“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！_老虎社区_美港股上老虎

“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！

华尔街见闻2023-06-19

巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将其在日本五大商社的平均持股比例提高至8.5%以上。具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

新条茜
·2023-06-20
这点钱也叫赚，228都是小数目[开心]
回复
点赞
举报
bluefacer
·2023-06-19
11
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1108555505?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","is_english":false,"pubTime":"2023-06-19 16:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1108555505","market":"us","top_or_hot":-1,"title":"“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！","media":"华尔街见闻","content":"<div>\n<p>巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将其在日本五大商社的平均持股比例提高至8.5%以上。具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n","source":null,"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>“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！</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“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！\n</h2>\n\n<h4 class=\"meta\">\n\n2023-06-19 16:24 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将其在日本五大商社的平均持股比例提高至8.5%以上。具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0234572021.USD","symbol_name":"高盛美国核心股票组合Acc","start_time":0,"source_url":"","article_id":"1108555505","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1108555505","pubTimestamp":1687163069,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BRK.A":"伯克希尔","BK4588":"碎股","BRK.B":"伯克希尔B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"\"Daily Special Estimation\" burns another fire: Buffett \"didn't earn enough\" and increased his holdings of five major trading companies!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/34fbe5a125426759ac3cf5e040f46a50","symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9},"content_text":"巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将其在日本五大商社的平均持股比例提高至8.5%以上。具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至7.47%；住友集团的持股比例从6.57%提高到8.31%；三井物产持股比例从6.62%增加至8.09%；丸红的持股比例从6.75%提高到8.3%。彭博社分析指出，伯克希尔哈撒韦此举进一步说明其准备长期在日本的投资。根据价格的不同，伯克希尔哈撒韦公司可以在这五项投资中的任何一项中的持股比例增持至最多9.9%。华尔街见闻在多篇文章中分析指出，许多投资者认为，日股持续刷新三十三年新高，是被低估、但有高分红且正改革治理能力的日本上市公司，即所谓的“日特估”推动的结果。去年刚刚晋升“对冲基金新王”的城堡投资（Citadel）创始人兼CEO肯·格里芬（Ken Griffin）认为日本通胀持续高企，有“走出通缩”的迹象，日本股市或许还将持续创新高：能够看到日本通胀朝着温和增长和正常化的信号，对于货币政策而言是一件健康的事情，同时日本央行也能有更多的能力，在商业周期起起伏伏中管理经济。巴菲特已“大获全胜”巴菲特3年前的投资现在看起来很有先见之明。2020年8月，伯克希尔·哈撒韦宣布收购了日本五大商社各超5%的股份。“它们以我看来是荒谬的价格出售，”巴菲特上个月告诉CNBC。根据媒体汇编的数据，2020年以来巴菲特在日本贸易公司的头寸中估计获得了45亿美元的收益。今年以来，三菱股价已上涨超64%，三井上涨约20%，丸红上涨超65%，而伊藤忠商事和住友商事上涨超41%。作为背景知识，日本五大商社——三菱商事、三井物产、住友商事、伊藤忠商事和丸红商事——早在多年以前就走上了逐步摆脱化石燃料的道路。值得一提的是，巴菲特刚开始押注五大商社之际正值新冠肆虐油气价低迷之际，之后，随着经济逐渐复苏大宗商品价格屡创历史新高，五大商社股价水涨船高，巴菲特也赚得盆满钵满。但如今，商品价格已经显著回调，巴菲特为什么还要加码投资五大商社，或者说加码投资日本？彭博社也在报道中提出：巴菲特是押注摆脱化石燃料、大宗商品本身，还是两者兼而有之？还是别的什么？华尔街见闻曾在此前文章中提及，现在日本央行的超宽松政策叠加美联储的暂停加息都将对日股形成支撑。瑞银表示，投资者们普遍认为，日元并不会继续贬值，日元兑美元汇率在140的水平继续下跌的可能性不大：日元可能会在近期大幅反弹。即使抛开时机不谈，日元兑美元的大幅升值也会推动日本股市继续走高。也有分析师认为，无论日元波动如何，投资日股可能都是好选择。宏观策略师Simon White表示，对全球投资者来说，日本提供了全球最佳通胀对冲工具之一，投资日本股市可以抵御通胀日益根深蒂固的全球物价上涨冲击。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":189422271176736,"gmtCreate":1687271068400,"gmtModify":1687271070255,"author":{"id":"3569230423286062","authorId":"3569230423286062","name":"新条茜","avatar":"https://static.tigerbbs.com/c0a7b3090349366c0e1d5800aea93aae","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3569230423286062","authorIdStr":"3569230423286062"},"htmlText":"这点钱也叫赚，228都是小数目[开心]&nbsp;","listText":"这点钱也叫赚，228都是小数目[开心]&nbsp;","text":"这点钱也叫赚，228都是小数目[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189422271176736","repostId":1108555505,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":189015059452032,"gmtCreate":1687171653234,"gmtModify":1687171655329,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"htmlText":"11","listText":"11","text":"11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189015059452032","repostId":1108555505,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":2,"repostSize":1,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}