股神首度减持引发担忧 中国比亚迪股价大跌
(图:法新社)
(香港31日讯) 在巴菲特旗下柏克夏减持之后,投资者争相抛售比亚迪的股份,担心这位传奇投资者可能会卖出更多持股。
受累“股神”巴菲特减持,比亚迪今早股价急泻,最低曾跌近13%至229港元,创近3个月低位,并且是今日表现最差蓝筹股;过后暂报233港元,仍跌逾11%。比亚迪A股同样挨沽,今早曾跌近9%至284元人民币;暂报292元人民币,仍跌约6%。
投资者对中国其他电动汽车制造商的兴趣也减弱,理想汽车和小鹏汽车也下滑。
据周二在香港交易所的披露文件,柏克夏在8月24日将比亚迪H股持股比例从20.04%降至19.92%。即以平均每股277.10港元(35.30美元)的价格出售了大约133万股,总价值约4700万美元。
“投资者可能将其解读为柏克夏全部处置对比亚迪持股的开始,”对冲基金Snow Bull Capital Inc.的市场研究分析师Bridget McCarthy说。“我有理由预计世界上最伟大的投资者可能是在投资十多年之后锁定一些利润,特别是这是他回报率最高的投资。”
比亚迪:不用过度解读
经营一切正常
比亚迪投资者关系部门相关人士回应:“我们也是看到披露才知道,事先也不知道。”该人士又指,市场关联很多说法,具体真实情况(原因)并不知道,不用过度解读。
此外,上述人士亦表示,近期比亚迪未有重大事项未披露,公司经营一切正常。
截至周二,比亚迪是全球估值第二高的汽车制造商,其预期本益比低于理想汽车,但高于特斯拉。
投资者将比亚迪视为电动汽车领域的领头羊。该公司报告上半年利润大幅成长,因为产销量创纪录,盖过了疫情和供应链不畅的影响。
柏克夏于2008年9月首次斥资约2.3亿美元买入了2.25亿股比亚迪股份。自那以来,比亚迪H股价格已飙升逾2000%。
https://www.sinchew.com.my/20220901/%E5%B7%B4%E8%8F%B2%E7%89%B9%E9%A6%96%E5%BA%A6%E5%87%8F%E6%8C%81%E5%BC%95%E5%8F%91%E6%8B%85%E5%BF%A7/
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