原文标题：
Warren Buffett’s Berkshire Hathaway sold nearly half its stake in Appl
巴菲特的波克夏卖了近一半的苹果股票
原文连结：
https://reurl.cc/ey8LEK
发布时间：
Aug 3 2024
记者署名：
Yun Li
原文内容：
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翻译:
这家总部位于奥马哈的企业集团在其财报中披露，截至第二季末，其持有的这家iPhone
制造商的股份价值为842 亿美元，这表明奥马哈甲骨文出售了略多于49%的科技股份。即
使在出售之后，苹果仍然是伯克希尔迄今为止最大的股票。
巴菲特在第一季将苹果股份削减了 13%，并在 5 月的伯克希尔年会上暗示这是出于税收
原因。巴菲特指出，如果美国政府想要遏制不断攀升的财政赤字，而提高资本利得税，那
么从长远来看，今年出售“一点苹果”将使波克夏股东受益。
但此次抛售的规模表明，这可能不仅仅是一种节税举措。
苹果股价在第一季因人工智能创新落后的担忧而下跌后，第二季开始飙升，上涨 23%，创
下新纪录，因为该公司向投资者提供了有关其人工智能未来的更多细节。
目前还不清楚巴菲特为何要抛售波克夏海瑟威八年多前首次购买的股份，无论是公司原因
、市场估值或投资组合管理问题（巴菲特通常不希望单一持股成长太大） 。波克夏持有
的苹果公司一度如此庞大，以至于占据了其股票投资组合的一半。
心得/评论：
股神和基金卖股票不稀奇
但是为何卖掉近一半苹果的股份?
卖掉这么大的股票部位
令人感到好奇与怕怕der....