伯克希爾，重大發布！

數據寶

2025/08/03

數據是個寶數據寶投資少煩惱當地時間8月2日，「股神」巴菲特旗下的伯克希爾·哈撒韋(BRK.A.US，BRK.B.US)發布二季度財報。這是自94歲的巴菲特宣佈將於2025年底辭任後的首份財報。伯克希爾非保險業務副主席格雷格·阿貝爾（Greg Abel）將接任首席執行官，而巴菲特將繼續擔任伯克希爾董事會主席。伯克希爾公布的財報顯示，當季度公司營收925.15億美元，去年同期為936.5億美元，按年...

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熱議股票

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Abel）將接任首席執行官，而巴菲特將繼續擔任伯克希爾董事會主席。伯克希爾公布的財報顯示，當季度公司營收925.15億美元，去年同期為936.5億美元，按年下降1.2%；歸屬股東淨利潤123.7億美元，去年同期淨利潤為303.5億美元，按年降59%，反映出其普通股持有的整體投資收益下降，以及對卡夫亨氏(KHC.US)的減記；營業利潤111.6億美元，按年下滑3.8%，上年同期為116億美元；第一季度為96.4億美元，按年下滑14.1%，這是自2020年第三季度營業利潤下降32.1%以來的最大降幅。該公司業績受到保險承保業務下滑的影響，而鐵路、能源、製造、服務和零售業的利潤均較去年同期有所增長。現金儲備方面，截至2025年6月30日，該公司的現金、現金等價物和短期美國證券總額未能繼續再創紀錄，下滑至3441億美元，而截至3月31日達3476.8億美元。伯克希爾連續第11個季度淨賣出股票，在2025年前6個月拋售了45億美元的股票。儘管股價從歷史高點下跌了10%以上，但該集團在2025年上半年也沒有回購任何股票。重倉股方面，截至6月30日，伯克希爾·哈撒韋股權持倉的67%集中在五家公司，即美國運通(AXP.US)、蘋果(AAPL.US)、美國銀行(BAC.US)、可口可樂(KO.US)和雪佛龍(CVX.US)。值得關注的是，伯克希爾多年來的重倉股，卡夫亨氏損失嚴重。二季度公司將所持卡夫亨氏股份賬面價值減記至84億美元，賬面虧損了37.6億美元。巴菲特投資卡夫亨氏始於2013年，其與巴西私募3G資本聯手以280億美元(含債務)收購亨氏公司的交易，創下當時食品行業最大槓桿收購紀錄。2015年，二者又將亨氏與卡夫食品集團合併，意圖通過協同效應實現成本節約。但合併後卡夫亨氏持續面臨銷售下滑、商譽減值及消費者口味變遷等挑戰。其股價累計跌幅超50%，大幅跑輸大盤，導致伯克希爾持倉賬面虧損嚴重。目前，伯克希爾·哈撒韋持有公司約27%流通股，但伯克希爾已減少在董事會的參與度，釋放出淡出日常經營的信號。今年5月，卡夫亨氏宣佈伯克希爾任命的兩位董事將離開公司董事會。對於公司前景，伯克希爾在財報中表示，未來關税和國際貿易緊張將跡象對美國經濟和公司前景產生負面影響。「這些事件的最終結果仍然存在相當大的不確定性。這很有可能對我們的大部分（如果不是全部）運營業務以及對股權證券的投資產生不利影響，從而可能嚴重影響我們未來的業績。」伯克希爾在財報中寫道。來源：證券時報官微","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}