回复@andy_ct: When asked 网页链接{why Berkshire trimmed its Apple position}, Buffett suggested it was for tax reasons following sizable gains on the investment and not any judgement of his long-term view of the stock.
He also suggested it could be tied to his view that tax rates may possibly be going higher to fund a ballooning U.S. fiscal deficit.
“It doesn’t bother me in the least to write that check — and I would really hope with all that America’s done for all of you, it shouldn’t bother you that we do it —and if I’m doing it at 21% this year and we’re doing it a little higher percentage later on, I don’t think you’ll actually mind the fact that we sold a little Apple this year,” Buffett said.
Buffett said it’s “extremely likely” that Apple will remain the largest holding at his conglomerate despite the recent slowdown in sales.
The Oracle of Omaha said Berkshire will continue to own some of its top holdings — 网页链接{American Express}, Apple and 网页链接{Coca Cola} — when he’s no longer at the helm and Vice Chairman of Non-insurance Operations Greg Abel takes over. He added that Apple is an “even better business” than American Express and Coca Cola.
“That’s the story of why we own American Express, which is a wonderful business,” Buffett said. “We own Coca-Cola, which is a wonderful business. And we own Apple, which is an even better business, and we will own, unless something really extraordinary happens, we will own Apple and American Express and Coca-Cola.”//@andy_ct:回复@andy_ct:巴菲特解释他为什么减仓苹果：$苹果(AAPL)$ $伯克希尔-哈撒韦A(BRK.A)$
尽管伯克希尔哈撒韦减持了一些苹果股票，但巴菲特认为到今年年底，苹果仍将是他们持股量最大的普通股投资。
巴菲特和芒格始终将股票视为一项业务，他们持有可口可乐、美国运通和苹果都是基于对这些公司业务本质的看好，而不是为了预测股市走势。
在当前的市场环境和世界经济形势下，巴菲特认为持有一定现金是有吸引力的选择。这暗示他可能是出于谨慎考虑而减持了部分苹果股票。
巴菲特预计未来税率可能会上升，但他表示伯克希尔乐于为公司所在的美国纳税，因为美国的商业环境让他们受益匪浅。
总的来说，巴菲特减持苹果更像是基于风险管理和资本配置的考虑，而非对苹果业务前景的悲观判断。他强调,除非发生一些非常极端的情况，否则伯克希尔将长期持有苹果、美国运通和可口可乐这类优质公司的股票。