➢ Q2結束了,雖然資產創新高但表現不如意,整體淨買入金額為$35334,買入加碼的標的有AAPL.TSLA.STT.NTRS.BRK.B.WYNN.LVS.XLNX...額外加入IMTM這些標的過一陣子我只會留下BRK.AAPL.XLNX其他會全部清空,這陣子可以明顯的感受到漲勢放緩,已充分反映傳產復甦預期,只能找一些還未漲到的股票來佈局。
➢ 機會
波克夏,過去一陣子有覺得把錢放在波克夏很卡手,也是在腦中思考好幾輪,才決定一次拉高到高於BAM的持股比例其中有幾點原因如下。
- 持有日本五大商社,持有日本五大商社這件事在剛開始投資日股時就有這個想法,但是礙於資金不足,只能小買。隨後就出現波克夏購入五大商社的消息,在時機不錯時就把日股資金轉到美國市場,改持有波克夏。五大商社能夠很有效的覆蓋全球市場以及日本市場,當然不是只有這些理由,詳細資料參考網路上整理的圖片。
肯定想不到美國新創汽車公司LUCID是三井所投資的... 唐吉軻德有20%在伊藤忠手上,還要兼蓋遊樂園
- 波克夏變成汽車工業的佼佼者?比亞迪,通用汽車,蘋果…沒有特別去查的話應該不會知道比亞迪通用企車的十大股東是波克夏,先不管通用汽車與比亞迪的車賣得好不好,我認為蘋果這種造車風聲出來,基本上已經在半路了。雖然通用汽車的消息比較不可考,但如果巴菲特是這幾家公司的大股東,肯定會想辦法集所有資源協助公司研發…
EXCLUSIVE Apple, Chinese manufacturers in talks on U.S. car battery factory -sources ReutersSHANGHAI/HONG KONG, June 8 (Reuters) - Apple Inc (AAPL.O) is in early-stage talks with China’s CATL (300750.SZ) and BYD (002594.SZ), about the supply of batteries for its planned electric vehicle, four people with knowledge of the matter said.
RBC analyst Joseph Spak wrote Apple has the brand and capital to make a car, but also believes it would outsource assembly. “All of this points to more potential competition for traditional auto makers, for Tesla and some of the new EV startups,” wrote Spak on Monday. “To that end, we wonder if some traditional OEM would approach Apple, or vice versa.” OEM is auto industry jargon for original equipment manufacturer like General Motors (GM).
資料來源:網路新聞