关注巴菲特的下一步

在全世界都沉浸在“中国股市神话”的时候，巴菲特悄然分七次大量减持“中国股市皇冠上的明珠”中石油。 甚至有人猜测他已经全身而退。很多人不解，现在进场都有人嫌慢，为什么他要离场呢？巴菲特自己的解释是迫于股东的关于人权方面的压力，因为中石油的大笔利润来自于苏丹达富尔地区。听上去是一个很好的借口，可我认为，原因不单单如此。追逐利润是投资人的天性和责任。也许他已经看到了下一个投资的机会，40多亿美金是不会躺在银行里睡大觉的。我很想看看他下一步会做什么。

所有跟帖： 

• Wow, looks like I can speak for Buffett now, he he :-) -老周- ♂ (396 bytes) () 10/19/2007 postreply 19:17:02

• Seriously, anyone wants to guess what he is buying now? -老周- ♂ (558 bytes) () 10/19/2007 postreply 19:29:53

• Banks are really cheap now -dividend_growth- ♀ (243 bytes) () 10/19/2007 postreply 19:51:58

• D Xiong: So what you think he is buying NOW and why? -老周- ♂ (0 bytes) () 10/19/2007 postreply 20:21:27

• 他卖中石油是因为不看好中石油的前景。 -revolver- ♂ (38 bytes) () 10/19/2007 postreply 19:57:44

• 我同意你的猜测 -边跑边唱- ♂ (449 bytes) () 10/20/2007 postreply 14:28:33

• Be prepare to buy cheap financial companies -IPO- ♂ (0 bytes) () 10/19/2007 postreply 19:21:49

• one of the home builders. hehe. it is really cheap now. -pediatrician2- ♂ (58 bytes) () 10/19/2007 postreply 20:27:09

• HOME BUILDER今天表现异常。在如此烈火中居然还 -pediatrician2- ♂ (65 bytes) () 10/19/2007 postreply 20:39:25

• 可能,世界经济不错,眼前的不一定是真的. -thornbird888- ♂ (0 bytes) () 10/20/2007 postreply 02:56:34

• many Chinese become greedy and didn't realize the risk -ryanx30- ♂ (0 bytes) () 10/20/2007 postreply 06:53:28

• 回复：巴菲特 will buy TOL HOV PMH -xyz2001- ♂ (110 bytes) () 10/20/2007 postreply 10:25:23

• Actually, I tend to think Buffett is not going to like TOL -老周- ♂ (956 bytes) () 10/20/2007 postreply 10:42:36

• Rumor back in early june - HOV jumped $14 to 18 next day -xyz2001- ♂ (1167 bytes) () 10/20/2007 postreply 13:12:49

• Thanks. Missed this rumor, but I will be surprised to see him b -老周- ♂ (0 bytes) () 10/20/2007 postreply 14:24:27

• surprised to see him buying HOV -老周- ♂ (0 bytes) () 10/20/2007 postreply 14:25:19