[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio16ed5088":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio16ed5088","巴菲特接班人开始动用巨额现金！伯克希尔(BRK.A、BRK.B)二季度加仓达美航空(DAL)与Alphabet(GOOGL)-净买入近200亿美元股票","\u002Fdoc\u002Fdcio16ed5088","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，伯克希尔·哈撒韦(BRK.A、BRK.B)在第二季度进一步增加对达美航空(DAL)和谷歌母公司Alphabet(GOOGL)的持仓。随着Greg Abel接替沃伦·巴菲特出任首席执行官，这家投资巨头开始逐步动用规模庞大的现金储备，加大股票投资和并购力度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>根据伯克希尔周五提交的监管文件，在Abel接任CEO后的第二个完整季度，公司增持了1750万股达美航空股票。截至6月底，伯克希尔持有的达美航空股份价值已经达到53.7亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，伯克希尔大幅增持Alphabet，第二季度新增买入4810万股。截至年中，其Alphabet持仓价值达到378亿美元，使Alphabet跃升为伯克希尔第三大股票持仓。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>伯克希尔此前公布第二季度业绩时披露，公司当季股票净买入规模接近200亿美元，同时斥资约45亿美元回购自身股票。这标志着伯克希尔的资本配置策略出现明显变化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着投资和回购规模扩大，伯克希尔现金储备也开始下降。截至6月底，公司持有现金3655亿美元，较3月底创纪录的3970亿美元减少315亿美元，但整体现金规模仍处于历史高位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在巴菲特掌舵的最后几年，由于其多次认为市场估值过高，伯克希尔大型投资和并购活动相对谨慎。而Abel接任后，公司第二季度连续推动多笔数十亿美元级别交易，显示其正在更加积极地部署伯克希尔积累多年的现金。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>其中，伯克希尔斥资68亿美元收购住宅建筑商Taylor Morrison Home，延续公司长期以来偏好的价值投资风格，该交易已于上月完成。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>另一方面，伯克希尔还向Alphabet投入100亿美元，以支持后者与人工智能相关的投资。对于长期以来投资风格相对传统的伯克希尔而言，这意味着公司开始将更多资本投向AI等新兴领域。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>整体来看，从大幅增持Alphabet和达美航空，到近200亿美元股票净买入、45亿美元股份回购，再到连续推进大型收购和AI相关投资，Abel接班后的伯克希尔正在逐渐加快资本部署步伐。尽管公司仍坐拥超过3600亿美元现金，其投资策略相比此前数年的谨慎状态已经明显更加积极。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]