WEIWEI LI的个人主页 - 老虎社区

WEIWEI LI

WEIWEI LI

暂无个人介绍

IP属地：福建

45关注

3粉丝

4主题

0勋章

12-13

$bluebird bio Inc.(BLUE)$ 居然开始合股了[喷血]

12-12

Replying to @Peter520:大家都是难兄难弟//@Peter520:英特尔[捂脸]

12-12

$英特尔(INTC)$几天去了20几个点

12-03

$英特尔(INTC)$ 早该换了，既然换，说明新CEO有一定的过人之处，静待走势

11-30

$英特尔(INTC)$

11-27

$英特尔(INTC)$ 这票感觉没啥意思，英伟达涨他不涨，英伟达跌他跟跌

11-27

拿了补贴跌成这样子

英特尔锁定79亿美元美国芯片补贴用于先进芯片厂

11-18

$英特尔(INTC)$

11-12

特朗普我没说，媒体先帮他说了

异动解读 | 英特尔股价大跌科技股受特朗普胜选冲击

11-08

$英特尔(INTC)$

11-07

$英特尔(INTC)$

11-01

小虎过万圣

10-31

$英特尔(INTC)$ 底下没有线了，你可以向下疯狂输出了

10-25

$哥伦比亚国家石油(EC)$ 这股怪怪的，完全没交易好像，盯着看了半天，一动不动

10-24

$地平线机器人－Ｗ(09660)$ 开盘即巅峰

10-22

$英特尔(INTC)$ 你应该公开支持特朗普才会涨

10-21

$英特尔(INTC)$ 涨涨跌跌的一直都在这价位，流动性不太行

10-18

阿斯麦那种业绩谁能赶的上这波台积电

10-17

巴菲特一定是看到了什么

伯克希尔减持苹果：是明智之举还是错失250亿的教训？

10-16

$英特尔(INTC)$ 好险，还好先出来了

去老虎APP查看更多动态

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早该换了，既然换，说明新CEO有一定的过人之处，静待走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377561508852176","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376360936759728,"gmtCreate":1732927178316,"gmtModify":1732937976784,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","listText":"<a 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.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英特尔锁定79亿美元美国芯片补贴用于先进芯片厂\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\">2024-11-26 18:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月26日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布，美国商务部和英特尔公司已就有关条款达成协议，美国商务部将根据“芯片法案”为英特尔公司的商业半导体制造项目提供高达78.6亿美元的直接资助。</p><p>这笔资金将用于支持英特尔此前宣布的在亚利桑那州、新墨西哥州、俄亥俄州和俄勒冈州推进关键半导体制造和先进封装项目的计划。</p><p>英特尔还计划申请美国财政部的投资税收抵免，预计最高可获得超过1000亿美元合格投资额的25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4535":"淡马锡持仓","BK4515":"5G概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4554":"元宇宙及AR概念","BK4585":"ETF&股票定投概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4588":"碎股","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","INTC":"英特尔","BK4575":"芯片概念","BK4527":"明星科技股","BK4529":"IDC概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151800703","content_text":"11月26日，英特尔宣布，美国商务部和英特尔公司已就有关条款达成协议，美国商务部将根据“芯片法案”为英特尔公司的商业半导体制造项目提供高达78.6亿美元的直接资助。这笔资金将用于支持英特尔此前宣布的在亚利桑那州、新墨西哥州、俄亥俄州和俄勒冈州推进关键半导体制造和先进封装项目的计划。英特尔还计划申请美国财政部的投资税收抵免，预计最高可获得超过1000亿美元合格投资额的25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372297346887984,"gmtCreate":1731932562311,"gmtModify":1731935079839,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI 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科技股受特朗普胜选冲击","url":"https://stock-news.laohu8.com/highlight/detail?id=1180670306","media":"异动解读","summary":"在2024年总统大选中,特朗普意外赢得了大选,这对科技行业带来了重大冲击,特别是芯片巨头英特尔受到了重创,当日盘中大跌5.04%。因此市场普遍预期,特朗普政府有可能会进一步推进对谷歌和Meta的反垄断诉讼,这也是导致两家公司股价下跌的重要原因。除了反垄断诉讼外,特朗普还可能在人才与技术出口等方面对英特尔施加压力。此外,英伟达已决定进军CPU市场,与英特尔形成直接竞争,也加大了英特尔的压力。","content":"<p>在2024年总统大选中,特朗普意外赢得了大选,这对科技行业带来了重大冲击,特别是芯片巨头英特尔受到了重创,当日盘中大跌5.04%。</p>\n\n<p>特朗普在前一任期就与科技巨头们存在较大矛盾,他指责谷歌和Meta存在对保守派言论的审查,并对Meta在国会骚乱事件中首先封杀他账号耿耿于怀。因此市场普遍预期,特朗普政府有可能会进一步推进对谷歌和Meta的反垄断诉讼,这也是导致两家公司股价下跌的重要原因。</p>\n\n<p>与此同时,特朗普政府对英特尔的态度也可能会比较强硬。英特尔目前正面临着联邦贸易委员会的反垄断诉讼。在拜登政府的带头下,反垄断行动变得愈加激进,可能会要求英特尔做出大幅让步,如业务重组等补救措施。在特朗普政府执政期间,相关诉讼或进一步深入,给英特尔带来进一步的不确定性和压力。</p>\n\n<p>除了反垄断诉讼外,特朗普还可能在人才与技术出口等方面对英特尔施加压力。他已表态要限制芯片等技术向中国出口,并优先考虑国内制造业。这也可能会影响到英特尔在全球供应链的布局。此外,英伟达已决定进军CPU市场,与英特尔形成直接竞争,也加大了英特尔的压力。</p>","source":"ai_movement_cn","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>异动解读 | 英特尔股价大跌 科技股受特朗普胜选冲击</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异动解读 | 英特尔股价大跌 科技股受特朗普胜选冲击\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-12 00:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在2024年总统大选中,特朗普意外赢得了大选,这对科技行业带来了重大冲击,特别是芯片巨头英特尔受到了重创,当日盘中大跌5.04%。</p>\n\n<p>特朗普在前一任期就与科技巨头们存在较大矛盾,他指责谷歌和Meta存在对保守派言论的审查,并对Meta在国会骚乱事件中首先封杀他账号耿耿于怀。因此市场普遍预期,特朗普政府有可能会进一步推进对谷歌和Meta的反垄断诉讼,这也是导致两家公司股价下跌的重要原因。</p>\n\n<p>与此同时,特朗普政府对英特尔的态度也可能会比较强硬。英特尔目前正面临着联邦贸易委员会的反垄断诉讼。在拜登政府的带头下,反垄断行动变得愈加激进,可能会要求英特尔做出大幅让步,如业务重组等补救措施。在特朗普政府执政期间,相关诉讼或进一步深入,给英特尔带来进一步的不确定性和压力。</p>\n\n<p>除了反垄断诉讼外,特朗普还可能在人才与技术出口等方面对英特尔施加压力。他已表态要限制芯片等技术向中国出口,并优先考虑国内制造业。这也可能会影响到英特尔在全球供应链的布局。此外,英伟达已决定进军CPU市场,与英特尔形成直接竞争,也加大了英特尔的压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180670306","content_text":"在2024年总统大选中,特朗普意外赢得了大选,这对科技行业带来了重大冲击,特别是芯片巨头英特尔受到了重创,当日盘中大跌5.04%。\n特朗普在前一任期就与科技巨头们存在较大矛盾,他指责谷歌和Meta存在对保守派言论的审查,并对Meta在国会骚乱事件中首先封杀他账号耿耿于怀。因此市场普遍预期,特朗普政府有可能会进一步推进对谷歌和Meta的反垄断诉讼,这也是导致两家公司股价下跌的重要原因。\n与此同时,特朗普政府对英特尔的态度也可能会比较强硬。英特尔目前正面临着联邦贸易委员会的反垄断诉讼。在拜登政府的带头下,反垄断行动变得愈加激进,可能会要求英特尔做出大幅让步,如业务重组等补救措施。在特朗普政府执政期间,相关诉讼或进一步深入,给英特尔带来进一步的不确定性和压力。\n除了反垄断诉讼外,特朗普还可能在人才与技术出口等方面对英特尔施加压力。他已表态要限制芯片等技术向中国出口,并优先考虑国内制造业。这也可能会影响到英特尔在全球供应链的布局。此外,英伟达已决定进军CPU市场,与英特尔形成直接竞争,也加大了英特尔的压力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368647435829384,"gmtCreate":1731039499135,"gmtModify":1731041951245,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI 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href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦A(BRK.A.N)首席执行官在今年上半年大幅削减了公司在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的持股，这一举动在苹果股价随后的急剧上涨中显得不太明智。尤其是，周二，苹果股票在盘中创下新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cadbd1b9799e7791db557ace28748790\" tg-width=\"560\" tg-height=\"240\"/></p><p>伯克希尔在第二季度几乎出售了其苹果股权的一半，抛售约3.89亿股，期末持有4亿股。这是在第一季度出售了约1.15亿股之后进行的。</p><p>《巴伦周刊》估计，<strong>伯克希尔在Q2苹果股票的平均售价约为185美元，而Q1的售价更低，这可能意味着伯克希尔在这一交易中损失了约250亿美元。</strong></p><p>由于伯克希尔在苹果的成本基数约为每股35美元，因此其苹果股票的出售带来了可观的利润——这一成本主要是在2016年至2018年间积累的。</p><p>然而，这一销售的弊端在于，伯克希尔将需要为这些收益支付相当高的税款。《巴伦周刊》估计，伯克希尔仅在第二季度的销售中可能需要支付150亿美元的公司税。</p><p>在5月份的伯克希尔年度会议上，巴菲特没有讨论关于苹果基本面的任何信息作为出售的理由，但他有着价值投资的倾向，而当时苹果股票的市盈率大约为30倍，几乎是他购入时的两倍。</p><p><strong>巴菲特表示，苹果“极有可能”在年底成为伯克希尔最大的股票持仓。</strong>如果苹果的持股仍为4亿股，按照目前的股价计算，其价值将达到约930亿美元，是第二大持仓<a href=\"https://laohu8.com/S/AXP\">美国运通</a>约420亿美元价值的两倍。美国运通(AXP.N)的股价也在周二创下新高，收盘时上涨0.3%，报277.31美元。伯克希尔的股权投资组合总值超过3000亿美元。</p><p>在5月份的会议上，巴菲特提到了更高公司税率的可能性。</p><p>“如果我今年以21%（当前的联邦公司税率）进行交易，而以后以更高的比例进行，我认为你不会太在意我们今年出售了一些苹果股票的事实，”巴菲特说道。</p><p><strong>一些投资者认为，巴菲特的举动是因为苹果股权在伯克希尔的股权投资组合中占比超过40%，成为了过大的持仓。</strong></p><p>伯克希尔的股权出售使其现金头寸大幅增加，截至6月30日，总现金达到2770亿美元，9月30日可能接近3000亿美元。伯克希尔计划于11月2日公布第三季度财报。</p><p>此外，巴菲特可能会后悔在过去两个月中将伯克希尔在美国银行的持股减少约25%，至7.75亿股，占该银行10%的股份，目前价值320亿美元。</p><p>我们计算得出，伯克希尔在出售该银行的超过100亿美元的股票时，平均售价约为40.75美元。美国银行的股价已超过这一水平，周二收于42.14美元，上涨0.5%。伯克希尔的B类股上涨0.6%，报462.68美元。</p><p>近年来，巴菲特在几家银行股票的销售中也留下了大量资金，包括<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、纽约银行和<a href=\"https://laohu8.com/S/GS\">高盛</a>集团。</p><p>根据《巴伦周刊》的估计，富国银行(WFC.N)、摩根大通(JPM.N)和高盛(GS.N)的股价大约是伯克希尔收到价格的两倍，伯克希尔在这些交易中损失超过200亿美元。</p><p>亿万富翁投资者、投资公司Fayez Sarofim &amp; Co.的首席执行官Fayez Sarofim在2022年去世前曾说过：“紧张的能量是财富的巨大破坏者。”</p><p>很难否认巴菲特的成功记录——在周二收盘时，伯克希尔的市值略低于1万亿美元，而他的持股价值约为1500亿美元。但巴菲特或许应该听从Sarofim的格言。</p></body></html>","source":"xnew_highlight","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>伯克希尔减持苹果：是明智之举还是错失250亿的教训？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔减持苹果：是明智之举还是错失250亿的教训？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=150593&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特在今年上半年削减了伯克希尔对苹果的重仓持股，但随着苹果股价的迅速反弹，这一决定引发了广泛关注。沃伦·巴菲特可能应该听从自己关于“他最喜欢的持有期是永远”的格言。伯克希尔哈撒韦A(BRK.A.N)首席执行官在今年上半年大幅削减了公司在苹果的持股，这一举动在苹果股价随后的急剧上涨中显得不太明智。尤其是，周二，苹果股票在盘中创下新高。伯克希尔在第二季度几乎出售了其苹果股权的一半，抛售约3.89亿股...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=150593&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c12091f4cdcffddee779acbfb3e1d207","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=150593&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475958844","content_text":"巴菲特在今年上半年削减了伯克希尔对苹果的重仓持股，但随着苹果股价的迅速反弹，这一决定引发了广泛关注。沃伦·巴菲特可能应该听从自己关于“他最喜欢的持有期是永远”的格言。伯克希尔哈撒韦A(BRK.A.N)首席执行官在今年上半年大幅削减了公司在苹果的持股，这一举动在苹果股价随后的急剧上涨中显得不太明智。尤其是，周二，苹果股票在盘中创下新高。伯克希尔在第二季度几乎出售了其苹果股权的一半，抛售约3.89亿股，期末持有4亿股。这是在第一季度出售了约1.15亿股之后进行的。《巴伦周刊》估计，伯克希尔在Q2苹果股票的平均售价约为185美元，而Q1的售价更低，这可能意味着伯克希尔在这一交易中损失了约250亿美元。由于伯克希尔在苹果的成本基数约为每股35美元，因此其苹果股票的出售带来了可观的利润——这一成本主要是在2016年至2018年间积累的。然而，这一销售的弊端在于，伯克希尔将需要为这些收益支付相当高的税款。《巴伦周刊》估计，伯克希尔仅在第二季度的销售中可能需要支付150亿美元的公司税。在5月份的伯克希尔年度会议上，巴菲特没有讨论关于苹果基本面的任何信息作为出售的理由，但他有着价值投资的倾向，而当时苹果股票的市盈率大约为30倍，几乎是他购入时的两倍。巴菲特表示，苹果“极有可能”在年底成为伯克希尔最大的股票持仓。如果苹果的持股仍为4亿股，按照目前的股价计算，其价值将达到约930亿美元，是第二大持仓美国运通约420亿美元价值的两倍。美国运通(AXP.N)的股价也在周二创下新高，收盘时上涨0.3%，报277.31美元。伯克希尔的股权投资组合总值超过3000亿美元。在5月份的会议上，巴菲特提到了更高公司税率的可能性。“如果我今年以21%（当前的联邦公司税率）进行交易，而以后以更高的比例进行，我认为你不会太在意我们今年出售了一些苹果股票的事实，”巴菲特说道。一些投资者认为，巴菲特的举动是因为苹果股权在伯克希尔的股权投资组合中占比超过40%，成为了过大的持仓。伯克希尔的股权出售使其现金头寸大幅增加，截至6月30日，总现金达到2770亿美元，9月30日可能接近3000亿美元。伯克希尔计划于11月2日公布第三季度财报。此外，巴菲特可能会后悔在过去两个月中将伯克希尔在美国银行的持股减少约25%，至7.75亿股，占该银行10%的股份，目前价值320亿美元。我们计算得出，伯克希尔在出售该银行的超过100亿美元的股票时，平均售价约为40.75美元。美国银行的股价已超过这一水平，周二收于42.14美元，上涨0.5%。伯克希尔的B类股上涨0.6%，报462.68美元。近年来，巴菲特在几家银行股票的销售中也留下了大量资金，包括富国银行、摩根大通、纽约银行和高盛集团。根据《巴伦周刊》的估计，富国银行(WFC.N)、摩根大通(JPM.N)和高盛(GS.N)的股价大约是伯克希尔收到价格的两倍，伯克希尔在这些交易中损失超过200亿美元。亿万富翁投资者、投资公司Fayez Sarofim & Co.的首席执行官Fayez Sarofim在2022年去世前曾说过：“紧张的能量是财富的巨大破坏者。”很难否认巴菲特的成功记录——在周二收盘时，伯克希尔的市值略低于1万亿美元，而他的持股价值约为1500亿美元。但巴菲特或许应该听从Sarofim的格言。","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"content":"瞎说，他的操作就是对的吗","text":"瞎说，他的操作就是对的吗","html":"瞎说，他的操作就是对的吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360634320531696,"gmtCreate":1729070717428,"gmtModify":1729070721466,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦A(BRK.A.N)首席执行官在今年上半年大幅削减了公司在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的持股，这一举动在苹果股价随后的急剧上涨中显得不太明智。尤其是，周二，苹果股票在盘中创下新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cadbd1b9799e7791db557ace28748790\" tg-width=\"560\" tg-height=\"240\"/></p><p>伯克希尔在第二季度几乎出售了其苹果股权的一半，抛售约3.89亿股，期末持有4亿股。这是在第一季度出售了约1.15亿股之后进行的。</p><p>《巴伦周刊》估计，<strong>伯克希尔在Q2苹果股票的平均售价约为185美元，而Q1的售价更低，这可能意味着伯克希尔在这一交易中损失了约250亿美元。</strong></p><p>由于伯克希尔在苹果的成本基数约为每股35美元，因此其苹果股票的出售带来了可观的利润——这一成本主要是在2016年至2018年间积累的。</p><p>然而，这一销售的弊端在于，伯克希尔将需要为这些收益支付相当高的税款。《巴伦周刊》估计，伯克希尔仅在第二季度的销售中可能需要支付150亿美元的公司税。</p><p>在5月份的伯克希尔年度会议上，巴菲特没有讨论关于苹果基本面的任何信息作为出售的理由，但他有着价值投资的倾向，而当时苹果股票的市盈率大约为30倍，几乎是他购入时的两倍。</p><p><strong>巴菲特表示，苹果“极有可能”在年底成为伯克希尔最大的股票持仓。</strong>如果苹果的持股仍为4亿股，按照目前的股价计算，其价值将达到约930亿美元，是第二大持仓<a href=\"https://laohu8.com/S/AXP\">美国运通</a>约420亿美元价值的两倍。美国运通(AXP.N)的股价也在周二创下新高，收盘时上涨0.3%，报277.31美元。伯克希尔的股权投资组合总值超过3000亿美元。</p><p>在5月份的会议上，巴菲特提到了更高公司税率的可能性。</p><p>“如果我今年以21%（当前的联邦公司税率）进行交易，而以后以更高的比例进行，我认为你不会太在意我们今年出售了一些苹果股票的事实，”巴菲特说道。</p><p><strong>一些投资者认为，巴菲特的举动是因为苹果股权在伯克希尔的股权投资组合中占比超过40%，成为了过大的持仓。</strong></p><p>伯克希尔的股权出售使其现金头寸大幅增加，截至6月30日，总现金达到2770亿美元，9月30日可能接近3000亿美元。伯克希尔计划于11月2日公布第三季度财报。</p><p>此外，巴菲特可能会后悔在过去两个月中将伯克希尔在美国银行的持股减少约25%，至7.75亿股，占该银行10%的股份，目前价值320亿美元。</p><p>我们计算得出，伯克希尔在出售该银行的超过100亿美元的股票时，平均售价约为40.75美元。美国银行的股价已超过这一水平，周二收于42.14美元，上涨0.5%。伯克希尔的B类股上涨0.6%，报462.68美元。</p><p>近年来，巴菲特在几家银行股票的销售中也留下了大量资金，包括<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、纽约银行和<a href=\"https://laohu8.com/S/GS\">高盛</a>集团。</p><p>根据《巴伦周刊》的估计，富国银行(WFC.N)、摩根大通(JPM.N)和高盛(GS.N)的股价大约是伯克希尔收到价格的两倍，伯克希尔在这些交易中损失超过200亿美元。</p><p>亿万富翁投资者、投资公司Fayez Sarofim &amp; Co.的首席执行官Fayez Sarofim在2022年去世前曾说过：“紧张的能量是财富的巨大破坏者。”</p><p>很难否认巴菲特的成功记录——在周二收盘时，伯克希尔的市值略低于1万亿美元，而他的持股价值约为1500亿美元。但巴菲特或许应该听从Sarofim的格言。</p></body></html>","source":"xnew_highlight","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>伯克希尔减持苹果：是明智之举还是错失250亿的教训？</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{ 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}\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伯克希尔减持苹果：是明智之举还是错失250亿的教训？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=150593&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特在今年上半年削减了伯克希尔对苹果的重仓持股，但随着苹果股价的迅速反弹，这一决定引发了广泛关注。沃伦·巴菲特可能应该听从自己关于“他最喜欢的持有期是永远”的格言。伯克希尔哈撒韦A(BRK.A.N)首席执行官在今年上半年大幅削减了公司在苹果的持股，这一举动在苹果股价随后的急剧上涨中显得不太明智。尤其是，周二，苹果股票在盘中创下新高。伯克希尔在第二季度几乎出售了其苹果股权的一半，抛售约3.89亿股...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=150593&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c12091f4cdcffddee779acbfb3e1d207","relate_stocks":{"AAPL":"苹果","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=150593&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475958844","content_text":"巴菲特在今年上半年削减了伯克希尔对苹果的重仓持股，但随着苹果股价的迅速反弹，这一决定引发了广泛关注。沃伦·巴菲特可能应该听从自己关于“他最喜欢的持有期是永远”的格言。伯克希尔哈撒韦A(BRK.A.N)首席执行官在今年上半年大幅削减了公司在苹果的持股，这一举动在苹果股价随后的急剧上涨中显得不太明智。尤其是，周二，苹果股票在盘中创下新高。伯克希尔在第二季度几乎出售了其苹果股权的一半，抛售约3.89亿股，期末持有4亿股。这是在第一季度出售了约1.15亿股之后进行的。《巴伦周刊》估计，伯克希尔在Q2苹果股票的平均售价约为185美元，而Q1的售价更低，这可能意味着伯克希尔在这一交易中损失了约250亿美元。由于伯克希尔在苹果的成本基数约为每股35美元，因此其苹果股票的出售带来了可观的利润——这一成本主要是在2016年至2018年间积累的。然而，这一销售的弊端在于，伯克希尔将需要为这些收益支付相当高的税款。《巴伦周刊》估计，伯克希尔仅在第二季度的销售中可能需要支付150亿美元的公司税。在5月份的伯克希尔年度会议上，巴菲特没有讨论关于苹果基本面的任何信息作为出售的理由，但他有着价值投资的倾向，而当时苹果股票的市盈率大约为30倍，几乎是他购入时的两倍。巴菲特表示，苹果“极有可能”在年底成为伯克希尔最大的股票持仓。如果苹果的持股仍为4亿股，按照目前的股价计算，其价值将达到约930亿美元，是第二大持仓美国运通约420亿美元价值的两倍。美国运通(AXP.N)的股价也在周二创下新高，收盘时上涨0.3%，报277.31美元。伯克希尔的股权投资组合总值超过3000亿美元。在5月份的会议上，巴菲特提到了更高公司税率的可能性。“如果我今年以21%（当前的联邦公司税率）进行交易，而以后以更高的比例进行，我认为你不会太在意我们今年出售了一些苹果股票的事实，”巴菲特说道。一些投资者认为，巴菲特的举动是因为苹果股权在伯克希尔的股权投资组合中占比超过40%，成为了过大的持仓。伯克希尔的股权出售使其现金头寸大幅增加，截至6月30日，总现金达到2770亿美元，9月30日可能接近3000亿美元。伯克希尔计划于11月2日公布第三季度财报。此外，巴菲特可能会后悔在过去两个月中将伯克希尔在美国银行的持股减少约25%，至7.75亿股，占该银行10%的股份，目前价值320亿美元。我们计算得出，伯克希尔在出售该银行的超过100亿美元的股票时，平均售价约为40.75美元。美国银行的股价已超过这一水平，周二收于42.14美元，上涨0.5%。伯克希尔的B类股上涨0.6%，报462.68美元。近年来，巴菲特在几家银行股票的销售中也留下了大量资金，包括富国银行、摩根大通、纽约银行和高盛集团。根据《巴伦周刊》的估计，富国银行(WFC.N)、摩根大通(JPM.N)和高盛(GS.N)的股价大约是伯克希尔收到价格的两倍，伯克希尔在这些交易中损失超过200亿美元。亿万富翁投资者、投资公司Fayez Sarofim & Co.的首席执行官Fayez Sarofim在2022年去世前曾说过：“紧张的能量是财富的巨大破坏者。”很难否认巴菲特的成功记录——在周二收盘时，伯克希尔的市值略低于1万亿美元，而他的持股价值约为1500亿美元。但巴菲特或许应该听从Sarofim的格言。","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3493461900500654","idStr":"3493461900500654"},"content":"瞎说，他的操作就是对的吗","text":"瞎说，他的操作就是对的吗","html":"瞎说，他的操作就是对的吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288161795530872,"gmtCreate":1711377686698,"gmtModify":1711377687826,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 这是要倒闭了吗？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 这是要倒闭了吗？","text":"$老虎证券(TIGR)$ 这是要倒闭了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288161795530872","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286300856356872,"gmtCreate":1710925347135,"gmtModify":1710925572474,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 盘前4.3就开始卖了，什么人也不知道","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 盘前4.3就开始卖了，什么人也不知道","text":"$老虎证券(TIGR)$ 盘前4.3就开始卖了，什么人也不知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286300856356872","isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278843440230696,"gmtCreate":1709086861653,"gmtModify":1709087058685,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$</a>&nbsp;","text":"$bluebird bio Inc.(BLUE)$","images":[{"img":"https://static.tigerbbs.com/9450566ea84b65e8230ae72de9e2aedd","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/278843440230696","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576446171484526","authorId":"3576446171484526","name":"嘉木之东方","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576446171484526","idStr":"3576446171484526"},"content":"收盤後，漲了好多。1.87USD。恭喜发财","text":"收盤後，漲了好多。1.87USD。恭喜发财","html":"收盤後，漲了好多。1.87USD。恭喜发财"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320693922603024,"gmtCreate":1719330176732,"gmtModify":1719330178338,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI 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