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倚老乐
2020-11-22
巴超
@GuruFocus:开仓医疗股,巴菲特清仓的这只股票回报率超500%
倚老乐
2020-10-21
各位大神好!老虎证券的各位大师好!
去老虎APP查看更多动态
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本季度科技股唯一的新仓位就是云计算独角兽Snowflake,持股总价值约15.37亿美元;尽管只占总资产的0.67%,但作为近年来伯克希尔首次参与打新的股票,可以看出巴老团队对该公司的发展必然有着充分的信心。<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 另外一支新仓位就是美国三大运营商之一的T-Mobile(TMUS),但占比仅为0.12%。当前股价被严重高估,财务状况也仅为两颗星,有较高的破产风险。但T-Mobile是美国率先发布5G服务的公司之一,也号称在全美覆盖率第一,或许伯克希尔这次看好的是该公司的未来。 开仓医疗股 本季度伯克希尔行业占比变化最大的当属医疗保健行业。伯克希尔本季度共有六个新仓位,其中有四家医药行业公司,分别是默沙东(MRK),艾伯维(ABBV),施贵宝(BMY)和上周让股市为之一振的辉瑞(PFE)。前三家医疗公司均只占全部仓位的0.8%,辉瑞占的更少,只有0.06%。<a target=\"_blank\" href=\"https://laohu8.com/S/MRK\">$默沙东(MRK)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BMY\">$施贵宝(BMY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞</a>","text":"点击蓝字关注,教你像大师一样投资! 伯克希尔于昨天美股盘后发布了2020年三季度13F持仓报告。截至三季度末,伯克希尔共有49支股票,共价值约2288亿美元。其中近半数为科技股,光是苹果一只股票就占总资产的47.78%。本季度中伯克希尔也在高位减持苹果3.7%,根据往年的数据,伯克希尔都会在每年第三或第四季度略微减持苹果。 本季度科技股唯一的新仓位就是云计算独角兽Snowflake,持股总价值约15.37亿美元;尽管只占总资产的0.67%,但作为近年来伯克希尔首次参与打新的股票,可以看出巴老团队对该公司的发展必然有着充分的信心。$Snowflake(SNOW)$ 另外一支新仓位就是美国三大运营商之一的T-Mobile(TMUS),但占比仅为0.12%。当前股价被严重高估,财务状况也仅为两颗星,有较高的破产风险。但T-Mobile是美国率先发布5G服务的公司之一,也号称在全美覆盖率第一,或许伯克希尔这次看好的是该公司的未来。 开仓医疗股 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