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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'

基金经理称,沃伦·巴菲特1890亿现金储备并不是迫在眉睫的市场崩盘的征兆:“大家都很兴奋......但这不是那么重要的数字。”
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.

伯克希尔·哈撒韦公司(纽交所:BRK)的沃伦·巴菲特在该公司持有的创纪录现金储备堆积不表明即将到来的市场崩溃,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.

据Business Insider报道,Berkshire Hathaway持有的1890亿美元现金储备不是一些人担心的原因,基金经理克里斯·布鲁姆斯特兰表示。

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.

布鲁姆斯特兰在Semper Augustus管理大约5.5亿美元的资产,是Berkshire Hathaway最大的持仓。“现金储备不反映巴菲特对股市的看空情绪或即将到来的崩溃,”他说。

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

布鲁姆斯特兰说:“每个人都很兴奋,变得夸张,但那并不是一个很大的数字。”

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.

据布鲁姆斯特兰称,伯克希尔·哈撒韦公司的现金仓位与其总资产相比处于长期平均水平。目前的现金仓位为17.5%,接近1997年以来的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.

与公司市值相比,伯克希尔·哈撒韦公司的1890亿美元现金也处于相对正常的水平,远低于2004年近40%的峰值。

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.

由于其大规模的保险业务,伯克希尔·哈撒韦公司需要保持大量现金储备。布鲁姆斯特兰估计,大约一半的现金可以合理投资,剩下约110亿美元可以用于投资。

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.

伯克希尔·哈撒韦公司持有大量现金储备是其更广泛策略的一部分。最近,该公司在短期美国国债上累积了234.6亿美元,超过了美联储195亿美元的持有量。此举引发了一些人猜测巴菲特可能知道别人不知道的事情。

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,伯克希尔·哈撒韦公司最近披露了大量股票交易,包括减持其对苹果公司(纳斯达克:AAPL)的持股。尽管出售了超过3890万股的苹果股票,该公司仍持有4000万股。

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

最近的一项调查显示,投资者普遍信任巴菲特,而不是埃隆·马斯克和比尔·阿克曼等其他知名人士来管理他们的储蓄。

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

本报道使用Benzinga Neuro生成,并由Kaustubh Bagalkote

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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