伯克希尔Q3盈利不及预期！巴菲特狂卖苹果，现金储备再创新高

格隆汇11-03

当地时间11月2日，巴菲特旗下伯克希尔·哈撒韦公司发布了今年第三季度业绩。由于保险业务收入表现不佳，伯克希尔Q3营收和营业利润意外小幅下滑；该公司三季度继续减持苹果，同时公司持有现金创下历史新高。今年迄今为止，伯克希尔A类股已上涨近25%，超过标准普尔500指数20.1%涨幅，公司股价曾在第三季度创下历史新高，市值突破1万亿美元大关。保险业务拖累Q3业绩具体来看伯克希尔哈撒韦公司三季度财报：公司...

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Buffett sells Apple wildly, cash reserves hit new highs","themeId":"49375f44ecb1cc03e091bb954d940fee","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"AAPL":0.7},"content_text":"当地时间11月2日，巴菲特旗下伯克希尔·哈撒韦公司发布了今年第三季度业绩。由于保险业务收入表现不佳，伯克希尔Q3营收和营业利润意外小幅下滑；该公司三季度继续减持苹果，同时公司持有现金创下历史新高。今年迄今为止，伯克希尔A类股已上涨近25%，超过标准普尔500指数20.1%涨幅，公司股价曾在第三季度创下历史新高，市值突破1万亿美元大关。保险业务拖累Q3业绩具体来看伯克希尔哈撒韦公司三季度财报：公司Q3总营收929.95亿美元，略低于去年同期的932.1亿美元；公司Q3营业利润同比下降6.2%至100.9亿美元，不及市场预期的109亿美元，去年同期为107.61亿美元；净利润262.51亿美元，去年同期亏损127.67亿元。公司Q3投资收益为205.1亿美元，去年为亏损297.8亿美元。分类别来看，公司Q3保险承保业务运营收入下降69%至7.5亿美元，而保险投资业务运营收入增长48%，至36.6亿美元；保险浮存金达到1740亿美元。此外，Q3公司其他控股企业运营收入33.4亿美元；非控股企业运营收入 1.99亿美元；其他运营收入减少8.77亿美元。根据财报声明，三季度营收和营业利润下降主要由于保险业务表现不佳、投资收益波动、重大灾难事件（飓风）导致的索赔增加、股票投资组合调整及运营成本上升等因素。继续减持苹果，现金储备创纪录持仓方面，伯克希尔约70%的股票持仓集中在5只股票上，包括目前苹果699亿美元（二季度末持仓842亿美元，下同），美国运通411亿美元（351亿美元），美国银行317亿美元（411亿美元），可口可乐287亿美元（255亿美元），雪佛龙175亿美元（186亿美元）。相比二季度末，伯克希尔Q3继续减持苹果和美国银行。其中，按照苹果最新股价计算，伯克希尔对苹果的持仓股数已从从第二季度的约4亿股减至约3.14亿股，减持比例达到25%。从去年四季度开始，巴菲特已经减持67.2%的苹果持股。对此，分析师和股东曾猜测，原因可能包括估值过高、投资组合管理降低集中度。伯克希尔持有的苹果股票规模一度非常庞大，占其股票投资组合的一半。另外，值得注意的是，伯克希尔在财报中并未提及近期频频增持的卫星广播公司Sirius XM Holdings。根据此前一天的公告，伯克希尔哈撒韦公司最近几天以约6000万美元的价格买入了220万股该公司股票。在最新的增持后，伯克希尔目前持有1.125亿股Sirius XM股票，持股比例为33.2%，价值30亿美元。伯克希尔此前就已成为Sirius XM的最大股东。财报还显示，截至9月30日，现金及现金等价物总额升至3252亿美元，创历史新高，主要因巴菲特继续避免进行重大收购，同时削减了一些关键持股，在第三季度伯克希尔未回购任何自家股票。截至2024年三季度末，伯克希尔持有的固定收益证券投资公允价值达160.42亿美元，其中，对美债、外国债券、企业债券的投资公允价值分别为45.16亿美元、99.04亿美元、13.94亿美元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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":"4.29.3","shortVersion":"4.29.3","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/2480538407"}