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巴菲特股東大會今晚重磅來襲!”股神“可能會面臨哪些問題?
格隆匯5月6日丨第59次巴菲特股東大會將於美東時間5月5日-5月7日在奧馬哈舉行,其中備受矚目的問答環節將從從奧馬哈時間上午9:15(北京時間22:15)開始。在股東大會指南中,巴菲特表示自己今年計劃回答更多地問題,他説:“我們可能會回答大約60個問題。每年投資者心中的大問題是公司將如何處理其巨大的現金儲備。在去年的股東大會上,持有大量現金的巴菲特強調了現金的重要性,他稱現金就是氧氣,這在伯克希爾是不會變的雖然多年來。截至2022年12月31日,伯克希爾持有約1287億美元的現金和短期證券。將於美東時間週六上午發佈的財報將披露伯克希爾回購多少股票,在2022年第四季度,伯克希爾回購了約26億美元的股票。最近銀行業的動盪可能是另一個討論的話題,因為巴菲特一直是該行業高調的投資者。在2007-2008年金融危機之後,伯克希爾買入一些美國最大的銀行的大量股份,如美國銀行、富國銀行、花旗集團,這些股份該公司至今仍持有。今年4月,巴菲特就近期銀行業動盪發表觀點,他認為美國銀行倒閉潮尚未結束,但普通民眾不會有損失。那麼,最近區域性銀行的壓力是否為投資者又提供了類似的機會?巴菲特看待發展勢頭兇猛的人工智能技術也普遍受到關注。 巴菲特在4月的時候表示,ChatGPT很厲害,但不一定有益於人類。巴菲特一直表示自己不懂科技因此迴避科技股。但隨着時間的推移,近年來他也在不斷加大對科技領域的押注,對蘋果的重倉或許就是佐證。截至2022年12月31日,蘋果佔其投資組合的比重高達38.9%市場還期望巴菲特能討論他最近在日本的投資。有分析認為,日本投資目前估值非常便,對於持有美元的投資者來説,日本投資要便宜20%-25%,這在很大程度上是由於政府幹預使日元疲軟。日前,巴菲特考慮加碼對日股的投資,已增持日本五大商社股份至7.4%,強調了看好日本股票的觀點市場關注的問題還圍繞在股票選擇上。如巴菲特對西方石油的長期計劃,截至3月底,該公司已積累了23.6%的股份。但對於中國市場,市場最為關心的是巴菲特對於比亞迪的減持。另外,巴菲特和芒格會退位嗎?董事長巴菲特已經92歲了,他的合夥人芒格也已經99歲。伯克希爾公司高管阿吉特·賈恩和格雷格·阿貝爾也將參加上午的會議,後者已被指定為巴菲特的繼任者。此前,伯克希爾哈撒韋資深董事羅恩·奧爾森在股東大會前夕表示,92歲巴菲特活力驚人,阿貝爾接班還早着。
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