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08-11

$C3.ai, Inc.(AI)$

2023-03-06

$Carvana Co.(CVNA)$ oh no

2023-03-04

ok

@港股挖掘机:與巴菲特對着幹！華爾街最神祕投行Lazard：臺積電(TSM.US)仍是一隻頂級股票

2023-03-04

$城市发展(C09.SI)$ jjjjj

2023-01-02

go go

2023-01-01

up up

2022-12-16

Go go Argentine

2022-12-09

[流泪]

Sorry, the original content has been removed

2022-02-08

$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$can believe again？

2021-09-22

$STI ETF(ES3.SI)$when is good time？

2021-09-21

anyone come and join us

2021-08-02

$STI ETF(ES3.SI)$oh no ?

2021-07-31

down up up up，hopefully Monday is green all the way?

Go to Tiger App to see more news

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拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","listText":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","text":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","images":[{"img":"https://static.tigerbbs.com/893ceabf54774ec083dcfe80e50863ca"},{"img":"https://static.tigerbbs.com/eb966cd7f7f24dabaad17c40b12c7acb"},{"img":"https://static.tigerbbs.com/4b56403115724a5e9b5b08ad2436f6dc"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627957414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940660069,"gmtCreate":1677868320251,"gmtModify":1677868324133,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$城市发展(C09.SI)$&nbsp;</a>jjjjj","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$城市发展(C09.SI)$&nbsp;</a>jjjjj","text":"$城市发展(C09.SI)$ jjjjj","images":[{"img":"https://community-static.tradeup.com/news/547a65fb0deb4e303d4b8d33b4e369cf","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940660069","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927783978,"gmtCreate":1672589501995,"gmtModify":1676538708488,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"go go&nbsp;","listText":"go go&nbsp;","text":"go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927783978","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927222741,"gmtCreate":1672507312383,"gmtModify":1676538699612,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"up up","listText":"up up","text":"up 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href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","listText":"<a href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","text":"$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$can believe again？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096360820","isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869866095,"gmtCreate":1632273032117,"gmtModify":1676530739992,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI 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?","images":[{"img":"https://static.tigerbbs.com/e564baaf5c63bbb3e6b083f4ac1725f0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805143913","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806772798,"gmtCreate":1627696973714,"gmtModify":1703494837494,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"down up up up，hopefully Monday is green all the way?","listText":"down up up up，hopefully Monday is green all the way?","text":"down up up up，hopefully Monday is green all the way?","images":[{"img":"https://static.tigerbbs.com/46bf10292ec5582fb55a053442f39c53","width":"1125","height":"2875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806772798","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9096360820,"gmtCreate":1644306953972,"gmtModify":1676533910858,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","listText":"<a href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","text":"$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$can believe again？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096360820","isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806772798,"gmtCreate":1627696973714,"gmtModify":1703494837494,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"down up up up，hopefully Monday is green all the way?","listText":"down up up up，hopefully Monday is green all the way?","text":"down up up up，hopefully Monday is green all the way?","images":[{"img":"https://static.tigerbbs.com/46bf10292ec5582fb55a053442f39c53","width":"1125","height":"2875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806772798","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927783978,"gmtCreate":1672589501995,"gmtModify":1676538708488,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"go go&nbsp;","listText":"go go&nbsp;","text":"go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927783978","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940410003,"gmtCreate":1678105257502,"gmtModify":1678105261913,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> oh no","listText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> oh no","text":"$Carvana Co.(CVNA)$ oh no","images":[{"img":"https://community-static.tradeup.com/news/0d4767420a6aded14dd61acc2acc0df8","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940410003","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":869866095,"gmtCreate":1632273032117,"gmtModify":1676530739992,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>when is good time？","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>when is good time？","text":"$STI ETF(ES3.SI)$when is good time？","images":[{"img":"https://static.tigerbbs.com/ff32eac4de51604774754ba33f0c538f","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869866095","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":337028770799984,"gmtCreate":1723320876002,"gmtModify":1723320880426,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a>&nbsp;","text":"$C3.ai, Inc.(AI)$","images":[{"img":"https://community-static.tradeup.com/news/ecaf9d50aadc71eb60ef21a0990f31e2","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337028770799984","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940660613,"gmtCreate":1677869107932,"gmtModify":1677869111658,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940660613","repostId":"627957414","repostType":1,"repost":{"id":627957414,"gmtCreate":1677859200000,"gmtModify":1677867813105,"author":{"id":"3524105790854316","authorId":"3524105790854316","name":"港股挖掘机","avatar":"https://static.tigerbbs.com/7ad7f6521dbd218dc1b2d938da24ac61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105790854316","authorIdStr":"3524105790854316"},"themes":[],"title":"與巴菲特對着幹！華爾街最神祕投行Lazard：臺積電(TSM.US)仍是一隻頂級股票","htmlText":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","listText":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","text":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","images":[{"img":"https://static.tigerbbs.com/893ceabf54774ec083dcfe80e50863ca"},{"img":"https://static.tigerbbs.com/eb966cd7f7f24dabaad17c40b12c7acb"},{"img":"https://static.tigerbbs.com/4b56403115724a5e9b5b08ad2436f6dc"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627957414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940660069,"gmtCreate":1677868320251,"gmtModify":1677868324133,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a 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up","text":"up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927222741","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921710396,"gmtCreate":1671123673515,"gmtModify":1676538495285,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"Go go Argentine&nbsp;","listText":"Go go Argentine&nbsp;","text":"Go go Argentine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921710396","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920553738,"gmtCreate":1670525171525,"gmtModify":1676538385809,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920553738","repostId":"2290447104","repostType":2,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860740361,"gmtCreate":1632219328953,"gmtModify":1676530727392,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"anyone 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no ?","text":"$STI ETF(ES3.SI)$oh no ?","images":[{"img":"https://static.tigerbbs.com/e564baaf5c63bbb3e6b083f4ac1725f0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805143913","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}