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Yoyo2000
03-07
$泓基集团(02535)$
涨的好的没中 中了个黑暗～
Yoyo2000
2023-10-27
带上了帽子 穿上了裤子 请为他带上面具吧[得意] #万圣节大作战
Yoyo2000
2023-10-24
开户除了第一天想赚钱，其他时间都是想回本😬
Yoyo2000
2023-08-24
$Trans Global Group, Inc.(TGGI)$
疯了吧
Yoyo2000
2023-03-17
巴菲特能放二十年，抄作业的要看一下自己能抄多久
[财迷]
加仓！加仓！巴菲特出手，再买入790万股！投资大佬段永平："感觉到味道了"
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#万圣节大作战","images":[{"img":"https://static.tigerbbs.com/9df59dadb34dbc9040337280542982c3","width":"1152","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/235100223607016","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":233779491631192,"gmtCreate":1698104080748,"gmtModify":1698111525811,"author":{"id":"4129680078024660","authorId":"4129680078024660","name":"Yoyo2000","avatar":"https://static.tigerbbs.com/831f5f46287dbb5ca185950952a289af","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"开户除了第一天想赚钱，其他时间都是想回本😬","listText":"开户除了第一天想赚钱，其他时间都是想回本😬","text":"开户除了第一天想赚钱，其他时间都是想回本😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233779491631192","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212377861615848,"gmtCreate":1692889826094,"gmtModify":1692891555486,"author":{"id":"4129680078024660","authorId":"4129680078024660","name":"Yoyo2000","avatar":"https://static.tigerbbs.com/831f5f46287dbb5ca185950952a289af","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TGGI\">$Trans Global Group, Inc.(TGGI)$ </a> 疯了吧","listText":"<a href=\"https://laohu8.com/S/TGGI\">$Trans Global Group, Inc.(TGGI)$ </a> 疯了吧","text":"$Trans Global Group, Inc.(TGGI)$ 疯了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212377861615848","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650172881,"gmtCreate":1679018150444,"gmtModify":1679018370691,"author":{"id":"4129680078024660","authorId":"4129680078024660","name":"Yoyo2000","avatar":"https://static.tigerbbs.com/831f5f46287dbb5ca185950952a289af","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"巴菲特能放二十年，抄作业的要看一下自己能抄多久<a href=\"\">[财迷] </a>","listText":"巴菲特能放二十年，抄作业的要看一下自己能抄多久<a href=\"\">[财迷] </a>","text":"巴菲特能放二十年，抄作业的要看一下自己能抄多久[财迷] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/650172881","repostId":"2320362826","repostType":4,"repost":{"id":"2320362826","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1679014567,"share":"https://www.laohu8.com/m/news/2320362826?lang=&edition=full","pubTime":"2023-03-17 08:56","market":"hk","language":"zh","title":"加仓！加仓！巴菲特出手，再买入790万股！投资大佬段永平：\"感觉到味道了\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2320362826","media":"券商中国","summary":"股神巴菲特再度出手，加仓西方石油！16日上午，投资大佬段永平对此评论称，“感觉到巴菲特买铁路公司的味道了。”巴菲特再度出手！斥资4.7亿美元，买入790万股美国证交所文件显示，在美东时间3月13日至3月15日期间，伯克希尔共斥资约4.668亿美元购买了790万股西方石油公司股票，买入价格在每股56.66美元至60.38美元不等，使其在这家大型能源公司的持股比例达到23.1%。此外，该公司还公布了一项新的30亿美元股票回购授权。","content":"<html><head></head><body><blockquote><b>股神巴菲特再度出手，加仓<a href=\"https://laohu8.com/S/OXY\">西方石油</a>！</b></blockquote><p>北京时间3月16日，美国证交所（SEC）公布的一份监管文件显示，巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦又增持了约790万股西方石油股票，其持股比例增加至23.1%。值得注意的是，这是今年以来，巴菲特第二度加仓西方石油，显示其对能源市场以及西方石油前景的看好。3月16日美股开盘后，西方石油涨超2%。</p><p><b>16日上午，投资大佬段永平对此评论称，“感觉到巴菲特买铁路公司的味道了。”就在今年2月底，段永平还表示，“买了一些西方石油，偶尔也抄一下作业。”</b></p><p>当巴菲特对一家公司持续下注时，投资者都会“竖起耳朵”。巴菲特为何对于西方石油如此“青睐”并不断加仓，备受市场关注。</p><p><b>巴菲特再度出手！斥资4.7亿美元，买入790万股</b></p><p>美国证交所文件显示，在美东时间3月13日至3月15日期间，伯克希尔共斥资约4.668亿美元购买了790万股西方石油公司股票，买入价格在每股56.66美元至60.38美元不等，使其在这家大型能源公司的持股比例达到23.1%。</p><p><b>值得注意的是，这是今年以来，巴菲特第二度加仓西方石油。今年3月3日到3月7日，伯克希尔哈撒韦合计增持了580万股西方石油的股票，金额为3.55亿美元，自去年9月之后，又恢复对西方石油公司股票的买入。</b></p><p>按照西方石油最新股价，伯克希尔持有西方石油约2.08亿股，最新持股市值为118亿美元。此外，伯克希尔还持有西方石油10万股的优先股，以及8385.88万股购买普通股的认股权证，是2019年西方石油公司收购阿纳达科公司（Anadarko）时获得的，伯克希尔投入100亿美元，股息率为8%。</p><p>西方石油2022年的财报显示，西方石油Q4营收82.2亿美元，同比增长97.6%；归母净利润为17.27亿美元，同比增长13.5%。截至年底，西方石油全球探明储量为38亿桶油当量，储量置换率为172%，发现和开发成本为每桶油当量6.60美元。</p><p>西方石油在第四季度以5.62亿美元的回购完成了其早期的30亿美元回购计划，使全年回购总额达到 4770 万股。此外，该公司还公布了一项新的30亿美元股票回购授权。</p><p><b>投资大佬段永平：“感觉到巴菲特买铁路公司的味道了”</b></p><p>16日上午，投资大佬段永平对此评论称，“感觉到巴菲特买铁路公司的味道了。”就在今年2月底，段永平表示，“买了一些西方石油，偶尔也抄一下作业。”</p><p><img src=\"https://static.tigerbbs.com/fda12bb58bcd15631f6c596ec0e44e70\" tg-width=\"678\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/></p><p>即按照段永平的评论，巴菲特买西方石油，可能是将其当做铁路一般的公共事业股去重仓。能源和铁路一直是巴菲特最重要的两大投资板块。其中，BNSF作为美国最大的铁路公司，2007年开始巴菲特买入了22.6%的股份，2009年巴菲特则以260亿美元收购了BNSF的剩余股份。</p><p>能源和铁路都是典型的重资产，需要投入大量资金，但一旦形成规模就将保持稳定的长久的现金流，并且由于行业监管严苛，高筑的进入壁垒和门槛将欲进入者挡在门外。</p><p>BNSF的商业模式很简单，花钱建造/维护铁路，收钱运送货物。除了建造铁路的大笔投入外，运营不需要留存现金，BNSF把每年的自由现金流均以股息形式派发给了伯克希尔，是巴菲特的“现金奶牛”。</p><p>如今，巴菲特重仓西方石油，或是同样看好西方石油手里的油气资源、高壁垒以及未来持续不断高分红。芒格在今年DJ年会上也表示，伯克希尔持有西方石油和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>的大量股票，相当于拥有大量的油气资源。</p><p>巴菲特在最新的股东信中表示，“我们持有股权的目的，都是基于对具有长期良好经济特征和值得信赖的管理者的企业进行有意义的投资。查理和我不是选股者，我们是商业模式的选择者。”</p><p><b>国际能源市场透露四大信号</b></p><p>西方石油不仅是美国最大油田地区——二叠纪盆地的最大生产商之一，而且也是成本最低的公司之一。去年，随着俄乌冲突的爆发，原油价格飙升，西方石油获得了大量的现金流和利润。</p><p>2022年全年，西方石油的总营收370.95亿美元，上年同期为162.61亿美元；净利润125.04 亿美元，而上年同期为15.22亿美元。</p><p>第四季度，西方石油持续经营业务产生的现金流为 40 亿美元，营运资本前持续经营业务产生的现金流为 41 亿美元。第四季度资本支出15亿美元，自由现金流为26亿美元。</p><p>中国人民大学重阳金融研究院高级研究员王衍行此前表示，国际能源市场透露出了四大最新的信号。一是全球石油备用产能快要见底；二是中国罕见地重视能源；三是美国页岩油产量可能在两年内见顶；四是石油行业缺乏投资。</p><p>2022年，欧佩克秘书长海瑟姆·盖斯盖斯表示：“全世界必须迅速采取行动，投资石油行业，以防止未来出现能源紧急状况。”</p><p>王衍行认为，“股神”出手西方石油，或许代表着其对于能源市场以及西方石油股价前景的看好。从一定意义上讲，巴菲特投资西方石油，可以构成投资界的“风向标”。</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\" 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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加仓！加仓！巴菲特出手，再买入790万股！投资大佬段永平：\"感觉到味道了\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2023-03-17 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>股神巴菲特再度出手，加仓<a href=\"https://laohu8.com/S/OXY\">西方石油</a>！</b></blockquote><p>北京时间3月16日，美国证交所（SEC）公布的一份监管文件显示，巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦又增持了约790万股西方石油股票，其持股比例增加至23.1%。值得注意的是，这是今年以来，巴菲特第二度加仓西方石油，显示其对能源市场以及西方石油前景的看好。3月16日美股开盘后，西方石油涨超2%。</p><p><b>16日上午，投资大佬段永平对此评论称，“感觉到巴菲特买铁路公司的味道了。”就在今年2月底，段永平还表示，“买了一些西方石油，偶尔也抄一下作业。”</b></p><p>当巴菲特对一家公司持续下注时，投资者都会“竖起耳朵”。巴菲特为何对于西方石油如此“青睐”并不断加仓，备受市场关注。</p><p><b>巴菲特再度出手！斥资4.7亿美元，买入790万股</b></p><p>美国证交所文件显示，在美东时间3月13日至3月15日期间，伯克希尔共斥资约4.668亿美元购买了790万股西方石油公司股票，买入价格在每股56.66美元至60.38美元不等，使其在这家大型能源公司的持股比例达到23.1%。</p><p><b>值得注意的是，这是今年以来，巴菲特第二度加仓西方石油。今年3月3日到3月7日，伯克希尔哈撒韦合计增持了580万股西方石油的股票，金额为3.55亿美元，自去年9月之后，又恢复对西方石油公司股票的买入。</b></p><p>按照西方石油最新股价，伯克希尔持有西方石油约2.08亿股，最新持股市值为118亿美元。此外，伯克希尔还持有西方石油10万股的优先股，以及8385.88万股购买普通股的认股权证，是2019年西方石油公司收购阿纳达科公司（Anadarko）时获得的，伯克希尔投入100亿美元，股息率为8%。</p><p>西方石油2022年的财报显示，西方石油Q4营收82.2亿美元，同比增长97.6%；归母净利润为17.27亿美元，同比增长13.5%。截至年底，西方石油全球探明储量为38亿桶油当量，储量置换率为172%，发现和开发成本为每桶油当量6.60美元。</p><p>西方石油在第四季度以5.62亿美元的回购完成了其早期的30亿美元回购计划，使全年回购总额达到 4770 万股。此外，该公司还公布了一项新的30亿美元股票回购授权。</p><p><b>投资大佬段永平：“感觉到巴菲特买铁路公司的味道了”</b></p><p>16日上午，投资大佬段永平对此评论称，“感觉到巴菲特买铁路公司的味道了。”就在今年2月底，段永平表示，“买了一些西方石油，偶尔也抄一下作业。”</p><p><img src=\"https://static.tigerbbs.com/fda12bb58bcd15631f6c596ec0e44e70\" tg-width=\"678\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/></p><p>即按照段永平的评论，巴菲特买西方石油，可能是将其当做铁路一般的公共事业股去重仓。能源和铁路一直是巴菲特最重要的两大投资板块。其中，BNSF作为美国最大的铁路公司，2007年开始巴菲特买入了22.6%的股份，2009年巴菲特则以260亿美元收购了BNSF的剩余股份。</p><p>能源和铁路都是典型的重资产，需要投入大量资金，但一旦形成规模就将保持稳定的长久的现金流，并且由于行业监管严苛，高筑的进入壁垒和门槛将欲进入者挡在门外。</p><p>BNSF的商业模式很简单，花钱建造/维护铁路，收钱运送货物。除了建造铁路的大笔投入外，运营不需要留存现金，BNSF把每年的自由现金流均以股息形式派发给了伯克希尔，是巴菲特的“现金奶牛”。</p><p>如今，巴菲特重仓西方石油，或是同样看好西方石油手里的油气资源、高壁垒以及未来持续不断高分红。芒格在今年DJ年会上也表示，伯克希尔持有西方石油和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>的大量股票，相当于拥有大量的油气资源。</p><p>巴菲特在最新的股东信中表示，“我们持有股权的目的，都是基于对具有长期良好经济特征和值得信赖的管理者的企业进行有意义的投资。查理和我不是选股者，我们是商业模式的选择者。”</p><p><b>国际能源市场透露四大信号</b></p><p>西方石油不仅是美国最大油田地区——二叠纪盆地的最大生产商之一，而且也是成本最低的公司之一。去年，随着俄乌冲突的爆发，原油价格飙升，西方石油获得了大量的现金流和利润。</p><p>2022年全年，西方石油的总营收370.95亿美元，上年同期为162.61亿美元；净利润125.04 亿美元，而上年同期为15.22亿美元。</p><p>第四季度，西方石油持续经营业务产生的现金流为 40 亿美元，营运资本前持续经营业务产生的现金流为 41 亿美元。第四季度资本支出15亿美元，自由现金流为26亿美元。</p><p>中国人民大学重阳金融研究院高级研究员王衍行此前表示，国际能源市场透露出了四大最新的信号。一是全球石油备用产能快要见底；二是中国罕见地重视能源；三是美国页岩油产量可能在两年内见顶；四是石油行业缺乏投资。</p><p>2022年，欧佩克秘书长海瑟姆·盖斯盖斯表示：“全世界必须迅速采取行动，投资石油行业，以防止未来出现能源紧急状况。”</p><p>王衍行认为，“股神”出手西方石油，或许代表着其对于能源市场以及西方石油股价前景的看好。从一定意义上讲，巴菲特投资西方石油，可以构成投资界的“风向标”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68809a011ad9fdb7d90ba614781ef054","relate_stocks":{"OXY":"西方石油","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320362826","content_text":"股神巴菲特再度出手，加仓西方石油！北京时间3月16日，美国证交所（SEC）公布的一份监管文件显示，巴菲特旗下伯克希尔哈撒韦又增持了约790万股西方石油股票，其持股比例增加至23.1%。值得注意的是，这是今年以来，巴菲特第二度加仓西方石油，显示其对能源市场以及西方石油前景的看好。3月16日美股开盘后，西方石油涨超2%。16日上午，投资大佬段永平对此评论称，“感觉到巴菲特买铁路公司的味道了。”就在今年2月底，段永平还表示，“买了一些西方石油，偶尔也抄一下作业。”当巴菲特对一家公司持续下注时，投资者都会“竖起耳朵”。巴菲特为何对于西方石油如此“青睐”并不断加仓，备受市场关注。巴菲特再度出手！斥资4.7亿美元，买入790万股美国证交所文件显示，在美东时间3月13日至3月15日期间，伯克希尔共斥资约4.668亿美元购买了790万股西方石油公司股票，买入价格在每股56.66美元至60.38美元不等，使其在这家大型能源公司的持股比例达到23.1%。值得注意的是，这是今年以来，巴菲特第二度加仓西方石油。今年3月3日到3月7日，伯克希尔哈撒韦合计增持了580万股西方石油的股票，金额为3.55亿美元，自去年9月之后，又恢复对西方石油公司股票的买入。按照西方石油最新股价，伯克希尔持有西方石油约2.08亿股，最新持股市值为118亿美元。此外，伯克希尔还持有西方石油10万股的优先股，以及8385.88万股购买普通股的认股权证，是2019年西方石油公司收购阿纳达科公司（Anadarko）时获得的，伯克希尔投入100亿美元，股息率为8%。西方石油2022年的财报显示，西方石油Q4营收82.2亿美元，同比增长97.6%；归母净利润为17.27亿美元，同比增长13.5%。截至年底，西方石油全球探明储量为38亿桶油当量，储量置换率为172%，发现和开发成本为每桶油当量6.60美元。西方石油在第四季度以5.62亿美元的回购完成了其早期的30亿美元回购计划，使全年回购总额达到 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