沃伦·巴菲特投资990亿美元于两只股票,华尔街分析师预测涨幅分别为19%和20%

华尔街洞察
11 Nov 2024

内容摘要:

  • 两只巴菲特重仓股的增长潜力伯克希尔·哈撒韦公司旗下两只主要股票——苹果 (Apple) 和可口可乐 (Coca-Cola)——被华尔街分析师看好,预期将迎来显著增长。

  • 苹果(Apple):尽管苹果产品销量有所下滑,但其服务业务收入的增长正在抵消这种影响。摩根士丹利分析师埃里克·伍德林(Eric Woodring)预测苹果股价有望上涨至273美元,涨幅约为20%。苹果服务业务的扩展(如App Store、流媒体和云服务)使毛利率得以提升,从而推动公司继续稳定分红,尽管其当前的股息收益率较低,但未来增长潜力仍然可观。

  • 可口可乐(Coca-Cola):相比于苹果的复杂供应链,可口可乐的业务模式更加简单且稳定。摩根士丹利分析师达拉·莫西纳(Dara Mohsenian)将可口可乐的目标价定为76美元,预示着约19%的潜在涨幅。2024年,可口可乐的有机销售额预计将同比增长约10%,其稳定的分红记录为长期投资者提供了稳健的收益来源。

  • 结论:尽管伯克希尔·哈撒韦公司近期有所减持,但仍然重仓苹果和可口可乐。对于希望实现长期稳定增长的投资者而言,当前或许是考虑将这两只股票纳入投资组合的好时机。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10