巴菲特的首席弟子的个人主页 - 老虎社区

巴菲特的首席弟子

巴菲特的首席弟子

在被嘲笑的道路上越走越远，一跃进了龙门。

IP属地：山东

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0勋章

巴菲特的首席弟子

2022-11-13

市场大涨

市场的坏消息：美国民主党锁定参议院控制权

巴菲特的首席弟子

2022-11-12

$贝壳(BEKE)$ 中概的榜样！

巴菲特的首席弟子

2022-11-10

世界数中国最牛，其他都是纸老虎！

抱歉，原内容已删除

巴菲特的首席弟子

2022-11-10

中国企业的带头大哥！

台积电10月销售额2102.7亿新台币，同比增长56%

巴菲特的首席弟子

2022-11-06

超预期，大涨

伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元

巴菲特的首席弟子

2022-11-03

这评级醉了，上次还看好800，这妹的又350

抱歉，原内容已删除

巴菲特的首席弟子

2022-11-03

$Meta Platforms(META)$那些不被理解的日子只要挺过去了，元宇宙一定会成为下一个奇迹！

巴菲特的首席弟子

2022-11-02

$拼多多(PDD)$还是多多稳如狗

巴菲特的首席弟子

2022-11-01

$阿里巴巴(BABA)$一支穿云箭，千军万马来相见。

巴菲特的首席弟子

2022-10-29

$纳斯达克(.IXIC)$羡慕嫉妒恨啊

去老虎APP查看更多动态

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href=https://wallstreetcn.com/articles/3674816><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这意味着，在拜登任期剩下的两年里，民主党能够批准司法提名、行政部门任命，并制定立法议程，即使共和党控制了众议院。随着美国民主党锁定参议院控制权，市场的期待落空了。据央视新闻报道，当地时间11月12日，美国内华达州国会参议员民主党候选人凯瑟琳·科尔特斯·马斯托以48.7%的得票率击败其共和党竞争对手亚当·拉克索尔特，赢得内华达州国会参议员选举。此前一天，美国民主党参议员马克·凯利在亚利桑那州赢得连任...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674816\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3674816","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188896197","content_text":"这意味着，在拜登任期剩下的两年里，民主党能够批准司法提名、行政部门任命，并制定立法议程，即使共和党控制了众议院。随着美国民主党锁定参议院控制权，市场的期待落空了。据央视新闻报道，当地时间11月12日，美国内华达州国会参议员民主党候选人凯瑟琳·科尔特斯·马斯托以48.7%的得票率击败其共和党竞争对手亚当·拉克索尔特，赢得内华达州国会参议员选举。此前一天，美国民主党参议员马克·凯利在亚利桑那州赢得连任，击败美国前总统特朗普支持的共和党竞选者布莱克·马斯特斯。截至目前，民主党已经取得了国会参议院的50席，取得参议院控制权。对于拜登来说，保持民主党在参议院的优势至关重要。这意味着，在他任期剩下的两年里，民主党能够批准司法提名、行政部门任命，并制定立法议程，即使共和党控制了众议院。截至目前。众议院“花落谁家”仍未揭晓，但初步结果倾向于共和党。目前共和党拥有211个席位，民主党拥有203个席位，需要218个席位才能成为多数。分析指出，政治上的不利因素使民主党赢得众议院的机会非常渺茫。如果共和党赢得对众议院的控制，预计共和党将对拜登的政策发起挑战，比如可能利用对债务上限的摊牌来迫使削减支出。市场期待落空对于美国此次中期选举，市场期待一个“全面胜利”的共和党。市场期望最好的情况是共和党取得两院控制权，这样就能阻止民主党在未来两年内颁布更多的新法案，减少不确定性。华尔街见闻稍早时候曾提到，对于市场而言，真正重要的或许不是哪一个政党获胜，而是政府内部的相互制衡。Bokeh 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Financial策略师写道：如果发生了衰退，由于财政应对力度较小，衰退可能会越来越严重。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664429596,"gmtCreate":1668186538815,"gmtModify":1668186796222,"author":{"id":"4126572556908202","authorId":"4126572556908202","name":"巴菲特的首席弟子","avatar":"https://static.tigerbbs.com/01da8318f4b77df83b1232fc9042a3c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126572556908202","authorIdStr":"4126572556908202"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$ &nbsp;</a>中概的榜样！","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$ &nbsp;</a>中概的榜样！","text":"$贝壳(BEKE)$ 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13:36","market":"other","language":"zh","title":"台积电10月销售额2102.7亿新台币，同比增长56%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143494223","media":"老虎资讯综合","summary":"11月10日，台积电：10月销售额2102.7亿新台币，同比增长56%；今年以来的销售总额为1.85万亿新台币，同比增长44％。","content":"<html><head></head><body><p>11月10日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>：10月销售额2102.7亿新台币，同比增长56%；今年以来的销售总额为1.85万亿新台币，同比增长44％。</p><p><img src=\"https://static.tigerbbs.com/6ce7d7f18b304ba8a1ba55a572cb0932\" tg-width=\"1095\" tg-height=\"281\" width=\"100%\" height=\"auto\"/></p></body></html>","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>台积电10月销售额2102.7亿新台币，同比增长56%</title>\n<style 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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台积电10月销售额2102.7亿新台币，同比增长56%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-11-10 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月10日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>：10月销售额2102.7亿新台币，同比增长56%；今年以来的销售总额为1.85万亿新台币，同比增长44％。</p><p><img src=\"https://static.tigerbbs.com/6ce7d7f18b304ba8a1ba55a572cb0932\" tg-width=\"1095\" tg-height=\"281\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4505":"高瓴资本持仓","BK4512":"苹果概念","EWT":"台湾ETF-iShares MSCI","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143494223","content_text":"11月10日，台积电：10月销售额2102.7亿新台币，同比增长56%；今年以来的销售总额为1.85万亿新台币，同比增长44％。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664913055,"gmtCreate":1667678462977,"gmtModify":1667678465718,"author":{"id":"4126572556908202","authorId":"4126572556908202","name":"巴菲特的首席弟子","avatar":"https://static.tigerbbs.com/01da8318f4b77df83b1232fc9042a3c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126572556908202","authorIdStr":"4126572556908202"},"themes":[],"htmlText":"超预期，大涨","listText":"超预期，大涨","text":"超预期，大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664913055","repostId":"1133115865","repostType":4,"repost":{"id":"1133115865","kind":"news","pubTimestamp":1667649875,"share":"https://www.laohu8.com/m/news/1133115865?lang=&edition=full","pubTime":"2022-11-05 20:04","market":"sh","language":"zh","title":"伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1133115865","media":"老虎资讯综合","summary":"在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，","content":"<html><head></head><body><blockquote>在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。</blockquote><p>在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。</p><p>11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%。</p><p>三季度运营利润为77.61亿美元，较去年同期的64.66亿美元增幅为20%。此项利润的范畴涵盖集团拥有的保险、铁路和公用事业等业务，不包括投资损益。</p><p><b>伯克希尔哈撒韦的保险业务在第三季度受到了冲击，保险承保业务损失了9.62亿美元，一定程度上拖累了三季度的营业利润。</b>当期受飓风伊恩(Ian)带来的影响，汽车行业索赔的频率和严重性不断增加。</p><p>其余业务方面，保险投资利润为14.08亿美元，高于上年同期的11.61亿美元，公用事业和能源业务的利润为15.85亿美元，高于去年同期的14.96亿美元；铁路业务利润从2021年同期的15.38亿美元下降到14.42亿美元。</p><p><img src=\"https://static.tigerbbs.com/635bcdb2e0a9521ce6164b1e0989b0e4\" tg-width=\"640\" tg-height=\"602\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>与二季度财报相似，<b>主要由于投资和衍生品投资组合的亏损，伯克希尔哈撒韦第三季度归属于股东的净亏损为26.9亿美元，去年同期为盈利103.4亿美元。</b></p><p>三季度，美股经历了过山车行情，标普500先是在7月至8月中旬迎来一波强劲反弹，随后一路下挫至9月底。</p><p>在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。</p><p>巴菲特再次告诉投资者，任何一个季度的账面投资收益（损失）金额“通常都是没有意义的”。</p><p>不过，与二季度530亿美元的投资损失相比，三季度其投资组合损失收窄至104.5亿美元，推动三季度的净利润亏损显著减少，二季度该公司净利润亏损437.55亿美元。</p><p><img src=\"https://static.tigerbbs.com/cc5b3bea058e914a12594a873f7e0a70\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>财报显示，截至三季度末，伯克希尔大约73%的持仓集中在五家公司：美国运通公司（205亿美元）、苹果公司（1265亿美元）、美国银行（312亿美元）、可口可乐公司（224亿美元）、雪佛龙公司（244亿美元）。<img src=\"https://static.tigerbbs.com/393b3b9a14716791495e156c3b04fb21\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>今年以来，只有苹果的跌幅比标普500指数21%的跌幅更糟一些，其下跌了24%，与二季度财报发布时年初以来的跌幅相当。美国银行、美国运通分别-20%、-14%，较二季度财报发布时年初以来的跌幅收窄，后者分别为-32%、-17%。</p><p>与此同时，由于俄乌冲突给能源供应带来压力，导致石油价格飙升，<b>雪佛龙今年以来上涨了54%，为投资组合提供了一些支撑</b>，二季度财报发布时雪佛龙年初以来的涨幅为21%。</p><p><img src=\"https://static.tigerbbs.com/b3956b24da5aa4f0cfc432f83f82e5cb\" tg-width=\"640\" tg-height=\"653\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此外，伯克希尔第三季度首次将西方石油的业绩纳入财报。到第三季度末，伯克希尔将其在西方石油的持股增加到1.945亿股，占该公司普通股流通股的20.9%。</p><p>截至9月30日收盘，<b>伯克希尔持有的西方石油价值近120亿美元。</b>巴菲特还持有10万股西方石油A系列优先股和认股权证，可以每股59.624美元的行权价购买约8390万股。包括认股权证在内，该集团拥有该石油公司近30%的股份。</p><p>值得注意的是，西方石油年初以来的涨幅达到136%。</p><p><img src=\"https://static.tigerbbs.com/370ae3ac16368edb8ab936c222111ebf\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>三季报还没有反映伯克希尔以116亿美元收购专业保险公司Alleghany的情况，因为该交易在第三季度结束后于10月19日完成。</p><p>另外，<b>二季度以来，伯克希尔的回购速度明显慢了下来。</b></p><p>截至第三季度末，该公司现金储备由二季度末1054亿美元，小幅增至1090亿美元。</p><p><b>第三季度伯克希尔大约回购了10.5亿美元的股票，与此前三个月回购的约10亿美元股票规模相当，前三个月累计回购总额达到52.5亿美元。</b></p><p>分析师此前预计回购规模将与第一季的32亿美元大致相当。</p><p>今年以来，伯克希尔的股价表现总体好于大盘，A类股今年以来下跌约4%，而标准普尔500指数下跌21%。</p></body></html>","source":"wallstreetcn_api","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>伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元</title>\n<style 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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伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-05 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3674214><strong>老虎资讯综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674214\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.A":"伯克希尔","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4581":"高盛持仓","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4176":"多领域控股","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4534":"瑞士信贷持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://wallstreetcn.com/articles/3674214","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133115865","content_text":"在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%。三季度运营利润为77.61亿美元，较去年同期的64.66亿美元增幅为20%。此项利润的范畴涵盖集团拥有的保险、铁路和公用事业等业务，不包括投资损益。伯克希尔哈撒韦的保险业务在第三季度受到了冲击，保险承保业务损失了9.62亿美元，一定程度上拖累了三季度的营业利润。当期受飓风伊恩(Ian)带来的影响，汽车行业索赔的频率和严重性不断增加。其余业务方面，保险投资利润为14.08亿美元，高于上年同期的11.61亿美元，公用事业和能源业务的利润为15.85亿美元，高于去年同期的14.96亿美元；铁路业务利润从2021年同期的15.38亿美元下降到14.42亿美元。与二季度财报相似，主要由于投资和衍生品投资组合的亏损，伯克希尔哈撒韦第三季度归属于股东的净亏损为26.9亿美元，去年同期为盈利103.4亿美元。三季度，美股经历了过山车行情，标普500先是在7月至8月中旬迎来一波强劲反弹，随后一路下挫至9月底。在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。巴菲特再次告诉投资者，任何一个季度的账面投资收益（损失）金额“通常都是没有意义的”。不过，与二季度530亿美元的投资损失相比，三季度其投资组合损失收窄至104.5亿美元，推动三季度的净利润亏损显著减少，二季度该公司净利润亏损437.55亿美元。财报显示，截至三季度末，伯克希尔大约73%的持仓集中在五家公司：美国运通公司（205亿美元）、苹果公司（1265亿美元）、美国银行（312亿美元）、可口可乐公司（224亿美元）、雪佛龙公司（244亿美元）。今年以来，只有苹果的跌幅比标普500指数21%的跌幅更糟一些，其下跌了24%，与二季度财报发布时年初以来的跌幅相当。美国银行、美国运通分别-20%、-14%，较二季度财报发布时年初以来的跌幅收窄，后者分别为-32%、-17%。与此同时，由于俄乌冲突给能源供应带来压力，导致石油价格飙升，雪佛龙今年以来上涨了54%，为投资组合提供了一些支撑，二季度财报发布时雪佛龙年初以来的涨幅为21%。此外，伯克希尔第三季度首次将西方石油的业绩纳入财报。到第三季度末，伯克希尔将其在西方石油的持股增加到1.945亿股，占该公司普通股流通股的20.9%。截至9月30日收盘，伯克希尔持有的西方石油价值近120亿美元。巴菲特还持有10万股西方石油A系列优先股和认股权证，可以每股59.624美元的行权价购买约8390万股。包括认股权证在内，该集团拥有该石油公司近30%的股份。值得注意的是，西方石油年初以来的涨幅达到136%。三季报还没有反映伯克希尔以116亿美元收购专业保险公司Alleghany的情况，因为该交易在第三季度结束后于10月19日完成。另外，二季度以来，伯克希尔的回购速度明显慢了下来。截至第三季度末，该公司现金储备由二季度末1054亿美元，小幅增至1090亿美元。第三季度伯克希尔大约回购了10.5亿美元的股票，与此前三个月回购的约10亿美元股票规模相当，前三个月累计回购总额达到52.5亿美元。分析师此前预计回购规模将与第一季的32亿美元大致相当。今年以来，伯克希尔的股价表现总体好于大盘，A类股今年以来下跌约4%，而标准普尔500指数下跌21%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665473986,"gmtCreate":1667465223046,"gmtModify":1667465225832,"author":{"id":"4126572556908202","authorId":"4126572556908202","name":"巴菲特的首席弟子","avatar":"https://static.tigerbbs.com/01da8318f4b77df83b1232fc9042a3c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126572556908202","authorIdStr":"4126572556908202"},"themes":[],"htmlText":"这评级醉了，上次还看好800，这妹的又350","listText":"这评级醉了，上次还看好800，这妹的又350","text":"这评级醉了，上次还看好800，这妹的又350","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665473986","repostId":"2280956805","repostType":2,"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665479519,"gmtCreate":1667465115831,"gmtModify":1667465116909,"author":{"id":"4126572556908202","authorId":"4126572556908202","name":"巴菲特的首席弟子","avatar":"https://static.tigerbbs.com/01da8318f4b77df83b1232fc9042a3c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126572556908202","authorIdStr":"4126572556908202"},"themes":[],"htmlText":"<a 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宣布，将推迟执行其2017年发行的永续债券于11月9日的看涨期权，主要由于该公司需延期发行计划中的美元混合证券以偿还现有债券。</p><p><b>这是2009年以来韩国首次出现这种情况，随即引发了永续债券的暴跌</b>，尽管后来该公司推翻了这一决定。</p><p>自Woori Bank于2009年推迟回购其次级票据以来，没有一家韩国发行人推迟行使债券偿还选择权。而延期偿还债券的情况在全球范围内并不常见，<b>这样的行为表明韩国的信贷危机仍在不断蔓延</b>，或将导致韩国市场的巨幅震荡。</p><p>韩国债市的困境反映出整体信贷市场的疲软。根据媒体汇编的数据，亚洲（不包括日本）投资级美元公司的未偿付债券余额上周降至7693亿美元，为2021年7月以来的最低水平。</p><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>认为，<b>近期韩国国内事件看似是信用风险，但实际是此轮制造业出口国国际收支失衡的一个反应</b>。韩国江原道乐高乐园出现商业票据违约，标志着韩国公司债和商票市场的流动性紧缩压力上升。这发生在通胀冲击、贸易形势恶化、货币紧缩导致韩国经济承压的背景下。在经常项目逐渐逆差，而金融项下资金外流的情况下，韩国央行被迫进一步加息，陷入“通胀-加息-经济恶化”的恶性循环。</p></body></html>","source":"wallstreetcn_api","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>一场金融危机正在韩国蔓延</title>\n<style 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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一场金融危机正在韩国蔓延\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3674586><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>数据显示，10月份，韩国公司债市场的缩水速度创下了历史记录。韩国债市的危机仍在不断发酵。随着韩国信贷危机的加剧，韩国公司债券市场上月出现了有记录以来最严重的萎缩。韩国央行的数据显示，韩国未偿付公司债券较9月份减少了1.9%，为有史以来最大降幅。这一下降表明，当月到期债券数量超过了新发行债券数量。为了遏制韩元贬值以及抑制通胀过热，韩国央行正努力追赶美联储，加快加息步伐。韩国央行在7月份首次加息50个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674586\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{"03141":"华夏亚投债"},"source_url":"https://wallstreetcn.com/articles/3674586","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107402688","content_text":"数据显示，10月份，韩国公司债市场的缩水速度创下了历史记录。韩国债市的危机仍在不断发酵。随着韩国信贷危机的加剧，韩国公司债券市场上月出现了有记录以来最严重的萎缩。韩国央行的数据显示，韩国未偿付公司债券较9月份减少了1.9%，为有史以来最大降幅。这一下降表明，当月到期债券数量超过了新发行债券数量。为了遏制韩元贬值以及抑制通胀过热，韩国央行正努力追赶美联储，加快加息步伐。韩国央行在7月份首次加息50个基点，并在10月份再次加息，将利率从去年0.5%的低点提高至了3%。韩国央行的数据显示，随着借贷成本的上升，韩国公司正在争先恐后地偿还债务，并试图尽量减少新债的发行。这些公司可能会转向短期商业票据或对其财务报表压力较小的其他类型贷款。另一项数据显示，10月份银行对企业的贷款增加了13.7万亿韩元，是自疫情爆发以来的最大环比增幅。韩国的银行们周三表示，将购买短期公司债券以帮助缓解债市压力，这意味着债市的危机可能已经远超人们的预期。数据还显示，在截至今年5月的三个月内，评级最高的五年期韩国企业债券收益率飙升了157个基点，近三个月涨幅创有记录以来最高。与此同时，韩国商业票据收益率已飙升至13年最高水平。上周，韩国保险公司 Heungkuk Life Insurance 宣布，将推迟执行其2017年发行的永续债券于11月9日的看涨期权，主要由于该公司需延期发行计划中的美元混合证券以偿还现有债券。这是2009年以来韩国首次出现这种情况，随即引发了永续债券的暴跌，尽管后来该公司推翻了这一决定。自Woori 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001t0py.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280956805","content_text":"摩根士丹利发表研究指，腾讯(0700.HK)将于本月中旬公布第三季业绩，预期第三季收入表现将成为下一个股价催化剂，基本情况下预测收入将按年下跌3%，指出若收入录得正增长，将为投资者下半年及明年增长预期带来一定支持，维持“增持”评级，目标价350港元。大摩指腾讯旗下游戏、广告及金融服务等核心业务今年上半年都受到监管和疫情不确定性等因素严重影响，股价已跌至2018年以来的历史低点，认为在有效成本优化措施推动下，腾讯的利润率提升是可以预料的，因此收入能否录得增长将成为下一个关键股价驱动因素。大摩分三个情景作出预测。在第一个情景下，若第三季收入按年跌3%，则是由于游戏收入表现疲软，抵销了期内广告及金融服务业务的逐步复苏，将令股价出现下跌5%至上升10%。在第二个情景下，若视频号变现速度快于预期，令第三季收入录得正增长，则预期令股价上升10%至15%。在第三个情景下，假如腾讯第三季收入跌幅超过5%，该行预期股价将相应下跌5%至10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665479519,"gmtCreate":1667465115831,"gmtModify":1667465116909,"author":{"id":"4126572556908202","authorId":"4126572556908202","name":"巴菲特的首席弟子","avatar":"https://static.tigerbbs.com/01da8318f4b77df83b1232fc9042a3c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126572556908202","authorIdStr":"4126572556908202"},"themes":[],"htmlText":"<a 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