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一股冲霄
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一股冲霄
2021-05-01
??
股东大会召开在即,一起看看“股神”去年的预言准确吗
一股冲霄
2021-04-02
?
提醒:耶稣受难日、复活节及清明节股市休市安排一览
一股冲霄
2023-11-06
Nice Game, Nice Play
一股冲霄
2022-06-16
$阿索尔达生物制药公司(ACOR)$
Rocket Fire~ing
一股冲霄
2023-06-10
Nice Game, Nice Play
一股冲霄
2023-12-28
Nice Game,Nice Play
@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅
一股冲霄
2023-12-28
Nice Game,Nice Play
一股冲霄
2023-11-08
Nice Game,Nice Play
一股冲霄
2023-11-07
Nice Game,Nice Play
一股冲霄
2023-11-07
Nice Game,Nice Play
@TigerEvents:Join Tiger's Halloween Fun! Win Big!
一股冲霄
2023-10-30
nice game, good play
一股冲霄
2023-06-26
Nice Game, Nice Play
一股冲霄
2023-06-25
Nice Game,Nice Play
一股冲霄
2023-06-24
Nice Game, Nice play
一股冲霄
2023-06-23
Nice Game, Nice Play
一股冲霄
2023-06-22
Nice Game,Nice Play
一股冲霄
2023-06-22
Nice Game, Nice Play
一股冲霄
2023-06-21
Nice Game,Nice Play
一股冲霄
2023-06-20
Nice Game,Nice Play
一股冲霄
2023-06-19
Nice Game,Nice Play
Go to Tiger App to see more news
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09:30","market":"us","language":"zh","title":"股东大会召开在即,一起看看“股神”去年的预言准确吗","url":"https://stock-news.laohu8.com/highlight/detail?id=1183306546","media":"第一财经","summary":"长期来看,从1965年至2020年,伯克希尔的复合年增长率为20%,大幅跑赢标普500指数10.2%的增幅。美东时间5月1日下午1:30(北京时间5月2日凌晨1:30),伯克希尔哈撒韦公司(Berks","content":"<div>\n<p>长期来看,从1965年至2020年,伯克希尔的复合年增长率为20%,大幅跑赢标普500指数10.2%的增幅。美东时间5月1日下午1:30(北京时间5月2日凌晨1:30),伯克希尔哈撒韦公司(Berkshire Hathaway)2021年年度股东大会将在洛杉矶举行。和2020年一样,2021年年会依旧是虚拟会议。在1:30至5:00的三个半小时内,伯克希尔哈撒韦公司董事长兼CEO沃伦•巴菲特(...</p>\n\n<a href=\"https://www.yicai.com/news/101039869.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"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>股东大会召开在即,一起看看“股神”去年的预言准确吗</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f048cd16e2a715deb6f552f342ff7e6","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.yicai.com/news/101039869.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183306546","content_text":"长期来看,从1965年至2020年,伯克希尔的复合年增长率为20%,大幅跑赢标普500指数10.2%的增幅。美东时间5月1日下午1:30(北京时间5月2日凌晨1:30),伯克希尔哈撒韦公司(Berkshire Hathaway)2021年年度股东大会将在洛杉矶举行。和2020年一样,2021年年会依旧是虚拟会议。在1:30至5:00的三个半小时内,伯克希尔哈撒韦公司董事长兼CEO沃伦•巴菲特(Warren Buffett)和他的“黄金搭档”查理•芒格(Charlie Munger)将回答投资者疑问,并分享其关于商业和经济的精辟观点。大会即将召开之际,让我们先来回顾一下股神去年的“预言”是否准确吧?坚持价值投资这并非仅仅是巴菲特2020年的看法,而是其多年来实践的投资准则。在今年写给股东的信中,巴菲特对价值投资也是信心十足。他称:“年复一年,股市都在波动。我和查理·芒格始终相信,随着时间的推移,我们将获得可观的收益资本。”事实也确实如此。根据伯克希尔官网发布的2020年投资成绩单,其2020年全年归属于股东的净利润为425.21亿美元,比2019年的814.17亿美元同比下降近48%,几近“腰斩”。 但长期来看,从1965年至2020年,伯克希尔的复合年增长率为20%,大幅跑赢标普500指数10.2%的增幅,55年累计下来,伯克希尔上涨了2.8万倍,而标普的上涨幅度是235倍。永远不要做空美国去年新冠肺炎疫情肆虐时,巴菲特在2020年股东大会上喊出,“永远不要做空美国”,但他同时表示:“你可以押注美国,但你得小心你的押注方式。”巴菲特在2020年的投资颇为谨慎。尽管手握巨额现金储备,但伯克希尔哈撒韦全年却净卖出了80亿美元股票,包括一批石油股、航空股及高盛、摩根大通等公司股票。此外,在2020年股东大会召开时还未找到收购目标的伯克希尔哈撒韦,在2020年稍晚以100亿美元收购了美国天然气运输集团道明尼能源(Dominion Energy)的天然气管道业务,为其四年多来最大的一笔收购。巴菲特此前在股东大会上称,一直试图寻找所谓的“大象”或者说大型收购。道明尼能源公司是目前美国最大的能源生产商和运营商之一,拥有超过1000亿美元的资产,为美国20个州的超过700万家庭、企业提供电力和天然气。截至今年第一季度,该公司天然气相关业务营收占比35.39%,合计达到15.91亿美元。2月25日道明尼能源(股票代码:D)公布财报,公告显示公司2020财年年报归属于母公司普通股股东净利润为-4.01亿美元,同比下降129.53%;营业收入为141.72亿美元,同比下跌14.48%。道明尼能源的股价在去年累计下跌2.85%,也不及同期标普500指数累计上涨4.27%的表现。就2020年一年的表现来看,伯克希尔本身的市值增幅只有2.4%,而标普500指数的增幅高达18.4%,伯克希尔大幅跑输。这已经是伯克希尔连续第二年跑输标普500指数。巴菲特此前的收购也出现过失误。在2020年致股东信伊始,他便承认2016年高价收购PCC精密铸件公司是一个严重的错误。当时收购耗费了321亿美元,而去年疫情重创了航空业,造成飞机制造需求大减,伯克希尔不得不计提了近100亿美元的商誉减值。对看好的股票重仓持有巴菲特2021年致股东信透露,截至2020年12月31日,伯克希尔前十大重仓股如下:持股苹果(市值1204亿美元,持股占比5.4%)、美国银行(市值313亿美元)、可口可乐(市值219亿美元)、美国运通(市值183亿美元)、威瑞森通信(市值86亿美元)、穆迪(市值71.6亿美元)、美国合众银行(市值69亿美元)、比亚迪(市值58.97亿美元)、雪佛龙(市值40.96亿美元)、Charter通信(市值34.5亿美元)。截至4月26日,持仓前五的股票占其总仓位的约72%,第一持仓股苹果占比约为40%。巴菲特戏称苹果公司已成为伯克希尔的“第三业务”。而他对美国运通更是已重仓持有超过25年,自1998年以来就未大幅调整过仓位。转而看好科技股过去多年,巴菲特曾数次表示,自己不会购买科技股,因为看不懂科技公司是怎么赚钱的。但近年来,巴菲特和芒格的投资观念显然有了转变。最明显的就是伯克希尔第一大重仓股已为科技股龙头苹果。而苹果的表现也没有令巴菲特失望,去年一年内大涨82%,为伯克希尔贡献了不少投资收益。除了苹果外,伯克希尔哈撒韦还于去年9月云计算公司Snowflake刚刚上市时买入了2.5亿美元股票,当时曾引起市场热议,因为伯克希尔在过去54年从未“打新”过,而其首次“打新”就是对科技股。巴菲特对Snowflake的持股超612万股,占Snowflake总流通股数的15.2%。而Snowflake同样未令股神失望,上市首日收涨超112.87%,报255.45美元,令巴菲特在Snowflake上市时即获利超过8亿美元。去年12月8日盘中,Snowflake曾一度大涨10%至420美元上方,盘中市值飙升至1200亿美元左右,超过了市值约为1120亿美元的老牌IT公司IBM和市值接近1117亿美元的半导体巨头AMD。不过,随后其股价开始大幅回落,截至4月29日,报236.64美元。不担心银行体系去年的股东大会上,巴菲特称,目前来看,银行体系不会发生太大的问题。虽然能源公司或者消费者信贷可能会出现一些状况,但目前银行体系资本充足,一季度储备很多,所以银行业不是主要的担忧方向。可在实际操作层面,一直偏好银行股的巴菲特还是大幅减持了众多银行股。比如,根据其披露的13F报告,伯克希尔在去年第二季度大幅减持了摩根大通、纽约梅隆银行、美国合众银行、富国银行等银行股,并清仓了高盛。摩根大通和富国银行排入了其去年二季度的前五笔最大卖出交易,甚至超过其公开唱空的三家航空公司的卖出量。但另一方面,他去年曾在半个月内13次买入美国银行,而美国银行去年的表现的确可圈可点,2020年上涨逾20%,使巴菲特持有的10亿股增值80亿美元,达到近400亿美元。对航空股多转空与银行股一样,航空股在过去多年一直都是巴菲特的“心头好”。然而,受到疫情影响,在去年股东大会举办前,股神就在航空股上巨亏。仅以达美航空为例,伯克希尔去年2月底以每股45.48美元至47.14美元的价格买入97.65万股达美航空股票,斥资约4530万美元,持有的达美航空股份增至7188.7万股。然而在4月1日和2日,伯克希尔在22.96-26.04美元的价格区间内出售了1299万股达美航空股票,减持后持有5890万股,占总持股比例9.2%,这笔投资如果按24美元的出售价格计算,巴菲特亏损了48%。基于此,去年5月3日,巴菲特一举清仓了其持有的美国最大四家航空公司——美国航空、达美航空、美国西南航空和美联航的股票。他表示:“该行业发生了巨大的变化,未来显得模糊不清,尤其是旅游、航空、邮轮、酒店行业,所受影响巨大。现在要买航空公司股票风险更大。”但自那以后,航空股一路高歌猛进。在其清仓航空股仅一个月后,四大航空股就全线反弹。以美国航空为例,在巴菲特公开宣布清仓后的一个多月时间里,其股价反弹了90%。若拉长时间看,自2020年5月25日触底以来,美国航空和西南航空的股价截至4月29日均上涨了逾80%,美联航和达美航空也上涨了70%左右。看好中国投资机会尽管在去年的股东大会上,巴菲特未提及中国投资相关话题,但近年来,巴菲特和芒格不止一次表示,中国市场存在不少投资机会,正在逐步试水。早在2018年的股东大会上,巴菲特和查理·芒格就表示,美国的很多投资人错失了中国机会。2020年12月,芒格夸赞中国经济,同时还表示自己对中国头部公司也有非常成功的经验。他此前投资的比亚迪,为伯克希尔赚了逾50亿美元,12年大赚逾20倍。今年第一季度,芒格管理的报社Daily Journal又重仓买入16.5万股阿里巴巴股票,持仓市值3748.3万美元。而比亚迪是伯克希尔截至去年12月31日的第八大重仓股,12年来从未减持。截至去年底,伯克希尔持有2.25亿股比亚迪,市值为58.97亿美元。2008年9月,巴菲特以每股8港元的价格认购2.25亿股比亚迪公司H股,交易价格总金额约为18亿港元(约2.3亿美元)。以此计算,伯克希尔投资比亚迪股票共赚了56.64亿美元,投资回报率近25倍。外媒4月18日的报道称,巴菲特日前在接受专访时,提到投资比亚迪的原因时表示,比亚迪的发展潜力远超美国的特斯拉,在企业发展潜力和中国市场的双重加持下,比亚迪未来的发展前景非常好。美国市场的潜力已经被挖掘殆尽,而中国这个拥有14亿人口的单一市场却有着巨大的发展潜力,这一优势是全球罕见的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357761148,"gmtCreate":1617303123984,"gmtModify":1704698596512,"author":{"id":"3578485569204872","authorId":"3578485569204872","name":"一股冲霄","avatar":"https://community-static.tradeup.com/news/9163ac5ce8379c394bf24e2cb901d9de","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578485569204872","authorIdStr":"3578485569204872"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357761148","repostId":"1185840581","repostType":4,"repost":{"id":"1185840581","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616985354,"share":"https://ttm.financial/m/news/1185840581?lang=&edition=fundamental","pubTime":"2021-03-29 10:35","market":"hk","language":"zh","title":"提醒:耶稣受难日、复活节及清明节股市休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1185840581","media":"老虎资讯综合","summary":"北京时间周五为耶稣受难日,周日为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。因清明节假期,4月5日(周一)休市一日。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。","content":"<p>北京时间周五(4月2日)为耶稣受难日,周日(4月4日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:<img src=\"https://static.tigerbbs.com/0a0edfb3eabb7d65ecca0e16ea810218\" tg-width=\"976\" tg-height=\"658\" referrerpolicy=\"no-referrer\"><b>美股:</b></p><p>4月2日(周五)至4月4日(周日)休市。4月5日(周一)起照常开市。</p><p><b>港股:</b></p><p>4月2日(周五)至4月6日(周二)休市。4月7日(周三)起照常开市。</p><p><b>A股:</b></p><p>因清明节假期,4月5日(周一)休市一日。</p><p><b>英股:</b></p><p>4月2日(周五)至4月5日(周一)休市。4月6日(周二)起照常开市。</p><p><b>澳股:</b></p><p>4月2日(周五)至4月5日(周一)休市。4月6日(周二)起照常开市。</p><p><b>新加坡市场:</b></p><p>4月2日(周五)至4月4日(周日)休市。4月5日(周一)起照常开市。</p><p><b>沪股通、深股通:</b></p><p>4月1日(周四)至4月6日(周二)关闭。4月7日(周三)起照常开通。</p><p><b>港股通:</b></p><p>4月2日(周五)至4月6日(周二)关闭。4月7日(周三)起照常开通。</p><p><b>背景简介:</b></p><p><b>耶稣受难日</b>:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。<img src=\"https://static.tigerbbs.com/0ce0da1126e7955e294bfda36a85fa0b\" tg-width=\"1024\" tg-height=\"683\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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提醒:耶稣受难日、复活节及清明节股市休市安排一览\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-29 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间周五(4月2日)为耶稣受难日,周日(4月4日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:<img src=\"https://static.tigerbbs.com/0a0edfb3eabb7d65ecca0e16ea810218\" tg-width=\"976\" tg-height=\"658\" referrerpolicy=\"no-referrer\"><b>美股:</b></p><p>4月2日(周五)至4月4日(周日)休市。4月5日(周一)起照常开市。</p><p><b>港股:</b></p><p>4月2日(周五)至4月6日(周二)休市。4月7日(周三)起照常开市。</p><p><b>A股:</b></p><p>因清明节假期,4月5日(周一)休市一日。</p><p><b>英股:</b></p><p>4月2日(周五)至4月5日(周一)休市。4月6日(周二)起照常开市。</p><p><b>澳股:</b></p><p>4月2日(周五)至4月5日(周一)休市。4月6日(周二)起照常开市。</p><p><b>新加坡市场:</b></p><p>4月2日(周五)至4月4日(周日)休市。4月5日(周一)起照常开市。</p><p><b>沪股通、深股通:</b></p><p>4月1日(周四)至4月6日(周二)关闭。4月7日(周三)起照常开通。</p><p><b>港股通:</b></p><p>4月2日(周五)至4月6日(周二)关闭。4月7日(周三)起照常开通。</p><p><b>背景简介:</b></p><p><b>耶稣受难日</b>:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。<img src=\"https://static.tigerbbs.com/0ce0da1126e7955e294bfda36a85fa0b\" tg-width=\"1024\" tg-height=\"683\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ce0da1126e7955e294bfda36a85fa0b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185840581","content_text":"北京时间周五(4月2日)为耶稣受难日,周日(4月4日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:美股:4月2日(周五)至4月4日(周日)休市。4月5日(周一)起照常开市。港股:4月2日(周五)至4月6日(周二)休市。4月7日(周三)起照常开市。A股:因清明节假期,4月5日(周一)休市一日。英股:4月2日(周五)至4月5日(周一)休市。4月6日(周二)起照常开市。澳股:4月2日(周五)至4月5日(周一)休市。4月6日(周二)起照常开市。新加坡市场:4月2日(周五)至4月4日(周日)休市。4月5日(周一)起照常开市。沪股通、深股通:4月1日(周四)至4月6日(周二)关闭。4月7日(周三)起照常开通。港股通:4月2日(周五)至4月6日(周二)关闭。4月7日(周三)起照常开通。背景简介:耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238538309926912,"gmtCreate":1699266470142,"gmtModify":1699266473488,"author":{"id":"3578485569204872","authorId":"3578485569204872","name":"一股冲霄","avatar":"https://community-static.tradeup.com/news/9163ac5ce8379c394bf24e2cb901d9de","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578485569204872","authorIdStr":"3578485569204872"},"themes":[],"htmlText":"Nice 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Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? 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Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. 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