巴菲特有多爱囤现金？小摩：3%的美国国库券在他手上_老虎社区_美港股上老虎

巴菲特有多爱囤现金？小摩：3%的美国国库券在他手上

金十数据06-03

摩根大通表示，伯克希尔哈撒韦公司（BRK）对美国国库券的购买非常激进，以至于巴菲特控制的这家企业集团目前拥有整个美国国库券市场3%的份额。摩根大通固定收益策略师在上周的一份报告中表示：“多年来，伯克希尔哈撒韦公司大幅增加了其国库券持仓，所占的市场份额超过了国际组织、稳定币发行人、离岸货币市场基金或地方政府投资池。” 这家华尔街银行估计，伯克希尔截至3月底持有的1580亿美元国库券占所有未偿还短期...

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JPMorgan: 3% of U.S. Treasury bills are in his hands","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/559d71b2962f7879bbe1cfaf2ad0f4ac","symbols_score_info":{"BRK.A":1,"BRK.B":1},"content_text":"摩根大通表示，伯克希尔哈撒韦公司（BRK）对美国国库券的购买非常激进，以至于巴菲特控制的这家企业集团目前拥有整个美国国库券市场3%的份额。\n摩根大通固定收益策略师在上周的一份报告中表示：“多年来，伯克希尔哈撒韦公司大幅增加了其国库券持仓，所占的市场份额超过了国际组织、稳定币发行人、离岸货币市场基金或地方政府投资池。”\n这家华尔街银行估计，伯克希尔截至3月底持有的1580亿美元国库券占所有未偿还短期政府债券的3%。\n由于伯克希尔拥有大量现金——截至3月底达到创纪录的1890亿美元，巴菲特成为能够利用更高利率的最杰出的投资者之一。这位“奥马哈先知”庞大的现金储备在利率接近于零时曾令人担忧，但随着短期利率突破5%，现在为伯克希尔带来了可观的回报。\n巴菲特每周一都会在每周的美国国债拍卖会上购买3个月和6个月的美国国债，有时买入金额达到100亿美元。政府出售的国库券期限从4周到52周不等。\n在保险业拥有庞大业务的伯克希尔一直保持着充足的流动性，在将过剩现金配置于短期工具时，它优先考虑的是安全性而不是收益。\n“现金很有吸引力”\n巴菲特认为，短期国债是衡量其他资产价值的标准——收益率的大幅上升实际上降低了任何未来收益的现值。\n这位伯克希尔首席执行官表示，他现在只是觉得没有其他有吸引力的选择。“我又不是在‘绝食’或做类似的事情。只是（其他资产）并没有吸引力。”巴菲特在5月初的伯克希尔年度会议上说。\n在过去15年的大部分时间里，美联储将利率维持在接近零的水平，随后于2022年3月启动了自1980年代以来最积极的加息行动以对抗高通胀。自2023年7月美联储最后一次加息并将隔夜联邦基金利率推至20多年来的最高水平以来，该利率一直处于5.25%-5.50%的区间。\n这位投资传奇人物最近表示，与其他资产（尤其是股票）相比，他发现现金很有吸引力。他补充说，伯克希尔的现金头寸在第二季度末可能超过2000亿美元。\n“在目前的情况下，我完全不介意建立现金头寸，”他在伯克希尔的股东会议上表示。“我认为，当我观察股票市场上可供选择的替代方案，以及世界上正在发生的其他事情时，我们会发现它（现金）相当有吸引力。”","kind":"highlight","is_publish_news":false,"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":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}