伯克夏遵循逢低入场 巴菲特Q2买股167亿
巴菲特
(纽约8日讯)巴菲特的伯克夏遵循一句老话:逢低买入。
根据周六发布的财报,该公司第二季度是股票的净买家,净买进38亿美元(约167.2亿令吉)的股票。去年第二季度该公司是净卖出。
今年第二季标准普尔500指数下跌了16%,但伯克夏反而进场。
这家总部位于内布拉斯加州奥马哈的公司,还报告了92亿美元(约404.8亿令吉)的营业利润,因为保险和铁路业务实现了获利。
CFRA研究分析师凯茜·塞弗特表示,该公司的个人汽车保险部门Geico可能闪现警讯,它报告了4.87亿美元(约21亿令吉)的承保亏损。
但凯茜·塞弗特表示,该财报整体反映了营收增长不错,对各种商品和服务的需求也不错,但被较高的输入成本和股市波动所抵消。
伯克夏表示,Geico的损失是由于二手车价格上涨和汽车零部件短缺,推升理赔金额增加。
该公司表示,即使保费增加,有效保单也有所下降,这可能表明该业务正在失去市场份额。
“他们现在处于稍有困难的情况,”凯茜·塞弗特说,并补充说,同样的趋势正波及其他汽车保险公司,但似乎对Geico的打击尤其严重,可能还要观察情况是否进一步恶化。
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E4%BC%AF%E5%85%8B%E5%A4%8F%E9%81%B5%E5%BE%AA%E9%80%A2%E4%BD%8E%E5%85%A5%E5%9C%BA-%E5%B7%B4%E8%8F%B2%E7%89%B9q2%E4%B9%B0%E8%82%A1167%E4%BA%BF
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