【环球网财经综合报道】日前，沃伦·巴菲特旗下的伯克希尔·哈撒韦公司公布第二季度营业利润，较去 年同期下降3.79%。 伯克希尔披露，因持有包装食品巨头卡夫亨氏公司（Kraft Heinz Co.）的股份，公司遭受了38亿美元的 损失。2019年，巴菲特曾对CNBC表示，在卡夫亨氏交易上，他"在几个方面都犯了错"。 该公司再次警告称，关税政策正导致前景充满不确定性。伯克希尔在财报中谈及宏观经济形势等事件时 写道："目前，我们无法可靠地预测任何此类变化可能带来的经济后果的性质、时间或程度。" 伯克希尔财报显示，旗下服装和玩具品牌Fruit of the Loom（收入同比下降11.7%）、Garan（同比下降 10.1%）和Jazwares（同比下降38.5%）今年以来的营收均有所下滑。（闻辉） 第二季度净收入降至约123.7亿美元，较去年第二季度下降59%。与此同时，伯克希尔的保险承保业务 税前共盈利25.3亿美元，较去年同期的28.4亿美元下降近11%。 在5月至7月期间，公司现金储备较今年前三个月的3470亿美元有所减少，降至3440亿美元。5月3日伯克 希尔年度股东大会召开时，公司现金储备约为3470亿美 ...

金十数据8月2日讯，巴菲特旗下伯克希尔哈撒韦(BRK.A.N、BRK.B.N)表示，其消费品业务受到美国总 统特朗普贸易政策的冲击，因该政策提高了进口商品关税。这家企业集团旗下的消费品部门（包括Fruit of the Loom、Jazwares和Brooks Sports等品牌）第二季度营收同比下降5.1%至1.89亿美元，主要由于销 量下滑、关税影响及业务重组所致。伯克希尔称，关税政策导致订单交付出现延迟。不过该公司指出， 运动鞋品牌Brooks本季度营收逆势增长18.4%，得益于销量提升。由于伯克希尔业务横跨多个经济领 域，其经营状况被视为美国经济的缩影，因而备受投资者关注。在今年5月的伯克希尔年会上，巴菲特 曾力挺自由贸易，称关税不应成为"武器"，并强调"平衡的贸易对世界有益"。 特朗普关税重创巴菲特旗下伯克希尔消费品业务 ...

Core Viewpoint - Warren Buffett announced his resignation as CEO of Berkshire Hathaway by the end of the year, with Greg Abel set to take over the role, while Buffett will remain available to provide assistance [4][2]. Group 1: Leadership Transition - Buffett emphasized the importance of having excellent partners to work with, highlighting that finding such talent in the capital markets is challenging [5]. - Abel expressed that maintaining Berkshire's reputation is a core value and that the management team will uphold the same principles that have guided the company for the past 60 years [38]. Group 2: Market Insights - Buffett criticized the U.S. trade policies, suggesting that trade should not be used as a weapon [7]. - He downplayed recent stock market volatility, stating that historical declines have been more severe and advising investors to adapt their mindset [8][9]. - Buffett expressed indifference towards the recent depreciation of the dollar, indicating that the U.S. faces significant fiscal challenges that are unsustainable [10][12]. Group 3: Investment Philosophy - Buffett shared that he has never invested all his capital at once, which has contributed to his financial success, and he believes that significant investment opportunities will arise over the next five years [14][16]. - He stated that patience is crucial in investing, but when a great opportunity arises, swift action is necessary [18]. - Buffett revealed that he recently almost finalized a $10 billion deal, emphasizing the importance of understanding and valuing investment opportunities [21]. Group 4: Cash Reserves and Future Investments - Buffett noted that Berkshire's cash reserves are substantial, and he views them as a strategic asset that can be utilized during challenging times [37]. - Abel mentioned that there may be significant investment opportunities in the electricity and energy sectors to meet future demands [38]. Group 5: Company Performance and Strategy - Buffett assured shareholders that the company would not waste their funds on foolish ventures, emphasizing the importance of prudent financial management [39]. - He reflected on the company's growth, stating that the size of Berkshire has become a challenge, but it is not insurmountable [17].