巴菲特稱除了美銀,已拋售大部分銀行股!
巴菲特賣出了他持有的大部分銀行股,只有美國銀行(Bank of America)例外。
這位伯克希爾董事長兼首席執行官在最近拋售了富國銀行、高盛和摩根大通等其他大型銀行股後,仍持有美國銀行的股票。
這位92歲的投資者說,在上個月硅谷銀行和簽名銀行倒閉後,儲戶可以放心,他們的資金仍然安全。但他批評銀行體系在歷史上未能懲罰企業相關人,比如在2008年金融危機期間。
“銀行系統運行良好是非常重要的。除非你有一個正常運轉的銀行體系,否則它不會起作用,而你不希望他們製造不必要的週期性危機,”巴菲特週三說。
不過,巴菲特表示,他認可美國銀行(Bank of America)的領導層。據一些機構對伯克希爾哈撒韋投資組合跟蹤顯示,截至去年12月,伯克希爾哈撒韋持有美國銀行12.9%的股份,價值約297億美元。
“很多年前,我是不請自來的,他們爲我們做了一筆很不錯的交易。我非常喜歡布萊恩•莫伊尼漢(美銀CEO),我不想賣掉這隻股票,”巴菲特說。
銀行系統重要性
銀行系統運行良好對於美國來說是非常重要的,因爲它直接關係到美國的經濟穩定和發展。銀行作爲金融行業中最主要的組成部分之一,其運行狀況對整個經濟體系起着至關重要的作用。
如果銀行系統不能正常運轉,這會導致信用流通量減少,從而影響消費、投資和就業等各個方面。此外,銀行系統的違約也可能引發風險傳導效應,導致金融危機的爆發。
這種情況下,政府通常需要採取緊急措施來保護銀行和拯救受影響的銀行客戶,這些措施會造成巨大的財政開支,對整個經濟造成長期的負面影響。
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