KBW将伯克希尔 Hathaway A类股票评级下调至“跑输大市”

投资观察
Oct 28, 2025

沃伦·巴菲特的伯克希尔 Hathaway 股票被Keefe, Bruyette & Woods的分析师下调为“跑输大市”评级,原因包括利率下降、关税压力以及能源税收抵免的减少。

该公司将伯克希尔A类股票的目标价格从740,000美元下调至700,000美元。周一下午,A类股票下跌1.1%,报730,165美元。

KBW分析师在周日的一份报告中写道:“我们预计伯克希尔的一些业务在未来几个季度将面临收入和/或利润率下降。”此外,他们指出:“短期利率下降可能会持续对伯克希尔庞大的现金和短期证券投资回报施加压力。”

分析师们还提到,巴菲特计划在年底辞去首席执行官职务也是一个令人担忧的因素:“这可能会让投资者感到不安,因为他们再也无法依赖巴菲特在伯克希尔的存在。”

此信息为《华尔街日报》实时报道的一部分。完整直播内容可通过搜索 P/WSJL 找到(WSJ实时报道)。

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