(Bloomberg) - BYD Co. shares poob ntau tshaj nyob rau hauv ze li ntawm ob xyoos tom qab ib ceg txheem ntseeg sib piv qhov loj ntawm Berkshire Hathaway Inc. txoj hauj lwm nyob rau hauv Suav hluav taws xob-tsheb loj loj tshwm sim nyob rau hauv Hong Kong lub clearing system, fueling speculation tias Warren Buffett lub tuam txhab yuav. yuav kho nws tuav.
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20.49% ceg txheem ntseeg - zoo ib yam li qhov loj ntawm Berkshire qhov kawg tshaj tawm tuav hauv Hong Kong thaum lub Kaum Ob Hlis - nkag mus rau Central Clearing thiab Settlement System, pauv cov ntaub ntawv raws li hnub Monday pom. Txawm hais tias muaj ntau yam laj thawj feem cuam tshuam yuav tshwm sim hauv CCASS, qhov kev txav no feem ntau pom los ntawm cov tub luam ua ntej rau kev muag khoom vim tias kev sib koom yuav tsum nkag mus rau hauv qhov system ua ntej kev hloov pauv tuaj yeem daws tau.
Steven Leung, tus thawj coj ntawm UOB Kay Hian hauv Hong Kong hais tias "Tsuas yog Berkshire yuav muaj ntau qhov sib koom ua ib tus neeg ua lag luam, yog li kev lag luam txhawj xeeb Buffett npaj yuav muag," said Steven Leung, tus thawj coj ntawm UOB Kay Hian hauv Hong Kong.
Txawm hais tias Buffett tsis tau muab cov lus qhia pom tseeb tias nws tau poob rau BYD, qhov ua tau tias ib tus neeg ua lag luam muaj txiaj ntsig zoo tshaj plaws txhua lub sijhawm tuaj yeem cuam tshuam nws cov ceg txheem ntseeg tau txaus los xa cov khoom lag luam ntau li 14%. Ua ntej hnub Tuesday qhov poob qis, BYD tau tshaj tawm ob xyoos nce ntawm ze li ntawm 300% hauv Hong Kong kev lag luam, ua rau nws ntawm lub nroog qhov ua tau zoo tshaj plaws cov khoom lag luam loj thiab trouncing 128% nce qib hauv Elon Musk's Tesla Inc. nyob rau tib lub sijhawm.
Berkshire Hathaway tsis tau teb tam sim ntawd rau qhov kev thov tawm tswv yim tom qab lub sijhawm ua haujlwm ib txwm muaj, thaum BYD tsis tuaj yeem hu rau cov lus teb tam sim ntawd. Citigroup Inc., uas tau qhia tias yog tus saib xyuas rau feem ntau ntawm cov kev sib koom tshiab hauv CCASS, tsis kam tawm tswv yim.
Nyeem ntxiv: Warren Buffett Paub Nws Cov Roj Teeb EV
BYD shares tuav feem ntau ntawm lawv cov kev poob txawm tias tom qab Securities Times tau tshaj tawm tias cov ceg txheem ntseeg tuav los ntawm Buffett lub tuam txhab tseem tsis hloov pauv. Cov ntawv xov xwm hais txog ib tus neeg ua haujlwm tsis paub txog ntawm lub tuam txhab tsheb tuam txhab lag luam. Cov Tshuag tau nqis 9.4% thaum 2:34 teev tsaus ntuj hauv Hong Kong.
BYD cov ntawv teev npe Hong Kong tau nce mus txog qhov siab tshaj plaws nyob rau lub Rau Hli tom qab ze li ob npaug ntawm lub Peb Hlis qis. Suav EV cov khoom lag luam tau nce siab nyob rau lub hlis tsis ntev los no - bucking kev muag khoom hauv Tesla - ua tsaug rau ntau qhov kev txhawb nqa tsoomfwv tsim los txhawb kev noj qab haus huv thaum muaj kev lag luam poob qis.
Nyeem ntxiv: BYD's 66% Tau Txais Catapults Tshuag mus ze rau Trillion Yuan Market Cap
Berkshire thawj zaug yuav 225 lab shares hauv BYD thaum lub Cuaj Hlis 2008 rau txog $ 230 lab. Hong Kong cov npe tau teev tseg txij li tau nce ntau dua 2,000%. Ntawm nws tus nqi kaw ntawm HK $ 306.80 rau hnub Monday, Berkshire 20.49% koom nrog hauv Hong Kong shares muaj nqis kwv yees li $ 9 nphom.
Cov neeg lag luam tau saib BYD ua ib qho khoom lag luam zoo rau Suav EV sector. Lub tuam txhab tau ua tiav kev tshawb nrhiav cov khoom lag luam cuam tshuam los ntawm Shanghai's Covid lockdowns, tshaj tawm cov ntaub ntawv tsim tawm txhua hli thiab muag khoom hauv lub Tsib Hlis. Cov kws tshuaj ntsuam xav tias BYD yuav muag 1.5 lab lub tsheb xyoo no, nce ob npaug los ntawm 2021, nrog rau nws cov qauv kev lag luam sib xyaw ua ke muab nws ua tus thawj coj ntawm cov neeg sib tw.
Txawm hais tias muaj kev sib koom ua ke nyob rau xyoo tas los no, BYD tus nqi sib piv rau cov nyiaj tau los ntawm 67 tseem nyob ze nws qhov nruab nrab peb xyoos thiab qis dua li nws cov phooj ywg hauv zos Li Auto Inc. tus piv ntawm 148, raws li Bloomberg-sau cov ntaub ntawv. BYD ntau, txawm li cas los xij, tau dhau ntawm Tesla thaum lub Plaub Hlis lig.
"Buffett tau tuav nws ceg txheem ntseeg sab nraum CCASS rau kaum peb xyoos," David Blennerhassett ntawm Quiddity Advisors tau sau rau hauv tsab ntawv ceeb toom hnub Tuesday. "Qhov kev hloov CCASS no qhia tias kev lag luam thaiv kev lag luam twb tau sau npe thiab yuav tshaj tawm sai sai. Kuv xav muag ntawm no thiab ntawm txhua qhov uptick. Qhov no yog qhov tseem ceeb tshaj ntawm BYD cov koom nrog. "
(Hloov kho tshiab nrog kev sib faib tawm hauv kab lus thib 6. Ib qho dhau los ntawm zaj dab neeg tau kho hnub tim Quiddity Advisors sau tseg hauv kab lus kawg)
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