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“清倉”只是時間問題?巴菲特第9次減持比亞迪
uSMART盈立智投 02-10 10:07

週四(2月9日),據港交所文件顯示,伯克希爾哈撒韋公司於2月3日出售了424萬股比亞迪H股股票,持股比例降至11.87%。這是今年以來,港交所第三次披露伯克希爾哈撒韋減持比亞迪的信息,也是2022年8月公告巴菲特首次減持以來的第9次。

此前的披露信息顯示,2008年9月29日,伯克希爾斥資2.3億美元,以每股8港元的價格,在港股認購了比亞迪2.25億股股票。

伯克希爾哈撒韋在2022年8月24日首次出售了133萬股比亞迪H股,套現3.69億港元。

9月1日,伯克希爾哈撒韋減持171.6萬股比亞迪H股,套現4.5億港元。

11月1日,賣出329.7萬股比亞迪H股股份,套現5.6億港元。

11月8日,出售578.2萬股比亞迪H股,套現約11.4億港元。

11月17日,賣出了322.55萬股比亞迪H股,平均股價195.42港元,套現約6.3億港元。

12月8日,伯克希爾哈撒韋出售133萬股比亞迪股份H股,平均價格201.3432港元,持股比例從15.07%降至14.95%。

2023年1月3日,出售了約106萬股比亞迪H股。

2023年1月27日,出售了155.45萬股比亞迪H股,平均減持價格爲每股226.32港元,持股比例從13.04%降至12.9%。

截至2月9日收盤,比亞迪H股漲3.06%,報收249.4港元/股, A股漲0.93%,報收288.33元/股。整體來看,比亞迪股價並未受到巴菲特減持影響。

美國匯盛金融管理公司首席經濟學家陳凱豐表示,巴菲特出手比亞迪的整個過程可能需要很長時間,但“清倉”或只是時間問題。巴菲特減持(比亞迪)的決定有多重原因。既有巨大浮盈後獲利了結,也有規避風險的考量。

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