专题：聚焦美股2026年第二季度财报

2026 年 5 月 2 日，内布拉斯加州奥马哈市，伯克希尔・哈撒韦年度股东大会现场，伯克希尔首席执行官格雷格・阿贝尔发表讲话。

　　受益于经营业绩向好、资本投放规模提升，伯克希尔・哈撒韦股价周一走高。

　　这家综合企业集团的 A 类股早盘上涨 2.3%。伯克希尔公布第二季度经营利润同比增长 16%；能源、铁路等业务表现强劲，充分抵消了保险承保业务的疲软。

　　新任首席执行官格雷格・阿贝尔治下，伯克希尔加大巨额现金储备的投资运用力度，相关信号受到投资者追捧。公司本季度回购约 45 亿美元自家股票，相较一季度仅 2.35 亿美元的回购规模大幅提速。

　　伯克希尔同时实现 15 个季度以来首次股票净买入，股票买入总额较卖出额高出近 200 亿美元。截至 6 月末，公司现金储备从三个月前创纪录的 3974 亿美元回落至 3655 亿美元。

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