[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio38808ce0":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio38808ce0","巴菲特继续减持苹果，现金储备创新高","\u002Fdoc\u002F巴菲特继续减持苹果现金储备创新高_2106056010","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>由于保险业务收入表现不佳，伯克希尔哈撒韦三季度营收和营业利润意外小幅下滑，与此同时，大幅削减关键持股推动伯克希尔现金储备创下历史新高。三季度，巴菲特继续减持苹果，减持股数比例高达25%。\u003C\u002Fp>\n\u003Cp>11月2日周六，伯克希尔哈撒韦公布三季度财报：\u003C\u002Fp>\n\u003Cblockquote>\n\u003Cp>三季度总营收930亿美元，略低于去年同期的932.1亿美元；\u003C\u002Fp>\n\u003Cp>营业利润同比下降6.2%至100.9亿美元，不及市场预期的109亿美元。净利润262.5亿美元，去年同期亏损127.7亿元。\u003C\u002Fp>\n\u003Cp>投资收益为205.1亿美元，去年为亏损297.8亿美元。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"982,1138\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241103\u002Fv2_00aabb30b7f945c88fbb22f781b2e362@5576020_oswg332093oswg982oswg1138_img_000\">\u003C\u002Ffigure>\n\u003Cfigure class=\"image\" data-img-size-val=\"1024,288\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241103\u002Fv2_1670c2399a6a473fb9f2d8cc32b34f32@5576020_oswg102906oswg1024oswg288_img_000\">\u003C\u002Ffigure>\n\u003C\u002Fblockquote>\n\u003Cp>营业利润是巴菲特最看重的指标，能反映出旗下子公司多元化主营业务的切实增长，而净利润包含了“特定时期没有意义的纸面投资损益”，后者往往波动较大。\u003C\u002Fp>\n\u003Cp>伯克希尔哈撒韦三季度现金储备上升480亿美元至3252亿美元，创下历史最高纪录。这主要是因为巴菲特三季度出售了360亿美元的股票，其中减持苹果和美银分别带来200亿美元和90亿美元的收入，与此同时，巴菲特继续避免进行重大收购。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>保险业务收入分化\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>根据财报声明，三季度营收和营业利润下降主要由于保险业务表现不佳、投资收益波动、重大灾难事件（飓风）导致的索赔增加、股票投资组合调整及运营成本上升等因素。\u003C\u002Fp>\n\u003Cp>保险业务表现分化：\u003C\u002Fp>\n\u003Cblockquote>\n\u003Cp>三季度保险承保业务运营收入下降69%至7.5亿美元，而保险投资业务运营收入增长48%，至36.6亿美元。\u003C\u002Fp>\n\u003Cp>保险浮存金达到1740亿美元。\u003C\u002Fp>\n\u003C\u002Fblockquote>\n\u003Cp>此外，三季度集团其他控股企业运营收入33.4亿美元；非控股企业运营收入 1.99亿美元；其他运营收入-8.77亿美元。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>三季度继续减持苹果，减持比例高达20%\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>根据伯克希尔哈撒韦发布的10-Q报告，该公司在其财年第三季度持有价值约699亿美元的苹果股份，而二季度持有价值约842亿美元的苹果股份。按照苹果最新股价计算，持仓股数从第二季度的约4亿股减至约3.14亿股，减持比例达到25%。\u003C\u002Fp>\n\u003Cp>据\u003Cstrong>美股投资网\u003C\u002Fstrong>计算，从去年四季度开始，巴菲特已经减持67.2%的苹果持股。\u003C\u002Fp>\n\u003Cp>目前尚不清楚伯克希尔连续减持苹果的真正动机。分析师和股东曾猜测，原因可能包括估值过高、投资组合管理降低集中度。伯克希尔持有的苹果股票规模一度非常庞大，占其股票投资组合的一半。\u003C\u002Fp>\n\u003Cp>今年5月，在伯克希尔哈年度股东大会上，巴菲特暗示减持苹果是出于税收原因，因为他推测美国政府未来可能会提高资本利得税，以弥补不断攀升的财政赤字。然而，出售股票的规模让许多人相信，减持可能不仅仅是为了应对税收问题。\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>暂停回购\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>财报还显示，伯克希尔在三季度没有回购任何股票，相比之下，二季度回购了3.45亿美元，一季度回购了约26亿美元。\u003C\u002Fp>\n\u003Cp>伯克希尔A类股今年迄今已上涨23%，超过标准普尔500指数20.1%涨幅，集团股价曾在第三季度创下历史新高，市值突破1万亿美元大关。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1024,663\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241103\u002Fv2_6fe1c3448cc04d37879de10cb59f060e@5576020_oswg131469oswg1024oswg663_img_000\">\u003C\u002Ffigure>\n\u003Cp>如果你想加入我们VIP社区，点击原文\u003C\u002Fp>\n\u003Cp>订阅 \u003Cstrong>https:\u002F\u002FStockWe.com\u002FTradesmax\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>或长按下方二维码\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"640,648\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241103\u002Fv2_b37529d4052341a5901ae895c05101a5@5576020_img_000?x-oss-process=image\u002Fformat,jpg\">\u003C\u002Ffigure>\n\u003Cp>+客服微信号 MaxFund 或  StockWe8\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"640,400\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241103\u002Fv2_74bff5ac50174668a6e5a26b0c1c3027@5576020_img_000\">\u003C\u002Ffigure>\n\u003Cfigure class=\"image\" data-img-size-val=\"800,382\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241103\u002Fv2_4481a427a018459dbec5080481f29b73@5576020_img_000\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>美股投资网 \u003C\u002Fstrong> 是一家专门研究美国股票的金融科技公司，成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用大数据和人工智能，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 https:\u002F\u002FStockWe.com\u002F，\u003Cstrong>以追踪华尔街机构期权异动，暗池主力大单和每天突发新闻\u003C\u002Fstrong>，挖掘潜力大牛股，发送美股实时行情、投资策略、交易技巧、公司研究报告、量化交易。 \u003C\u002Fp>\n\u003Cp>联系方式\u003C\u002Fp>\n\u003Cp>客服微信号 investMax 或 MaxFund\u003C\u002Fp>\n\u003Cp>QQ客服 240285991\u003C\u002Fp>\n\u003Cp>客服Telegram meiguM\u003C\u002Fp>\n\u003Cp>公众号 TradesMax\u003C\u002Fp>\n\u003Cp>邮箱 buy@TradesMax.com\u003C\u002Fp>\n\u003Cp>美股投资网 TradesMax.com\u003C\u002Fp>\n\u003Cp>美股大数据 StockWe.com\u003C\u002Fp>\n\u003Cp class=\"editor-note\">本文来自微信公众号\u003Ca href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs\u002FRi6yv9GL-Md4r8JsUWtXyw\" target=\"_blank\" rel=\"noopener noreferrer\">“美股投资网”\u003C\u002Fa>\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202411-stk\u002FUploaderv1sbbb1uir1_2024_11_02_19_11_29.jpg","2024-11-03T01:26:28.897","2024.11.03","2024\u002F11\u002F03",58221,[22],"AAPL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]