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一圖睇明 | 巴菲特過去一年做咗呢啲投資決策 透露出什麼信號?

熱點飛虎隊2023-05-04

2023年巴郡股東會將在當地時間5月5至6日在綫下舉行,不出意外的話,已年屆92歲、被稱爲「奧馬哈先知」的巴菲特將會在現場回應股東的一系列問題。

回顧過去一年,巴菲特增持日本五大商社,減持 比亚迪股份 ,「短炒」 台积电 臺積電。

在日本訪問期間,巴菲特表明,他正打算再增持日本股票。他談到比亞迪時指,「我們會把錢投放到我更為看好的對象上」,可是現在並不急於減持。他稱,去年第四季沽出台積電的86%持股,是因為擔心地緣政治緊張局勢,他說這一情況不在公司的控制範圍之內。

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