作者|Eastland头图|视觉中国进入2024年,巴菲特连续减持、清仓股票。截至二季度末,持股数降至41只、总市值2800亿美元,较2023年末下降900亿美元。在大幅减持的背景下,巴菲特却持续加仓西方石油(NYSE:OXY)。截至6月末,西方石油成为伯克希尔第六大重仓股,市值达160亿美元。巴菲特对石油公司投资价值的认可,基于稳定分红前景及高油价预期。持同样观点的中国投资者,不妨关注中海油(...
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