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原文標題：

Warren Buffett’s Berkshire Hathaway sold nearly half its stake in Appl

巴菲特的波克夏賣了近一半的蘋果股票



原文連結：

https://reurl.cc/ey8LEK

發布時間：

Aug 3 2024

記者署名：

Yun Li

原文內容：

Warren Buffett’s Berkshire Hathaway sold nearly half its stake in Apple
Published Sat, Aug 3 20248:22 AM EDTUpdated 7 Min Ago


Warren Buffett’s Berkshire Hathaway
 dumped nearly half of its gigantic Apple
 stake last quarter in a surprising move for the famously long-term-focused
investor.

The Omaha-based conglomerate disclosed in its earnings filing that its
holding in the iPhone maker was valued at $84.2 billion at the end of the
second quarter, suggesting that the Oracle of Omaha offloaded a little more
than 49% of the tech stake. Even after the selling Apple remains the largest
stock stake by far for Berkshire.

Buffett trimmed the Apple stake by 13% in the first quarter and hinted at the
Berkshire annual meeting in May that it was for tax reasons. Buffett noted
that selling “a little Apple” this year would benefit Berkshire
shareholders in  the long run if the tax on capital gains is raised down the
road by a U.S. government wanting to plug a climbing fiscal deficit.

But the magnitude of this selling suggests it could be more than just a
tax-saving move.

After declining in the first quarter on concerns it was falling behind on
artificial intelligence innovation, Apple shares took off in the second
quarter, gaining 23% to a new record as it gave more detail to investors
about its future in artificial intelligence.

It won’t be clear exactly why Buffett is selling down the holding Berkshire
first bought more than eight years ago, whether company reasons, market
valuation or because of portfolio management concerns (Buffett typically doesn
’t want a single holding to grow too large). Berkshire’s Apple holding was
once so big that it took up half of its equity portfolio.



google翻譯:






但此次拋售的規模表明，這可能不僅僅是一種節稅舉措。

蘋果股價在第一季因人工智慧創新落後的擔憂而下跌後，第二季開始飆升，上漲 23%，創
下新紀錄，因為該公司向投資者提供了有關其人工智慧未來的更多細節。





心得/評論：

股神和基金賣股票不稀奇

但是為何賣掉近一半蘋果的股份?

賣掉這麼大的股票部位


令人感到好奇與怕怕der....






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※ 作者: kalaokla 2024-08-03 21:24:02
※ 文章代碼(AID): #1chYzqnW (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1722691444.A.C60.html