分析師：巴菲特大舉「賣股囤現金」或是等待市場回調

港股那點事

2025/02/22

格隆匯2月22日｜股神巴菲特預計今日將發布年度致股東函。據Edward Jones公司研究伯克希爾的分析師Jim Shanahan計算，在去年前九個月淨賣出1274億美元股票後，伯克希爾哈撒韋(BRK.A.N、BRK.B.N)在上個季度淨賣出了價值超過60億美元的股票。Shanahan稱：「我認為他們只是在尋找市場回調的機會，以創造投入部分資金的機會。」「但本輪牛市仍在繼續，短期內大舉投資的可能性要小得多。」更高的利率也讓持有現金變得更容易。據機構估計，巴菲特持有的美國國債在2024年可能產生了高達110億美元的收益。

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href=\"https://laohu8.com/S/BRK.A\">伯克希爾</a>的分析師Jim Shanahan計算，在去年前九個月淨賣出1274億美元股票後，伯克希爾哈撒韋(BRK.A.N、BRK.B.N)在上個季度淨賣出了價值超過60億美元的股票。Shanahan稱：「我認為他們只是在尋找市場回調的機會，以創造投入部分資金的機會。」「但本輪牛市仍在繼續，短期內大舉投資的可能性要小得多。」更高的利率也讓持有現金變得更容易。據機構估計，巴菲特持有的美國國債在2024年可能產生了高達110億美元的收益。               </p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-02-22/doc-inemikpf1935574.shtml\">港股那點事</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0170899867.USD","symbol_name":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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