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QueenieFei

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- QueenieFeiQueenieFei
  ·05-20
  $美光科技(MU)$
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- QueenieFeiQueenieFei
  ·2021-02-17
  ??????
  Warren Buffett's latest holdings have been revealed, with one tech stock revealing a major signal.
  整体来说，变化并不大，符合老巴一如既往的风格。
  Warren Buffett's latest holdings have been revealed, with one tech stock revealing a major signal.
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href=\"https://ttm.financial/S/MU\">$美光科技(MU)$&nbsp;</a>&nbsp;","listText":"<a 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17:37","market":"us","language":"zh","title":"Warren Buffett's latest holdings have been revealed, with one tech stock revealing a major signal.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199954715","media":"大佬买什么","summary":"整体来说，变化并不大，符合老巴一如既往的风格。","content":"<p>On February 17, 2021, Beijing time, Warren Buffett...<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway also released its latest Q4 2020 holdings. According to 13F regulatory filings released by the U.S. Securities and Exchange Commission (SEC), Berkshire Hathaway's total market value of holdings at the end of the fourth quarter of last year was $269.928 billion, an increase of approximately 18% from the total market value of $228.891 billion at the end of the third quarter of last year.</p><p>Overall, the changes haven't been significant, consistent with Buffett's consistent style. There are still some subtle position changes worth noting, which I'd like to discuss with you.</p><p><b>Warren Buffett's latest holdings:</b></p><p><img src=\"https://static.tigerbbs.com/4f2f893794185b908a26a54b0169d505\" tg-width=\"925\" tg-height=\"2139\" referrerpolicy=\"no-referrer\"></p><p><b>1. Continue to hold heavy positions<a href=\"https://laohu8.com/S/AAPL\">Apple</a>However, they reduced their holdings.</b>Buffett's holdings are much heavier than those of most funds, with Apple currently accounting for a significant portion of his largest holdings.<b>43%</b>，<b>Market capitalization of over 100 billion US dollars</b>。 However, compared to the previous quarter, there was a slight reduction in holdings. I have long been optimistic about Apple. Even after Steve Jobs' death, Apple maintained a strong level of innovation and focus. In the already mature headphone market, it was able to lead the trend through airpords, bringing in more revenue than the ipad. This is enough to show that Apple's innovative genes are still there. There's been a lot of news about Apple manufacturing cars lately.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Bin also said a few days ago that he considers Apple his ultimate competitor. In this trillion-dollar market of new energy vehicles, Apple, a latecomer, naturally carries the aura of a seed player. If it succeeds, it can create another Apple. Let's wait and see.</p><p>Positions 2-5 remained unchanged, remaining the same as last quarter.<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Yuntonghe<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>。</p><p><b>2. Large-scale purchases of telecommunications operators.</b>Among them, Verizon increased its holdings by 151% and T-mobile by 117%, both of which are US telecommunications operators. Equivalent to China<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Telecommunications, etc. These companies have relatively stable cash flow and dividends, and the internet has become a fundamental communication tool in modern society; buying a telecom operator is essentially like listing on the A-share market.<a href=\"https://laohu8.com/S/600900\">Yangtze Power</a>In a sense, they can be considered defensive stocks similar to bonds.</p><p>In previous articles, I have also written a lot about<a href=\"https://laohu8.com/S/00941\">China Mobile</a>My view is that it is still undervalued and has high Dividend, which can be used as a defensive stock allocation. In addition, the expectations for China Mobile are gradually improving, 5G capital investment is gradually decreasing and entering the harvest period, and the Internet of Things, mainly automobiles, has brought many potential incremental growth points. These are the main reasons why I bought China Mobile. Although the price may rise slowly, it will be very stable.</p><p><b>3. Increase positions<a href=\"https://laohu8.com/S/CVX\">Chevron</a>。</b>The stock market guru continued to buy Chevron in the fourth quarter, and Chevron is currently among the top ten holdings. Chevron is an American energy giant, equivalent to<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>The logic of the crude oil market has reversed in the past six months, with crude oil prices continuing to rise sharply.</p><p><b>4. Continue to increase holdings in leading pharmaceutical companies.</b>In the third quarter, Buffett continued to buy pharmaceutical leaders, and in the fourth quarter, he continued to buy AbbVie,<a href=\"https://laohu8.com/S/MRK\">Merck</a>、<a href=\"https://laohu8.com/S/BMY\">Bristol Squibb</a>。 Biomedicine is a very certain dividend industry in the next decade, and the United States is no exception.</p><p><b>5. Reduction of holdings<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>、<a href=\"https://laohu8.com/S/SU\">Senko Energy</a>Liberty Global<a href=\"https://laohu8.com/S/PLC\">PLC</a>、<a href=\"https://laohu8.com/S/GM\">general motors</a>United Bank.</b>Fullgoal had already begun reducing its holdings and buying into Bank of America, which was an industry-wide portfolio adjustment, replacing fundamentally weak companies with fundamentally strong ones. Senco Energy, Liberty, and Hezhong Bank all follow this logic. General Motors' stock price has been rising well recently, but I believe its core fundamentals still face many challenges and crises. Its response to new energy vehicles has been relatively slow, and it has not launched many highlight models. Several brands have continued to lower prices in China. The company itself also faces significant pension burdens, compared to...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Waiting for new forces is simply too much of a burden.</p><p><b>6、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。</b>This is an American cloud computing company that Buffett bought during its ipo in the fourth quarter of last year. This company's product is a cloud-native SaaS service focused on data warehousing, which is more disruptive than traditional products. The market is currently giving this company an exaggerated valuation, with a market capitalization of over 80 billion US dollars, which can be said to have been its peak since its debut. For a stock market guru who has always been cautious about tech stocks, buying snowflake is clearly quite enlightening.</p>","source":"lsy1613554544712","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett's latest holdings have been revealed, with one tech stock revealing a major signal.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's latest holdings have been revealed, with one tech stock revealing a major signal.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">大佬买什么</strong><span class=\"h-time small\">2021-02-17 17:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On February 17, 2021, Beijing time, Warren Buffett...<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway also released its latest Q4 2020 holdings. According to 13F regulatory filings released by the U.S. Securities and Exchange Commission (SEC), Berkshire Hathaway's total market value of holdings at the end of the fourth quarter of last year was $269.928 billion, an increase of approximately 18% from the total market value of $228.891 billion at the end of the third quarter of last year.</p><p>Overall, the changes haven't been significant, consistent with Buffett's consistent style. There are still some subtle position changes worth noting, which I'd like to discuss with you.</p><p><b>Warren Buffett's latest holdings:</b></p><p><img src=\"https://static.tigerbbs.com/4f2f893794185b908a26a54b0169d505\" tg-width=\"925\" tg-height=\"2139\" referrerpolicy=\"no-referrer\"></p><p><b>1. Continue to hold heavy positions<a href=\"https://laohu8.com/S/AAPL\">Apple</a>However, they reduced their holdings.</b>Buffett's holdings are much heavier than those of most funds, with Apple currently accounting for a significant portion of his largest holdings.<b>43%</b>，<b>Market capitalization of over 100 billion US dollars</b>。 However, compared to the previous quarter, there was a slight reduction in holdings. I have long been optimistic about Apple. Even after Steve Jobs' death, Apple maintained a strong level of innovation and focus. In the already mature headphone market, it was able to lead the trend through airpords, bringing in more revenue than the ipad. This is enough to show that Apple's innovative genes are still there. There's been a lot of news about Apple manufacturing cars lately.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Li Bin also said a few days ago that he considers Apple his ultimate competitor. In this trillion-dollar market of new energy vehicles, Apple, a latecomer, naturally carries the aura of a seed player. If it succeeds, it can create another Apple. Let's wait and see.</p><p>Positions 2-5 remained unchanged, remaining the same as last quarter.<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Yuntonghe<a href=\"https://laohu8.com/S/KHC\">Kraft Heinz</a>。</p><p><b>2. Large-scale purchases of telecommunications operators.</b>Among them, Verizon increased its holdings by 151% and T-mobile by 117%, both of which are US telecommunications operators. Equivalent to China<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Telecommunications, etc. These companies have relatively stable cash flow and dividends, and the internet has become a fundamental communication tool in modern society; buying a telecom operator is essentially like listing on the A-share market.<a href=\"https://laohu8.com/S/600900\">Yangtze Power</a>In a sense, they can be considered defensive stocks similar to bonds.</p><p>In previous articles, I have also written a lot about<a href=\"https://laohu8.com/S/00941\">China Mobile</a>My view is that it is still undervalued and has high Dividend, which can be used as a defensive stock allocation. In addition, the expectations for China Mobile are gradually improving, 5G capital investment is gradually decreasing and entering the harvest period, and the Internet of Things, mainly automobiles, has brought many potential incremental growth points. These are the main reasons why I bought China Mobile. Although the price may rise slowly, it will be very stable.</p><p><b>3. Increase positions<a href=\"https://laohu8.com/S/CVX\">Chevron</a>。</b>The stock market guru continued to buy Chevron in the fourth quarter, and Chevron is currently among the top ten holdings. Chevron is an American energy giant, equivalent to<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>The logic of the crude oil market has reversed in the past six months, with crude oil prices continuing to rise sharply.</p><p><b>4. Continue to increase holdings in leading pharmaceutical companies.</b>In the third quarter, Buffett continued to buy pharmaceutical leaders, and in the fourth quarter, he continued to buy AbbVie,<a href=\"https://laohu8.com/S/MRK\">Merck</a>、<a href=\"https://laohu8.com/S/BMY\">Bristol Squibb</a>。 Biomedicine is a very certain dividend industry in the next decade, and the United States is no exception.</p><p><b>5. Reduction of holdings<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>、<a href=\"https://laohu8.com/S/SU\">Senko Energy</a>Liberty Global<a href=\"https://laohu8.com/S/PLC\">PLC</a>、<a href=\"https://laohu8.com/S/GM\">general motors</a>United Bank.</b>Fullgoal had already begun reducing its holdings and buying into Bank of America, which was an industry-wide portfolio adjustment, replacing fundamentally weak companies with fundamentally strong ones. Senco Energy, Liberty, and Hezhong Bank all follow this logic. General Motors' stock price has been rising well recently, but I believe its core fundamentals still face many challenges and crises. Its response to new energy vehicles has been relatively slow, and it has not launched many highlight models. Several brands have continued to lower prices in China. The company itself also faces significant pension burdens, compared to...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Waiting for new forces is simply too much of a burden.</p><p><b>6、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。</b>This is an American cloud computing company that Buffett bought during its ipo in the fourth quarter of last year. This company's product is a cloud-native SaaS service focused on data warehousing, which is more disruptive than traditional products. The market is currently giving this company an exaggerated valuation, with a market capitalization of over 80 billion US dollars, which can be said to have been its peak since its debut. For a stock market guru who has always been cautious about tech stocks, buying snowflake is clearly quite enlightening.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/_Db_f_YiAVDhOmRMSni7aw\">大佬买什么</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://mp.weixin.qq.com/s/_Db_f_YiAVDhOmRMSni7aw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199954715","content_text":"北京时间2021年2月17日，股神巴菲特的伯克希尔哈撒韦也公布了最新的2020年Q4年底持仓情况。根据美国证监会（SEC）公布的13F监管文件显示，伯克希尔·哈撒韦去年四季度末持仓总市值为2699.28亿美元，较去年三季度末的总市值2288.91亿美元增加约18％。\n整体来说，变化并不大，符合老巴一如既往的风格，还是有些细分仓位变动还是值得注意，我和大家聊聊。\n巴菲特最新持仓:\n\n1、继续重仓苹果，但有所减持。巴菲特的重仓，比一般的基金都要重得多，目前第一仓位苹果占比43%，市值1000多亿美金。但相比上个季度，进行了微幅减仓。苹果公司我自己长期看好，在乔布斯死后，苹果依旧保持了很强的创新能力和专注程度，在耳机这个已经成熟得不能再成熟的市场上，也能通过airpords引领潮流，带来的收入已经超过了ipad，这足以显示出苹果的创新基因犹在。最近苹果造车新闻不断，蔚来李斌前几天也说把苹果当做是终极对手。在这个新能源汽车这个万亿级别大赛道上，后发的苹果天然带有种子选手光环，成了就能再造一个苹果，拭目以待。\n2-5仓位未做变动，依然是上季度的美国银行、可口可乐、运通和卡夫亨氏。\n2、大笔买入电信运营商。其中加仓151%的威讯Verizon, 加仓117%的T-mobile，这两家都是美国的电信运营商。相当于中国的中国移动、电信等。这类公司现金流和分红都比较稳定，且互联网也成为了现代社会的基础通讯，买电信运营商相当于就是A股的长江电力之类，某种意义上可以说是类债券的防御股票。\n在之前的文章中，我也写过不少关于中国移动的观点，目前依然是低估值，高股息，可以作为防守股票配置，另外移动的预期还在慢慢改善，5G资本投入逐渐减少进入收获期，汽车为主的物联网带来了诸多潜在增量，这些都是我买入移动的主要逻辑，虽然可能涨的很慢，但会很稳。\n3、加仓雪佛龙。股神四季度继续买雪佛龙，目前雪佛龙进入前十仓位。雪佛龙是美国的能源巨头，相当于中石化，最近半年原油市场逻辑反转，原油持续大涨。\n4、继续加仓医药龙头。三季度巴菲特就持续买入医药龙头，四季度继续买入艾伯维、默沙东、施贵宝。生物医药是未来十年非常确定的红利行业，美国也不例外。\n5、减持富国银行、森科能源、Liberty Global PLC、通用汽车、合众银行。富国之前就开始减持,同时买入美国银行,属于行业内调仓,把基本面差的换成基本面好的。森科能源、Liberty 、合众银行都属于这个逻辑。通用汽车最近涨的不错，但我认为其核心基本面还是有很多挑战危机，在新能源上反应相对迟缓，自身也没有太多亮点车型推出，几个品牌在中国持续降价。公司本身还有严重的养老金拖累，相比于特斯拉等新势力，实在包袱太重。\n6、Snowflake。这是家美国的云计算公司，去年四季度ipo阶段巴菲特就买了。这家公司所做的产品是原生于云端并专注于数据仓库的SaaS服务，相比于传统的产品，更具颠覆。目前市场给予这家企业的估值也很夸张，现在800多亿美金市值，可以说出道即巅峰。一向对科技股谨慎的股神买snowflake,显然还是很有启示的。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}