Key Takeaways Berkshire raised its Mitsubishi stake to 10.23% from 9.74%, marking further expansion in Japan.Its total Japan stake cost $13.8B and was valued at $23.5B by the end of 2024, showing strong growth.Berkshire expects $812M in 2025 dividends versus $135M in interest costs from yen-denominated bonds.Berkshire Hathaway (BRK.B) recently increased its stake in the Japanese trading house Mitsubishi Corp. to 10.23% per media releases. This recent move marks Berkshire's continued expansion in Japan. The ...

国家队出手，加仓酒ETF。 根据酒ETF披露的半年报数据显示，"易方达基金一中央汇金资产管理有限责任公司一易方达基金一汇金资管单一资产管理计划"2025年中报持有5.81亿酒 ETF。 酒ETF前十大持有人明细数据显示，汇金2024年中报持有3亿份酒ETF；2024年年报持有4.6亿份酒ETF；最新持有5.81亿份。 意味着，在过去一年里，中央汇金增持2.81亿份酒ETF，其中上半年加仓1.21亿份。 此外，中央汇金还持有化工ETF。截至今年二季度末，"华夏基金一中央汇金资产管理有限责任公司一华夏基金一汇金资管单一资产管理计划"持有该 ETF2.48亿份，占该ETF份额的10.02%，持有份额相对去年底保持变化。 从资金流向看，酒ETF、化工ETF吸引了资金买入。截至8月28日，年初至今，酒ETF资金净流入额55.58亿元，化工ETF资金净流入额99.68亿元。 众所周知，国家队入市，向来偏好宽基ETF。 在今年4月股市巨震中，中央汇金首次明确其类"平准基金"定位，大举增持ETF。 基金二季报数据显示，预估中央汇金斥资超2000亿元加码多只宽基ETF，成为稳定市场的中流砥柱。 具体来看，按二季度区间成交均价测 ...

Key Takeaways BRK.B fell 2.1% in three months, lagging the sector's 6.9% and S&P 500's 10.1% gains.Shares trade at a 1.60 price-to-book multiple, above the industry average of 1.54.Analysts average target of $537.75 implies an 8.5% upside from the latest closing price.Shares of Berkshire Hathaway Inc. (BRK.B) have lost 2.1% in the past three months compared with the industry’s decline of 2.6%. In the meantime, the sector has risen 6.9% and the Zacks S&P 500 composite has gained 10.1%. Berkshire Hathaway is ...

每经记者｜岳楚鹏 每经编辑｜何小桃 兰素英 ①【三大期指涨跌不一】截至发稿，道指期货涨0.23%，标普500指数期货涨0.08%，纳指期货跌0.03%。 ②【中概股普跌】中概股盘前普跌，阿里巴巴跌2.07%，拼多多跌0.31%，京东跌3.24%，小鹏汽车跌4%。 ③【Q2数据中心销售额不及预期，英伟达跌近2%】当地时间8月27日，英伟达Q2财报显示，英伟达实现总营收467.43亿美元，同比增长56%，略高于分析 师预期的462.3亿美元；净利润264.22亿美元，同比增长59%；调整后每股收益1.05美元，超过市场预期的1.01美元。作为英伟达最核心的业务板块，数据 中心业务Q2贡献营收411亿美元，同比增长56.4%，但略低于分析师预期的412.9亿美元。截至发稿，英伟达下跌1.88%。 ④【Q2营收下滑，理想汽车跌超4%】北京时间8月28日，理想汽车Q2财报显示，营收为302亿元人民币，同比下降4.5%，预估为324.7亿元人民币。归属 股东的调整后净利润为14.6亿元人民币，同比下降2.7%，预估为15.9亿元人民币。截至发稿，理想汽车下跌4.07%。 ⑤【巴菲特增持三菱商事等日企】 当地时间8月28日 ...

巴菲特又增持了！ 8月28日，三菱商事（8058.T）发布公告，伯克希尔持股比例从9.74%增至10.23%。截至记者发稿，伯克希尔投资的其余4家日本企业尚未发布类似公告。 根据三菱商事发布的公告，公司股东National Indemnity Company（伯克希尔·哈撒韦全资子公司）持股比例从9.74%（3,890,439个表决权）增至 10.23%（3,909,339个表决权），触发金融商品交易法披露要求。 消息发布后，三菱商事股价涨幅一度接近3%，并带动日本股市走高。 得益于强劲的本土需求，日本经济上季度扩张速度超出预期，这为日本央行今年再次提高基准利率提供了理由。日本内阁府8月15日公布的数据显示，日 本第二季度 GDP 折合年率增长1.0%，预估为0.4%。日本当局还将前一季度的数据修正为增长0.6%，扭转了初值萎缩的局面。 一项调查显示，近三分之二的经济学家认为，日本央行今年晚些时候将再次将关键利率上调至少25个基点，而一个月前这一比例还不到一半。尽管近期美 国就业市场的疲软状况使得人们更加预期美联储将在下个月降息，但参与调查的70% 的分析师表示，仅这一因素并不会延缓日本央行进一步收紧货币政 ...

格隆汇8月28日｜三菱商事：伯克希尔哈撒韦(BRK.A.N、BRK.B.N)已持有公司10.23%的股份。 ...

US-based agent network can access Showcase to help sellers increase exposure for faster salesSEATTLE, Aug. 26, 2025 /PRNewswire/ -- Zillow® and Berkshire Hathaway HomeServices today announced an agreement to provide the U.S.-based members of its network with access to Zillow Showcase, Zillow's AI-powered premium listing experience. This new agreement follows an initial product partnership with HomeServices of America, Berkshire Hathaway HomeServices' parent company. Berkshire Hathaway HomeServices is offeri ...

These two megacap stocks have Berkshire Hathaway in their sights.Berkshire Hathaway (BRK.B -0.56%) (BRK.A -0.64%) is a legendary stock with decades of above-average performance. Yet, even legends can fade. And, in recent years, it seems as though more and more stocks are surpassing Berkshire's market cap.For example, 10 years ago, Berkshire's market cap stood at around $330 billion. There were only a few American companies with a higher market cap: Apple ($640 billion), Alphabet ($420 billion), and Microsof ...

Key Takeaways Berkshire Hathaway has raised its stake in Japan's five trading houses since 2019.Yen bond financing helps limit currency risk and cut borrowing costs for Berkshire.BRK.B expects $812M in 2025 dividends against $135M in interest expenses.Berkshire Hathaway (BRK.B) has been steadily increasing its stakes in Japan’s five companies — Itochu, Marubeni, Mitsubishi, Mitsui, and Sumitomo — since initiating investment in July 2019. These companies operate across diverse sectors, such as energy, commod ...

The US dollar has lost 28% of its purchasing power since 2020. That's an insane debasement rate over a half decade. Now, this accelerated debasement is driving what Will Manitis calls casino culture.He writes sports betting, shitcoins, meme stocks, vibe coding, $100 million in 6 hours. It is all expressions of the same deep cultural rot. So, this brings me to the idea of meme stocks today.On one hand, meme stocks exist, but maybe not in the way you think. Most people point to GameStop and others as examples ...