巴菲特,重磅来袭!
证券时报·2025-11-08 11:07

Core Insights - Warren Buffett's company, Berkshire Hathaway, issued a statement clarifying that several videos circulating on video platforms, which falsely depict Buffett's comments, are AI-generated fraudulent videos and not recorded by him [2] - The statement also mentioned that a press release will be published on November 10, containing Buffett's statements on charity and other matters of interest to Berkshire shareholders [2] Financial Performance - Since the May shareholder meeting, Buffett has made few public comments, having announced plans to retire by the end of the year and proposed Greg Abel as his successor [5] - Berkshire's Q3 revenue reached $94.972 billion, a year-on-year increase of 2.13%, with net profit attributable to shareholders at $30.796 billion, up 17% [5] - Operating profit for Q3 was $13.49 billion, a significant increase of 34% compared to $10.09 billion in the same period last year [5] - As of the end of Q3, Berkshire's cash reserves hit a record high of $381.67 billion, with no stock buybacks for nine consecutive months [5] Stock Holdings and Market Activity - A recent regulatory filing revealed a decrease of approximately $1.2 billion in the cost basis of Berkshire's consumer goods stock holdings, primarily due to a reduction in Apple stock [5] - Buffett has been reducing Apple holdings, with a total reduction of about two-thirds over the past year, citing tax reasons and concerns over Apple's high valuation [6] - Berkshire has net sold stocks for 12 consecutive quarters, raising over $6 billion in cash through stock sales in Q3 alone [6] - Berkshire is preparing for a potential issuance of yen-denominated bonds, which could indicate an increased investment strategy in Japan [6]