大赚超134亿美元！巴菲特最新操作曝光！分析师：朝错误方向发展

Core Points - Warren Buffett's Berkshire Hathaway is approaching the end of his CEO tenure, with concerns about the company's future performance without his leadership [1][14] - The company reported stable financial performance in Q3, but its stock price has underperformed the market [1][7] Financial Performance - Berkshire Hathaway's Q3 revenue reached $94.972 billion, a year-on-year increase of 2.13% [4] - Net profit attributable to shareholders was $30.796 billion, up 17% year-on-year [4] - Operating profit for Q3 was $13.49 billion, a significant increase of 34% compared to $10.09 billion in the same period last year [4] - Cash reserves as of September 30 reached a record $381.67 billion (approximately 27,165 billion RMB) [4] Business Segments - The substantial growth in operating profit was primarily driven by the insurance underwriting business, which saw profits soar over 200% to $2.37 billion [4] - The railroad business net profit increased by 4.7% to $1.449 billion year-on-year [4] - Energy segment operating profit was $1.489 billion, down 8.6% year-on-year [4] - Manufacturing, service, and retail sectors contributed $3.62 billion in operating profit, making it the largest single business segment [4] Investment Holdings - As of September 30, the fair value of equity securities investments reached $283.241 billion [6] - The top five holdings include American Express, Apple, Bank of America, Coca-Cola, and Chevron, accounting for 66% of the total fair value of equity securities [6] Strategic Moves - Berkshire Hathaway announced a significant acquisition plan to purchase Occidental Petroleum's chemical business for $9.7 billion in cash, expected to be completed by Q4 2025 [6] - Buffett plans to retire by the end of the year, recommending Greg Abel as his successor [6] Market Sentiment - Concerns are rising in the market regarding Berkshire's operations post-Buffett, with some analysts downgrading the stock rating from "in line with the market" to "underperform" [15] - The "Buffett premium" appears to be diminishing as investors question the company's future without his leadership [15]