<p>在华尔街上，没有比 <strong>伯克希尔哈撒韦</strong>（BRK.A）（BRK.B -0.58%）首席执行官沃伦·巴菲特更受关注的亿万富翁理财经理了。这位被准确地称为 “奥马哈之谜” 的人自将近六十年前担任首席执行官以来，将公司的 A 类股（BRK.A）的总回报率提高了超过 560 万%。</p>
<p>跟随巴菲特的步伐已经成为一种稳赚不赔的长期投资策略。由于证券交易委员会（SEC）要求提交的 13F 表格，模仿他的交易变得简单。</p>
<p>在季度结束后的 45 个日历日内，资产管理规模至少为 1 亿美元的机构投资者被要求向 SEC 提交 13F 表格。这一提交提供了华尔街顶尖理财经理正在买卖哪些股票的简明快照——每个季度最受期待的 13F 莫过于伯克希尔哈撒韦。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ3MTQvYnVmZmV0dDExLXRtZi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ3MTQvYnVmZmV0dDExLXRtZi5qcGcmdz03MDA"/></p>
<p>伯克希尔哈撒韦首席执行官沃伦·巴菲特。图片来源：The Motley Fool。</p>
<p>在过去的两年里，巴菲特及其团队一直在大幅减持股票。根据伯克希尔哈撒韦自 2022 年 10 月 1 日至 2024 年 6 月 30 日的七个季度现金流量表，巴菲特及其首席投资助手托德·康姆斯和泰德·韦施勒卖出的股票比购买的股票多了近 1320 亿美元。</p>
<p>尽管没有哪只沃伦·巴菲特的股票像伯克希尔的头号持股 <strong>苹果</strong>（AAPL -0.26%）那样被抛售，但奥马哈之谜正在发现华尔街最显著的 2024 年股票分割逆势股票中的价值。</p>
<h2>自 2023 年 10 月以来，巴菲特已经出售了超过 5.15 亿股苹果股票</h2>
<p>在沃伦·巴菲特的大举减持中，头号持股苹果已经被_显著_减少。在 2023 年 10 月 1 日至 2024 年 6 月 30 日的三个季度中，伯克希尔在苹果的持股减少了超过 5.15 亿股，或 56%，精确地持有 4 亿股。</p>
<p>温和的利润回吐很可能是诱使巴菲特出售的催化剂。在伯克希尔哈撒韦五月初的年度股东大会上，他认为企业税率可能会在未来上升。鉴于他的公司在苹果上持有巨额未实现收益，他建议现在以较低的税率锁定一些收益，最终将会受到伯克希尔哈撒韦股东的青睐。</p>
<p>此外，巴菲特继续赞扬苹果的业务，即使他大幅减少了公司的头号持股。他赞赏苹果强大的品牌和客户忠诚度。</p>
<p>此外，巴菲特非常欣赏苹果 CEO 蒂姆·库克为苹果所做的努力。他正在监督一个旨在推动苹果高毛利服务部门的多年转型，并主导了任何上市公司中最大的股票回购计划。自 2013 年开始实施股票回购以来，苹果已经回购了价值 7006 亿美元的普通股，并将其流通股数减少了 42.2%。这对公司的每股收益（EPS）产生了明显的积极影响。</p>
<p>但尽管有所有这些积极因素，苹果的增长引擎已经停滞。在过去两年中，其实体设备（包括 iPhone、iPad 和 Mac）的销售一直疲软。如果一个增长型公司的销售停滞不前，可能会暴露其估值溢价。</p>
<p>当伯克希尔哈撒韦最聪明的投资者，包括巴菲特，于 2016 年第一季度首次购买苹果股票时，其估值在过去 12 个月的市盈率（TTM EPS）之间。如今，苹果的估值几乎是 TTM EPS 的 36 倍，这是沃伦·巴菲特这样的狂热价值投资者很难支持的水平——尤其是考虑到公司的销售停滞不前。</p>
<p>奥马哈之谜的广泛抛售也暗示了华尔街的价值缺失。这是历史上股价最昂贵的股市之一，伯克希尔创纪录的 2769 亿美元现金储备清楚地表明，巴菲特及其团队正在努力寻找有吸引力的交易……只有一个例外。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ3MTQvcGFwZXItY2VydGlmaWNhdGUtc2hhcmVzLWludmVzdC1zdG9jay1zcGxpdC1tYXJrZXQtcmV2ZXJzZS1nZXR0eS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ3MTQvcGFwZXItY2VydGlmaWNhdGUtc2hhcmVzLWludmVzdC1zdG9jay1zcGxpdC1tYXJrZXQtcmV2ZXJzZS1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>奥马哈之谜无法停止购买这支独特的股票分割股</h2>
<p>在沃伦·巴菲特创纪录的抛售潮中，有一只股票是他和他的团队无法停止购买的。有趣的是，这也是今年完成股票逆向分割的最显著公司。我说的是卫星广播运营商 <strong>Sirius XM Holdings</strong>（SIRI 0.11%）。</p>
<p>去年 12 月，Sirius XM 宣布计划与 Liberty Media 的 Sirius XM 跟踪股票 Liberty Sirius XM Group 合并。Liberty Media 是 Sirius XM 的大股东，但其三类跟踪股票的表现很少与 Sirius XM 的普通股相匹配。将这些股票合并为一类结束了这种混乱。</p>
<p>与此同时，进行 1 比 10 的逆向分割将 Sirius XM 的股价从每股中低 2 美元提高到合并后的中 20 美元。大多数逆向分割是出于经营弱势的位置进行的，必要时避免从主要股票交易所摘牌，但 Sirius XM 并没有面临摘牌的危险。这次分割的唯一目的是让其股票重新引起高知名度的资金经理的关注，否则他们可能会避开低于 5 美元的股票交易。</p>
<p>在过去的一年里，巴菲特及其团队建立了对 Liberty Sirius XM Group 两类股票以及 Sirius XM Holdings 的持股。根据上周向 SEC 提交的 Form 4 文件，详细说明了购买了额外 156 万股 Sirius XM 股票，巴菲特的公司现在持有超过 1.1 亿股。这占公司流通股的近三分之一。</p>
<p>巴菲特最喜欢的一点或许是 Sirius XM 是一个合法的垄断企业。尽管它仍然与传统广播运营商竞争听众，但它是唯一持有卫星广播许可的公司。保持合法的护城河应该为 Sirius XM 提供有意义的订阅定价权，并导致可预测的营运现金流。</p>
<p>伯克希尔的顶尖投资专家可能也注意到，Sirius XM 的销售渠道使其在其他广播公司面前具有固有优势。而在线和地面广播运营商在很大程度上依赖广告支出，这是高度周期性的，Sirius XM 在 2024 年上半年 77% 的净销售额来自订阅，大约 19% 来自广告。在经济动荡时期，订户取消服务的可能性要远低于企业削减营销预算的可能性。</p>
<p>Sirius XM 还具有成本优势。具体来说，无论公司拥有多少订户，其传输和设备费用往往是相对固定的。如果 Sirius XM 能够随着时间增加订户数量，这很可能会导致其营运利润率扩大。</p>
<p>最后，Sirius XM 股票具有真正的价值主张。股价为未来一年预期每股收益的 8 倍，其大约每股 1.06 美元的基本年度股息相当于近 4% 的股息收益率。在历史上价格昂贵的股市中，Sirius XM 在各个方面都吸引了奥马哈神谕的注意。</p>

伯克希尔哈撒韦-B

苹果

伯克希尔哈撒韦-A

<p>沃伦·巴菲特已经出售了伯克希尔 - 哈撒韦公司在苹果公司的股份的 56%，减少了超过 5.15 亿股。这一举动发生在更广泛的卖出趋势中，巴菲特的团队在过去两年中卖出的股票金额比购买的多约 130 亿美元。尽管如此，巴菲特继续赞扬苹果的业务和领导力。有趣的是，他正在投资于天狼星 XM 控股公司，这是 2024 年最引人注目的逆向股票拆分，因为他在一个具有挑战性的市场中寻求价值</p>

<p>There's arguably not a billionaire money manager that garners more attention on Wall Street than <strong>Berkshire Hathaway</strong>'s (BRK.A) (BRK.B -0.58%) chief, Warren Buffett. The accurately dubbed &#34;Oracle of Omaha&#34; has led his company's Class A shares (BRK.A) to a mouthwatering aggregate return of more than 5,600,000% since he became CEO almost six decades ago.</p>
<div class="lb-trans"><p>在华尔街上，没有比 <strong>伯克希尔哈撒韦</strong>（BRK.A）（BRK.B -0.58%）首席执行官沃伦·巴菲特更受关注的亿万富翁理财经理了。这位被准确地称为 “奥马哈之谜” 的人自将近六十年前担任首席执行官以来，将公司的 A 类股（BRK.A）的总回报率提高了超过 560 万%。</p>
</div><p>Riding Buffett's coattails has been a surefire long-term investment strategy. Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC).</p>
<div class="lb-trans"><p>跟随巴菲特的步伐已经成为一种稳赚不赔的长期投资策略。由于证券交易委员会（SEC）要求提交的 13F 表格，模仿他的交易变得简单。</p>
</div><p>No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC. This filing provides a concise snapshot of which stocks Wall Street's best money managers are buying and selling -- and there's no 13F more anticipated each quarter than Berkshire Hathaway.</p>
<div class="lb-trans"><p>在季度结束后的 45 个日历日内，资产管理规模至少为 1 亿美元的机构投资者被要求向 SEC 提交 13F 表格。这一提交提供了华尔街顶尖理财经理正在买卖哪些股票的简明快照——每个季度最受期待的 13F 莫过于伯克希尔哈撒韦。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ3MTQvYnVmZmV0dDExLXRtZi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F794714%2Fbuffett11-tmf.jpg&amp;op=resize&amp;w=700"/></p>
<p>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</p>
<div class="lb-trans"><p>伯克希尔哈撒韦首席执行官沃伦·巴菲特。图片来源：The Motley Fool。</p>
</div><p>Over the last two years, Buffett and his team have been decisive net sellers of stocks. Based on the seven quarters of cash flow statements from Berkshire Hathaway (from Oct. 1, 2022 through June 30, 2024), Buffett and his top investing aides, Todd Combs and Ted Weschler, have sold close to $132 billion more in stocks than they've purchased.</p>
<div class="lb-trans"><p>在过去的两年里，巴菲特及其团队一直在大幅减持股票。根据伯克希尔哈撒韦自 2022 年 10 月 1 日至 2024 年 6 月 30 日的七个季度现金流量表，巴菲特及其首席投资助手托德·康姆斯和泰德·韦施勒卖出的股票比购买的股票多了近 1320 亿美元。</p>
</div><p>While no Warren Buffett stock has been given the heave-ho quite like Berkshire's No. 1 holding, <strong>Apple</strong>(AAPL -0.26%), the Oracle of Omaha is finding value in Wall Street's most prominent reverse stock split stock of 2024.</p>
<div class="lb-trans"><p>尽管没有哪只沃伦·巴菲特的股票像伯克希尔的头号持股 <strong>苹果</strong>（AAPL -0.26%）那样被抛售，但奥马哈之谜正在发现华尔街最显著的 2024 年股票分割逆势股票中的价值。</p>
</div><h2>Buffett has sent over 515 million shares of Apple to the chopping block since October 2023</h2>
<div class="lb-trans"><h2>自 2023 年 10 月以来，巴菲特已经出售了超过 5.15 亿股苹果股票</h2>
</div><p>Amid Warren Buffett's selling spree, top holding Apple has been <em>meaningfully</em> reduced. In a three-quarter period from Oct. 1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares, or 56%, to precisely 400 million shares.</p>
<div class="lb-trans"><p>在沃伦·巴菲特的大举减持中，头号持股苹果已经被_显著_减少。在 2023 年 10 月 1 日至 2024 年 6 月 30 日的三个季度中，伯克希尔在苹果的持股减少了超过 5.15 亿股，或 56%，精确地持有 4 亿股。</p>
</div><p>Benign profit-taking may very well be the catalyst that enticed Buffett to ring the register. During Berkshire Hathaway's annual shareholder meeting in early May, he opined that the corporate tax rate would likely climb in the future. With his company sitting on a mammoth unrealized gain in Apple, he suggested that locking in some gains now at a lower tax rate would, eventually, be viewed favorably by Berkshire Hathaway's shareholders.</p>
<div class="lb-trans"><p>温和的利润回吐很可能是诱使巴菲特出售的催化剂。在伯克希尔哈撒韦五月初的年度股东大会上，他认为企业税率可能会在未来上升。鉴于他的公司在苹果上持有巨额未实现收益，他建议现在以较低的税率锁定一些收益，最终将会受到伯克希尔哈撒韦股东的青睐。</p>
</div><p>To add to this point, Berkshire's chief has continued to praise Apple's business, even as he sizably pared down his company's No. 1 position. He appreciates Apple's strong branding and the loyalty of its customer base.</p>
<div class="lb-trans"><p>此外，巴菲特继续赞扬苹果的业务，即使他大幅减少了公司的头号持股。他赞赏苹果强大的品牌和客户忠诚度。</p>
</div><p>Furthermore, Buffett is a big fan of what CEO Tim Cook has done for Apple. He's overseeing a multiyear transformation designed to promote Apple's higher-margin Services segment, and has spearheaded the largest share buyback program of any public company. Since initiating share repurchases in 2013, Apple has bought back $700.6 billion worth of its common stock and reduced its outstanding share count by 42.2%. This has had a decisively positive impact on the company's earnings per share (EPS).</p>
<div class="lb-trans"><p>此外，巴菲特非常欣赏苹果 CEO 蒂姆·库克为苹果所做的努力。他正在监督一个旨在推动苹果高毛利服务部门的多年转型，并主导了任何上市公司中最大的股票回购计划。自 2013 年开始实施股票回购以来，苹果已经回购了价值 7006 亿美元的普通股，并将其流通股数减少了 42.2%。这对公司的每股收益（EPS）产生了明显的积极影响。</p>
</div><p>But in spite all of these positives, Apple's growth engine has stalled. Sales of its physical devices, including iPhone, iPad, and Mac, have been weak for much of the last two years. If a growth company's sales stall, it can expose its valuation premium.</p>
<div class="lb-trans"><p>但尽管有所有这些积极因素，苹果的增长引擎已经停滞。在过去两年中，其实体设备（包括 iPhone、iPad 和 Mac）的销售一直疲软。如果一个增长型公司的销售停滞不前，可能会暴露其估值溢价。</p>
</div><p>When Berkshire Hathaway's brightest investment minds, including Buffett, first purchased shares of Apple in the first quarter of 2016, it was valued at between 10 and 12 times trailing-12-month (TTM) EPS. Today, Apple is valued at almost 36 times TTM EPS, which is a level that an ardent value investor like Warren Buffett would struggle to support -- especially with the company's sales stuck in neutral.</p>
<div class="lb-trans"><p>当伯克希尔哈撒韦最聪明的投资者，包括巴菲特，于 2016 年第一季度首次购买苹果股票时，其估值在过去 12 个月的市盈率（TTM EPS）之间。如今，苹果的估值几乎是 TTM EPS 的 36 倍，这是沃伦·巴菲特这样的狂热价值投资者很难支持的水平——尤其是考虑到公司的销售停滞不前。</p>
</div><p>The Oracle of Omaha's broad-based selling also alludes to the lack of value on Wall Street. This is one of the priciest stock markets in history, and Berkshire's record cash pile of $276.9 billion plainly suggests that Buffett and his team are struggling to find attractive deals... with one exception.</p>
<div class="lb-trans"><p>奥马哈之谜的广泛抛售也暗示了华尔街的价值缺失。这是历史上股价最昂贵的股市之一，伯克希尔创纪录的 2769 亿美元现金储备清楚地表明，巴菲特及其团队正在努力寻找有吸引力的交易……只有一个例外。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTQ3MTQvcGFwZXItY2VydGlmaWNhdGUtc2hhcmVzLWludmVzdC1zdG9jay1zcGxpdC1tYXJrZXQtcmV2ZXJzZS1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F794714%2Fpaper-certificate-shares-invest-stock-split-market-reverse-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>The Oracle of Omaha can't stop buying shares of this unique stock-split stock</h2>
<div class="lb-trans"><h2>奥马哈之谜无法停止购买这支独特的股票分割股</h2>
</div><p>Amid Warren Buffett's record selling spree, there is one stock that he and his team can't stop buying. Interestingly enough, it's also the most prominent company to have completed a reverse stock split this year. I'm talking about satellite-radio operator <strong>Sirius XM Holdings</strong>(SIRI 0.11%).</p>
<div class="lb-trans"><p>在沃伦·巴菲特创纪录的抛售潮中，有一只股票是他和他的团队无法停止购买的。有趣的是，这也是今年完成股票逆向分割的最显著公司。我说的是卫星广播运营商 <strong>Sirius XM Holdings</strong>（SIRI 0.11%）。</p>
</div><p>In December, Sirius XM announced plans to merge with Liberty Media's Sirius XM tracking stock, Liberty Sirius XM Group. Liberty Media was the majority stakeholder in Sirius XM, but its three classes of tracking stocks rarely matched the performance of Sirius XM's common stock. Combining these shares into one class ended this confusion.</p>
<div class="lb-trans"><p>去年 12 月，Sirius XM 宣布计划与 Liberty Media 的 Sirius XM 跟踪股票 Liberty Sirius XM Group 合并。Liberty Media 是 Sirius XM 的大股东，但其三类跟踪股票的表现很少与 Sirius XM 的普通股相匹配。将这些股票合并为一类结束了这种混乱。</p>
</div><p>Meanwhile, completing a 1-for-10 reverse split lifted Sirius XM's share price from the mid-$2s to the mid-$20s following the merger. Whereas most reverse splits are undertaken from a position of operating weakness and are necessary to avoid delisting from a major stock exchange, Sirius XM was in no danger of delisting. This split was solely designed to get its shares back on the radar of high-profile money managers who might otherwise avoid stocks trading below $5 per share.</p>
<div class="lb-trans"><p>与此同时，进行 1 比 10 的逆向分割将 Sirius XM 的股价从每股中低 2 美元提高到合并后的中 20 美元。大多数逆向分割是出于经营弱势的位置进行的，必要时避免从主要股票交易所摘牌，但 Sirius XM 并没有面临摘牌的危险。这次分割的唯一目的是让其股票重新引起高知名度的资金经理的关注，否则他们可能会避开低于 5 美元的股票交易。</p>
</div><p>Over the past year, Buffett and his team built their stakes in two share classes of Liberty Sirius XM Group's stock, as well as Sirius XM Holdings. Based on a Form 4 filing with the SEC last week, which detailed the purchase of an additional 1.56 million shares of Sirius XM, Buffett's company now holds more than 110 million shares. This works out to almost a third of the company's outstanding shares.</p>
<div class="lb-trans"><p>在过去的一年里，巴菲特及其团队建立了对 Liberty Sirius XM Group 两类股票以及 Sirius XM Holdings 的持股。根据上周向 SEC 提交的 Form 4 文件，详细说明了购买了额外 156 万股 Sirius XM 股票，巴菲特的公司现在持有超过 1.1 亿股。这占公司流通股的近三分之一。</p>
</div><p>Perhaps Buffett's favorite trait about Sirius XM is that it's a legal monopoly. Though it still competes for listeners with traditional radio operators, it's the only licensed satellite-radio company. Maintaining a legal moat should afford Sirius XM meaningful subscription pricing power and lead to predictable operating cash flow.</p>
<div class="lb-trans"><p>巴菲特最喜欢的一点或许是 Sirius XM 是一个合法的垄断企业。尽管它仍然与传统广播运营商竞争听众，但它是唯一持有卫星广播许可的公司。保持合法的护城河应该为 Sirius XM 提供有意义的订阅定价权，并导致可预测的营运现金流。</p>
</div><p>Berkshire's top investment minds have likely also noticed that Sirius XM's sales channels give it an inherent advantage over other radio companies. Whereas online and terrestrial radio operators rely heavily on ad spending, which is highly cyclical, Sirius XM brought in 77% of its net sales from subscriptions and roughly 19% from advertising through the first-half of 2024. Subscribers are far less likely to cancel their service during periods of economic turbulence than businesses are to cut their marketing budget.</p>
<div class="lb-trans"><p>伯克希尔的顶尖投资专家可能也注意到，Sirius XM 的销售渠道使其在其他广播公司面前具有固有优势。而在线和地面广播运营商在很大程度上依赖广告支出，这是高度周期性的，Sirius XM 在 2024 年上半年 77% 的净销售额来自订阅，大约 19% 来自广告。在经济动荡时期，订户取消服务的可能性要远低于企业削减营销预算的可能性。</p>
</div><p>Sirius XM possesses cost advantages over its peers, too. Specifically, its transmission and equipment expenses tend to be relatively static, regardless of how many subscribers the company has. If Sirius XM can grow its subscriber count over time, this would, presumably, lead to an expansion of its operating margin.</p>
<div class="lb-trans"><p>Sirius XM 还具有成本优势。具体来说，无论公司拥有多少订户，其传输和设备费用往往是相对固定的。如果 Sirius XM 能够随着时间增加订户数量，这很可能会导致其营运利润率扩大。</p>
</div><p>Lastly, there's a genuine value proposition with Sirius XM stock. Shares are trading at 8 times forward-year EPS, and its roughly $1.06 per share base annual payout works out to a nearly 4% dividend yield. Sirius XM is standing out in all the right ways for the Oracle of Omaha in a historically pricey stock market.</p>
<div class="lb-trans"><p>最后，Sirius XM 股票具有真正的价值主张。股价为未来一年预期每股收益的 8 倍，其大约每股 1.06 美元的基本年度股息相当于近 4% 的股息收益率。在历史上价格昂贵的股市中，Sirius XM 在各个方面都吸引了奥马哈神谕的注意。</p>
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Billionaire Warren Buffett Sold 56% of Berkshire's Stake in Apple and Is Piling Into Wall Street's Most Prominent Reverse Stock Split of 2024

- 沃伦·巴菲特在过去两年内大幅减持股票，苹果持股减少 56%。  
- 巴菲特持续增持 Sirius XM，认为其具备订阅定价能力和稳定现金流。  
- Sirius XM 股票估值合理，前景看好，吸引巴菲特投资。  

亿万富翁沃伦·巴菲特出售了伯克希尔哈撒韦在苹果公司 56% 的股份，并正在投资于华尔街 2024 年最引人注目的反向股票分割