巴菲特出手，加速買入自家股票
手握千億美金現金的巴菲特正在加速買入自家公司的股票。伯克希爾在上週五提交給美國證券交易委員會(SEC)的文件顯示，截至3月6日，該公司2024年以來累計回購了3808股伯克希爾A類股，估算回購金額約為22億至24億美元。其中，近四分之三的股票回購日期為2月12日之後，回購主要集中在2月13日至3月6日期間。
股神這幾年一直在回購自家股票，伯克希爾在2023年全年累計回購了92億美元的公司股票；2022年全年伯克希爾回購金額達到80億美元；2021年是伯克希爾回購的高峯，當年回購總金額高達270億美元。
巴菲特在2019年的股東信中曾表示，伯克希爾只有在兩種情況下才會回購股票：一是巴菲特和芒格都認為它的售價低於其內在價值；二是公司在完成回購後，仍會擁有充足的現金來維持⽇常運轉和所需的現⾦流。
對於公司回購，巴菲特説過：“我們永遠不會為了阻止伯克希爾股價下跌而進行回購。只有在我們相信回購活動是公司資金具有吸引力的去處之時，我們才會進行。最好，回購行為對於公司股票內在價值未來的成長性的影響微乎其微。”
伯克希爾最新市值8953.5億，A類股股價62.28萬美元/每股，買1股要448.38萬人民幣。伯克希爾年內升幅度達14.77%，升幅是標普500指數同期近2倍。
截至2023年底，伯克希爾現金儲備升至創紀錄的1676億美元，相比2023年第三季度末的1570億美元增加106億美元。
分析人士指出，巴菲特手中持有的鉅額現金儲備，以及加大回購力度的舉措，似乎表明其眼下仍較難找到滿意的投資標的。
巴菲特在今年致股東信中直言：“不管出於什麼原因，現在的市場比我年輕時更像賭場，賭場現在存在於許多家庭中，每天都在誘惑着居民。”
美國知名經濟學家、約翰霍普金斯大學教授史蒂夫·漢克稱，巴菲特目前手中所握的鉅額現金儲備表明，他對於美股前景並不樂觀，並預計美國經濟將陷入困境。
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