<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/siriusxm_refresh_social-insitu-scaled.jpg?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://invezz.com/wp-content/uploads/2024/08/siriusxm_refresh_social-insitu-scaled.jpg"/></p>
<p>沃倫·巴菲特以其審慎和戰略性的投資方式聞名，最近通過大幅增持 Sirius XM Holdings Inc（納斯達克股票代碼：SIRI）股份 262%，成為頭條新聞。</p>
<p>這一舉動尤為突出，特別是因為 Sirius XM 正準備在 2024 年第三季度進行股票的逆向拆分。</p>
<p>逆向拆分通常被視為財務疲弱的跡象，通常是為了符合主要交易所的最低掛牌標準而實施的。</p>
<p>然而，巴菲特的投資表明了對 Sirius XM 財務健康和前景的更為細緻的看法。</p>
<h2>Sirius 逆向拆分並不意味着財務疲弱</h2>
<p>Sirius XM 計劃的逆向拆分是其即將與 Liberty Media 的 Sirius XM 跟蹤股票集團合併後的更廣泛戰略的一部分。</p>
<p>該公司目前擁有大量流通股，一旦合併完成，將進行 1 比 10 的逆向拆分。</p>
<p>這一舉措旨在整合其股本，而不是應對摘牌威脅，反映了戰略重組而非財務困境的信號。</p>
<p>這一決定強調了 Sirius XM 不會被摘牌的風險，也不是因為財務疲弱而進行拆分。</p>
<p>對於像巴菲特這樣的投資者，這一戰略決定符合公司更廣泛的目標和穩定性，使其成為一個吸引人的投資機會，儘管進行了逆向拆分。</p>
<h2>巴菲特為何購買 Sirius XM 股票？</h2>
<p>巴菲特決定大幅增持 Sirius XM 股份可以歸因於幾個關鍵因素。</p>
<p>首先，Sirius XM 在美國衞星廣播市場上運營為 “合法壟斷”。</p>
<p>作為唯一持牌的衞星廣播運營商，它在訂閲服務上享有相當的定價權，有助於它在通貨膨脹壓力之下保持領先地位。</p>
<p>此外，Sirius XM 約 77% 的收入來自訂閲，與傳統廣播運營商嚴重依賴廣告收入的情況形成對比。</p>
<p>這種基於訂閲的模式提供了更可預測的現金流，使 Sirius XM 在經濟衰退期間更具彈性。</p>
<p>此外，Sirius XM 的股價目前僅為未來收益的 8 倍，這一估值水平自 1994 年公司上市以來就沒有見過。</p>
<p>這種歷史上低估值很可能增加了 Sirius XM 股票對像巴菲特這樣的價值投資者的吸引力。</p>
<p>巴菲特在 Sirius XM 中增持股份符合他更廣泛的投資策略，其中包括最近收購的 Ulta Beauty 股票。</p>
<p>通過投資 Sirius XM，巴菲特正在利用一家擁有強勁市場地位和穩定收入模式的公司，儘管進行了股票逆向拆分。</p>
<p>這一舉措反映了他對 Sirius XM 長期前景和其抵禦經濟不確定性能力的信心。</p>
<p>總之，雖然逆向股票拆分通常受到懷疑，但 Sirius XM 此舉的戰略原因，加上其獨特的市場地位和有吸引力的估值，影響了巴菲特的投資決定。</p>
<p>隨着逆向拆分的臨近和合並的完成，所有目光都將聚焦在 Sirius XM 上，看看這些發展如何影響其股票表現和整體市場地位。</p>
<p>這篇文章最初發表在 Invezz 上，標題為《沃倫·巴菲特押注 Sirius XM，儘管即將進行股票逆向拆分：原因在這裏》。</p>

天狼星XM廣播

<p>沃倫·巴菲特大幅增加了他在天狼星 XM 廣播公司的持股比例，增幅達到 262%，與公司即將在 2024 年第三季度進行的 1 比 10 的股票逆向拆分同時發生。這次拆分是與 Liberty Media 的合併戰略舉措相吻合，而非弱勢的跡象。天狼星 XM 在美國衞星廣播市場上運營，擁有強勁的訂閲收入，作為合法壟斷者，提供了在經濟衰退期間的穩定性和潛在韌性。巴菲特的投資反映了他對天狼星 XM 的長期前景的信心，儘管有逆向拆分，但其吸引人的估值也是一個重要因素</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/siriusxm_refresh_social-insitu-scaled.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/siriusxm_refresh_social-insitu-scaled.jpg"/></p>
<p>Warren Buffett, known for his selective and strategic investment approach, has recently made headlines by significantly increasing his stake in Sirius XM Holdings Inc (NASDAQ: SIRI) by an impressive 262%.</p>
<div class="lb-trans"><p>沃倫·巴菲特以其審慎和戰略性的投資方式聞名，最近通過大幅增持 Sirius XM Holdings Inc（納斯達克股票代碼：SIRI）股份 262%，成為頭條新聞。</p>
</div><p>This move stands out, particularly as Sirius XM is preparing for a reverse stock split in the third quarter of 2024.</p>
<div class="lb-trans"><p>這一舉動尤為突出，特別是因為 Sirius XM 正準備在 2024 年第三季度進行股票的逆向拆分。</p>
</div><p>Reverse splits are often perceived as a sign of financial weakness, typically implemented to comply with the minimum listing standards of major exchanges.</p>
<div class="lb-trans"><p>逆向拆分通常被視為財務疲弱的跡象，通常是為了符合主要交易所的最低掛牌標準而實施的。</p>
</div><p>However, Buffett’s investment suggests a more nuanced view of Sirius XM’s financial health and prospects.</p>
<div class="lb-trans"><p>然而，巴菲特的投資表明了對 Sirius XM 財務健康和前景的更為細緻的看法。</p>
</div><h2>Sirius reverse split doesn’t signal weakness</h2>
<div class="lb-trans"><h2>Sirius 逆向拆分並不意味着財務疲弱</h2>
</div><p>Sirius XM’s planned reverse split is part of a broader strategy following its impending merger with Liberty Media’s Sirius XM tracking stock group.</p>
<div class="lb-trans"><p>Sirius XM 計劃的逆向拆分是其即將與 Liberty Media 的 Sirius XM 跟蹤股票集團合併後的更廣泛戰略的一部分。</p>
</div><p>The company, which currently has a large number of outstanding shares, will undertake a 1-for-10 reverse split once the merger is completed.</p>
<div class="lb-trans"><p>該公司目前擁有大量流通股，一旦合併完成，將進行 1 比 10 的逆向拆分。</p>
</div><p>This move is designed to consolidate its share base rather than address a delisting threat, reflecting a strategic restructuring rather than a financial distress signal.</p>
<div class="lb-trans"><p>這一舉措旨在整合其股本，而不是應對摘牌威脅，反映了戰略重組而非財務困境的信號。</p>
</div><p>This decision underscores that Sirius XM is not at risk of being delisted and is not undertaking the split out of weakness.</p>
<div class="lb-trans"><p>這一決定強調了 Sirius XM 不會被摘牌的風險，也不是因為財務疲弱而進行拆分。</p>
</div><p>For investors like Buffett, this strategic decision aligns with the company’s broader goals and stability, making it an attractive investment opportunity despite the reverse split.</p>
<div class="lb-trans"><p>對於像巴菲特這樣的投資者，這一戰略決定符合公司更廣泛的目標和穩定性，使其成為一個吸引人的投資機會，儘管進行了逆向拆分。</p>
</div><h2>Why else is Buffett buying Sirius XM stock?</h2>
<div class="lb-trans"><h2>巴菲特為何購買 Sirius XM 股票？</h2>
</div><p>Buffett’s decision to significantly increase his holdings in Sirius XM can be attributed to several key factors.</p>
<div class="lb-trans"><p>巴菲特決定大幅增持 Sirius XM 股份可以歸因於幾個關鍵因素。</p>
</div><p>First, Sirius XM operates as a “legal monopoly” in the U.S. satellite radio market.</p>
<div class="lb-trans"><p>首先，Sirius XM 在美國衞星廣播市場上運營為 “合法壟斷”。</p>
</div><p>As the sole licensed satellite radio operator, it enjoys considerable pricing power over its subscription services, which helps it stay ahead of inflationary pressures.</p>
<div class="lb-trans"><p>作為唯一持牌的衞星廣播運營商，它在訂閲服務上享有相當的定價權，有助於它在通貨膨脹壓力之下保持領先地位。</p>
</div><p>Additionally, Sirius XM generates approximately 77% of its revenue from subscriptions, contrasting with traditional radio operators that rely heavily on advertising revenue.</p>
<div class="lb-trans"><p>此外，Sirius XM 約 77% 的收入來自訂閲，與傳統廣播運營商嚴重依賴廣告收入的情況形成對比。</p>
</div><p>This subscription-based model provides a more predictable cash flow, making Sirius XM potentially more resilient during economic downturns.</p>
<div class="lb-trans"><p>這種基於訂閲的模式提供了更可預測的現金流，使 Sirius XM 在經濟衰退期間更具彈性。</p>
</div><p>Moreover, Sirius XM shares are currently trading at just eight times forward earnings—a valuation level not seen since the company went public in 1994.</p>
<div class="lb-trans"><p>此外，Sirius XM 的股價目前僅為未來收益的 8 倍，這一估值水平自 1994 年公司上市以來就沒有見過。</p>
</div><p>This historically low valuation likely adds to the attractiveness of Sirius XM stock for value-oriented investors like Buffett.</p>
<div class="lb-trans"><p>這種歷史上低估值很可能增加了 Sirius XM 股票對像巴菲特這樣的價值投資者的吸引力。</p>
</div><p>Buffett’s increased stake in Sirius XM fits within his broader investment strategy, which includes recently acquired stocks such as Ulta Beauty.</p>
<div class="lb-trans"><p>巴菲特在 Sirius XM 中增持股份符合他更廣泛的投資策略，其中包括最近收購的 Ulta Beauty 股票。</p>
</div><p>By investing in Sirius XM, Buffett is capitalizing on a company with a strong market position and stable revenue model, despite the reverse stock split.</p>
<div class="lb-trans"><p>通過投資 Sirius XM，巴菲特正在利用一家擁有強勁市場地位和穩定收入模式的公司，儘管進行了股票逆向拆分。</p>
</div><p>This move reflects his confidence in Sirius XM’s long-term prospects and its ability to weather economic uncertainties.</p>
<div class="lb-trans"><p>這一舉措反映了他對 Sirius XM 長期前景和其抵禦經濟不確定性能力的信心。</p>
</div><p>In conclusion, while reverse stock splits are typically viewed with skepticism, Sirius XM’s strategic reasons for this move, combined with its unique market position and attractive valuation, have influenced Buffett’s investment decision.</p>
<div class="lb-trans"><p>總之，雖然逆向股票拆分通常受到懷疑，但 Sirius XM 此舉的戰略原因，加上其獨特的市場地位和有吸引力的估值，影響了巴菲特的投資決定。</p>
</div><p>As the reverse split approaches and the merger is completed, all eyes will be on Sirius XM to see how these developments impact its stock performance and overall market position.</p>
<div class="lb-trans"><p>隨着逆向拆分的臨近和合並的完成，所有目光都將聚焦在 Sirius XM 上，看看這些發展如何影響其股票表現和整體市場地位。</p>
</div><p>The post Warren Buffett bets on Sirius XM amid upcoming reverse stock split: Here's why appeared first on Invezz</p>
<div class="lb-trans"><p>這篇文章最初發表在 Invezz 上，標題為《沃倫·巴菲特押注 Sirius XM，儘管即將進行股票逆向拆分：原因在這裏》。</p>
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沃倫·巴菲特押注天狼星 XM 廣播即將進行的反向股票拆分：以下是原因