达美乐比萨(DPZ)在2024年11月15日盘前大涨8.15%,引发投资者高度关注。这主要是由于知名大佬投资者巴菲特旗下公司伯克希尔哈撒韦(Berkshire Hathaway)在第三季度新建仓了该公司股票。
根据公司13F报告,截至2024年第三季度末,伯克希尔哈撒韦新买入了128万股达美乐比萨股票,持股市值约5.49亿美元,占该公司总股本的3.7%。这一大手笔举动意味着"股神"巴菲特对达美乐比萨未来发展表现持相当乐观态度。
相比之下,巴菲特同期大幅减持了苹果、美国银行、Ulta美容等重量级标的,陆续出售约四分之一的持仓。分析人士普遍认为,这显示了伯克希尔对这些公司未来增长的担忧,同时预示美股已经在巴菲特看来出现了一定的高估风险。
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