{"id":3909,"date":"2014-02-18T08:48:13","date_gmt":"2014-02-18T00:48:13","guid":{"rendered":"http:\/\/ec.moneydj.com\/joe\/?p=3909"},"modified":"2014-07-18T17:18:20","modified_gmt":"2014-07-18T09:18:20","slug":"%e7%be%8e%e5%9c%8b%e8%ad%89%e5%88%b8%e7%ae%a1%e7%90%86%e5%a7%94%e5%93%a1%e6%9c%83%ef%bc%88sec%ef%bc%89%e6%8f%ad%e6%9b%892013%e5%b9%b4q4%e6%8a%95%e8%b3%87%e5%a4%a7%e6%88%b6%e7%9a%84%e6%8a%95%e8%b3%87","status":"publish","type":"post","link":"https:\/\/blog.moneydj.com\/joe\/2014\/02\/18\/%e7%be%8e%e5%9c%8b%e8%ad%89%e5%88%b8%e7%ae%a1%e7%90%86%e5%a7%94%e5%93%a1%e6%9c%83%ef%bc%88sec%ef%bc%89%e6%8f%ad%e6%9b%892013%e5%b9%b4q4%e6%8a%95%e8%b3%87%e5%a4%a7%e6%88%b6%e7%9a%84%e6%8a%95%e8%b3%87\/","title":{"rendered":"\u7f8e\u570b\u8b49\u5238\u7ba1\u7406\u59d4\u54e1\u6703\uff08SEC\uff09\u63ed\u66c92013\u5e74Q4\u6295\u8cc7\u5927\u6236\u7684\u6295\u8cc7\u90e8\u4f4d"},"content":{"rendered":"<p><span style=\"font-size: 14pt\">Joe\uff1a\u300c\u7f8e\u570b\u6295\u8cc7\u5927\u62362013\u5e74\u7b2c\u56db\u5b63\u7684\u6301\u80a1\u63ed\u66c9\u4e86\uff0c\u5927\u6236\u5011\u57fa\u672c\u4e0a\u90fd\u662f\u52a0\u78bc\u7f8e\u570b\u80a1\u5e02\uff0c\u5c24\u5176\u662f\u901a\u7528\u6c7d\u8eca\uff0c\u96d6\u7136\u901a\u7528\u6c7d\u8eca\u57282014\u5e74\u521d\u5f9e41\u584a\u4e00\u5ea6\u8dcc\u523034.4\u5143\uff0c\u4f46\u5927\u6236\u5011\u4ecd\u7136\u9577\u7dda\u770b\u597d\uff0c\u6295\u8cc7\u4eba\u53ef\u4ee5\u53c3\u8003\u5927\u6236\u5011\u7684\u6295\u8cc7\u8cc7\u8a0a\uff0c\u518d\u4f86\u7d44\u5408\u81ea\u5df1\u7684\u914d\u7f6e\u3002\u300d<\/span><\/p>\n<p><span style=\"font-size: 14pt\">\u4f9d\u7f8e\u570b\u91d1\u878d\u76e3\u7ba1\u898f\u5b9a\uff0c\u5927\u578b\u6295\u8cc7\u7d93\u7406\u4eba\u6bcf\u5b63\u5fc5\u9808\u5411\u7f8e\u570b\u8b49\u5238\u7ba1\u7406\u59d4\u54e1\u6703\uff08SEC\uff09\u63d0\u4ea413-F\u6295\u8cc7\u6d3b\u52d5\u5831\u544a\uff0c\u6700\u65b0\u516c\u5e03\u768413-F\u6587\u4ef6\u4e2d\u900f\u9732\uff0c\u91d1\u878d\u5de8\u9c77\uff08George Soros\uff09\u3001Third Point\u57fa\u91d1\u7684Dan Loeb\u3001Omega Advisors\u7684Leon Cooperman\u3001Hayman Capital\u7684Kyle Bass\uff0c\u4ee5\u53caJana Partners\u7684Barry Rosenstein\u7b49\u77e5\u540d\u5c0d\u6c96\u57fa\u91d1\u7d93\u7406\u4eba\uff0c\u4e0d\u7d04\u800c\u540c\u57282013\u5e74\u7b2c\u56db\u5b63\u8cb7\u9032\u6216\u589e\u6301\u901a\u7528\u6c7d\u8eca\uff08General Motors\uff09\u80a1\u7968\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">\u5c0d\u6c96\u57fa\u91d1Jana Partners\u5f9e2013\u5e74\u7b2c3\u5b63\u768440\u842c\u80a1\u4e00\u8209\u63d0\u9ad8\u81f3\u5e74\u5e95\u7684790\u842c\u80a1\uff1b\u91d1\u878d\u5de8\u9c77Soros\u5247\u662f\u901a\u7528\u6301\u80a1\u5f9e35\u842c\u80a1\u589e\u52a0\u81f3 128\u842c\u80a1\uff0cHayman Capital\u622a\u81f32013\u5e74\u5e95\u6301\u6709\u8d85\u904e460\u842c\u80a1\u901a\u7528\u80a1\u7968\uff0c\u57fa\u91d1\u64cd\u76e4\u8005Kyle Bass\u4fe1\u5fc3\u6eff\u6eff\u5f37\u8abf\u901a\u7528\u53ef\u671b\u6210\u529f\u5e36\u9818\u5e95\u7279\u5f8b\u5f9e\u74e6\u792b\u4e2d\u5fa9\u7526\uff0cBass\u7576\u6642\u6307\u51fa\uff0c\u901a\u7528\u80a1\u50f9\u6709\u6a5f\u6703\u5347\u81f357\u7f8e\u5143\uff0c\u9810\u8a082014\u5e74\u5c07\u5206\u914d\u80a1\u606f\u6216\u56de\u8cfc\u80a1\u7968\uff0c\u901a\u7528\u9019\u5bb6\u5728\u91d1\u878d\u5371\u6a5f\u6642\u671f\u6416\u6416\u6b32\u589c\uff0c\u5fc5\u9808\u501f\u52a9\u653f\u5e9c\u7d13\u56f0\u91d1\u5ea6\u904e\u5371\u96e3\u7684\u6c7d\u8eca\u5927\u5ee0\uff0c2013\u5e74\u8868\u73fe\u4e5f\u78ba\u5be6\u76f8\u7576\u5f37\u52c1\uff0c\u7b2c4\u5b63\u80a1\u50f9\u5927\u6f32\u4e8613.6%\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">\u80a1\u795e\uff08Warren Buffett\uff09\u638c\u8235\u7684\u6295\u8cc7\u516c\u53f8\uff08Berkshire Hathaway\uff09\uff0c2013\u5e74\u7b2c\u56db\u5b63\u660e\u986f\u589e\u6301\u5947\u7570\uff08General Electric\uff09\uff0c\u4f86\u5230\u76ee\u524d\u76841050\u842c\u80a1\u3001\u57c3\u514b\u68ee\u7f8e\u5b5a\uff08Exxon Mobil\uff09\uff0c\u7b2c4\u5b63\u5c0f\u5e45\u589e\u6301\u81f3\u73fe\u4eca\u76844100\u842c\u80a1\u3001\u570b\u969b\u7db2\u8def\u516c\u53f8Liberty Global\u548c\u6d17\u814e\u696d\u8005DaVita\u516c\u53f8\u7684\u80a1\u7968\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Buffett\u9996\u6b21\u8cb7\u9032295\u842c\u80a1\u81ea\u7531\u5168\u7403\uff08Liberty Global\uff09\u80a1\u7968\uff0c\u5e02\u503c\u9ad8\u90542.63\u5104\u7f8e\u5143\u3002Liberty Global\u662f\u7f8e\u570b\u50b3\u5a92\u5927\u4ea8\u99ac\u9f8d\u65d7\u4e0b\u7684\u6709\u7dda\u96fb\u8996\u71df\u904b\u5546\uff0c\u4ee5\u6b50\u6d32\u70ba\u91cd\u5fc3\u7684\u6709\u7dda\u96fb\u8996\u71df\u904b\u5546\uff0c\u5c07\u99ac\u9f8d\u65d7\u4e0b\u7684\u5a92\u9ad4\u516c\u53f8Liberty Media\u6301\u80a1\uff0c\u5927\u780d100\u842c\u80a1\u5269450\u842c\u80a1\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Buffett\u540c\u6642\u62cb\u51fa\u8377\u862d\u88fd\u85e5\u5927\u5ee0\u845b\u862d\u7d20\u53f2\u514b\uff08GlaxoSmithKline PLC\uff09\u8207\u7f8e\u570b\u885b\u661f\u96fb\u8996Dish Network\u80a1\u7968\uff0c\u5229\u7528\u91d1\u878d\u5371\u6a5f\u671f\u9593\u7372\u5f97\u7684\u8a8d\u80a1\u6b0a\u8b49\uff0c\u8f49\u63db\u70ba\u50f9\u503c20\u5104\u7f8e\u5143\u7684\u9ad8\u76db\u666e\u901a\u80a1\u80a1\u7968\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Berkshire\u4e0a\u5b63\u51fa\u6e05Dish\u7db2\u8def\u516c\u53f8\u548c\u845b\u862d\u7d20\u53f2\u514b\uff08GSK\uff09\u7684\u6301\u80a1\uff0c\u4e26\u628a\u5728\u5eb7\u83f2\u77f3\u6cb9\uff08ConocoPhillips\uff09\u7684\u6301\u80a1\u6e1b\u5c1118.1%\u3002Dish\u80a1\u50f9\u57282013\u5e74\u7b2c2\u5b63\u5e95\u81f3\u5e74\u5e95\u9593\u5927\u6f32\u7d0436%\uff0c2013\u5e74\u5e95\uff0cBerkshire\u7684\u7f8e\u80a1\u6295\u8cc7\u7d44\u5408\u7e3d\u503c\u8fd11050\u5104\u7f8e\u5143\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">David Einhorn\u7684\u7da0\u5149\u8cc7\u672c\uff08Greenlight Capital\uff09\u7b2c\u56db\u5b63\u65b0\u589e\u8a31\u591a\u80fd\u6e90\u8207\u79d1\u6280\u985e\u80a1\uff0c\u5305\u62ec\u82f1\u570b\u77f3\u6cb9\uff08BP-US\uff09\u8207\u7f8e\u5149\uff08Micron Technology\uff09\uff0c\u4e26\u6e1b\u6301\u91ab\u7642\u4fdd\u96aa\u516c\u53f8Aetna\uff08AET-US\uff09\u80a1\u7968\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Third Point\u5247\u662f\u65b0\u589e\u6216\u589e\u6301\u4e86\u8afe\u57fa\u4e9e\uff08Nokia\uff09\u8207\u9ed1\u8393\uff08BlackBerry\uff09\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Soros\u5927\u8209\u8cb7\u9032\u8fd1230\u842c\u80a1\u82b1\u65d7\uff08Citigroup\uff09\u4ee5\u53ca\u903e280\u842c\u80a1\u6469\u6839\u5927\u901a\uff08J.P. Morgan Chase\uff09\u5169\u5bb6\u91d1\u878d\u80a1\uff0c\u4e26\u958b\u59cb\u8cb7\u9032\u91d1\u7926\u80a1\uff0c\u8cb7\u9032Barrick Gold\u50f9\u503c1.1\u5104\u7f8e\u5143\u80a1\u7968\uff0c\u589e\u6301\u5b78\u540d\u85e5\u4f01\u696d\uff0c\u4ee5\u8272\u5217\u85e5\u5ee0Teva Pharmaceutical Industries Ltd\u6210\u70baSoros\u6301\u80a1\u6700\u591a\u7684\u4e00\u6a94\u80a1\u7968\uff0c\u7e3d\u503c\u90543.73\u5104\u7f8e\u5143\uff0c\u4f54\u8a72\u57fa\u91d1\u8cc7\u7522\u914d\u7f6e\u7e3d\u984d\u76844%\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Soros\u6e1b\u6301\u4fdd\u5065\u98df\u54c1\u5546\u8cc0\u5bf6\u8299\uff08Herbalife\uff09\u80a1\u7968\uff0c\u5f9eQ3\u7684500\u842c\u80a1\u6e1b\u81f32013\u5e74\u5e95\u5c1a\u6301\u6709320\u842c\u80a1\uff0c\u6301\u80a1\u6bd4\u91cd\u75312013\u5e74\u7b2c2\u5b63\u525b\u8cb7\u9032\u76844.9%\u6e1b\u70ba3.2%\uff0c\u6e05\u7a7a\u7f8e\u570b\u7b2c\u4e8c\u5927\u77f3\u6cb9\u516c\u53f8\u96ea\u4f5b\u9f8d(Chevron)\u80a1\u7968\uff0c\u6e1b\u6301\u767e\u8ca8\u9023\u9396\u904b\u71df\u5546J.C. Penney\u80a1\u6b0a\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">\u907f\u96aa\u57fa\u91d1\u7d93\u7406\u4eba\uff08John Paulson\uff09\u589e\u6301\u6709\u7dda\u96fb\u8996\u80a1\u7968\uff0c\u628a\u6642\u4ee3\u83ef\u7d0d\u6709\u7dda\u516c\u53f8\u7684\u6301\u80a1\u5f9e4.46\u5104\u7f8e\u5143\u589e\u52a0\u52308.1\u5104\u7f8e\u5143\uff0c\u6642\u4ee3\u83ef\u7d0d\u88ab\u7f8e\u570b\u6709\u7dda\u96fb\u8996\u9f8d\u982dComcast\u9396\u5b9a\u70ba\u6536\u8cfc\u5c0d\u8c61\u5f8c\uff0c2013\u5e74Q4\u5c0d\u6642\u4ee3\u83ef\u7d0d\u7684\u6295\u8cc7\u5f9e4.46\u5104\u7f8e\u5143\u52a0\u78bc\u52308.1\u5104\u7f8e\u5143\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">Paulson\u6301\u6709SPDR\u9ec3\u91d1\u4fe1\u8a171023\u842c\u80a1\u80a1\u7968\uff0c\u8207\u7b2c3\u5b63\u76f8\u540c\uff0c2013\u5e7411\u6708Paulson\u5411\u5ba2\u6236\u8868\u793a\uff0c\u4ed6\u500b\u4eba\u4e0d\u6703\u518d\u52a0\u78bc\u9ec3\u91d1\u57fa\u91d1\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">\u592a\u5e73\u6d0b\u8cc7\u7522\u7ba1\u7406\u516c\u53f8\uff08PIMCO\uff09\u6301\u7e8c\u964d\u4f4e\u5c0d\u9ec3\u91d1\u7684\u6295\u8cc7\u3002<\/span><\/p>\n<p><span style=\"font-size: 14pt\">\u6587\u7ae0\u5167\u5bb9\u4f86\u6e90\u5982\u4e0b<\/span><br \/><span style=\"font-size: 14pt\">http:\/\/www.moneydj.com\/KMDJ\/News\/NewsViewer.aspx?a=ac110950-72a5-47bd-a5d3-b9ab4eef802b<\/span><br \/><span style=\"font-size: 14pt\">http:\/\/udn.com\/NEWS\/WORLD\/WOR2\/8488419.shtml<\/span><br \/><span style=\"font-size: 14pt\">http:\/\/news.cnyes.com\/Content\/20140217\/KITNI85MZJF1Q.shtml?c=us_stock<\/span><br \/><span style=\"font-size: 14pt\">http:\/\/www.chinatimes.com\/newspapers\/20140216000040-260202<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<div class=\"mh-excerpt\"><p>Joe\uff1a\u300c\u7f8e\u570b\u6295\u8cc7\u5927\u62362013\u5e74\u7b2c\u56db\u5b63\u7684\u6301\u80a1\u63ed\u66c9\u4e86 <a class=\"mh-excerpt-more\" href=\"https:\/\/blog.moneydj.com\/joe\/2014\/02\/18\/%e7%be%8e%e5%9c%8b%e8%ad%89%e5%88%b8%e7%ae%a1%e7%90%86%e5%a7%94%e5%93%a1%e6%9c%83%ef%bc%88sec%ef%bc%89%e6%8f%ad%e6%9b%892013%e5%b9%b4q4%e6%8a%95%e8%b3%87%e5%a4%a7%e6%88%b6%e7%9a%84%e6%8a%95%e8%b3%87\/\" title=\"\u7f8e\u570b\u8b49\u5238\u7ba1\u7406\u59d4\u54e1\u6703\uff08SEC\uff09\u63ed\u66c92013\u5e74Q4\u6295\u8cc7\u5927\u6236\u7684\u6295\u8cc7\u90e8\u4f4d\">[&#8230;]<\/a><\/p>\n<\/div>","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[22],"tags":[],"class_list":["post-3909","post","type-post","status-publish","format-standard","hentry","category-news-opinion"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/p4VJae-113","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/posts\/3909","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/comments?post=3909"}],"version-history":[{"count":1,"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/posts\/3909\/revisions"}],"predecessor-version":[{"id":4274,"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/posts\/3909\/revisions\/4274"}],"wp:attachment":[{"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/media?parent=3909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/categories?post=3909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.moneydj.com\/joe\/wp-json\/wp\/v2\/tags?post=3909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}