比亚迪回应："是真的，（伯克希尔）减持已经持续很久了。" 据报道，巴菲特旗下伯克希尔·哈撒韦公司已清仓所持比亚迪的股份。对此，第一财经早间以投资者身 份致电比亚迪投资者关系部询问，对方回应："是真的，（伯克希尔）减持已经持续很久了。" 同日，比亚迪集团公关处总经理李云飞发文回应称，股票投资，有买就有卖，这是很正常的事情。感谢 芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮助和陪伴，为所有的长期主义点赞。 ...

针对巴菲特旗下伯克希尔哈撒韦已清仓比亚迪股份的报道，比亚迪集团公关处总经理李云飞发文回应 称，2022年8月，伯克希尔开始陆续减持其于2008年购买的公司股票，去年6月其持股就已在5%以下 了。股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年 的投资、帮助和陪伴，为所有的长期主义点赞。 (本文来自第一财经) ...

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, has completely divested its shares in BYD, with the investment valued at zero as of March 31 [1] Company Summary - Berkshire Hathaway's spokesperson confirmed the full sale of BYD shares, which began in August 2022, with holdings dropping below 5% by June of the previous year [1] - BYD's public relations manager, Li Yunfei, acknowledged the normalcy of buying and selling in stock investments and expressed gratitude for the recognition and support from Buffett and Munger over the past 17 years [1]

到去年 6 月，伯克希尔已出售了近 76% 的比亚迪股份，使其持股比例降至比亚迪已发行股份的略低于 5%。 根据香港交易所的规定，一旦持股比例降至 5% 以下，伯克希尔就不再需要披露后续的出售情况。 DoNews9月22日消息，据 CNBC 报道，沃伦・巴菲特的伯克希尔・哈撒韦公司已完全退出其在中国电 动汽车制造商比亚迪的极为盈利的股权投资。 2022 年 8 月，伯克希尔开始减持其在 2008 年以 2.3 亿美元（现汇率约合 16.37 亿元人民币）购入的 2.25 亿股比亚迪股份。在 2022 年第二季度，该持股的价值上涨了 41%，达到 90 亿美元。 17 年前，在查理・芒格的建议下，伯克希尔首次购入了比亚迪股票。在 2009 年的年度会议上，他告诉 股东，尽管看起来"沃伦和我好像疯了"，但他认为该公司及其首席执行官王传福是一个"该死的奇迹"。 在伯克希尔持有比亚迪股份的这些年里，其股价上涨了大约 3890%。 巴菲特没有详细解释伯克希尔为何开始出售，但在 2023 年，他在接受 CNBC 的采访时曾表示，比亚迪 是一家"非凡的公司"，由一位"非凡的人"经营，但"我认为我们会找到一些让我更满意的投资 ...

Market Overview - US stock market saw gains last Friday, with the Dow Jones up 0.38%, Nasdaq up 0.72%, and S&P 500 up 0.49% [1] - Notable stock movements include Tesla up 2.21%, Nvidia up 0.24%, Google A up 1.07%, while Meta down 0.24% and Intel down 3.24% [1] Company Developments - OpenAI plans to invest $100 billion in renting servers [2] - Elon Musk announced a meeting next week regarding the Optimus robot [3] - Apple has notified two suppliers to increase the daily production of iPhone 17 by at least 30% [3] - Oracle is reportedly in talks with Meta for a $20 billion AI cloud computing deal [3] Investment Strategies - Broker strategies remain positive, focusing on market dynamics such as high-low rotation and the entry rhythm of retail investors [5] - Xingsheng Strategy emphasizes the importance of identifying opportunities based on industrial trends rather than simple position switching [5] - Citic Strategy highlights the global expansion of leading Chinese manufacturers as a key driver for market growth [5] - Multiple data points indicate that the current rise in retail investor sentiment is still in its early stages [5] Technology and Innovation - xAI launched Grok 4 Fast, a multimodal reasoning model with a 2M context window [6] - Musk's Neuralink is advancing "thought-to-speech" trials and non-medical brain implants [6] - Samsung's 12-layer stacked HBM3E chip passed Nvidia's testing [6] - The Shanghai Quantum Artificial Intelligence Alliance was established to focus on interdisciplinary research in quantum AI [9] IPO and Market Activity - Moer Thread is set to review its IPO application on September 26, aiming to raise $8 billion for AI chip development [8] - New stock offerings include Aomeisen, a leading manufacturer of air conditioning heat exchangers, priced at 8.25 yuan per share [12] Stock Performance Highlights - Notable stock performances include Yuma Technology up 20.02%, Green Island Wind up 20.01%, and Tengjing Technology up 14.94% [14] - Recent announcements include acquisitions and investments by companies such as Sunflower and Jiayuan Technology to expand their business operations [15]

Group 1 - Berkshire Hathaway has completely divested its shares in BYD, marking the end of a 14-year investment period [10] - The investment was valued at zero as of March 31, 2023, according to Berkshire's financial documents [10] - Over the investment period, Berkshire Hathaway has reduced its holdings in BYD at least 16 times, realizing a profit of at least 8.071 billion HKD [10] Group 2 - The Chinese government is actively working on establishing national standards for pre-prepared dishes to enhance consumer rights [4][6] - The initiative involves multiple departments, including the Ministry of Industry and Information Technology and the National Health Commission [4] Group 3 - A blue alert for Typhoon "Haikui" has been issued, with expectations of severe weather impacting the South China Sea and parts of Guangdong [5] - The typhoon is predicted to approach the northeastern coast of Hainan Island, with maximum wind speeds exceeding 62 m/s [5] Group 4 - A suspected food poisoning incident in Guizhou has led to 136 individuals being hospitalized, with symptoms linked to salmonella contamination [5] - The local authorities are investigating the incident and have taken measures to seal off the affected food products [5] Group 5 - Huawei has launched the "Tian Gong Plan," committing 1 billion RMB to support the development of the HarmonyOS AI ecosystem [8] - The number of devices running HarmonyOS 5 has surpassed 17 million, indicating significant growth in the ecosystem [8]

Group 1 - The Chinese government is actively promoting the establishment of national standards for pre-prepared dishes to enhance consumer rights and choices [3] - The 18th typhoon "Hua Jasha" is expected to approach the northeastern coast of Hainan Island, with significant wind and rain impacts anticipated [3] - A suspected food poisoning incident in Guizhou has led to 136 people hospitalized, linked to salmonella contamination in "sandwich" cakes [4] Group 2 - Berkshire Hathaway has completely divested its shares in BYD, with the investment reportedly valued at zero as of March 31 [8] - Huawei has launched the "Tian Gong Plan," committing 1 billion yuan to support the HarmonyOS AI ecosystem innovation [7] - UBTECH Robotics has signed a global strategic cooperation agreement with Yunzhihui Technology to enhance their humanoid robot development and market promotion [11]

Group 1 - Berkshire Hathaway has completely exited its investment in BYD, marking the end of a 17-year investment journey [1] - The initial investment of $230 million (approximately 1.637 billion RMB) grew to a value of $9 billion, yielding an astonishing return rate of 3890% [3] - The investment began in 2008 when Berkshire purchased 225 million shares of BYD, a decision initially met with skepticism but ultimately became a legendary success story [3] Group 2 - In August 2022, Berkshire started to reduce its stake in BYD, which had already appreciated by 41% to reach a value of $9 billion [3] - By June of the previous year, Berkshire had sold nearly 76% of its BYD shares, reducing its ownership to just below 5% of the total issued shares [3] - Despite not providing detailed reasons for the divestment, Warren Buffett indicated a search for more satisfactory investment opportunities [3] Group 3 - The success of this investment is attributed to the explosive growth of China's electric vehicle industry, with BYD evolving from a battery manufacturer to a global EV leader [4] - In the first half of this year, BYD's electric vehicle sales increased by 30% year-on-year, with a growing market share [4] - The decision to divest raises questions about whether the valuation of the EV industry has peaked or if Buffett has identified better investment opportunities [4] Group 4 - This 17-year investment with a 3890% return will be recorded in investment history, showcasing the allure of value investing and the rise of Chinese manufacturing [6] - Regardless of Buffett's exit, BYD continues to progress on an upward trajectory [6]

Core Insights - Warren Buffett has invested over $400 million in two major Japanese trading houses, Mitsubishi and Mitsui, indicating a strategic focus on large, stable companies capable of absorbing significant capital [1][8][10] - The current investment landscape presents challenges for Buffett, as stock prices have risen faster than financial results, leading to high valuations, particularly in the S&P 500 [2][3] Investment Strategy - Buffett's investment strategy is centered around long-term holdings in companies with strong management and solid balance sheets, which aligns with his historical preference for maintaining investments indefinitely [6][11] - The recent investments in Mitsubishi and Mitsui are seen as opportunities to capitalize on attractive valuations, with Mitsubishi trading below 1.5 times book value and Mitsui even lower at around 1.25 times [10][12] Company Characteristics - The five major Japanese trading houses, including Mitsubishi and Mitsui, are characterized by their diversified operations across various industries, strong financial health, and a conservative approach to returning capital to shareholders [11][12] - These companies typically reinvest a significant portion of their earnings into business growth rather than issuing new shares or paying high dividends, making them appealing to Buffett [12][13] Future Outlook - Buffett anticipates that his successor, Greg Abel, will continue to work productively with these trading houses, suggesting a long-term partnership and potential for further investments [13] - Berkshire Hathaway has received permission to exceed the 10% ownership threshold in these companies, indicating a willingness to deepen its investment positions as opportunities arise [13]

格隆汇9月21日丨据CNBC，巴菲特旗下伯克希尔哈撒韦(BRK.A.N、BRK.B.N)完全退出其持有的比亚迪 股份(1211.HK)，这笔投资曾为其带来巨额收益。2022年8月，伯克希尔开始减持其于2008年以2.3亿美 元购入的2.25亿股比亚迪股份。此前在2022年第二季度，该笔持股价值飙升41%至90亿美元。截至去年 6月，伯克希尔已售出近76%的持股，使其持股比例降至比亚迪已发行股份的5%以下。根据港交所规 则，持股比例低于5%后无需披露后续减持情况。然而一位巴菲特观察者指出，持有这些股份的子公司 伯克希尔哈撒韦能源在一季度财报中显示，截至3月31日该项投资价值已归零。伯克希尔的一位发言人 证实，其比亚迪的全部持仓确实已被出售。在伯克希尔持股期间，比亚迪股价上涨了大约3890%。 ...