伯克希尔最新季报将卡夫亨氏减值38亿美元,为什么这笔浮盈70多亿美元的投资被巴菲特视为“失败的案例“?

格隆汇
Aug 04

本文来自:聪明投资者;作者:聪明投资者美东时间8月2日伯克希尔披露最新季报,巴菲特持有的3441亿美元现金及国债近历史高位,但略低于3月底的3477亿美元。伯克希尔连续第11个季度净抛售股票,在2025年上半年净卖出45亿美元的股票。尽管美股在4月份因关税政策出现了“深V”式的大幅调整,巴菲特依旧按兵不动,并未趁机抄底,在剧烈波动的二季度保持定力。伯克希尔在第二季度的经营收益同比下降4%,主要受...

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