華倫巴菲特的波克夏海瑟威

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Disclaimer: The information provided here is intended for general knowledge and informational purposes only, and does not constitute financial advice. Investment decisions should be based on your specific financial situation and needs, and after consultation with a qualified financial advisor.

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伯克希爾：卡夫亨氏麵包

華倫巴菲特的波克夏海瑟威對其長期陷入困境的卡夫亨氏股份提列了50 億美元的減損準備，採用權益法（一種降低投資價值的會計調整），將其帳面價值降至 84 億美元。


由於保險業務的野火損失抵消了BNSF和波克夏能源的收益，公司營收年減1%至925億美元，營業利潤基本持平。淨利較去年大幅下降，主要原因是投資收益減少和資產減損。

波克夏的現金儲備仍高達3,440億美元，接近歷史最高水平，但該公司仍保持謹慎：連續第四季度沒有進行股票回購，淨出售股票近70億美元。隨著巴菲特將於年底卸任執行長一職，繼任者格雷格·阿貝爾將繼承這筆巨額資金，同時也面臨如何運用這筆資金的挑戰。目前，波克夏正展現出耐心，等待合適的時機，而不是抓住每一個機會。


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