Group 1 - Berkshire Hathaway has completely divested its shares in BYD, marking the end of a 17-year investment that saw significant appreciation in value [1][4] - The investment in BYD began in 2008, with Berkshire purchasing shares at HKD 8 each, which later appreciated to a peak market value of USD 9 billion in 2022, representing a 38-fold increase [2][3] - Despite fluctuations in BYD's stock price, Buffett held onto the investment for 14 years before starting to reduce his stake in August 2022, ultimately selling off the remaining shares [3][4] Group 2 - During the period of investment, BYD's stock price increased approximately 3890%, generating substantial profits for Berkshire Hathaway [4] - Buffett's decision to invest in BYD was heavily influenced by Charlie Munger, who believed in the company's potential and the capabilities of its founder, Wang Chuanfu [6] - The recent divestment is part of a broader strategy by Berkshire to find better allocation for its capital, as Buffett indicated in a 2023 interview [6] Group 3 - Despite the divestment from BYD, the Hong Kong stock market continues to attract significant capital inflows, with net inflows reaching HKD 368.51 billion over the past week [10] - Major Chinese stocks such as Alibaba and Tencent have seen substantial net purchases, indicating strong institutional interest in the market [11][12] - Investment banks like Goldman Sachs and Citigroup have raised target prices for several Chinese stocks, suggesting a positive outlook for the Chinese equity market [13][14]
巨佬全部清仓了！