抛弃苹果持有天量现金抄底? 巴菲特对投资者的最终警告! 40%市场调整即将来临! 2024年巴菲特股东年会最大启示居然是...【艾财说106】
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 Published On May 11, 2024

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很多人认为巴菲特是有史以来最伟大的投资者,甚至是神一样的存在。每年巴菲特举行伯克希尔哈撒韦年度股东大会之后,大家都会认真分析他在会上说的每一句话,体会字里行间的意思。上周末的巴菲特2024股东年会,7个小时现场直播,我熬夜看完了。让我越想越害怕的是巴菲特做了2件大事,哪一件事情单独拿出来,看都能勉强解释得通,但只要是合起来看,预示这巴菲特正在为即将到来的市场180度转向做好准备。1,巴菲特长期以来最看好苹果股票,占巴菲特投资组合差不多一半,曾经在23年第4季度卖出1%苹果股票,套现20亿美元,而这次套现幅度增加了10倍,24年第1季度卖掉了1亿1600万股,占持有总额的13%,套现200亿美元。2.巴菲特持有现金总量达到了历史记录峰值,接近1900亿美元。包括基金经理,投资银行家和众多经济学家在内,都在分析这对于股市和经济到底意味着什么。很多人认为,套现加上手握天量现金不去投资,是在用行动说明,巴菲特认为美国即将迎来一场巨大的经济崩盘,而这些现金是巴菲特用来抄底的资本。

00:00 抛弃苹果持有天量现金抄底? 巴菲特对投资者的最终警告!
01:35 为什么卖掉苹果?
03:47 巴菲特在等什么?

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