巴菲特季減持雪佛龍 涉資或達60億美元
格隆匯5月8日丨“股神”巴菲特的旗艦投資公司伯克希爾披露,上季出售價值60億美元的雪佛龍(CVX.US)股份。伯克希爾上週六公佈截至3月底第一季業績,包括減值價值130億美元的股份。根據業績報吿,該公司的雪佛龍持股價值減少28%,以致低於220億美元。雪佛龍股價期內跌9%,因此報吿反映伯克希爾應減售了雪佛龍股份。有分析員按照公開資料推斷,伯克希爾應減持3500萬股雪佛龍,相當於持股量的20%,而以雪佛龍首季平均價168美元推算,相關股份價值60億美元。伯克希爾在期內增持西方石油(OXY.US)價值10億美元股份。因此,分析員相信,伯克希爾減持雪佛龍股份,不應被視為看淡能源股。另外,有分析員又估計,伯克希爾在第一季內減持的股票組合中,應包括台積電、美國合眾銀行及紐約梅隆銀行等股份。
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