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云中杨过
2023-08-11
唱衰美股的人不是傻就是坏,有本事买A股
抱歉,原内容已删除
云中杨过
2021-07-06
说是创新企业,全是抄
抱歉,原内容已删除
云中杨过
2020-01-01
牛市时总有理由唱多,熊市时总有理由唱空。有没有完美的投资品?
抱歉,原内容已删除
云中杨过
05-16
$绿茶集团(06831)$
坐等回本
云中杨过
2024-05-25
支持马斯克
云中杨过
02-24
$英伟达(NVDA)$
200 ....
云中杨过
2024-04-20
因为台积电发布预期业绩放缓,芯片需求降温。预示高科技行业整体景气度下降。引发市场看空。本人坚持看多!
@何嘟嘟:
$纳斯达克(.IXIC)$
为什么这货跌这么多 道琼斯还是红的
云中杨过
2023-01-11
特斯拉应该出个灰机
抱歉,原内容已删除
云中杨过
2021-04-21
还是A股好,犹望08年
抱歉,原内容已删除
云中杨过
2020-05-03
卜
@小虎活动:2020巴菲特股东大会全程回顾
云中杨过
2020-05-03
这篇文章不错,转发给大家看
@小虎活动:2020巴菲特股东大会全程回顾
云中杨过
2020-03-11
7%是怎么来的?
抱歉,原内容已删除
云中杨过
2020-03-04
A股垃圾
抱歉,原内容已删除
去老虎APP查看更多动态
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道琼斯还是红的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297022560985416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207766573596848,"gmtCreate":1691747774722,"gmtModify":1691747944669,"author":{"id":"3488511272713172","authorId":"3488511272713172","name":"云中杨过","avatar":"https://static.tigerbbs.com/b1bb215c17b1834edb747c65c3c260f7","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3488511272713172","idStr":"3488511272713172"},"themes":[],"htmlText":"唱衰美股的人不是傻就是坏,有本事买A股","listText":"唱衰美股的人不是傻就是坏,有本事买A股","text":"唱衰美股的人不是傻就是坏,有本事买A股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/207766573596848","repostId":"2358374647","repostType":4,"isVote":1,"tweetType":1,"viewCount":5736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274702625278","authorId":"3479274702625278","name":"老夫追涨杀跌","avatar":"https://static.tigerbbs.com/53d8be38e6bbbfa27d16721be9a4e59b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274702625278","idStr":"3479274702625278"},"content":"唱衰美股其实也没什么错,毕竟要转移矛盾","text":"唱衰美股其实也没什么错,毕竟要转移矛盾","html":"唱衰美股其实也没什么错,毕竟要转移矛盾"},{"author":{"id":"9000000000000147","authorId":"9000000000000147","name":"夏禹治水99","avatar":"https://static.tigerbbs.com/d6b970122190a9040445d7ac534f4cbb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000147","idStr":"9000000000000147"},"content":"A股的股民看见你这个言论很受伤","text":"A股的股民看见你这个言论很受伤","html":"A股的股民看见你这个言论很受伤"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628445388,"gmtCreate":1673441248944,"gmtModify":1673441253870,"author":{"id":"3488511272713172","authorId":"3488511272713172","name":"云中杨过","avatar":"https://static.tigerbbs.com/b1bb215c17b1834edb747c65c3c260f7","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3488511272713172","idStr":"3488511272713172"},"themes":[],"htmlText":"特斯拉应该出个灰机","listText":"特斯拉应该出个灰机","text":"特斯拉应该出个灰机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628445388","repostId":"1104139127","repostType":4,"isVote":1,"tweetType":1,"viewCount":3615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154858136,"gmtCreate":1625500946225,"gmtModify":1625500946225,"author":{"id":"3488511272713172","authorId":"3488511272713172","name":"云中杨过","avatar":"https://static.tigerbbs.com/b1bb215c17b1834edb747c65c3c260f7","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3488511272713172","idStr":"3488511272713172"},"themes":[],"htmlText":"说是创新企业,全是抄","listText":"说是创新企业,全是抄","text":"说是创新企业,全是抄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154858136","repostId":"1112799249","repostType":2,"isVote":1,"tweetType":1,"viewCount":3159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378875605,"gmtCreate":1619018769107,"gmtModify":1619018769107,"author":{"id":"3488511272713172","authorId":"3488511272713172","name":"云中杨过","avatar":"https://static.tigerbbs.com/b1bb215c17b1834edb747c65c3c260f7","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3488511272713172","idStr":"3488511272713172"},"themes":[],"htmlText":"还是A股好,犹望08年","listText":"还是A股好,犹望08年","text":"还是A股好,犹望08年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378875605","repostId":"1146915399","repostType":4,"isVote":1,"tweetType":1,"viewCount":4373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924524323,"gmtCreate":1588488743862,"gmtModify":1704367691980,"author":{"id":"3488511272713172","authorId":"3488511272713172","name":"云中杨过","avatar":"https://static.tigerbbs.com/b1bb215c17b1834edb747c65c3c260f7","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3488511272713172","idStr":"3488511272713172"},"themes":[],"htmlText":"卜","listText":"卜","text":"卜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924524323","repostId":"924562473","repostType":1,"repost":{"id":924562473,"gmtCreate":1588474300178,"gmtModify":1744960516358,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":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过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","listText":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","text":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","images":[{"img":"https://static.tigerbbs.com/c1996c675d0fcfd6c58aa08331ab8c94"},{"img":"https://static.tigerbbs.com/e2e1a12abfb1d56856129804d71605ba"},{"img":"https://static.tigerbbs.com/967fbfbaadf8b2dfd999abebaeef3f4b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924562473","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924524911,"gmtCreate":1588488738433,"gmtModify":1704367691807,"author":{"id":"3488511272713172","authorId":"3488511272713172","name":"云中杨过","avatar":"https://static.tigerbbs.com/b1bb215c17b1834edb747c65c3c260f7","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3488511272713172","idStr":"3488511272713172"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924524911","repostId":"924562473","repostType":1,"repost":{"id":924562473,"gmtCreate":1588474300178,"gmtModify":1744960516358,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"2020巴菲特股东大会全程回顾","htmlText":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","listText":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie 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过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","listText":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie 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过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","listText":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 截至2020年3月,伯尔希尔的证券投资69%都集中这五家公司,但除了可口可乐之外,都较上季度有不同程度的缩减,截至2020年3月,","text":"北京时间5月3日凌晨4:45分,一年一度的巴菲特股东大会在线上举行,对投资者来说,本次资本市场的伍德斯托克节要低调得多。奥马哈春运般的人潮消失了,没有热闹的展销会,也没有排队入场的朝圣者,唯一不变的是巴老爷右手边的樱桃可乐。但是在这个“见证历史”无数次的动荡2020,这次云股东大会备受关注。 过去两个月,巴菲特一直相对沉默,这让人们不禁要问,为什么伯克希尔还没有达成任何大型交易,巴菲特如何应对市场冲击,以及他对美国股市一个多月来的情况有什么真实感受。 没有令大家失望,全场会议干货满满。巴菲特不但谈了对当前市场看法,谈了航空股,还谈到了自己对原油的看法。 在形式上,老搭档查理•芒格(Charlie Munger)没有出现,这是一个巨大的变化,因为过去都是巴菲特和芒格的二人转,本次改成由接班人之一、公司非保险业务副董事长格雷格-阿贝尔(Greg Abel)与巴菲特一起回答股东问题。 先来回顾一下伯克希尔昨天刚公布了第一季度的业绩,让我们先看看市场动荡对伯克希尔的影响几何? 伯克希尔2020年第一季度财报显示,归属股东的净亏损为497.46亿美元,上年同期为盈利216.61亿美元;A类股每股净亏损30653美元,去年同期为收益13209美元;B类股每股净亏损20.44美元,去年同期为收益8.81美元。此外,截至3月底浮存金为1300亿美元,较2019年年末增加约10亿美元。 公司一季度归属于股东的净亏损中,投资亏损545.17亿美元,衍生品亏损11亿美元,经营利润58.71亿美元。在经营利润中,保险承保盈利3.63亿美元,保险投资收益13.86亿美元,铁路、公用事业和能源盈利17.51亿美元,其他业务盈利20.38亿美元,其他项下盈利3.33亿美元。 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