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2021-12-03

$阿里巴巴(BABA)$底在哪里[呆住]

2021-11-03

$Lemonade, Inc.(LMND)$起飞了？[惊讶]

2021-10-30

这篇文章不错，转发给大家看

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-26

巴菲特认为，只有当你不知道自己在做什么时，多元化才是必要的。

These 10 Stocks Make Up 87% of Warren Buffett's Portfolio

2021-08-13

[微笑] [微笑] [无语] [无语]

外资清仓中概股？这些没抛，“木头姐”表态来了

2021-06-30

[强]

抱歉，原内容已删除

2021-06-24

[惊讶] [惊讶]

抱歉，原内容已删除

2021-06-17

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抱歉，原内容已删除

2021-05-26

[微笑]

抱歉，原内容已删除

2021-05-11

$Lemonade, Inc.(LMND)$紧张

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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>底在哪里[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>底在哪里[呆住]&nbsp;","text":"$阿里巴巴(BABA)$底在哪里[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601253222","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848012969,"gmtCreate":1635947949331,"gmtModify":1635948057404,"author":{"id":"3570938327466471","authorId":"3570938327466471","name":"Js9","avatar":"https://static.tigerbbs.com/9573ab87f8a7071070572ced95f1a3da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938327466471","authorIdStr":"3570938327466471"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>起飞了？[惊讶]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>起飞了？[惊讶]&nbsp;","text":"$Lemonade, Inc.(LMND)$起飞了？[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848012969","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857503417,"gmtCreate":1635544599041,"gmtModify":1635544599194,"author":{"id":"3570938327466471","authorId":"3570938327466471","name":"Js9","avatar":"https://static.tigerbbs.com/9573ab87f8a7071070572ced95f1a3da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938327466471","authorIdStr":"3570938327466471"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857503417","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852199050,"gmtCreate":1635249802102,"gmtModify":1635249802186,"author":{"id":"3570938327466471","authorId":"3570938327466471","name":"Js9","avatar":"https://static.tigerbbs.com/9573ab87f8a7071070572ced95f1a3da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938327466471","authorIdStr":"3570938327466471"},"themes":[],"htmlText":"巴菲特认为，只有当你不知道自己在做什么时，多元化才是必要的。","listText":"巴菲特认为，只有当你不知道自己在做什么时，多元化才是必要的。","text":"巴菲特认为，只有当你不知道自己在做什么时，多元化才是必要的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852199050","repostId":"2178408679","repostType":2,"repost":{"id":"2178408679","kind":"highlight","pubTimestamp":1635248021,"share":"https://www.laohu8.com/m/news/2178408679?lang=&edition=full","pubTime":"2021-10-26 19:33","market":"us","language":"en","title":"These 10 Stocks Make Up 87% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2178408679","media":"Motley Fool","summary":"Diversification isn't a necessity if you know what you're doing, according to Buffett.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.</li>\n <li>Despite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.</li>\n</ul>\n<p>When it comes to investing success, <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.</p>\n<p>Interestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/533403f3176e26f5f4da7e08dd122471\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>BERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.</span></p>\n<h2>1. Apple: $134.9 billion</h2>\n<p>Innovation kingpin <b>Apple</b> (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.</p>\n<p>Buffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9921669d6e72984233e143b35e65df21\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>2. Bank of America: $49.1 billion</h2>\n<p>There isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in <b>Bank of America</b> (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.</p>\n<p>Bank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).</p>\n<p>Also, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7f6a702501b8ac4441d5357965f786\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: AMERICAN EXPRESS.</span></p>\n<h2>3. American Express: $28.4 billion</h2>\n<p>A big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender <b>American Express </b>(NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.</p>\n<p>AmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.</p>\n<p>Further, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f64dcdff17a24b8a4e277db734557537\" tg-width=\"2000\" tg-height=\"1334\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: COCA-COLA.</span></p>\n<h2>4. Coca-Cola: $21.8 billion</h2>\n<p>Beverage giant <b>Coca-Cola</b> (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.</p>\n<p>While Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.</p>\n<p>Coke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56aaf3a83c0f4feecb7dc3e505a5298c\" tg-width=\"2000\" tg-height=\"1338\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>5. Kraft Heinz: $11.8 billion</h2>\n<p>Consumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company <b>Kraft Heinz</b> (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.</p>\n<p>Although Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.</p>\n<p>If there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159f9f94399bca4160083c4b00edfb0e\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>6. Moody's: $9.4 billion</h2>\n<p>Credit ratings agency and analytics company <b>Moody's</b> (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from <b>Dun &amp; Bradstreet</b>&nbsp;in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).</p>\n<p>In recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.</p>\n<p>Meanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11fba9965f7be6784fbbeabc01181fb3\" tg-width=\"2000\" tg-height=\"1332\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: U.S. BANK.</span></p>\n<h2>7. U.S. Bancorp: $9.2 billion</h2>\n<p>Have I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank <b>U.S. Bancorp</b> (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.</p>\n<p>What's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019.&nbsp; Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.</p>\n<p>U.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38c1453d695e1c76cb6d457fd617a96\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>8. BYD Corp.: $8.6 billion</h2>\n<p>Something you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY). Today that investment is worth around $8.6 billion.</p>\n<p>EVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.</p>\n<p>In the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fe938d5ce6d8662de9a7f51aec083f\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>9. Verizon Communications: $8.4 billion</h2>\n<p>The newest big investment from Warren Buffett is telecom stock <b>Verizon</b> (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.</p>\n<p>On one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.</p>\n<p>On the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b509a39788add5661cdd65e95d5cc808\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>10. Bank of New York Mellon: $4.4 billion</h2>\n<p><b>Bank of New York Mellon</b> (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.</p>\n<p>The likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.</p>\n<p>However, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.</p>","source":"fool_stock","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>These 10 Stocks Make Up 87% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 87% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","KO":"可口可乐","MCO":"穆迪","AAPL":"苹果","USB":"美国合众银行","BAC":"美国银行","BRK.A":"伯克希尔","AXP":"美国运通","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178408679","content_text":"Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.\n\nWhen it comes to investing success, Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.\nInterestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.\nBERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.\n1. Apple: $134.9 billion\nInnovation kingpin Apple (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.\nBuffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.\nIMAGE SOURCE: GETTY IMAGES.\n2. Bank of America: $49.1 billion\nThere isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in Bank of America (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.\nBank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).\nAlso, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.\nIMAGE SOURCE: AMERICAN EXPRESS.\n3. American Express: $28.4 billion\nA big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender American Express (NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.\nAmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.\nFurther, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.\nIMAGE SOURCE: COCA-COLA.\n4. Coca-Cola: $21.8 billion\nBeverage giant Coca-Cola (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.\nWhile Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.\nCoke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.\nIMAGE SOURCE: GETTY IMAGES.\n5. Kraft Heinz: $11.8 billion\nConsumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company Kraft Heinz (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.\nAlthough Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.\nIf there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.\nIMAGE SOURCE: GETTY IMAGES.\n6. Moody's: $9.4 billion\nCredit ratings agency and analytics company Moody's (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from Dun & Bradstreet in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).\nIn recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.\nMeanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.\nIMAGE SOURCE: U.S. BANK.\n7. U.S. Bancorp: $9.2 billion\nHave I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank U.S. Bancorp (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.\nWhat's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019.  Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.\nU.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.\nIMAGE SOURCE: GETTY IMAGES.\n8. BYD Corp.: $8.6 billion\nSomething you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer BYD (OTC:BYDDY). Today that investment is worth around $8.6 billion.\nEVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.\nIn the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.\nIMAGE SOURCE: GETTY IMAGES.\n9. Verizon Communications: $8.4 billion\nThe newest big investment from Warren Buffett is telecom stock Verizon (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.\nOn one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.\nOn the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.\nIMAGE SOURCE: GETTY IMAGES.\n10. Bank of New York Mellon: $4.4 billion\nBank of New York Mellon (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.\nThe likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.\nHowever, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894107792,"gmtCreate":1628810182216,"gmtModify":1633689389567,"author":{"id":"3570938327466471","authorId":"3570938327466471","name":"Js9","avatar":"https://static.tigerbbs.com/9573ab87f8a7071070572ced95f1a3da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938327466471","authorIdStr":"3570938327466471"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[无语]&nbsp;[无语]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[无语]&nbsp;[无语]&nbsp;","text":"[微笑] [微笑] [无语] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894107792","repostId":"1151301033","repostType":4,"repost":{"id":"1151301033","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1628756571,"share":"https://www.laohu8.com/m/news/1151301033?lang=&edition=full","pubTime":"2021-08-12 16:22","market":"us","language":"zh","title":"外资清仓中概股？这些没抛，“木头姐”表态来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1151301033","media":"中国基金报","summary":"https://mp.weixin.qq.com/s/AP7TC-M9mt541lnsds9q-w","content":"<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>外资清仓中概股？这些没抛，“木头姐”表态来了</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外资清仓中概股？这些没抛，“木头姐”表态来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-12 16:22 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151301033","content_text":"以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190亿美元降至22.29亿美元。\n需要明确的是，这家资管巨头的调仓发生在监管政策出台之前。这种清仓式减持，要么是对监管风险的提前预判，要么是出于对市场趋势研读的过人判断力。实际上，业内人士认为，中国政府倾向于 “反周期”，在宏观环境有所改善的时候会加大监管政策力度。这意味着，机构如果因此提前有所准备并行动迅速，就能避免严重损失。二季度以来，阿里巴巴最多下跌了18%。\n相较于二级市场的波动，政策监管变化对于一级市场和私募股权市场的影响更加深远。被报暂停在中国投资的软银，也表态会在事态明朗化后积极恢复投资。\n据路透社，软银社长孙正义表示，愿景基金有 23% 是投资于中国，但基金并未倚赖特定区域，投资相当均衡。他称中国科技业者正陷于困境但表现良好，股价应该会回升，而随着事态明朗化，将恢复在中国积极投资。\n愿景基金首席财务官 Navneet Govil 表示，虽然监管整顿影响了回报预期，但对中国的整体看法是不变的：中国仍然是一个巨大的、不断增长和引人注目的投资机会。\n减仓派“木头姐”至少持百亿中国资产\n长期赛道选手逢低买入\n美国主动管理科技基金的代表“木头姐”，在其旗舰基金清仓相关中概股持仓，但其余规模稍小的基金中，持有中概股比例并不低。\n截至8月11日，方舟自动化及机器人ETF中仍持有京东、百度、小牛电动和比亚迪，合计持股比率达8.71%；持仓市值近25亿美元（约合160亿元人民币），显示出其对于电商及新能源车的信心。\n\n“木头姐”也表态对中国资产仍持有“开放态度”。在本周二的网络研讨会上，她表示在投资中国资产这一问题上，其关注领域中许多公司多方面包括值等都在下降，可能不会很快恢复，甚至可能会进一步下跌。但她也明确，会在创新领域发现一些非常有趣的公司，所以会对此保持开放的态度。\n更有机构乘机抄底。知名长线科技投资机构柏基投资（Baillie Gifford），在 7 月末港股大幅波动之时，大幅加仓美团，持股比例增至 5.12%。\n目前，哪些领域会受到政府政策影响仍然受到外资高度关注，摩根士丹利就在近期一份研报中列出了包括可能受到影响的领域，包括科技、地产、消费、医疗及碳中和等。\n\n哪些赛道被外资看好？\n随着政府大力监管教培及垄断性的科技巨头，部分外资开始调转在中国的投资方向。许多受到政策鼓励的行业，被外资视为政策调整下涌现出来的新赛道：\n房屋租赁市场：\n今年政府加强了购房限制，大力控制房价，并吸引资金帮助提供出租房，这引起了大量外资机构的兴趣。APG 资产管理公司准备在未来 3 至 5 年内向中国出租房屋投入约12亿美元，这家美国私募股权巨头投资了不少中国的公寓租赁品牌如魔方、自如等。黑石集团和华平投资等海外投资者也正加大投资这一领域。\n外资认为，长期租赁住房是中国的下一个重大机遇，就像 10 年前的物流中心或 5 年前的数据中心。上海、北京等大城市日益增长的人口密度、严格的购房限制以及推迟结婚和生育等因素，将促进对多户型住房长租的需求。\n医疗数字化：\n尽管中国在电子商务、移动支付和外卖等领域已经完全数字化，走在全球前列，但医疗保健却没有迅速更上。中国的医疗保健可能很快就会面临数字化快速增长拐点，“木头姐”旗下的方舟集团看到了该行业的巨大机遇。根据方舟集团本周发布的研究报告，一些公司可能会从此转型中获益匪浅。\n该研报指出，数字化转型可以减轻医院的压力，可以发力的领域包括在线咨询、人工智能辅助的临床诊断系统、数字化医疗应用程序、处方药配送到家以及专业护理平台，数字化转型会使超负荷工作的医生看病更有效率，病人也会得到更好的服务和治疗。\n方舟集团估计，随着数字化转型，中国的在线问诊可能会大幅增加，从2019年占所有医疗就诊的6% 增加到2025年的50% 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894107792,"gmtCreate":1628810182216,"gmtModify":1633689389567,"author":{"id":"3570938327466471","authorId":"3570938327466471","name":"Js9","avatar":"https://static.tigerbbs.com/9573ab87f8a7071070572ced95f1a3da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938327466471","authorIdStr":"3570938327466471"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[无语]&nbsp;[无语]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[无语]&nbsp;[无语]&nbsp;","text":"[微笑] [微笑] [无语] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894107792","repostId":"1151301033","repostType":4,"repost":{"id":"1151301033","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1628756571,"share":"https://www.laohu8.com/m/news/1151301033?lang=&edition=full","pubTime":"2021-08-12 16:22","market":"us","language":"zh","title":"外资清仓中概股？这些没抛，“木头姐”表态来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1151301033","media":"中国基金报","summary":"https://mp.weixin.qq.com/s/AP7TC-M9mt541lnsds9q-w","content":"<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>外资清仓中概股？这些没抛，“木头姐”表态来了</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; 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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外资清仓中概股？这些没抛，“木头姐”表态来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-12 16:22 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BABA":"阿里巴巴","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151301033","content_text":"以软银为首的外资暂停投资中国资产的事件还在发酵，不过，不少资管巨头即便减仓，仍然看好中国的长期投资机会，并没有退出持有看好的中国资产，相反，一些外资机构看到转型中的投资机会，加大在特定领域的投资。\n调仓主要出于市场风险\n随着近期资管巨头不断披露二季报持仓，一些大幅度缩减中概股的消息不断浮出水面：资管巨头贝莱德大幅削减阿里巴巴仓位：减持阿里巴巴7402万股，减持幅度高达88.28%，持仓市值从190亿美元降至22.29亿美元。\n需要明确的是，这家资管巨头的调仓发生在监管政策出台之前。这种清仓式减持，要么是对监管风险的提前预判，要么是出于对市场趋势研读的过人判断力。实际上，业内人士认为，中国政府倾向于 “反周期”，在宏观环境有所改善的时候会加大监管政策力度。这意味着，机构如果因此提前有所准备并行动迅速，就能避免严重损失。二季度以来，阿里巴巴最多下跌了18%。\n相较于二级市场的波动，政策监管变化对于一级市场和私募股权市场的影响更加深远。被报暂停在中国投资的软银，也表态会在事态明朗化后积极恢复投资。\n据路透社，软银社长孙正义表示，愿景基金有 23% 是投资于中国，但基金并未倚赖特定区域，投资相当均衡。他称中国科技业者正陷于困境但表现良好，股价应该会回升，而随着事态明朗化，将恢复在中国积极投资。\n愿景基金首席财务官 Navneet Govil 表示，虽然监管整顿影响了回报预期，但对中国的整体看法是不变的：中国仍然是一个巨大的、不断增长和引人注目的投资机会。\n减仓派“木头姐”至少持百亿中国资产\n长期赛道选手逢低买入\n美国主动管理科技基金的代表“木头姐”，在其旗舰基金清仓相关中概股持仓，但其余规模稍小的基金中，持有中概股比例并不低。\n截至8月11日，方舟自动化及机器人ETF中仍持有京东、百度、小牛电动和比亚迪，合计持股比率达8.71%；持仓市值近25亿美元（约合160亿元人民币），显示出其对于电商及新能源车的信心。\n\n“木头姐”也表态对中国资产仍持有“开放态度”。在本周二的网络研讨会上，她表示在投资中国资产这一问题上，其关注领域中许多公司多方面包括值等都在下降，可能不会很快恢复，甚至可能会进一步下跌。但她也明确，会在创新领域发现一些非常有趣的公司，所以会对此保持开放的态度。\n更有机构乘机抄底。知名长线科技投资机构柏基投资（Baillie Gifford），在 7 月末港股大幅波动之时，大幅加仓美团，持股比例增至 5.12%。\n目前，哪些领域会受到政府政策影响仍然受到外资高度关注，摩根士丹利就在近期一份研报中列出了包括可能受到影响的领域，包括科技、地产、消费、医疗及碳中和等。\n\n哪些赛道被外资看好？\n随着政府大力监管教培及垄断性的科技巨头，部分外资开始调转在中国的投资方向。许多受到政策鼓励的行业，被外资视为政策调整下涌现出来的新赛道：\n房屋租赁市场：\n今年政府加强了购房限制，大力控制房价，并吸引资金帮助提供出租房，这引起了大量外资机构的兴趣。APG 资产管理公司准备在未来 3 至 5 年内向中国出租房屋投入约12亿美元，这家美国私募股权巨头投资了不少中国的公寓租赁品牌如魔方、自如等。黑石集团和华平投资等海外投资者也正加大投资这一领域。\n外资认为，长期租赁住房是中国的下一个重大机遇，就像 10 年前的物流中心或 5 年前的数据中心。上海、北京等大城市日益增长的人口密度、严格的购房限制以及推迟结婚和生育等因素，将促进对多户型住房长租的需求。\n医疗数字化：\n尽管中国在电子商务、移动支付和外卖等领域已经完全数字化，走在全球前列，但医疗保健却没有迅速更上。中国的医疗保健可能很快就会面临数字化快速增长拐点，“木头姐”旗下的方舟集团看到了该行业的巨大机遇。根据方舟集团本周发布的研究报告，一些公司可能会从此转型中获益匪浅。\n该研报指出，数字化转型可以减轻医院的压力，可以发力的领域包括在线咨询、人工智能辅助的临床诊断系统、数字化医疗应用程序、处方药配送到家以及专业护理平台，数字化转型会使超负荷工作的医生看病更有效率，病人也会得到更好的服务和治疗。\n方舟集团估计，随着数字化转型，中国的在线问诊可能会大幅增加，从2019年占所有医疗就诊的6% 增加到2025年的50% ，从15亿美元增长为规模达500亿美元的市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136350665,"gmtCreate":1621995572657,"gmtModify":1634184855057,"author":{"id":"3570938327466471","authorId":"3570938327466471","name":"Js9","avatar":"https://static.tigerbbs.com/9573ab87f8a7071070572ced95f1a3da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938327466471","authorIdStr":"3570938327466471"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136350665","repostId":"1170380201","repostType":4,"isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}