Berkshire Hathaway tau ua qhov ze-tag nrho tawm ntawm Taiwan Semiconductor Manufacturing Co. (TSMC) tsuas yog peb lub hlis tom qab siv $ 4.1 nphom rau hauv cov chaw tsim khoom chip.
Warren Buffett lub tuam txhab txiav nws tuav ntawm TSMC's American depositary receipts los ntawm 86% mus rau 8.3 lab shares nyob rau hauv lub quarter dhau los, xa cov chipmaker Tshuag down 4% ntawm Wednesday (Lub Ob Hlis 15).
nyeem ntxiv
Feem ntau averse rau tech kev nqis peev, TSMC yuav yog ib qho kev npaj txhij txog txav los ntawm "oracle of Omaha," tab sis nws ua rau kev txiav txim siab vim tias lub tuam txhab yog tus xa khoom tseem ceeb rau Berkshire's "tsev neeg cov hniav nyiaj hniav kub”Apple. Tam sim no, Buffett qhov kev tshem tawm sai sai - nws nto moo rau nws "yuav thiab tuav" lub tswv yim, ib zaug qhia cov tswv cuab: "Yog tias koj tsis kam ua tus tswv lag luam rau kaum xyoo, tsis txhob xav txog kev muaj nws li kaum feeb" - yog qhov kev xav ntawm cov neeg ua lag luam rau lub ntiaj teb loj tshaj plaws foundry.
Berkshire Hathaway tawm ntawm cov khoom lag luam tech…
Berkshire dabbles hauv tech, tab sis tsuas yog NW nyuam qhuav. Thiab nws tau khoov cov cai ntawm kev tuav.
Buffett hu nws tus kheej "idiot" rau tsis nqis peev hauv Amazon ua ntej 2019, tab sis tseem khaws nws qhov cuam tshuam me me nrog kev lag luam e-lag luam loj tshaj nyiaj rau 0.5 xwb% ntawm lub tuam txhab portfolio. Cov ceg txheem ntseeg Berkshire yuav hauv HP xyoo tas los suav nrog tsawg dua 1% ntawm nws portfolio.
Nws tuav ceg txheem ntseeg hauv IBM thiab Intel, tab sis muag tawm. Hauv thawj peb lub hlis twg ntawm 2022, Berkshire muag ze tag nrho ntawm nws $ 8.3 billion ceg txheem ntseeg hauv Verizon los ntawm lig 2020.
Tsis ntev los no, cov cim qhia ntawm kev tsis txaus siab tau raug tshaj tawm nyob rau hauv kev loj hlob sai-thiab-ntsuas ceg txheem ntseeg hauv tus tsim ntawm Hu rau cov plaub ntug video ua si. Thaum Berkshire loj hlob nws ceg txheem ntseeg Hauv Activision Blizzard rau 9.5% hauv kev cia siab tias yuav tau los ntawm Microsoft lub Tsib Hlis dhau los, nws trimmed nws mus rau 6.7% Thaum kawg ntawm lub xyoo raws li Microsoft sib ntaus sib tua kev cai headwinds nyob rau hauv pom qhov deal mus rau qhov kawg kab.
... tshwj tsis yog nws yog Apple
Ib qho tech stock lub oracle ntawm Omaha tsis tuaj yeem txaus yog Apple. Ib tug me ntsis $ 1 billion kev nqis peev hauv 2016 tau dhau los ua Berkshire Hathaway qhov kev tuav loj tshaj plaws - ntau npaum li ntawd Buffett xav txog Apple li nws "peb lub tuam txhab” ntau dua li cov khoom lag luam uas nws muaj.
Cov neeg siv khoom siv thev naus laus zis tsis yog cov cuab yeej siv thev naus laus zis. Thaum nws cov iPhones thiab iPads nrov, cov khoom siv kho vajtse ntawm kev lag luam yog qhov yooj yim rau cov khoom lag luam cuam tshuam. Tab sis ntawm qhov hloov pauv, nws qhov chaw ci ntsa iab yog nws cov nyiaj tau los ntawm kev pabcuam. Kev tso npe thiab cov kev pabcuam muab cov khoom lag luam muaj zog sib tw dhau los ntawm kev siv thev naus laus zis, ua rau Buffett txoj haujlwm zoo dua nrog nws lub tswv yim kev nqis peev tseem ceeb tom qab tag nrho.
Berkshire Hathaway portfolio tuam txhab uas muag, los ntawm tus lej
49: Tag nrho cov tuam txhab lag luam hauv Berkshire Hathaway cov ntaub ntawv pov thawj
Qhov cuam tshuam ntawm kev tso TSMC shares
$ 4.1 nphom: Berkshire siv ntau npaum li cas rau kev yuav TSMC Tshuag, raws li nws tshaj tawm thaum lub Kaum Ib Hlis 2022
$ 3.7 nphom: Ntau npaum li cas qhov kev muag khoom yuav tau nqa tawm yog tias nws muag lawv ntawm tus nqi nruab nrab lub sijhawm
$68.5 thiab $74.5: Ntau npaum li cas Berkshire yuav yuav thiab muag TSMC Tshuag rau feem, raws li kev suav los ntawm Cathy Seifert, tus kws tshuaj ntsuam xyuas CFRA. "Berkshire tau txais txiaj ntsig me me ntawm TSMC. Nws tsis yog qhov kev yeej loj loj rau Berkshire, "Seifert hais
10%: Txiav rau TSMC cov peev nyiaj txhua xyoo thaum Lub Kaum Hli 2022 tom qab Biden cov thawj coj tau txwv kev txwv tshiab rau Tuam Tshoj txoj kev nkag mus rau cov thev naus laus zis tseem ceeb. Kev lag luam nti tseem tab tom cuam tshuam nrog cov teeb meem cuam tshuam txog covid thiab pitfalls ntawm US-Tuam Tshoj kev lag luam ua tsov ua rog, uas cuam tshuam los ntawm kev lag luam tawm mus rau kev nce nqi ntawm kev teeb tsa hauv tsev thoob ntiaj teb.
Lwm qhov kev muag khoom loj yog nyob rau hauv nyiaj txiag
91%: Ntau npaum li cas ntawm nws US Bancorp ceg txheem ntseeg Berkshire pov tseg nyob rau hauv lub quarter kawg ntawm lub Kaum Ob Hlis 31, 2022, coj nws mus rau tsawg dua 7 lab shares muaj nqis nyob rau hauv $300 lab.
60%: Ntau npaum li cas ntawm nws BNY Mellon ceg txheem ntseeg Berkshire hlais, coj nws mus rau tsawg dua 7 lab shares muaj nqis $ 1.1 billion
Kev yuav khoom loj: Apple
$ 3.2 nphom: Berkshire siv nyiaj ntau npaum li cas los nthuav nws cov Apple tuav hauv lub quarter kawg ntawm Lub Kaum Ob Hlis 31, 2022, yuav lwm 20.8 lab shares
$ 138 nphom: Berkshire Hathaway koom nrog Apple
40%: Apple feem pua ntawm Berkshire cov ntaub ntawv pov thawj, nws qhov loj tshaj tuav
5.8%: Qhia tawm ntawm Apple pej xeem cov khoom lag luam uas muaj los ntawm Buffett's conglomerate
Charted: Berkshire Hathaway cov tuam txhab lag luam loj tshaj plaws
Lwm yam dab neeg
🦠 Apple thiab Starbucks tsis tuaj yeem nce siab tshaj Tuam Tshoj txoj cai xoom-covid
❤️🩹 Lub Taiwanese semiconductor titan yog lub hauv paus ntawm US-Tuam Tshoj tech sib ntaus
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Tau qhov twg los: https://finance.yahoo.com/news/warren-buffetts-buy-hold-rule-092800591.html