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Warren Buffett's $189B Cash Pile Not A Sign Of Looming Market Crash, Says Fund Manager: 'Everybody Gets Excited... But It's Not That Big Of A Number'

Warren Buffett's $189B Cash Pile Not A Sign Of Looming Market Crash, Says Fund Manager: 'Everybody Gets Excited... But It's Not That Big Of A Number'

基金經理稱,禾倫·巴菲特1890億現金儲備並不是迫在眉睫的市場崩盤的徵兆:「大家都很興奮......但這不是那麼重要的數字。」
Benzinga ·  08/19 05:39

Warren Buffett's record-breaking cash pile at Berkshire Hathaway Inc. (NYSE:BRK) (NYSE:BRK) is not indicative of an impending market crash, according to a fund manager.

伯克希爾·哈撒韋公司(紐交所:BRK)的禾倫·巴菲特在該公司持有的創紀錄現金儲備堆積不表明即將到來的市場崩潰,一名基金管理人士表示。

What Happened: The $189 billion cash pile held by Berkshire Hathaway is not a cause for concern as some have suggested, reported Business Insider, citing fund manager Chris Bloomstran.

據Business Insider報道,Berkshire Hathaway持有的1890億美元現金儲備不是一些人擔心的原因,基金經理克里斯·布魯姆斯特蘭表示。

Bloomstran, who manages about $550 million in assets at Semper Augustus, Berkshire Hathaway's largest position, believes that the cash pile does not reflect Buffett's bearishness on the stock market or an imminent crash.

布魯姆斯特蘭在Semper Augustus管理大約5.5億美元的資產,是Berkshire Hathaway最大的持倉。「現金儲備不反映巴菲特對股市的看空情緒或即將到來的崩潰,」他說。

"Everybody gets excited, they go hyperbolic about it, but it's not that big of a number," Bloomstran said.

布魯姆斯特蘭說:「每個人都很興奮,變得誇張,但那並不是一個很大的數字。」

Berkshire Hathaway's cash position, when measured against the firm's total assets, is about in line with its long-term average, according to Bloomstran. The current cash position of 17.5% is close to the 13% average since 1997.

據布魯姆斯特蘭稱,伯克希爾·哈撒韋公司的現金倉位與其總資產相比處於長期平均水平。目前的現金倉位爲17.5%,接近1997年以來的13%的平均水平。

When measured against the firm's market valuation, Berkshire Hathaway's $189 billion cash is also at a relatively normal level, well below its peak of nearly 40% in 2004.

與公司市值相比,伯克希爾·哈撒韋公司的1890億美元現金也處於相對正常的水平,遠低於2004年近40%的峯值。

Berkshire Hathaway is required to maintain a significant cash reserve due to its massive insurance operations. Bloomstran estimates that roughly half of the cash is legitimately deployable, leaving about $110 billion available for investment.

由於其大規模的保險業務,伯克希爾·哈撒韋公司需要保持大量現金儲備。布魯姆斯特蘭估計,大約一半的現金可以合理投資,剩下約110億美元可以用於投資。

Why It Matters: The substantial cash reserve held by Berkshire Hathaway is part of a broader strategy. Recently, the company amassed $234.6 billion in short-term U.S. Treasury bills, surpassing the Federal Reserve's $195 billion holdings. This move has sparked speculation that Buffett might know something others don't.

伯克希爾·哈撒韋公司持有大量現金儲備是其更廣泛策略的一部分。最近,該公司在短期美國國債上累積了234.6億美元,超過了聯儲局195億美元的持有量。此舉引發了一些人猜測巴菲特可能知道別人不知道的事情。

Moreover, Berkshire Hathaway recently disclosed significant stock sales, including a reduction in its Apple Inc. (NASDAQ:AAPL) holdings. Despite selling over 389 million Apple shares, the company still retains 400 million shares.

此外,伯克希爾·哈撒韋公司最近披露了大量股票交易,包括減持其對蘋果公司(納斯達克:AAPL)的持股。儘管出售了超過3890萬股的蘋果股票,該公司仍持有4000萬股。

A recent poll revealed that investors overwhelmingly trust Buffett over other prominent figures like Elon Musk and Bill Ackman to manage their life savings.

最近的一項調查顯示,投資者普遍信任巴菲特,而不是埃隆·馬斯克和比爾·阿克曼等其他知名人士來管理他們的儲蓄。

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This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

本報道使用Benzinga Neuro生成,並由Kaustubh Bagalkote

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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