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- QueenieFeiQueenieFei
  ·2021-02-17
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  Buffett's latest position exposure, one of the tech stocks reveals big signals
  整体来说，变化并不大，符合老巴一如既往的风格。
  Buffett's latest position exposure, one of the tech stocks reveals big signals
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17:37","market":"us","language":"zh","title":"Buffett's latest position exposure, one of the tech stocks reveals big signals","url":"https://stock-news.laohu8.com/highlight/detail?id=1199954715","media":"大佬买什么","summary":"整体来说，变化并不大，符合老巴一如既往的风格。","content":"<p>On February 17, 2021, Beijing time, Warren Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway also announced its latest Q4 2020-end holdings. According to the 13F regulatory filings released by the U.S. Securities and Exchange Commission (SEC), the total market value of Berkshire Hathaway's positions at the end of the fourth quarter of last year was 269.928 billion USD, an increase of about 18% from the total market value of 228.891 billion USD at the end of the third quarter of last year.</p><p>On the whole, the change is not big, which is in line with the usual style of Laoba. Some changes in subdivision positions are still worth noting. Let me talk to you.</p><p><b>Buffett's latest position:</b></p><p><img src=\"https://static.tigerbbs.com/4f2f893794185b908a26a54b0169d505\" tg-width=\"925\" tg-height=\"2139\" referrerpolicy=\"no-referrer\"></p><p><b>1. Continue to heavy positions<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, but has reduced its holdings.</b>Buffett's heavy position is much heavier than the average fund. At present, the first position of Apple accounts for the proportion<b>43%</b>，<b>More than $100 billion in market capitalization</b>。 However, compared with the previous quarter, it slightly lightened its position. I am optimistic about Apple myself for a long time. After the death of Jobs, Apple still maintained a strong innovation ability and concentration. In the mature market of headphones, it can also lead the trend through airpords, and its revenue has exceeded that of ipad, which is enough to show that Apple's innovation gene is still there. Recently, the news of Apple's car building has been constant,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Bin also said a few days ago that he regarded Apple as his ultimate rival. In this trillion-level track of new energy vehicles, the late apple naturally has the aura of a seed player. If it becomes an apple, it can be rebuilt. Wait and see.</p><p>2-5 positions have not changed, still last quarter's<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>Amex and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>。</p><p><b>2. Buy a large amount of telecom operators.</b>Among them, Verizon, which added 151% of its positions, and T-mobile, which added 117% of its positions, are both American telecom operators. The Chinese equivalent<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Telecommunications, etc. The cash flow and dividends of such companies are relatively stable, and the Internet has become the basic communication of modern society. Buying telecom operators is equivalent to A shares<a href=\"https://laohu8.com/S/600900\">Yangtze Power</a>And so on, in a sense, it can be said to be a bond-like defensive stock.</p><p>In previous articles, I also wrote quite a bit about<a href=\"https://laohu8.com/S/00941\">China Mobile</a>At present, it is still low valuation and high Dividend, which can be allocated as a defensive stock. In addition, the expectation of mobile is still slowly improving, 5G capital investment is gradually decreasing and entering the harvest period, and the automobile-based Internet of Things has brought many potential increments. These are the main logic of my buying mobile. Although it may rise slowly, it will be very stable.</p><p><b>3. Adding positions<a href=\"https://laohu8.com/S/CVX\">Chevron</a>。</b>Stock God continued to buy Chevron in the fourth quarter, and at present Chevron entered the top ten positions. Chevron is America's energy giant, the equivalent of<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>In the past six months, the logic of the crude oil market has reversed, and crude oil has continued to rise sharply.</p><p><b>4. Continue to add positions to pharmaceutical leaders.</b>In the third quarter, Buffett continued to buy the pharmaceutical leader, and in the fourth quarter, he continued to buy AbbVie,<a href=\"https://laohu8.com/S/MRK\">Merck</a>、<a href=\"https://laohu8.com/S/BMY\">Squibb</a>。 Biomedicine is a very certain dividend industry in the next decade, and the United States is no exception.</p><p><b>Reduction of holdings<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>、<a href=\"https://laohu8.com/S/SU\">Sunco Energy</a>Liberty Global<a href=\"https://laohu8.com/S/PLC\">PLC</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>U.S. Bank.</b>Before rich countries began to reduce their holdings, and at the same time bought Bank of America, which belonged to the adjustment of positions in the industry, replacing those with poor fundamentals with those with good fundamentals. Suncor Energy, Liberty, U.S. Bank all fall under this logic. General Motors has risen well recently, but I think its core fundamentals still have many challenges and crises. It is relatively slow to respond to new energy, and it doesn't have many bright models to launch. Several brands continue to reduce prices in China. The company itself also has a serious pension drag, compared to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Waiting for new forces was too heavy a burden.</p><p><b>6、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。</b>This is an American cloud computing company. Buffett bought it during the ipo stage in the fourth quarter of last year. The products made by this company are SaaS services that are native to the cloud and focus on data warehousing. Compared with traditional products, they are more disruptive. At present, the valuation given by the market to this enterprise is also very exaggerated. Now, the market value of more than 80 billion US dollars can be said to be the peak. The stock god, who has always been cautious about technology stocks, buys snowflake, which is obviously very enlightening.</p>","source":"lsy1613554544712","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>Buffett's latest position exposure, one of the tech stocks reveals big signals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBuffett's latest position exposure, one of the tech stocks reveals big signals\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">大佬买什么</strong><span class=\"h-time small\">2021-02-17 17:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On February 17, 2021, Beijing time, Warren Buffett's<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway also announced its latest Q4 2020-end holdings. According to the 13F regulatory filings released by the U.S. Securities and Exchange Commission (SEC), the total market value of Berkshire Hathaway's positions at the end of the fourth quarter of last year was 269.928 billion USD, an increase of about 18% from the total market value of 228.891 billion USD at the end of the third quarter of last year.</p><p>On the whole, the change is not big, which is in line with the usual style of Laoba. Some changes in subdivision positions are still worth noting. Let me talk to you.</p><p><b>Buffett's latest position:</b></p><p><img src=\"https://static.tigerbbs.com/4f2f893794185b908a26a54b0169d505\" tg-width=\"925\" tg-height=\"2139\" referrerpolicy=\"no-referrer\"></p><p><b>1. Continue to heavy positions<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, but has reduced its holdings.</b>Buffett's heavy position is much heavier than the average fund. At present, the first position of Apple accounts for the proportion<b>43%</b>，<b>More than $100 billion in market capitalization</b>。 However, compared with the previous quarter, it slightly lightened its position. I am optimistic about Apple myself for a long time. After the death of Jobs, Apple still maintained a strong innovation ability and concentration. In the mature market of headphones, it can also lead the trend through airpords, and its revenue has exceeded that of ipad, which is enough to show that Apple's innovation gene is still there. Recently, the news of Apple's car building has been constant,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Bin also said a few days ago that he regarded Apple as his ultimate rival. In this trillion-level track of new energy vehicles, the late apple naturally has the aura of a seed player. If it becomes an apple, it can be rebuilt. Wait and see.</p><p>2-5 positions have not changed, still last quarter's<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/KO\">Coca Cola</a>Amex and<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>。</p><p><b>2. Buy a large amount of telecom operators.</b>Among them, Verizon, which added 151% of its positions, and T-mobile, which added 117% of its positions, are both American telecom operators. The Chinese equivalent<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Telecommunications, etc. The cash flow and dividends of such companies are relatively stable, and the Internet has become the basic communication of modern society. Buying telecom operators is equivalent to A shares<a href=\"https://laohu8.com/S/600900\">Yangtze Power</a>And so on, in a sense, it can be said to be a bond-like defensive stock.</p><p>In previous articles, I also wrote quite a bit about<a href=\"https://laohu8.com/S/00941\">China Mobile</a>At present, it is still low valuation and high Dividend, which can be allocated as a defensive stock. In addition, the expectation of mobile is still slowly improving, 5G capital investment is gradually decreasing and entering the harvest period, and the automobile-based Internet of Things has brought many potential increments. These are the main logic of my buying mobile. Although it may rise slowly, it will be very stable.</p><p><b>3. Adding positions<a href=\"https://laohu8.com/S/CVX\">Chevron</a>。</b>Stock God continued to buy Chevron in the fourth quarter, and at present Chevron entered the top ten positions. Chevron is America's energy giant, the equivalent of<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>In the past six months, the logic of the crude oil market has reversed, and crude oil has continued to rise sharply.</p><p><b>4. Continue to add positions to pharmaceutical leaders.</b>In the third quarter, Buffett continued to buy the pharmaceutical leader, and in the fourth quarter, he continued to buy AbbVie,<a href=\"https://laohu8.com/S/MRK\">Merck</a>、<a href=\"https://laohu8.com/S/BMY\">Squibb</a>。 Biomedicine is a very certain dividend industry in the next decade, and the United States is no exception.</p><p><b>Reduction of holdings<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>、<a href=\"https://laohu8.com/S/SU\">Sunco Energy</a>Liberty Global<a href=\"https://laohu8.com/S/PLC\">PLC</a>、<a href=\"https://laohu8.com/S/GM\">General Motors</a>U.S. Bank.</b>Before rich countries began to reduce their holdings, and at the same time bought Bank of America, which belonged to the adjustment of positions in the industry, replacing those with poor fundamentals with those with good fundamentals. Suncor Energy, Liberty, U.S. Bank all fall under this logic. General Motors has risen well recently, but I think its core fundamentals still have many challenges and crises. It is relatively slow to respond to new energy, and it doesn't have many bright models to launch. Several brands continue to reduce prices in China. The company itself also has a serious pension drag, compared to<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Waiting for new forces was too heavy a burden.</p><p><b>6、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。</b>This is an American cloud computing company. Buffett bought it during the ipo stage in the fourth quarter of last year. The products made by this company are SaaS services that are native to the cloud and focus on data warehousing. Compared with traditional products, they are more disruptive. At present, the valuation given by the market to this enterprise is also very exaggerated. Now, the market value of more than 80 billion US dollars can be said to be the peak. The stock god, who has always been cautious about technology stocks, buys snowflake, which is obviously very enlightening.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/_Db_f_YiAVDhOmRMSni7aw\">大佬买什么</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s/_Db_f_YiAVDhOmRMSni7aw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199954715","content_text":"北京时间2021年2月17日，股神巴菲特的伯克希尔哈撒韦也公布了最新的2020年Q4年底持仓情况。根据美国证监会（SEC）公布的13F监管文件显示，伯克希尔·哈撒韦去年四季度末持仓总市值为2699.28亿美元，较去年三季度末的总市值2288.91亿美元增加约18％。\n整体来说，变化并不大，符合老巴一如既往的风格，还是有些细分仓位变动还是值得注意，我和大家聊聊。\n巴菲特最新持仓:\n\n1、继续重仓苹果，但有所减持。巴菲特的重仓，比一般的基金都要重得多，目前第一仓位苹果占比43%，市值1000多亿美金。但相比上个季度，进行了微幅减仓。苹果公司我自己长期看好，在乔布斯死后，苹果依旧保持了很强的创新能力和专注程度，在耳机这个已经成熟得不能再成熟的市场上，也能通过airpords引领潮流，带来的收入已经超过了ipad，这足以显示出苹果的创新基因犹在。最近苹果造车新闻不断，蔚来李斌前几天也说把苹果当做是终极对手。在这个新能源汽车这个万亿级别大赛道上，后发的苹果天然带有种子选手光环，成了就能再造一个苹果，拭目以待。\n2-5仓位未做变动，依然是上季度的美国银行、可口可乐、运通和卡夫亨氏。\n2、大笔买入电信运营商。其中加仓151%的威讯Verizon, 加仓117%的T-mobile，这两家都是美国的电信运营商。相当于中国的中国移动、电信等。这类公司现金流和分红都比较稳定，且互联网也成为了现代社会的基础通讯，买电信运营商相当于就是A股的长江电力之类，某种意义上可以说是类债券的防御股票。\n在之前的文章中，我也写过不少关于中国移动的观点，目前依然是低估值，高股息，可以作为防守股票配置，另外移动的预期还在慢慢改善，5G资本投入逐渐减少进入收获期，汽车为主的物联网带来了诸多潜在增量，这些都是我买入移动的主要逻辑，虽然可能涨的很慢，但会很稳。\n3、加仓雪佛龙。股神四季度继续买雪佛龙，目前雪佛龙进入前十仓位。雪佛龙是美国的能源巨头，相当于中石化，最近半年原油市场逻辑反转，原油持续大涨。\n4、继续加仓医药龙头。三季度巴菲特就持续买入医药龙头，四季度继续买入艾伯维、默沙东、施贵宝。生物医药是未来十年非常确定的红利行业，美国也不例外。\n5、减持富国银行、森科能源、Liberty Global PLC、通用汽车、合众银行。富国之前就开始减持,同时买入美国银行,属于行业内调仓,把基本面差的换成基本面好的。森科能源、Liberty 、合众银行都属于这个逻辑。通用汽车最近涨的不错，但我认为其核心基本面还是有很多挑战危机，在新能源上反应相对迟缓，自身也没有太多亮点车型推出，几个品牌在中国持续降价。公司本身还有严重的养老金拖累，相比于特斯拉等新势力，实在包袱太重。\n6、Snowflake。这是家美国的云计算公司，去年四季度ipo阶段巴菲特就买了。这家公司所做的产品是原生于云端并专注于数据仓库的SaaS服务，相比于传统的产品，更具颠覆。目前市场给予这家企业的估值也很夸张，现在800多亿美金市值，可以说出道即巅峰。一向对科技股谨慎的股神买snowflake,显然还是很有启示的。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}