“股神”4连卖美股 改变投资策略?
(图:法新社)
(纽约8日综合电)“股神”巴菲特依然谨慎看待美股,截至今年第三季,已是连四季净卖出股票,他的波克夏公司所持有的现金部位已因而扩增至1492亿美元(约6200亿令吉)历史高水位。
根据最新公布的第三季财报,波克夏的股票投资项目录得19亿5000万美元净卖额,高于第二季的11亿美元,但低于第一季净卖出39亿美元。这已是巴菲特连四季净卖出美股。
波克夏的股票投资组合依然高度集中,在第三季,股票投资组合市值约为3320亿美元,苹果、美银、美国运通与可口可乐等4大持股占股票投资价值的70%。
该公司的个股及其价值如下:苹果(1372亿美元)、美国银行(485亿美元)、美国运通(267亿美元)和可口可乐(227亿美元)。
波克夏第三季净利103亿美元,只有去年同期301亿美元的大约三分之一,主要原因是投资的账面获利大缩水。去年同期投资账面获利创下248亿美元,今年则只有38亿美元。
https://www.sinchew.com.my/20211108/%E8%82%A1%E7%A5%9E4%E8%BF%9E%E5%8D%96%E7%BE%8E%E8%82%A1-%E6%94%B9%E5%8F%98%E6%8A%95%E8%B5%84%E7%AD%96%E7%95%A5%EF%BC%9F/
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