格隆汇2月22日|股神巴菲特预计今日将发布年度致股东函。据Edward Jones公司研究伯克希尔的分析师Jim Shanahan计算,在去年前九个月净卖出1274亿美元股票后,伯克希尔哈撒韦(BRK.A.N、BRK.B.N)在上个季度净卖出了价值超过60亿美元的股票。Shanahan称:“我认为他们只是在寻找市场回调的机会,以创造投入部分资金的机会。”“但本轮牛市仍在继续,短期内大举投资的可能性要小得多。”更高的利率也让持有现金变得更容易。据机构估计,巴菲特持有的美国国债在2024年可能产生了高达110亿美元的收益。
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