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:
這家總部位於奧馬哈的企業集團在其財報中披露，截至第二季末，其持有的這家iPhone
製造商的股份價值為842 億美元，這表明奧馬哈甲骨文出售了略多於49%的科技股份。即
使在出售之後，蘋果仍然是伯克希爾迄今為止最大的股票。
巴菲特在第一季將蘋果股份削減了 13%，並在 5 月的伯克希爾年會上暗示這是出於稅收
原因。巴菲特指出，如果美國政府想要遏制不斷攀升的財政赤字，而提高資本利得稅，那
麼從長遠來看，今年出售「一點蘋果」將使波克夏股東受益。
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。
目前還不清楚巴菲特為何要拋售波克夏海瑟威八年多前首次購買的股份，無論是公司原因
、市場估值或投資組合管理問題（巴菲特通常不希望單一持股成長太大） 。波克夏持有
的蘋果公司一度如此龐大，以至於佔據了其股票投資組合的一半。
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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