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6 天
【巴菲特最新持仓:建仓披萨股 减持变现是
【巴菲特最新持仓:建仓披萨股 减持变现是主基调】13F文件显示,巴菲特旗下伯克希尔哈撒韦三季度新进达美乐披萨127万股、泳池用品股Pool Corp40万股。如早前公布的,减持了1亿股苹果(AAPL.O),持仓占比降至26.24%。还减持了第一资本信贷、Nu Holdings和特许通讯。清仓Floor&Decor和Liberty Sirius XM,几近清仓ulta美容。除小幅增持海科航空外,未有 ...
4 天
受困美国房地产下行,销售额仅增长4%,为何卖出家得宝是明智之举?
但这些发展被整体经济状况所掩盖。 更高的借贷利率和经济不确定性给 家得宝全年带来压力,导致购物者推迟了更重要的房屋装修项目。 这在该公司的第二季度报告中显而易见,该公司的收入超过了预期,但下调了今年剩余时间的销售和利润预测。家得宝预测可比销售额将下降 ...
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