沃倫·巴菲特幾乎已經(jīng)將資金完全撤出了沃爾瑪,。

今年早些時候,，巴菲特已經(jīng)削減了對沃爾瑪（Walmart）的持股，而在這家零售商宣布收購電子商務(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值僅有不足10億美元,。

2016年至今，沃爾瑪?shù)墓蓛r上漲了15%,，不過這種態(tài)勢到最近已是強弩之末：巴菲特減持的第三季度,，沃爾瑪?shù)墓蓛r出現(xiàn)了輕微下跌，而在過去三個月里,，股價有了近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,，這位著名投資者就已經(jīng)開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）的年度股東會議上，巴菲特承認沃爾瑪?shù)葌鹘y(tǒng)零售商正與電商巨頭亞馬遜（Amazon）展開競爭,，他們的日子很不好過,。

與此同時，這位奧馬哈的先知開始入手各大航空公司的股票,，包括美國航空（American Airlines）,、達美航空（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,，在周一的合計市值達到了16億美元,。實際上，從9月底至今,，他們已經(jīng)給巴菲特掙了超過2.8億美元,，巴菲特對他們投資回報率達到了21%。

這次投資明顯標志著巴菲特思路的轉(zhuǎn)變。因為他在2013年的伯克希爾-哈撒韋年度股東會議上,，對航空公司做出了悲慘的預(yù)測：“100年來,，投資者把錢砸在航空公司和飛機制造商上，結(jié)果卻十分糟糕,。對投資者而言,，這是一個危險的領(lǐng)域?！?/p>

據(jù)美國全國廣播公司財經(jīng)頻道（CNBC）報道，近來,，巴菲特還購入了西南航空的股票,。購入時間應(yīng)該是在一個半月以內(nèi)，因為在最新的第三季度文件中,，沒有披露購入的股票,。(財富中文網(wǎng))

譯者：嚴匡正

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.