巴菲特,重磅来袭!
中国基金报·2025-11-08 11:43

Group 1 - Berkshire Hathaway, led by Warren Buffett, issued a statement clarifying that several videos circulating on video platforms, which falsely depict Buffett's comments, are AI-generated fraudulent videos [2] - Buffett expressed concern that these deceptive videos could mislead individuals unfamiliar with him, potentially spreading misinformation [2] - A news release is scheduled for November 10, which will include Buffett's statements on charity and other matters of interest to Berkshire shareholders [2] Group 2 - Since the May shareholder meeting, Buffett has made few public comments and announced plans to retire by the end of the year, with Greg Abel set to succeed him as CEO [5] - Berkshire's Q3 financial report showed revenues of $94.972 billion, a 2.13% year-over-year increase, and net profit attributable to shareholders of $30.796 billion, up 17% [5] - The company's cash reserves reached a record high of $381.67 billion, and it has not repurchased any stock for nine consecutive months [5] Group 3 - Berkshire's stock holdings in consumer goods have decreased by approximately $1.2 billion compared to the previous quarter, primarily due to reductions in Apple stock [5] - A detailed 13F filing will be submitted to the SEC, providing clarity on Berkshire's current Apple shareholdings [6] - Buffett has reduced Apple holdings by about two-thirds over the past year, citing tax reasons and concerns over Apple's high valuation [7] Group 4 - Berkshire has net sold stocks for 12 consecutive quarters, raising over $6 billion in cash through stock sales in Q3 alone [7] - The total market capitalization of publicly traded stocks relative to the U.S. GDP has reached a historical high, which Buffett has previously described as "playing with fire" [7] - Berkshire is reportedly preparing to issue yen-denominated bonds, potentially indicating an increased investment strategy in Japan [7]