瑞銀下調伯克希爾・哈撒韋盈利預期及股價目標

環球市場播報

2025/06/04

　　瑞銀已下調對伯克希爾・哈撒韋的盈利預期，並調整了該公司 B 類股的目標股價。

　　分析師布萊恩・梅雷迪思在致客戶的報告中表示，此次調整是由於投資收入預期下調，以及從 2025 年和 2026 年的預測中剔除了股票回購因素。不過，該分析師對該股仍維持買入評級。

　　報告指出：「我們繼續認為，在宏觀環境不確定的情況下，伯克希爾持有 3470 億美元現金及（短期）投資、防禦性業務組合，且關稅風險可控，其股票仍具吸引力。」

　　新目標股價為每股 591 美元，低於此前的 606 美元。這仍意味着 B 類股較周一收盤價有超過 17% 的上漲空間。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：郭明煜

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熱議股票

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