巴菲特晚年最后悔的一笔投资！_老虎社区_美港股上老虎 - 老虎社区

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巴菲特晚年最后悔的一笔投资！

价值投资为王
2024-06-18

昨日，台积电股价上涨2.74%，创历史新高，市值突破9100亿美元，距万亿市值仅一步之遥！

暴涨的台积电让我想起了巴菲特。

2022年三季度，巴菲特执掌的伯克希尔哈撒韦大笔买入台积电，持仓市值41亿美元，位居第十大重仓股：

根据台积电当时的股价，推算巴菲特买入的成本在80美元/股，刚好买在了低点：

如果持有至今，台积电的盈利应该超过了60亿美元！

可惜，伯克希尔哈撒韦在2022年四季度大笔减仓台积电，持股市值由41亿降至6亿：

2023年一季度，伯克希尔哈撒韦彻底清仓台积电，一股未留！

巴菲特清仓台积电的原因不难猜测。

首先，买入台积电的操作很有可能不是巴菲特的指令，而是旗下投资经理做的决策，毕竟巴菲特很少买入科技股，抄底台积电不是他的风格；

其次，刚刚重仓就清仓，必然是巴菲特出手，命令投资经理清仓，背后原因或是担忧地缘政治风险。

细数巴菲特的投资，其实很少买非美国企业，台湾地理位置特殊，股神怕是更加没有信心。

可惜，如果当时坚定持有，巴菲特晚年的战绩可能更加亮眼！ $台积电(TSM)$

# 财报利好！台积电看至$260？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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京沪快客
·2024-06-18
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小心使得万年船，可以不赚，之前不要赔
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- 价值投资为王:
  话是没错，可白白少赚60亿，也是令人心痛
  2024-06-19
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hhh你能
·2024-06-18
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大王，英伟达近期会回调吗
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- 价值投资为王:
  回头按按计算器，差不多快到高点了
  2024-06-19
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周小小88
·2024-06-18
大佬你觉得巴菲特是不是杀猪盘，让你现在买进去，90岁再取出来
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散户头子OvO
·2024-07-05
我就是跟着巴菲特买的可以是我没跑$台积电(TSM)$
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格鲁1498
·2024-06-18
我上周四加仓了台积电，现在还可以继续拿着吧？
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抱歉，当前请求异常(-1)

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