
Post
翻过山趟过海
#伯克希尔巨额现金储备,财报将披露最新动向
伯克希尔Q3财报大概率是“利润温和、现金膨胀”的格局。近3970亿美元现金是绝对的防御底牌。
核心看点不在EPS,而在阿贝尔怎么花钱。 运营端,GEICO等保险承保面临竞争压力,全靠铁路和能源等非保险业务托底,EPS预期在5.88–5.91美元,难有惊艳表现。
阿贝尔上半年已重启回购,若Q3单季回购低于20亿美元,市场会直接解读为管理层嫌自家股票太贵了,这在股价处于历史高位时是极度危险的信号。至于持仓,继续减持苹果不意外,反正阿贝尔已把苹果等四大重仓明确框定为“核心资产”,战略定调比单季调仓更重要。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$64,451.8-0.02%
ETH/USDTEthereum
$1,772.66-0.04%
SOL/USDTSolana
$69.85-0.05%
Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate


2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion

