克希尔的持仓报告看，几乎未见抄底的动作。这几年，巴菲特也一直在抱怨称市场完全被高估，很多股票的价格过高，巴菲特对大举买入美股一直都比较谨慎。</p><p>最后，是巴菲特的投资风格依旧维持多年的习惯，持有大量金融股，对科技股抱有怀疑态度，几乎错过了这波科技股的红利。从2009年开始的这轮牛市中，伯克希尔公司的股价表现一直落后于标准500指数，<b>期间，伯克希尔公司A类股票股上涨了180%，而标普500指数上涨了243%。</b></p><p>伯克希尔公司近年投资表现不佳，也引发了公司股东的强烈质疑。有多个知名的长期投资者抛售伯克希尔公司股份。比如，Wedgewood Partners的首席投资长罗尔夫是伯克希尔几十年的股东就表示将出售价值千万美元的公司股票，并认为巴菲特错过了投资机会。</p><p><b>巴菲特持仓二季度表现如何?</b></p><p>证券时报·数据宝根据伯克希尔一季度持仓以及二季度期间的持仓变动，粗略统计显示，截至今天，<b>巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元（合人民币2800亿元，<a href=\"https://laohu8.com/S/BIDU\">百度</a>目前市值400多亿美元）。</b></p><p>具体来看，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司贡献了巴菲特投资组合的一半收益，苹果公司是巴菲特投资组合第一大持股，比例有35.5%<span>。巴菲特投资组合一季度末持有2.45亿股苹果股份，占苹果公司总股本的近6%，价值623.4亿美元，苹果公司股价自4月以来，已实现38%的涨幅，计算可知巴菲特持股增值240亿美元。</span></p><p>对巴菲特投资收益贡献较大的还有<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>公司和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司</b>，二季度投资收益分别为36.8亿、28.9亿、26亿、15.8亿和12.67亿美元。巴菲特前7大持股除上述股外，唯有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>二季度表现最差，亏损1.9亿美元。</p><p>从巴菲特投资组合的二季度股价表现看，高端家居零售商RH 的表现最好，二季度上涨153%，不过该股占投资组合比例不到0.1%。股价表现好的还有提供金融技术解决方案的STNE，二季度涨77%。持股股价表现最差的是<b>生物基因BIIB</b>，占巴菲特投资组合的0.11%，二季度下跌17.7%，二季度下跌的还有<b>电信公司LILA和富国银行</b>，下跌幅度不足3%。</p><p><img src=\"https://static.tigerbbs.com/0178498fe406086eee79badfb9378124\" tg-width=\"551\" tg-height=\"343\"></p><p>如果将二季度投资收益与一季度末持股市值相比，巴菲特持股组合实现投资收益约为25%，而同期纳斯达克指数涨29%。<b>如果再考虑伯克希尔公司持有超1000亿美元的现金，可见巴菲特二季度仍是跑输指数的。</b>并且巴菲特一季度亏损近500亿美元，如果接下来的交易日里，巴菲特持股没有优异的表现，<b>伯克希尔半年报合计报表仍将大概率亏损。</b></p><p><img src=\"https://static.tigerbbs.com/8c72934e2e9a1a144e72cbb25a1114a3\" tg-width=\"620\" tg-height=\"371\"></p><p><b>全球股市连连看 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>站上千亿美元大关</b></p><p>近一周看，全球重要股市指数悉数收涨。<span>巴西IBOVESPA指数涨幅最大，周累计涨4.07%，纳斯达克指数、深证成指、德国DAX和<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数均涨超3%。</span></p><p>俄罗斯RTS、日经225和韩国综合指数涨幅最小，周累计涨幅均不足1%。</p><p>周五的美股三大指数涨跌不一，受美国疫情大幅反弹影响，航空股、游轮股等全线跳水。苹果跌0.57%， 苹果宣布，随着美国某些地区的冠状病毒感染率开始上升，即将关闭在亚利桑那州，佛罗里达州，北卡罗来纳州和南卡罗来纳州的11家商店，这些商店几周前才重新开业。</p><p><img src=\"https://static.tigerbbs.com/2ccefa480a7448e5f9cc01e04b01b5ae\" tg-width=\"483\" tg-height=\"389\"></p><p><b>中概股的拼多多涨超6%，市值站上1000亿美元，市值超越<a href=\"https://laohu8.com/S/JD\">京东</a>， 成为仅次于阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>美团的第四大互联网公司。</b><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近5%，均创历史新高，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.28%，京东跌3.54%，金山云涨15.37%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨2.37%，据腾讯提交的13D文件显示，腾讯在6月斥资1000万美元买入蔚来汽车168万股ADS。</p><p>自3月16日创下阶段低点以来，<b>拼多多股价连续上涨，截至6月19日收盘，总涨幅近160%</b>。随着拼多多持续大涨，80后的创世人黄峥的身家也水涨船高，根据福布斯实时数据显示，黄铮已成为中国第三大富豪。<span>2015年4月，拼多多成立，3年后赴美上市，上市两年，拼多多已至千亿美元市值，从白手起家到财富超千亿人民币，黄铮只用了5年。</span></p><p><img src=\"https://static.tigerbbs.com/d2bc12828dffaf4761401c077f8a91f3\" tg-width=\"840\" tg-height=\"470\"></p>","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>巴菲特Q2暴赚400亿美元！拼多多超越京东站上千亿美元</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; 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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巴菲特Q2暴赚400亿美元！拼多多超越京东站上千亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2020-06-20 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>截至今天，巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。</blockquote><p><b>股神巴菲特退休？虚惊一场</b></p><p>本月17日，一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播，信中声称巴菲特将把<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>公司董事会主席一职交给David Scott Portnoy接任，并立即生效。</p><p>该书信迅速在中国社交媒体上传播，也引发了国内媒体去信伯克希尔公司求证。事后证明，这完全是一场闹剧，<b>这封书信是美国网络红人David Scott Portnoy自己模仿巴菲特语气伪造的。</b></p><p>实际上，在美国的社交平台上，巴菲特的股神地位已被多次质疑。美股近年来的牛市，使得有些垃圾股都能出现大幅上涨，巴菲特价值投资的理论也还是被多次嘲讽。</p><p>巴菲特今年已经89岁，关于退休的问题，几乎在每次伯克希尔股东大会上巴菲特都会被问到，而巴菲特给出的答案都是再等等。</p><p><b>巴菲特一季度创出史上最大亏损</b></p><p>对于巴菲特的抨击从未像今年如此之多。原因主要源于以下几点：</p><p>首先，巴菲特旗下伯克希尔.哈撒韦公司，一季度财报显示，<b>该公司一季度净亏损497亿美元，约3500亿元人民币，这是公司历史上最大的季度投资亏损。</b></p><p>其次，受新冠肺炎疫情影响，美股在一季度迅速下跌，巴菲特在一季度加仓航空股后，又于4月份全部割肉航空股。<b>而其手持的现金，也创下了伯克希尔公司的历史最高纪录，超1300亿美元</b>，从伯克希尔的持仓报告看，几乎未见抄底的动作。这几年，巴菲特也一直在抱怨称市场完全被高估，很多股票的价格过高，巴菲特对大举买入美股一直都比较谨慎。</p><p>最后，是巴菲特的投资风格依旧维持多年的习惯，持有大量金融股，对科技股抱有怀疑态度，几乎错过了这波科技股的红利。从2009年开始的这轮牛市中，伯克希尔公司的股价表现一直落后于标准500指数，<b>期间，伯克希尔公司A类股票股上涨了180%，而标普500指数上涨了243%。</b></p><p>伯克希尔公司近年投资表现不佳，也引发了公司股东的强烈质疑。有多个知名的长期投资者抛售伯克希尔公司股份。比如，Wedgewood Partners的首席投资长罗尔夫是伯克希尔几十年的股东就表示将出售价值千万美元的公司股票，并认为巴菲特错过了投资机会。</p><p><b>巴菲特持仓二季度表现如何?</b></p><p>证券时报·数据宝根据伯克希尔一季度持仓以及二季度期间的持仓变动，粗略统计显示，截至今天，<b>巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元（合人民币2800亿元，<a href=\"https://laohu8.com/S/BIDU\">百度</a>目前市值400多亿美元）。</b></p><p>具体来看，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司贡献了巴菲特投资组合的一半收益，苹果公司是巴菲特投资组合第一大持股，比例有35.5%<span>。巴菲特投资组合一季度末持有2.45亿股苹果股份，占苹果公司总股本的近6%，价值623.4亿美元，苹果公司股价自4月以来，已实现38%的涨幅，计算可知巴菲特持股增值240亿美元。</span></p><p>对巴菲特投资收益贡献较大的还有<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>公司和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司</b>，二季度投资收益分别为36.8亿、28.9亿、26亿、15.8亿和12.67亿美元。巴菲特前7大持股除上述股外，唯有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>二季度表现最差，亏损1.9亿美元。</p><p>从巴菲特投资组合的二季度股价表现看，高端家居零售商RH 的表现最好，二季度上涨153%，不过该股占投资组合比例不到0.1%。股价表现好的还有提供金融技术解决方案的STNE，二季度涨77%。持股股价表现最差的是<b>生物基因BIIB</b>，占巴菲特投资组合的0.11%，二季度下跌17.7%，二季度下跌的还有<b>电信公司LILA和富国银行</b>，下跌幅度不足3%。</p><p><img src=\"https://static.tigerbbs.com/0178498fe406086eee79badfb9378124\" tg-width=\"551\" tg-height=\"343\"></p><p>如果将二季度投资收益与一季度末持股市值相比，巴菲特持股组合实现投资收益约为25%，而同期纳斯达克指数涨29%。<b>如果再考虑伯克希尔公司持有超1000亿美元的现金，可见巴菲特二季度仍是跑输指数的。</b>并且巴菲特一季度亏损近500亿美元，如果接下来的交易日里，巴菲特持股没有优异的表现，<b>伯克希尔半年报合计报表仍将大概率亏损。</b></p><p><img src=\"https://static.tigerbbs.com/8c72934e2e9a1a144e72cbb25a1114a3\" tg-width=\"620\" tg-height=\"371\"></p><p><b>全球股市连连看 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>站上千亿美元大关</b></p><p>近一周看，全球重要股市指数悉数收涨。<span>巴西IBOVESPA指数涨幅最大，周累计涨4.07%，纳斯达克指数、深证成指、德国DAX和<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数均涨超3%。</span></p><p>俄罗斯RTS、日经225和韩国综合指数涨幅最小，周累计涨幅均不足1%。</p><p>周五的美股三大指数涨跌不一，受美国疫情大幅反弹影响，航空股、游轮股等全线跳水。苹果跌0.57%， 苹果宣布，随着美国某些地区的冠状病毒感染率开始上升，即将关闭在亚利桑那州，佛罗里达州，北卡罗来纳州和南卡罗来纳州的11家商店，这些商店几周前才重新开业。</p><p><img src=\"https://static.tigerbbs.com/2ccefa480a7448e5f9cc01e04b01b5ae\" tg-width=\"483\" tg-height=\"389\"></p><p><b>中概股的拼多多涨超6%，市值站上1000亿美元，市值超越<a href=\"https://laohu8.com/S/JD\">京东</a>， 成为仅次于阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>美团的第四大互联网公司。</b><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近5%，均创历史新高，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.28%，京东跌3.54%，金山云涨15.37%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨2.37%，据腾讯提交的13D文件显示，腾讯在6月斥资1000万美元买入蔚来汽车168万股ADS。</p><p>自3月16日创下阶段低点以来，<b>拼多多股价连续上涨，截至6月19日收盘，总涨幅近160%</b>。随着拼多多持续大涨，80后的创世人黄峥的身家也水涨船高，根据福布斯实时数据显示，黄铮已成为中国第三大富豪。<span>2015年4月，拼多多成立，3年后赴美上市，上市两年，拼多多已至千亿美元市值，从白手起家到财富超千亿人民币，黄铮只用了5年。</span></p><p><img src=\"https://static.tigerbbs.com/d2bc12828dffaf4761401c077f8a91f3\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146196342","content_text":"截至今天，巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。股神巴菲特退休？虚惊一场本月17日，一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播，信中声称巴菲特将把伯克希尔公司董事会主席一职交给David Scott Portnoy接任，并立即生效。该书信迅速在中国社交媒体上传播，也引发了国内媒体去信伯克希尔公司求证。事后证明，这完全是一场闹剧，这封书信是美国网络红人David Scott Portnoy自己模仿巴菲特语气伪造的。实际上，在美国的社交平台上，巴菲特的股神地位已被多次质疑。美股近年来的牛市，使得有些垃圾股都能出现大幅上涨，巴菲特价值投资的理论也还是被多次嘲讽。巴菲特今年已经89岁，关于退休的问题，几乎在每次伯克希尔股东大会上巴菲特都会被问到，而巴菲特给出的答案都是再等等。巴菲特一季度创出史上最大亏损对于巴菲特的抨击从未像今年如此之多。原因主要源于以下几点：首先，巴菲特旗下伯克希尔.哈撒韦公司，一季度财报显示，该公司一季度净亏损497亿美元，约3500亿元人民币，这是公司历史上最大的季度投资亏损。其次，受新冠肺炎疫情影响，美股在一季度迅速下跌，巴菲特在一季度加仓航空股后，又于4月份全部割肉航空股。而其手持的现金，也创下了伯克希尔公司的历史最高纪录，超1300亿美元，从伯克希尔的持仓报告看，几乎未见抄底的动作。这几年，巴菲特也一直在抱怨称市场完全被高估，很多股票的价格过高，巴菲特对大举买入美股一直都比较谨慎。最后，是巴菲特的投资风格依旧维持多年的习惯，持有大量金融股，对科技股抱有怀疑态度，几乎错过了这波科技股的红利。从2009年开始的这轮牛市中，伯克希尔公司的股价表现一直落后于标准500指数，期间，伯克希尔公司A类股票股上涨了180%，而标普500指数上涨了243%。伯克希尔公司近年投资表现不佳，也引发了公司股东的强烈质疑。有多个知名的长期投资者抛售伯克希尔公司股份。比如，Wedgewood Partners的首席投资长罗尔夫是伯克希尔几十年的股东就表示将出售价值千万美元的公司股票，并认为巴菲特错过了投资机会。巴菲特持仓二季度表现如何?证券时报·数据宝根据伯克希尔一季度持仓以及二季度期间的持仓变动，粗略统计显示，截至今天，巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元（合人民币2800亿元，百度目前市值400多亿美元）。具体来看，苹果公司贡献了巴菲特投资组合的一半收益，苹果公司是巴菲特投资组合第一大持股，比例有35.5%。巴菲特投资组合一季度末持有2.45亿股苹果股份，占苹果公司总股本的近6%，价值623.4亿美元，苹果公司股价自4月以来，已实现38%的涨幅，计算可知巴菲特持股增值240亿美元。对巴菲特投资收益贡献较大的还有美国银行、卡夫亨氏、美国运通、穆迪公司和可口可乐公司，二季度投资收益分别为36.8亿、28.9亿、26亿、15.8亿和12.67亿美元。巴菲特前7大持股除上述股外，唯有富国银行二季度表现最差，亏损1.9亿美元。从巴菲特投资组合的二季度股价表现看，高端家居零售商RH 的表现最好，二季度上涨153%，不过该股占投资组合比例不到0.1%。股价表现好的还有提供金融技术解决方案的STNE，二季度涨77%。持股股价表现最差的是生物基因BIIB，占巴菲特投资组合的0.11%，二季度下跌17.7%，二季度下跌的还有电信公司LILA和富国银行，下跌幅度不足3%。如果将二季度投资收益与一季度末持股市值相比，巴菲特持股组合实现投资收益约为25%，而同期纳斯达克指数涨29%。如果再考虑伯克希尔公司持有超1000亿美元的现金，可见巴菲特二季度仍是跑输指数的。并且巴菲特一季度亏损近500亿美元，如果接下来的交易日里，巴菲特持股没有优异的表现，伯克希尔半年报合计报表仍将大概率亏损。全球股市连连看 拼多多站上千亿美元大关近一周看，全球重要股市指数悉数收涨。巴西IBOVESPA指数涨幅最大，周累计涨4.07%，纳斯达克指数、深证成指、德国DAX和英国富时100指数均涨超3%。俄罗斯RTS、日经225和韩国综合指数涨幅最小，周累计涨幅均不足1%。周五的美股三大指数涨跌不一，受美国疫情大幅反弹影响，航空股、游轮股等全线跳水。苹果跌0.57%， 苹果宣布，随着美国某些地区的冠状病毒感染率开始上升，即将关闭在亚利桑那州，佛罗里达州，北卡罗来纳州和南卡罗来纳州的11家商店，这些商店几周前才重新开业。中概股的拼多多涨超6%，市值站上1000亿美元，市值超越京东， 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