波克夏上季投资亏损530亿美元 股神趁股市跌越买越多
(纽约8日综合电)“股神”巴菲特执掌的波克夏公布第二季财报,该集团出现巨额净亏损,主要受美国股市剧烈波动拖累,但更能忠实反映营运情况的营业利益跃增近40%,优于预期,反映旗下保险、铁路等事业获利改善。
该集团的投资业务受到美股大幅震荡波及,蒙受高达530亿美元(约2365亿令吉)投资亏损。
波克夏公布,受惠于再保险与BNSF铁道公司获利改善,抵销了Geicon汽车保险公司损失,第二季营运获利增加38.8%到92亿8300万美元(约414亿令吉)。
该集团第二季净亏损438亿美元(约1954亿令吉),相当于A股每股亏损2万9754美元。对照下,去年同期净利达281亿美元,或A股每股盈余1万8488美元。亏损如此惨烈,是因为美股重挫,造成波克夏的股票投资组合价值大缩水,从第一季末的3900亿美元锐减至3280亿美元(约1.46兆令吉)。
标准普尔500指数第二季累跌超过16%,创2020年3月以来最大单季跌幅。此外今年上半年该大盘指数更狂泻逾两成,为1970年来同期最糟。
波克夏A股也难以幸免,第二季重挫超过22%,若从该股价自3月28日创下历史高点计算,直到今日A股跌幅也将近两成。
第二季波克夏3大持股——苹果、美银和美国运通全季股价跌幅都超过20%。
波克夏上季买进452亿美元股票(约2016亿令吉),高于第一季的414亿美元,显然依旧奉行“逢低进场”的原则。
波克夏第二季还斥资约10亿美元(约45亿令吉)买回库藏股,也让今年上半其购买金额来到42亿美元(约187亿令吉)。不过较第一季相比,其购买规模已有减缓迹象,第一季库藏股买回金额为32亿美元(约143亿令吉)。
此外到6月为止,波克夏的现金部位仍旧相当庞大,约有1054亿美元(约4702亿令吉)。
https://www.sinchew.com.my/20220808/%E6%B3%A2%E5%85%8B%E5%A4%8F%E4%B8%8A%E5%AD%A3%E6%8A%95%E8%B3%87%E8%99%A7%E6%90%8D530%E5%84%84%E7%BE%8E%E5%85%83/
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