Ally Financial

伯克希尔哈撒韦迎来了新时代。尽管沃伦·巴菲特已经退休，由格雷格·阿贝尔接掌公司，但巴菲特留下的投资组合依然延续着他的理念。在这份规模达2670亿美元的股票持仓中，金融类股票占比约四分之一，占投资组合总价值的40%左右。
进入二月，两只金融股尤其值得关注：Jefferies Financial（$杰富...

核心观点：机遇与风险并存，龙头标的具配置价值
2026 年北美消费金融行业基本面仍具支撑，信贷质量改善、贷款增速回升、资本回报提升三大主线清晰，但需警惕细分领域风险；首推 Capital One（COF）为行业首选标的，整体板块估值处于合理区间，长期配置价值凸显。
一、行业利好：三大核心动...

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002047749-25-000004  Size: 5 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002045848-25-000004  Size: 5 KB 网页链接

$Ally Financial(ALLY)$ 8-K Current report, item 5.02 Accession Number: 0001193125-25-312845  Act: 34  Size: 138 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001959202-25-000004  Size: 5 KB 网页链接

$Ally Financial(ALLY)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0002100241-25-000004  Size: 9 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001235350-25-000004  Size: 6 KB 网页链接

$Ally Financial(ALLY)$ 13F-HR Quarterly report filed by institutional managers, Holdings Accession Number: 0000040729-25-000027  Act: 34  Size: 47 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002045848-26-000001  Size: 10 KB 网页链接

$Ally Financial(ALLY)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001868765-25-000003  Size: 8 KB 网页链接

$Ally Financial(ALLY)$ 3 Initial statement of beneficial ownership of securities Accession Number: 0001239441-25-000007  Size: 8 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001239441-25-000014  Size: 5 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002047749-26-000001  Size: 10 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001959202-26-000001  Size: 7 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001738255-25-000005  Size: 5 KB 网页链接

$Ally Financial(ALLY)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001193125-26-017242  Act: 34  Size: 27 MB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209479-26-000001  Size: 5 KB 网页链接

$Ally Financial(ALLY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002081213-25-000001  Size: 9 KB 网页链接

$Ally Financial(ALLY)$ 8-K Current report, items 7.01, 8.01, and 9.01 Accession Number: 0001193125-25-313483  Act: 34  Size: 174 KB 网页链接