沃倫·巴菲特幾乎已經(jīng)將資金完全撤出了沃爾瑪。

今年早些時(shí)候，巴菲特已經(jīng)削減了對(duì)沃爾瑪（Walmart）的持股，而在這家零售商宣布收購(gòu)電子商務(wù)初創(chuàng)公司Jet.com引發(fā)眾議后，他又出售了剩有股權(quán)的70%。根據(jù)證券監(jiān)管機(jī)構(gòu)的最新文件，比起今年年中的近30億美元持股，如今巴菲特如今在沃爾瑪?shù)墓善眱r(jià)值僅有不足10億美元。

2016年至今，沃爾瑪?shù)墓蓛r(jià)上漲了15%，不過(guò)這種態(tài)勢(shì)到最近已是強(qiáng)弩之末：巴菲特減持的第三季度，沃爾瑪?shù)墓蓛r(jià)出現(xiàn)了輕微下跌，而在過(guò)去三個(gè)月里，股價(jià)有了近5%的滑坡。早在一年前，這家零售巨頭調(diào)低其收益預(yù)期之時(shí)，這位著名投資者就已經(jīng)開(kāi)始減少沃爾瑪股票的持有量了。

在今年4月伯克希爾·哈撒韋（Berkshire Hathaway）的年度股東會(huì)議上，巴菲特承認(rèn)沃爾瑪?shù)葌鹘y(tǒng)零售商正與電商巨頭亞馬遜（Amazon）展開(kāi)競(jìng)爭(zhēng)，他們的日子很不好過(guò)。

與此同時(shí)，這位奧馬哈的先知開(kāi)始入手各大航空公司的股票，包括美國(guó)航空（American Airlines）、達(dá)美航空（Delta）和聯(lián)合大陸航空（United Continental）。這三家公司在巴菲特入手股票后升值顯著，在周一的合計(jì)市值達(dá)到了16億美元。實(shí)際上，從9月底至今，他們已經(jīng)給巴菲特掙了超過(guò)2.8億美元，巴菲特對(duì)他們投資回報(bào)率達(dá)到了21%。

這次投資明顯標(biāo)志著巴菲特思路的轉(zhuǎn)變。因?yàn)樗?013年的伯克希爾-哈撒韋年度股東會(huì)議上，對(duì)航空公司做出了悲慘的預(yù)測(cè)：“100年來(lái)，投資者把錢砸在航空公司和飛機(jī)制造商上，結(jié)果卻十分糟糕。對(duì)投資者而言，這是一個(gè)危險(xiǎn)的領(lǐng)域?！?/p>

據(jù)美國(guó)全國(guó)廣播公司財(cái)經(jīng)頻道（CNBC）報(bào)道，近來(lái)，巴菲特還購(gòu)入了西南航空的股票。購(gòu)入時(shí)間應(yīng)該是在一個(gè)半月以內(nèi)，因?yàn)樵谧钚碌牡谌径任募?，沒(méi)有披露購(gòu)入的股票。(財(cái)富中文網(wǎng))

譯者：嚴(yán)匡正

Warren Buffett has almost completely checked out of Walmart .

After trimming some of his stake in the retailer earlier this year, Buffett slashed his remaining Walmart stock by nearly 70% as the discount store announced its controversial deal to buy e-commerce startup Jet.com. Buffett’s stake in Walmart is now worth less than $1 billion, down from nearly $3 billion in the middle of this year, according to new securities filings.

Walmart stock is up 15% so far in 2016, but it has recently begun to falter: The shares declined slightly during the third quarter when Buffett reduced his stake, and the stock has fallen nearly 5% in the last three months. The renowned investor had begun paring down his Walmart holding a year earlier as the retail giant lowered its earnings forecast.

At his annual Berkshire Hathaway shareholder meeting in April, Buffett had acknowledged that traditional retailers such as Walmart were having a difficult time competing with e-commerce powerhouse Amazon .

Meanwhile, the Oracle of Omaha has gotten on board with all the major airline stocks, buying new stakes in American Airlines , Delta and United Continental. Together, those positions were worth nearly $1.6 billion on Monday, having appreciated considerably since Buffett bought the stocks. In fact, shares of the three airlines have already earned Buffett more than $280 million—or a return of 21% return on the new stakes—since the end of September.

The new stakes apparently mark a shift in Buffett’s thinking, as the Oracle expressed a dire outlook for airline companies at his annual Berkshire Hathaway shareholder meeting in 2013: “Investors have poured their money into airlines and airline manufacturers for 100 years with terrible results,” Buffett said at the time. “It’s been a death trap for investors.”

More recently, Buffett also bought Southwest Airlines stock, CNBC reported, though he must have made the purchase just in the last month and a half, as the shares were not disclosed in his new third-quarter filing.