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2021-02-22

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Buffett Sells Apple: Should Investors Worry?<blockquote>巴菲特抛售苹果：投资者应该担心吗？</blockquote>

Warren Buffett’s Berkshire Hathaway has sold $7.4 billion worth of Apple stock in the fourth quarter

Buffett Sells Apple: Should Investors Worry?<blockquote>巴菲特抛售苹果：投资者应该担心吗？</blockquote>

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However, the Apple Maven does not think that investors should be too concerned.<blockquote>Warren Buffett旗下Berkshire Hathaway已在2020年第四季度出售了价值74亿美元的苹果股票。不过，这位苹果专家认为投资者不应该过于担心。</blockquote> Warren Buffet’s Berkshire Hathaway hasprovidedan update on its portfolio holdings, this time as of December 2020. Among other key changes that I will review further below, Apple stood out.<blockquote>沃伦·巴菲特(Warren Buffet)的伯克希尔·哈撒韦公司(Berkshire Hathaway)提供了截至2020年12月的投资组合最新情况。在我将在下面进一步回顾的其他关键变化中，苹果脱颖而出。</blockquote> Between the third and fourth quarters, the Oracle of Omaha’s conglomerate shed about 57 million shares of the Cupertino company. At mid-February prices, the sale amounted to about $7.4 billion worth of the stock. Coincidence or not, Apple shares have been spinning their wheels at around $130, nearly 9% off January 2021 all-time highs.<blockquote>第三季度至第四季度期间，这家奥马哈先知的企业集团抛售了库比蒂诺公司约5700万股股票。按2月中旬的价格计算，此次出售的股票价值约74亿美元。不管是不是巧合，苹果股价一直在130美元左右旋转，比2021年1月的历史高点低了近9%。</blockquote> But should investors care? Do Warren Buffett and his management team appear to be any less bullish towards Apple now than they were a few months ago?<blockquote>但投资者应该关心吗？与几个月前相比，Warren Buffett和他的管理团队现在对苹果的看好程度是否有所下降？</blockquote> More of a trim than a bearish move<blockquote>与其说是看跌，不如说是削减</blockquote> The sale of Apple shares in the fourth quarter led to Berkshire Hathaway allocating substantially less to Apple&nbsp;than about half a year ago, when nearly 48% of the portfolio was parked in this stock. As the chart below depicts, Apple now accounts for “only” 43% of the conglomerate’s capital.<blockquote>第四季度出售苹果股票导致Berkshire Hathaway对苹果的配置比大约半年前大幅减少，当时近48%的投资组合都投资于这只股票。如下图所示，苹果目前“仅”占该集团资本的43%。</blockquote> But the Apple Maven is not too concerned about Apple losing the Buffett seal of approval, for two reasons.<blockquote>但这位苹果专家并不太担心苹果会失去巴菲特的认可，原因有二。</blockquote> <img src=\"https://static.tigerbbs.com/e8576d2a122784d91361af747462f374\" tg-width=\"1240\" tg-height=\"934\">Allocation of Berkshire Hathaway's Portfolio, Dec 2020.<blockquote>伯克希尔哈撒韦公司投资组合的分配，2020年12月。</blockquote> First, 43% of $277 billion is still quite a bit of money. Note, for example, that Warren Buffett and crew barely invest in tech stocks. Apple is a sizable and meaningful exception to this rule.<blockquote>首先，2770亿美元中的43%仍然是一大笔钱。例如，请注意，沃伦·巴菲特和他的团队几乎不投资科技股。苹果是这一规则的一个相当大且有意义的例外。</blockquote> Second, Apple stock was worth a whole lot more at the end of the fourth quarter compared to the third: $132 vs. $115 per share. Therefore, Berkshire’s total investment amount in Apple did not decrease between the two periods. In fact, it increased from $111 billion to $120 billion.<blockquote>其次，与第三季度末相比，苹果股票第四季度末的价值要高得多：每股132美元对115美元。因此，Berkshire在苹果的总投资金额在两个时期之间并没有减少。事实上，它从1110亿美元增加到了1200亿美元。</blockquote> Considering how much Apple stock Berkshire owns, the Apple Maven thinks that it was reasonable for the conglomerate to trim a bit of its Apple position. Therefore, I still believe that Buffett and his companyremain a raging Apple bull.<blockquote>考虑到伯克希尔持有的苹果股票数量，这位苹果专家认为伯克希尔削减其苹果头寸是合理的。因此，我仍然相信巴菲特和他的公司仍然是苹果的狂热多头。</blockquote> New Berkshire bets<blockquote>伯克希尔新赌注</blockquote> Apple was not the only stock to make the Berkshire Hathaway headlines. Below are a few noteworthy additions to the portfolio:<blockquote>苹果并不是唯一登上Berkshire Hathaway头条的股票。以下是投资组合中一些值得注意的新增内容：</blockquote> <ul> <li>Verizon: Berkshire now has a sizable 3.5% stake in the telecom giant, representing 3% of the conglomerate’s portfolio. Not much of a surprise, Verizon stock ended the Wednesday trading session up about 5%.</li> <li>Chevron: another large addition to the portfolio was the oil and gas supermajor. Berkshire now owns 2.5% of the company.</li> <li>Marsh &amp; McLennan: this was the third and last new name to pop up in Berkshire’s 13-F filing. Buffett and co. now own 0.8% of the insurance and consulting company.</li> </ul><blockquote><ul><li>Verizon：伯克希尔目前持有这家电信巨头3.5%的股份，占该集团投资组合的3%。毫不奇怪，Verizon股价周三收盘上涨约5%。</li><li>雪佛龙：投资组合中的另一个重要成员是石油和天然气巨头。伯克希尔目前拥有该公司2.5%的股份。</li><li>马什-麦克伦南律师事务所：这是伯克希尔13-F文件中出现的第三个也是最后一个新名字。巴菲特公司目前拥有这家保险和咨询公司0.8%的股份。</li></ul></blockquote>","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>Buffett Sells Apple: Should Investors Worry?<blockquote>巴菲特抛售苹果：投资者应该担心吗？</blockquote></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\">\nBuffett Sells Apple: Should Investors Worry?<blockquote>巴菲特抛售苹果：投资者应该担心吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nTheStreet2021-02-22 13:41\n\n</h4>\n</header>\n<article>\nWarren Buffett’s Berkshire Hathaway has sold $7.4 billion worth of Apple stock in the fourth quarter of 2020. However, the Apple Maven does not think that investors should be too concerned.<blockquote>Warren Buffett旗下Berkshire Hathaway已在2020年第四季度出售了价值74亿美元的苹果股票。不过，这位苹果专家认为投资者不应该过于担心。</blockquote> Warren Buffet’s Berkshire Hathaway hasprovidedan update on its portfolio holdings, this time as of December 2020. Among other key changes that I will review further below, Apple stood out.<blockquote>沃伦·巴菲特(Warren Buffet)的伯克希尔·哈撒韦公司(Berkshire Hathaway)提供了截至2020年12月的投资组合最新情况。在我将在下面进一步回顾的其他关键变化中，苹果脱颖而出。</blockquote> Between the third and fourth quarters, the Oracle of Omaha’s conglomerate shed about 57 million shares of the Cupertino company. At mid-February prices, the sale amounted to about $7.4 billion worth of the stock. Coincidence or not, Apple shares have been spinning their wheels at around $130, nearly 9% off January 2021 all-time highs.<blockquote>第三季度至第四季度期间，这家奥马哈先知的企业集团抛售了库比蒂诺公司约5700万股股票。按2月中旬的价格计算，此次出售的股票价值约74亿美元。不管是不是巧合，苹果股价一直在130美元左右旋转，比2021年1月的历史高点低了近9%。</blockquote> But should investors care? Do Warren Buffett and his management team appear to be any less bullish towards Apple now than they were a few months ago?<blockquote>但投资者应该关心吗？与几个月前相比，Warren Buffett和他的管理团队现在对苹果的看好程度是否有所下降？</blockquote> More of a trim than a bearish move<blockquote>与其说是看跌，不如说是削减</blockquote> The sale of Apple shares in the fourth quarter led to Berkshire Hathaway allocating substantially less to Apple&nbsp;than about half a year ago, when nearly 48% of the portfolio was parked in this stock. As the chart below depicts, Apple now accounts for “only” 43% of the conglomerate’s capital.<blockquote>第四季度出售苹果股票导致Berkshire Hathaway对苹果的配置比大约半年前大幅减少，当时近48%的投资组合都投资于这只股票。如下图所示，苹果目前“仅”占该集团资本的43%。</blockquote> But the Apple Maven is not too concerned about Apple losing the Buffett seal of approval, for two reasons.<blockquote>但这位苹果专家并不太担心苹果会失去巴菲特的认可，原因有二。</blockquote> <img src=\"https://static.tigerbbs.com/e8576d2a122784d91361af747462f374\" tg-width=\"1240\" tg-height=\"934\">Allocation of Berkshire Hathaway's Portfolio, Dec 2020.<blockquote>伯克希尔哈撒韦公司投资组合的分配，2020年12月。</blockquote> First, 43% of $277 billion is still quite a bit of money. Note, for example, that Warren Buffett and crew barely invest in tech stocks. Apple is a sizable and meaningful exception to this rule.<blockquote>首先，2770亿美元中的43%仍然是一大笔钱。例如，请注意，沃伦·巴菲特和他的团队几乎不投资科技股。苹果是这一规则的一个相当大且有意义的例外。</blockquote> Second, Apple stock was worth a whole lot more at the end of the fourth quarter compared to the third: $132 vs. $115 per share. Therefore, Berkshire’s total investment amount in Apple did not decrease between the two periods. In fact, it increased from $111 billion to $120 billion.<blockquote>其次，与第三季度末相比，苹果股票第四季度末的价值要高得多：每股132美元对115美元。因此，Berkshire在苹果的总投资金额在两个时期之间并没有减少。事实上，它从1110亿美元增加到了1200亿美元。</blockquote> Considering how much Apple stock Berkshire owns, the Apple Maven thinks that it was reasonable for the conglomerate to trim a bit of its Apple position. Therefore, I still believe that Buffett and his companyremain a raging Apple bull.<blockquote>考虑到伯克希尔持有的苹果股票数量，这位苹果专家认为伯克希尔削减其苹果头寸是合理的。因此，我仍然相信巴菲特和他的公司仍然是苹果的狂热多头。</blockquote> New Berkshire bets<blockquote>伯克希尔新赌注</blockquote> Apple was not the only stock to make the Berkshire Hathaway headlines. Below are a few noteworthy additions to the portfolio:<blockquote>苹果并不是唯一登上Berkshire Hathaway头条的股票。以下是投资组合中一些值得注意的新增内容：</blockquote> <ul> <li>Verizon: Berkshire now has a sizable 3.5% stake in the telecom giant, representing 3% of the conglomerate’s portfolio. Not much of a surprise, Verizon stock ended the Wednesday trading session up about 5%.</li> <li>Chevron: another large addition to the portfolio was the oil and gas supermajor. Berkshire now owns 2.5% of the company.</li> <li>Marsh &amp; McLennan: this was the third and last new name to pop up in Berkshire’s 13-F filing. Buffett and co. now own 0.8% of the insurance and consulting company.</li> </ul><blockquote><ul><li>Verizon：伯克希尔目前持有这家电信巨头3.5%的股份，占该集团投资组合的3%。毫不奇怪，Verizon股价周三收盘上涨约5%。</li><li>雪佛龙：投资组合中的另一个重要成员是石油和天然气巨头。伯克希尔目前拥有该公司2.5%的股份。</li><li>马什-麦克伦南律师事务所：这是伯克希尔13-F文件中出现的第三个也是最后一个新名字。巴菲特公司目前拥有这家保险和咨询公司0.8%的股份。</li></ul></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/apple/news/buffett-sells-apple-should-investors-worry\">TheStreet</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果","BRK.A":"伯克希尔"},"source_url":"https://www.thestreet.com/apple/news/buffett-sells-apple-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135257653","content_text":"Warren Buffett’s Berkshire Hathaway has sold $7.4 billion worth of Apple stock in the fourth quarter of 2020. However, the Apple Maven does not think that investors should be too concerned.\nWarren Buffet’s Berkshire Hathaway hasprovidedan update on its portfolio holdings, this time as of December 2020. Among other key changes that I will review further below, Apple stood out.\nBetween the third and fourth quarters, the Oracle of Omaha’s conglomerate shed about 57 million shares of the Cupertino company. At mid-February prices, the sale amounted to about $7.4 billion worth of the stock. Coincidence or not, Apple shares have been spinning their wheels at around $130, nearly 9% off January 2021 all-time highs.\nBut should investors care? Do Warren Buffett and his management team appear to be any less bullish towards Apple now than they were a few months ago?\nMore of a trim than a bearish move\nThe sale of Apple shares in the fourth quarter led to Berkshire Hathaway allocating substantially less to Apple than about half a year ago, when nearly 48% of the portfolio was parked in this stock. As the chart below depicts, Apple now accounts for “only” 43% of the conglomerate’s capital.\nBut the Apple Maven is not too concerned about Apple losing the Buffett seal of approval, for two reasons.\nAllocation of Berkshire Hathaway's Portfolio, Dec 2020.\nFirst, 43% of $277 billion is still quite a bit of money. Note, for example, that Warren Buffett and crew barely invest in tech stocks. Apple is a sizable and meaningful exception to this rule.\nSecond, Apple stock was worth a whole lot more at the end of the fourth quarter compared to the third: $132 vs. $115 per share. Therefore, Berkshire’s total investment amount in Apple did not decrease between the two periods. In fact, it increased from $111 billion to $120 billion.\nConsidering how much Apple stock Berkshire owns, the Apple Maven thinks that it was reasonable for the conglomerate to trim a bit of its Apple position. Therefore, I still believe that Buffett and his companyremain a raging Apple bull.\nNew Berkshire bets\nApple was not the only stock to make the Berkshire Hathaway headlines. Below are a few noteworthy additions to the portfolio:\n\nVerizon: Berkshire now has a sizable 3.5% stake in the telecom giant, representing 3% of the conglomerate’s portfolio. Not much of a surprise, Verizon stock ended the Wednesday trading session up about 5%.\nChevron: another large addition to the portfolio was the oil and gas supermajor. Berkshire now owns 2.5% of the company.\nMarsh & McLennan: this was the third and last new name to pop up in Berkshire’s 13-F filing. Buffett and co. now own 0.8% of the insurance and consulting company.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}