周五，伯克希尔哈撒韦公司在苹果公司的持股价值增加了 98 亿美元，因为苹果公司的股票在强劲的收益报告中上涨了近 7%。
苹果周四公布了 12 月季度财报，销售额接近 1240 亿美元，除 iPad 外，所有产品线均实现强劲销售增长。投资者似乎特别热衷于首席执行官蒂姆库克关于供应链问题正在改善的言论。
FactSet 数据显示，伯克希尔哈撒韦公司于 2016 年开始增持苹果股票，目前持有这家 iPhone 制造商的 887,136,000 股股票，占苹果已发行股票的 5% 以上。
自 2016 年以来，巴菲特一直是苹果最大的支持者之一，尽管在他开始购买苹果股票之前，他最初认为高飞的科技投资对伯克希尔哈撒韦公司来说风险太大。苹果现在占伯克希尔哈撒韦投资组合的 40% 以上。
苹果定期派发股息，巴菲特表示，根据他的投资理念，这很有吸引力。
“我不认为苹果是一只股票。我认为这是我们的第三项业务，”巴菲特在 2020 年告诉 CNBC，称其“可能是我所知道的世界上最好的业务”。
巴菲特还提出，苹果的 iPhone 生态系统具有“粘性”，并鼓励客户定期升级，使其成为更安全的投资，更像是一家消费公司而不是科技公司。
库克还赞扬了伯克希尔对苹果的投资。 “我们长期经营公司。因此，我们拥有该股票的最终长期投资者这一事实令人难以置信，”库克在 2019 年告诉 CNBC。
不过，这两个商业巨头之间的相互钦佩超越了投资。 2019 年，苹果在伯克希尔哈撒韦股东大会上短暂发布了一款基于巴菲特童年的游戏。
The value of Warren Buffett's Apple investment just went up by $9.8 billion in less than a day
The value of Berkshire Hathaway's holdings in Apple increased $9.8 billion on Friday as Apple stock rose nearly 7% on a strong earnings report.
Apple reported December quarter earnings on Thursday, posting nearly $124 billion in sales and strong sales growth in every product line except for the iPad. Investors seemed particularly keen on CEO Tim Cook's remarks that supply chain headaches are improving.
Berkshire Hathaway started accumulating Apple stock in 2016 and now owns 887,136,000 shares of the iPhone maker, or over 5% of Apple's outstanding stock, according to FactSet data.
Buffett has been one of Apple's biggest supporters since 2016, although he initially considered high-flying tech investments to be too risky for Berkshire Hathaway before he started buying Apple shares. Apple now makes up over 40% of Berkshire Hathaway's portfolio.
Apple issues regular dividends, which Buffett has said is attractive under his investing philosophy.
“I don't think of Apple as a stock. I think of it as our third business,” Buffett told CNBC in 2020, calling it “probably the best business I know in the world.”
Buffett has also made the argument that Apple's iPhone ecosystem is “sticky” and encourages customers to regularly upgrade, making it a safer investment and more like a consumer company than a tech company.
Cook has also praised Berkshire's investment in Apple. “We run the company for the long term. And so the fact that we've got the ultimate long-term investor in the stock is incredible,” Cook told CNBC in 2019.
The mutual admiration between the two business titans goes beyond investment, though. In 2019, Apple briefly published a game based on Buffett's childhood that was presented at the Berkshire Hathaway shareholder meeting.
