智通财经8月2日电，深圳市气象台2025年8月2日21时3分发布暴雨黄色预警信号，南山区、珠江口、深 圳湾和宝安区（石岩、福永、西乡、沙井、新安、航城、福海、新桥街道）已出现20毫米降水，预计未 来2小时还有20-40毫米降水，全市进入暴雨戒备状态。上述区域存在山洪风险，请注意防御暴雨可能引 发的局部内涝、山洪等灾害。 暴雨戒备状态 深圳发布暴雨黄色预警信号 ...

黄金难以摆脱震荡区间，多头能否继续布局？下周开盘留意上方阻力位！V助理团实时分析市场走势， 点击获取当天智囊团私人服务，领取黄金分析>> 相关链接 ...

伯克希尔哈撒韦第二季度现金储备为3440.9亿美元，较上季度下降1%，为三年来首次下降。此前由于 难以找到合适的投资机会，现金储备续攀升至历史新高。 ...

智通财经8月2日电，美国西部两场山火近日持续肆虐。美国国家跨部门消防中心数据显示，亚利桑那州 大峡谷国家公园北缘景区的山火过火面积近453平方公里。截至8月1日上午，仅8%火势得到控制。据美 国有线电视新闻网报道，这场大火已达到特大火灾级别，是美国本土当前在燃的最大山火，并成为亚利 桑那州有记录以来最大规模的十大火灾之一。山火摧毁了历史悠久的"大峡谷旅馆"和至少70座建筑物。 在邻近的犹他州，7月13日爆发的山火过火面积迄今已达225平方公里。山火波及的多个镇7月30日通知 人员疏散，电力设施被毁导致犹他州中南部部分社区断电。犹他州州长考克斯7月31日宣布该州进入紧 急状态。 美国西部山火持续肆虐 犹他州进入紧急状态 ...

Core Viewpoint - Berkshire Hathaway's Q2 profit declined by 4% year-on-year, primarily due to weak performance in its insurance business [1] Financial Performance - The company reported a net profit of $12.37 billion for Q2, down from $30.3 billion in the same period last year [1] - Earnings per Class A share were $8,601, compared to $21,122 a year earlier [1] - Operating profit, excluding certain investment gains, fell by 4% to $11.16 billion [1] Business Segment Analysis - The decline in insurance underwriting business offset growth in the railroad, energy, and manufacturing service retail sectors [1] - If currency fluctuations are excluded, operating profit would have exceeded the previous year's figures [1] Currency Impact - The depreciation of the dollar resulted in a reduction of $877 million in after-tax operating profit [1] - In the same quarter last year, currency changes contributed approximately $446 million in gains [1]

伯克希尔哈撒韦A(BRK.A.N)：截至2025年6月30日，本公司前五大持仓的公允价值合计占比达67%。 ...

Core Insights - The film "Lychee in Chang'an" has surpassed a box office revenue of 600 million yuan as of August 2 at 20:06 [1] Industry Summary - The film industry continues to show strong performance with significant box office achievements, indicating a positive trend in audience engagement and revenue generation [1]

Core Viewpoint - The Pakistani military has integrated the Chinese-made Z-10ME attack helicopters into its army aviation units to enhance its defense modernization efforts [1] Group 1 - The integration of Z-10ME helicopters is part of Pakistan's strategy to modernize its defense equipment [1]

Group 1 - The core viewpoint is that Berkshire Hathaway's top five holdings account for 67% of the fair value of its portfolio as of June 30, 2025 [1] - The top five holdings include American Express, Apple, Bank of America, Coca-Cola, and Chevron [1] - Additionally, the company holds common stock in Occidental Petroleum, which is accounted for using the equity method [1]

Group 1 - The core viewpoint of the article highlights that as of June 30, 2025, the fair value of Berkshire Hathaway's top five holdings accounts for 67% of its total portfolio [1] - The top five holdings as of the end of Q2 include American Express, Apple, Bank of America, Coca-Cola, and Chevron [1]