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暴跌59%!巴菲特,突发严厉警告
Hua Xia Shi Bao·2025-08-03 00:31

Core Viewpoint - Berkshire Hathaway's Q2 earnings report marks the first since Warren Buffett announced his retirement plans for the end of 2025, with Greg Abel set to take over as CEO while Buffett remains as chairman [1] Financial Performance - Net earnings attributable to Berkshire shareholders for Q2 2025 were $12.37 billion, down from $30.35 billion in Q2 2024 [4] - Operating earnings for the first six months of 2025 were $20.80 billion, compared to $22.82 billion in the same period of 2024 [4] - Total revenues for Q2 2025 were $92.52 billion, slightly down from $93.65 billion in Q2 2024 [5] - Investment gains for Q2 2025 were $6.36 billion, a significant decrease from $23.86 billion in Q2 2024 [5] Stock and Investment Activity - Berkshire has net sold stocks for the 11th consecutive quarter, selling $4.5 billion worth of stocks in the first half of 2025 [6] - The company did not repurchase any shares in the first half of 2025, despite a more than 10% decline in stock price from its historical high [6] - As of June 30, 2025, 67% of Berkshire's equity holdings were concentrated in five companies: American Express, Apple, Bank of America, Coca-Cola, and Chevron [6] Economic Outlook - Berkshire's report highlighted concerns regarding the potential negative impact of tariffs and international trade tensions on the U.S. economy and the company's future performance [6][7] - The company noted significant uncertainty regarding the outcomes of these events, which could adversely affect most of its operational businesses and equity investments [7]