3252亿美元！伯克希尔现金储备再创新高，连续8个季度抛股票，继续减仓苹果

澎湃新闻11-03

“股神”巴菲特旗下伯克希尔·哈撒韦公司（BRK.A.US、BRK.B.US）（下称“伯克希尔”）三季度现金储备突破3000亿美元，连续第八个季度净出售股票。北京时间11月2日晚，伯克希尔发布了2024年三季报。财报数据显示，伯克希尔2024年第三季度总营收929.95亿美元，略低于去年同期的932.10亿美元；营业利润同比下降6.2%至100.90亿美元，低于去年同期的107.61亿元。第三季度...

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Berkshire's cash reserves hit a new high, selling stocks for 8 consecutive quarters, and continuing to reduce its position in Apple","themeId":"49375f44ecb1cc03e091bb954d940fee","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"AAPL":0.8},"content_text":"“股神”巴菲特旗下伯克希尔·哈撒韦公司（BRK.A.US、BRK.B.US）（下称“伯克希尔”）三季度现金储备突破3000亿美元，连续第八个季度净出售股票。北京时间11月2日晚，伯克希尔发布了2024年三季报。财报数据显示，伯克希尔2024年第三季度总营收929.95亿美元，略低于去年同期的932.10亿美元；营业利润同比下降6.2%至100.90亿美元，低于去年同期的107.61亿元。第三季度每股收益为18272美元，净利润为262.51亿美元，去年同期亏损127.67亿元；其中，伯克希尔A类股每股收益18,272美元，B类股每股收益12.18美元。投资收益则为205.14亿美元，去年为亏损297.78亿美元。值得一提的是，伯克希尔三季度现金储备再创纪录新高，突破了3000亿美元，达3252亿美元（折合人民币约232万亿元）。此前二季度末时的现金储备为2769亿美元，一季度末时的现金储备则为1890亿美元。具体来看，伯克希尔在三季度净出售了约361亿美元的股票，其中包括约1亿股的苹果股票，以及几亿美元的美国银行股票。需要注意的是，这已是伯克希尔连续第八个季度净出售股票。与此同时，第三季度伯克希尔并未进行股票回购，这也是2018年第二季度以来首次出现这种情况。今年8月，伯克希尔股价创下历史新高，市值首次突破1万亿美元。持仓方面，财报显示，截至2024年9月30日，伯克希尔股权投资的总公允价值中，70%集中于苹果、美国运通、美国银行、可口可乐和雪佛龙，持股市值分别为699亿美元、411亿美元、317 亿美元、287 亿美元、176亿美元。具体调仓方面，在二季度腰斩苹果持仓之后，巴菲特在第三季度继续抛售了25%的苹果公司股份，所持有的苹果股份从9.05亿股已降至3亿股，减少了约三分之二。当地时间10月31日，苹果公司发布的财报显示，截至9月28日的第四财季，苹果实现营收949.3亿美元，高于分析师预期的943.6亿美元，同比增长6%；净利润为147.36亿美元，而去年同期净利润为229.56亿美元。此外，苹果还对下一财季的总销售额做出了保守预测，预计同比增幅在“低个位数至中个位数之间”。分析师此前预计增幅为7%。随着11月5日美国总统大选日期临近，今年94岁的巴菲特对网上越来越多用人工智能（AI）技术冒充他公开支持特朗普或者哈里斯的人发出警告，以免被拉票者蹭热度，制止关于他支持哪位总统候选人的虚假言论传播。当地时间10月23日，伯克希尔在官网发表声明，强调公司董事长巴菲特不会在社交媒体上推荐任何投资产品和政治候选人。伯克希尔官网发布的这份声明中提到，现在人们越来越多地使用社交媒体，关于巴菲特代言投资产品以及他支持政治候选人的欺诈性声明层出不穷。“巴菲特目前并未、将来也不会代言投资产品、以及代言或支持政治候选人。”同一天，巴菲特还向美国消费者新闻与商业频道（CNBC）解释了为何在伯克希尔网站上发布以上声明，称网上冒充他的行为令人担忧。巴菲特说：“我担心有人会冒充我，所以我们把这个信息放在了伯克希尔的网站上。任何人都不应该相信我告诉他们如何投资或如何（在大选中）投票。”巴菲特还透露：“我甚至不知道如何登录Instagram，他们（网民）看到我的形象或（听到我的）声音都不是出自本人。”\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2480384704"}