SVB暴雷 “股神”巴菲特可能摩拳擦掌危机入市
文章来源: 经济日报 于
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巴隆金融周刊(Barron's)分析,在近来硅谷银行(SVB)倒闭引发全球银行股卖压之际,“股神”巴菲特执掌的波克夏公司可能会如同2008年金融海啸时期一般,进场寻求获利机会。
截至去年底,波克夏手握近1,290亿美元的现金,有充足的资金进行新投资。Edward
Jones分析师沙纳汉指出:“对波克夏来说,这是近乎完美的环境,该公司拥有大幅的流动性”。
波克夏曾在2008年金融海啸时进场捡便宜,投资高盛和奇异(GE)。巴隆指出,如今和当时情况不同,但硅谷银行和其他银行引发的风暴,仍可能带来危机入市的机会。
若投资人要从事对银行纾困的投资,会面临风险,因为银行都有财务槓杆,而且仰赖倚赖存款户的信心,也受到严格监管。
但巴隆认为,巴菲特非常了解这个产业,在2020~2022年广泛卖出银行股后,这回有可能买进陷入低迷的银行股。波克夏去年出售美国合众银行、纽约梅隆银行的股票,并在2020、2021年出清高盛、摩根大通、富国银行的持股。目前波克夏投资的银行股主要是美国银行(BofA),持有约10亿股,价值310亿美元。
波克夏正处于有利位置。相较于SVB和其他大型银行的债券组合出现钜额帐面损失,波克夏持有的债券规模不大,截至去年底仅250亿美元。相形下,规模远小于波克夏的SVB,同期债券投资规模达到1,170亿美元。
巴隆指出,巴菲特喜欢手握大量现金,再把握机会,最近可能就是个好机会。
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