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美股異動 | 惠普(HPQ.US)盤中漲15% 巴菲特以42億美元入股
格隆匯4月7日丨惠普(HPQ.US)盤中漲15.15%,報40.31美元,總市值428億美元。股神巴菲特旗下的伯克希爾哈撒韋週三(6日)披露,公司已購入近1.21億股惠普股票。根據惠普週三34.91美元的收盤價計算,這些股份價值約42億美元。有市場分析認為,連續的大筆收購可能暗示伯克希爾正在經歷某種程度的轉變。在過去六年時間裏,伴隨着美股估值飆漲,伯克希爾基本上沒有進行大手筆收購交易。持續的大筆投資也有助於減少伯克希爾的現金。截至2021年底,公司資產負債表上現金和現金等價物達到1440億美元。但週三的披露文件並未表明巴菲特是否直接參與了本次投資,亦或是公司團隊兩名投資經理Todd Combs 和 Ted Weschler之一負責執行。傳統上,巴菲特是觸發大宗交易的人。
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