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股神卸任前的最后一份财报来袭:伯克希尔哈撒韦现金再创新高!
Xin Lang Cai Jing·2025-11-01 12:57

Group 1 - Berkshire Hathaway reported a 33.6% year-over-year increase in operating profit for Q3, with a record cash reserve of $382.7 billion [1] - Total revenue for Q3 reached $94.972 billion, a 2% increase year-over-year, exceeding market expectations of $91.55 billion; net profit was $30.796 billion, up 17% and also surpassing expectations of $12.73 billion [1] - The operating profit, which is highly valued by Buffett, was $13.485 billion, significantly up from $10.09 billion in the same period last year [1] Group 2 - The Q3 report is the last financial statement before Buffett steps down as CEO, with Greg Abel set to take over by year-end [2] - Following the announcement of Buffett's retirement, Berkshire's B shares have dropped by 11%, while the S&P 500 has risen by 20% during the same period [2] - Analysts have downgraded Berkshire Hathaway's stock rating to "underperform" due to concerns over the company's future operations post-Buffett [2] Group 3 - Berkshire Hathaway has maintained a cautious stance on the market and valuations, not repurchasing any stock as of September 30, indicating a belief that the market is overvalued [1] - Concerns have been raised regarding the potential impact of declining prices in the property catastrophe reinsurance sector on the company's insurance business, as well as geopolitical conflicts affecting railway revenue [2] - Despite recent stock price declines, some investors remain optimistic about Berkshire's ability to generate substantial cash flow regardless of the leadership change [2]