文丨财联社

meidongshijianzhouer（2yue14ri），。wenjianxianshi，jiezhiqunian12yue31ri，bokexiermeiguchicangguimowei2990.08yimeiyuan，lianxulianggejiduxiajianghoushoucichuxianfandan。

值得注意的是，前一季度（去年Q3）才获巴菲特买入建仓的台积电，Q4便遭大幅减持——伯克希尔的台积电持股数由6006万股骤降至829万股，降幅超过86%；持仓市值从此前的41亿美元暴跌至6.18亿美元，台积电更由此直接跌出伯克希尔前十大重仓股。

dafupaoshouhou，taijidianzaibokexiertouzizuhezhongweiliedi32ming，chicangzhanbi0.21%。erwccftechzhichu，fanyuebokexierzhengtitouzizuhekeyifaxian，qunianq4，taijidianshizaoqijianchifuduweiliangweishudewujiagongsizhiyi，gengshibeijianchifududierdadegongsi。

shoucixiaoxiyingxiang，taijidianmeigupanhoudadie，jiezhifagao，zuixindiefujin5%。

从走势来看，台积电美股去年11月已触及近两年来股价低点，去年四季度区间涨幅约9%；而今年以来区间涨幅已达31.51%，最新收盘价较低点已涨超65%。

CFRA Research分析师Cathy Seifert认为，伯克希尔在台积电上“小赚了一笔”，这笔买卖对其而言难以称得上是一个“巨大、巨大的胜利”。据Seifert计算，伯克希尔大约以68.5美元价格买入台积电，并以74.5美元卖出。

bokexierbaogaogongbutongri，taijidianxuanbu，dongshihuiyipizhunxiangyalisangneizhouxinpianchangzhuijiatouzi，zuiduo35yimeiyuan。erqunian12yue，taijidianyijianggaichangjihuatouzikuodaliangbei，dadao400yimeiyuan。

congjibenmianlaikan，taijidianganggangzai2yue10rigongbuleyingshouqingkuang，1yueshixianyingshou2000.5yixintaibi（yuehe66.07yimeiyuan），huanbizengzhang3.9%，tongbizengzhang16.2%。zheiyeshitaijidian1yueyingshoushouduchaoguo2000yixintaibi，chuangxialiniantongqixingao。

然而，台积电对今年一季度的整体展望却难言乐观。gongsibiaoshi，youyuzhongduanshichangxuqiuchixupiruan，diejiakehukucunjinyibudiaozheng，yujiyijiduyingshouyue167yi-175yimeiyuan；ruoququjianzhongzhi，zehuanbidiefuchaoguo14%。

华尔街的分析师们同样不看好台积电短期前景——mogendatong、ruiyin、gaoshenghehuaqijunzhichu，jinnianshangbanniantaijidianyingshoujiangchixuxiajiang，zhidao3nmchanpinkaishichuhuozhihoucaiyouwanghuinuan。zheibeihouhangaiduozhongyuanyin，lirudingdanjianshaodaozhichannengliyonglvxiajiang。

buguo，tanji2024niandeyuqishi，fenxishimenzegengweileguan，yujijieshitaijidianyingshoutongbizengfuyouwangda24%。

放眼整个半导体行业，券商分析师多预期行业即将修复。xingyezhengquan2yue12ribaogaobianzhichu，dianzixingyezaijinglile2022niandexuqiupiruan、kucunquhuazhihou，dangqianzhengchuyujingqizhudijieduan，youwangyujinnianshixianjingqixiufu，bingjiangdaidongshangyoumonixinpian、shuzixinpiandenglingyudexuqiutisheng，kanhaoxiangguanlingyugongsideyejixiufuqushi。