在2025年底卸任CEO（首席执行官）之前，"股神"巴菲特执掌的伯克希尔-哈撒韦（BRK.US，下称"伯克希尔"）业绩 出现下滑。 财报显示，截至2025年6月30日，伯克希尔2025年上半年实现营业收入1822亿美元，同比下滑12.94%；实现股东应占净 利润171.3亿美元，同比大幅下滑60.47%。其中，二季度股东应占净利润同比下滑59.24%至123.7亿美元。 财报公布后的第一个交易日，美股时间8月4日，伯克希尔A类股（BRK.A.US）及B类股（BRK.B.US）股价双双下跌， 盘中一度跌近4%，截至收盘，伯克希尔A类股及B类股分别下跌2.65%及2.9%至69.26万美元/股及459.11美元/股，总市 值为9961.1亿美元，排在美股总市值第十位。 幅下滑。同期，其净利润表现则波动剧烈，2020年至2024年，其股东应占净利润分别为432.5亿美元、909.5亿美 元、-220亿美元、971.5亿美元、895.6亿美元，分别同比增长-47.12%、110.27%、-124.19%、541.62%、-7.81%。 伯克希尔旗下的业务覆盖美国经济的方方面面，伯克希尔管理层在上半年业绩报告中对美国总 ...

Market Overview - A-shares experienced a slight rebound with the Shanghai Composite Index up 0.15% and trading volume around 1.19 trillion yuan[17] - U.S. stocks fell due to concerns over escalating trade tensions, with the Dow Jones down 0.37% and the S&P 500 down 0.33%[10] - European stocks closed weakly, with the Stoxx 600 index down 0.68% amid fears of increased tariffs on imported cars[10] Commodity and Currency Trends - U.S. crude oil inventories decreased by 3.3 million barrels, pushing oil prices to a one-month high, with WTI at $69.92 per barrel[28] - Gold prices reached a new high, closing at $3,061 per ounce, as investors sought safe-haven assets amid economic uncertainty[28] - The U.S. dollar index fell slightly by 0.2% to 104.34, while the euro rebounded 0.44% to 1.08 against the dollar[27] Industrial Profit Data - China's industrial enterprises reported total profits of 9,109.9 billion yuan in January-February, a year-on-year decline of 0.3%, while revenue grew by 2.8% to 20.09 trillion yuan[7] - The profit margin decline was primarily due to lower profitability in upstream mining sectors, influenced by falling coal prices[7] Sector Performance - In the Hong Kong market, the Hang Seng Index rose by 0.41%, driven by strong performances in the biopharmaceutical sector, with stocks like Innovent Biologics up 17.4%[12] - The energy sector in the A-share market showed strength, with chemical stocks benefiting from improved downstream demand[17] Economic Indicators - The U.S. GDP growth for Q4 2024 was revised up to 2.4%, indicating a slight improvement in economic performance[7] - The IMF warned of a slowdown in global economic growth for 2025 but did not foresee an imminent recession[7]