伯克希尔哈撒韦二季度运营利润突破百亿美元，“炒股”赚逾240亿

华尔街见闻2023-08-05

摘要：巴菲特更看重的指标：二季度运营利润同比增6.6%得益于保险业绩强劲，二季度回购约14亿美元普通股，较一季度的44亿美元骤降，握有现金增至1474亿美元并接近新高。巴菲特曾预警旗下业务今年利润下滑，华尔街看好其持有短期美债的固收收益。8月5日周六，“股神”巴菲特旗下的投资集团伯克希尔哈撒韦公司公布了2023年二季度财报。作为备受关注的投资巨头，其财报可能会影响到市场在下周一的表现。二季度运营...

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额外41.4%权益相关的约24亿美元净重估收益。二季度净利润359亿美元，去年同期亏损436亿，今年上半年净利714亿美元用投资与衍生品损益加上运营利润后得出的归属于伯克希尔股东净利润在二季度达到359亿美元，上半年714.2亿美元，而去年二季度曾录得净亏损436亿美元、去年上半年为净亏380.4亿美元。伯克希尔再次重申，任何特定季度的投资损益金额通常毫无意义，由此得出的每股净利润数据可能会让对会计规则知之甚少、或一无所知的投资者产生极大误导。巴菲特倡导看重伯克希尔具体所控业务的运营利润表现，包括保险、铁路、公用事业、能源和零售业等。二季度保险投资运营利润23.7亿美元，能源公司运营利润12.6亿美元，非控股业务运营利润5.35亿美元，其他运营利润3.40亿美元。二季度末的保险浮存金（insurance float，根据保险合同承担的净负债）为1660亿美元，较2022年底增加约20亿美元，一季度末为1650亿美元。二季度回购约14亿美元普通股，较一季度44亿美元骤降，握有现金1474亿美元接近新高投资者关心的另一焦点话题是股票回购和现金储备量。二季度伯克希尔回购了约14亿美元普通股，一季度时曾回购了44亿美元或环比增加57%，并创2021年一季度以来最多。这令今年上半年的股票回购总额达到约58亿美元。截至6月30日，伯克希尔所持的现金、现金等价物和短期美国证券总计为1474亿美元，接近纪录新高，较一季度末的1306亿美元环比增长近13%或168亿美元。在其股票持仓中，二季度末约78%的公允价值集中在五家公司——美国运通（264亿美元）、苹果（1776亿美元）、美国银行（296亿美元）、可口可乐（241亿美元）、雪佛龙（194亿美元）。此外，所持西方石油股票的公允值131.79亿美元，2022年年底为122.42亿美元。今年二季度，占伯克希尔股票投资组合近一半的苹果股价累涨17.6%，信用卡公司美国运通累涨5.6%，美国银行累涨0.3%，可口可乐累跌2.9%，雪佛龙累跌3.6%。截至6月末，伯克希尔减持了14亿美元雪佛龙股票。巴菲特5月曾警告旗下业务今年利润会下滑，华尔街看好持有短期美债的固收收益巴菲特曾在5月份的奥马哈年会上警告称，伯克希尔哈撒韦旗下大部分业务的利润今年可能下滑，理由是美国经济“不可思议的东风时期”接近尾声并伴随着通胀飞涨。CFRA分析师Catherine Seifert认同这一观点，称伯克希尔多元化的收入和盈利组合对股价有利，但也令公司面临更广泛的宏观经济压力，其中一种压力便来自通货膨胀。Edward Jones分析师James Shanahan也预计，由于利率上升，伯克希尔旗下的Clayton Homes、Van Tyul Automotive和Berkshire Hathaway Home Service等业务将表现疲软。对住宅房地产建设敏感的建筑产品部门Benjamin Moore、Shaw Industries和Acme Brick等将差强人意。但他们都看好伯克希尔所持大量现金和固定收益投资带来的收入增长前景。在加息环境中，伯克希尔将大量现金以收益率超过5%的短期美国国债形式储存下来，有分析师预计2023年该公司的利息和其他现金投资收入将接近50亿美元，远超去年的17亿美元。事实上，在本周惠誉意外下调美国3A顶级主权信用评级，并引爆全球“黑天鹅”恐慌之后，巴菲特称伯克希尔大量购买美债的思路未变，“下周一唯一问题是再买100亿美元的3个月期短债，还是6个月期短债”，而不足一年久期的超短端美债收益率正徘徊于2001年以来最高。周四伯克希尔A类股创下历史新高54万美元，关注几周后的13F二季度持仓报告8月3日周四，伯克希尔A类股收涨1.4%，收于54.1万美元/股的历史新高，超越了去年3月22日创下的53.9180万美元纪录。周五收跌1.4%，重回7月28以来的一周低位，今年累涨近14%。巴菲特将于8月30日度过93岁生日，在他执掌公司期间，伯克希尔A类股从未被拆分，股价较1965年巴菲特控制该公司时的20美元左右上涨了逾2.5万倍，且为2023年收益预期的23倍。据媒体总结，伯克希尔当下市值约为7700亿美元，在美股市值中排名第八，仅次于苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta等科技巨头。本月晚些时候，伯克希尔和其他大型对冲基金将向监管机构披露其二季度的投资情况，届时投资者将获得伯克希尔股票投资组合变化的详细信息。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":205940821917896,"gmtCreate":1691287860950,"gmtModify":1691290530456,"author":{"id":"3540208402143371","authorId":"3540208402143371","name":"大盘5000点见","avatar":"https://static.tigerbbs.com/ac6f54af8c0ad1edf3a65bb7d04ad40f","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"你大爷还是你大爷","listText":"你大爷还是你大爷","text":"你大爷还是你大爷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205940821917896","repostId":1187184804,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":205746048667816,"gmtCreate":1691240320162,"gmtModify":1691240321337,"author":{"id":"3553161149846081","authorId":"3553161149846081","name":"虎镇金来","avatar":"https://static.tigerbbs.com/c63b379f9a9e449e8d37a93baea19b80","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":2,"crmLevelSwitch":0},"htmlText":"果然厉害","listText":"果然厉害","text":"果然厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205746048667816","repostId":1187184804,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":205733491618040,"gmtCreate":1691237244058,"gmtModify":1691239640663,"author":{"id":"4141646003908150","authorId":"4141646003908150","name":"方舟413","avatar":"https://static.tigerbbs.com/d95a0d8b405d5cfcb6419ec32f55923a","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"更上一层楼","listText":"更上一层楼","text":"更上一层楼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205733491618040","repostId":1187184804,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":13,"commentSize":3,"repostSize":3,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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