小韭菜321的个人主页 - 老虎社区

小韭菜321

暂无个人介绍

IP属地：广东

11关注

1粉丝

0主题

0勋章

09-20

$Tempus AI(TEM)$ 拉爆空头

09-15

$Tempus AI(TEM)$ 拉爆空头

09-12

$Tempus AI(TEM)$ 拉爆空头

09-02

$英伟达(NVDA)$ 英伟达跌下来就是机会

08-03

巴菲特应该是被苹果坑惨了

伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩

07-16

$Tempus AI(TEM)$ 黎明前最后的黑暗

06-21

$伯克希尔B(BRK.B)$ 等巴菲特嘎嘣脆的时候再来抄底

06-14

怕毛啊，坚持后还不是照样冲上70块了

Tempus AI, Inc. 董事 Theodore Leonsis 减持205847股

05-21

$英伟达(NVDA)$ 英伟达废了

05-20

$英伟达(NVDA)$ 空头给点力吧

04-21

$英伟达(NVDA)$ 特朗普这个疯子，会把美股搞废

03-20

$Tempus AI(TEM)$ 不到100不卖

03-14

$Tempus AI(TEM)$ 明明看到几千股几千股地买，怎么股价就是不上去

03-10

$英伟达(NVDA)$ 再也买不到这么便宜的英伟达了

03-04

$Tempus AI(TEM)$ 每次高开都是跳水

02-19

麻烦

Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元

02-14

$Tempus AI(TEM)$ 想加仓，但是又不敢

02-12

$特斯拉(TSLA)$ 清仓了，不行就是不行，亏一点认了，会不会熔断 [开心]

02-04

$苹果(AAPL)$ 差不多就行了，赶紧上去

01-31

$苹果(AAPL)$ 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4192275124635212","uuid":"4192275124635212","gmtCreate":1729171968577,"gmtModify":1730216804798,"name":"小韭菜321","pinyin":"xjc321xiaojiucai321","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":11,"tweetSize":23,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":4,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":480364329521312,"gmtCreate":1758300781439,"gmtModify":1758300783264,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","text":"$Tempus AI(TEM)$ 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480364329521312","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478954786046328,"gmtCreate":1757950621239,"gmtModify":1757950623007,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 拉爆空头","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 拉爆空头","text":"$Tempus AI(TEM)$ 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478954786046328","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477910220628456,"gmtCreate":1757686986069,"gmtModify":1757686987117,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","text":"$Tempus AI(TEM)$ 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477910220628456","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474131618665272,"gmtCreate":1756786285193,"gmtModify":1756786286437,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 英伟达跌下来就是机会","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 英伟达跌下来就是机会","text":"$英伟达(NVDA)$ 英伟达跌下来就是机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/474131618665272","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463569158832200,"gmtCreate":1754182192616,"gmtModify":1754182194243,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"巴菲特应该是被苹果坑惨了","listText":"巴菲特应该是被苹果坑惨了","text":"巴菲特应该是被苹果坑惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463569158832200","repostId":"1161964019","repostType":2,"repost":{"id":"1161964019","kind":"news","pubTimestamp":1754141625,"share":"https://www.laohu8.com/m/news/1161964019?lang=&edition=full","pubTime":"2025-08-02 21:33","market":"us","language":"zh","title":"伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1161964019","media":"华尔街见闻","summary":"伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备为3440亿美元接近历史高位，对特朗普政府实施的严厉关税政策发出强烈警告。\"截至6月底，伯克希尔持有卡夫亨氏27.4%的股份。现金储备三年首次缩水，连续第11个季度净卖出股票第二季度，伯克希尔的现金储备接近历史高位但是为三年来首次下降，在股票市场采取了更加谨慎的态度，成为股票净卖方。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，&#34;几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩&#34;。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。</p></blockquote><p style=\"text-align: justify;\">伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备3440亿美元接近历史高位但为三年来首次下降，对特朗普政府实施的严厉关税政策发出强烈警告。</p><p style=\"text-align: justify;\">8月2日，伯克希尔二季度交出了一份喜忧参半的成绩单。营业利润111.6亿美元较去年同期下降3.8%，虽然降幅有限，但这一数字反映出公司核心业务面临的结构性压力。更值得注意的是，净利润123.7亿美元同比暴跌59%，这一巨幅下滑很大程度上受到投资组合估值变化的拖累。</p><p style=\"text-align: justify;\">伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，&#34;<strong>几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩</strong>&#34;。受贸易政策影响，旗下服装和玩具品牌收入出现不同程度下滑。</p><p style=\"text-align: justify;\">尽管股价较历史高点下跌超过10%，该公司在2025年上半年并未回购任何股票。现年94岁的巴菲特此前宣布将于今年底卸任CEO职务，Greg Abel将接任这一角色。</p><p style=\"text-align: justify;\"><strong>以下为伯克希尔二季度财报要点：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：Q2营收925.15亿美元，市场预期919.63亿美元，上年同期936.53亿美元；</p></li><li><p style=\"text-align: justify;\"><strong>营业利润</strong>：Q2营业利润111.6亿美元，同比下降3.8%；</p></li><li><p style=\"text-align: justify;\"><strong>净利润</strong>：Q2净利润123.7亿美元，市场预期107.03亿美元，上年同期303.48亿美元；上半年净利润170亿美元，同比下降60.6%；</p></li><li><p style=\"text-align: justify;\"><strong>投资净收益</strong>：Q2投资净收益49.7亿美元，上年同期为187.5亿美元；</p></li><li><p style=\"text-align: justify;\"><strong>每股收益</strong>：Q2 EPS为8601美元，市场预期7443美元，上年同期21122美元；</p></li><li><p style=\"text-align: justify;\"><strong>现金储备</strong>：截至二季度末现金及现金等价物达3441亿美元，为三年来首次下降。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b982c5ce8e66a318c9c4acf834053ee0\" title=\"\" tg-width=\"792\" tg-height=\"796\"/></p><p style=\"text-align: justify;\"><strong>核心业务进展</strong></p><ul style=\"\"><li><p><strong>保险承保：</strong>承保利润25亿美元，但因南加州野火损失约12亿美元而拖累业绩；保险承保业务收入19.9亿美元，同比下降12%；保险投资业务收入33.7亿美元，同比增长1.4%；</p></li><li><p><strong>BNSF铁路：</strong>营业效率提升，税后净利润同比增长19.5%至14.7亿美元；</p></li><li><p><strong>伯克希尔能源：</strong>营业利润7.02亿美元，同比增长7.2%；</p></li><li><p style=\"text-align: justify;\"><strong>制造业、服务业及零售业务：</strong>营业利润36亿美元，同比增长6.5%。</p></li></ul><p style=\"text-align: justify;\"><strong>投资组合变化</strong></p><ul style=\"\"><li><p><strong>股票投资收益：</strong>第二季度投资收益64亿美元，但上半年为净损失710万美元；</p></li><li><p><strong>权益法投资重大减值：</strong>对<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>投资确认38亿美元减值损失。</p></li></ul><p style=\"text-align: justify;\">财报显示，从业务板块来看，BNSF铁路运输业务成为最大亮点，<strong>经营收入14.7亿美元，同比增长19%</strong>。这一强劲表现可能反映了美国商品运输需求的复苏，以及BNSF在定价能力方面的优势。</p><p style=\"text-align: justify;\">相比之下，<strong>保险承保业务表现令人失望，营业收入19.9亿美元，同比下降12%</strong>。这一下滑可能反映了保险市场竞争加剧以及理赔成本上升的双重压力。</p><p style=\"text-align: justify;\">不过，保险投资业务收入33.7亿美元，同比小幅增长1.4%，在当前利率环境下这一表现尚可接受。值得关注的是，保险浮存金规模维持在1740亿美元，继续为伯克希尔提供巨额低成本资金用于投资。</p><p style=\"text-align: justify;\">财报还显示，伯克希尔哈撒韦<strong>连续第11个季度净卖出股票，第二季度未进行股票回购</strong>，截至二季度末前五大持仓分别为<strong>美国运通、苹果、美国银行、可口可乐和雪佛龙</strong>。</p><p style=\"text-align: justify;\">此外，该公司还持有<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司的普通股股份，根据权益法进行核算。据伯克希尔披露，截至二季度末，其持有1.516亿股美国运通普通股，占美国运通已发行普通股的21.8%。</p><h2 id=\"id_969553336\">承保业务喜忧参半，巨灾风险管控仍是关键</h2><p style=\"text-align: justify;\">保险承保业务呈现出典型的周期性特征。<strong>汽车保险公司Geico第二季度税前承保收益增长2%至18亿美元</strong>。该部门承保费用在此期间激增40%，因为公司加大支出以增加保单数量。</p><p style=\"text-align: justify;\"><strong>虽然第二季度实现了25亿美元的承保利润，但上半年却因南加州野火造成约12亿美元损失而业绩承压。</strong></p><p style=\"text-align: justify;\">更值得关注的是，<a href=\"https://laohu8.com/S/601099\">太平洋</a>电力公司（PacifiCorp）面临的野火诉讼风险正在积聚。截至目前，该公司已累计计提约27.5亿美元的野火相关损失准备，但诉讼的最终结果仍存在较大不确定性。</p><p style=\"text-align: justify;\">这一情况凸显了伯克希尔在巨灾风险管控方面面临的挑战。虽然公司长期以来以卓越的风险管理能力著称，但气候变化导致的极端天气事件频发，正在重新定义保险行业的风险边界。</p><h2 id=\"id_2797938345\">投资收益波动剧烈，权益法投资遭遇重大减值</h2><p style=\"text-align: justify;\">投资业务的表现可谓冰火两重天。第二季度64亿美元的投资收益主要来自于持有证券市价上涨带来的76亿美元未实现收益，但这种纸面财富的波动性极大。</p><p style=\"text-align: justify;\">更值得关注的是，<strong>公司对卡夫亨氏的投资确认了38亿美元的减值损失。</strong>该公司表示，公允价值的持续下跌以及当前经济和其他不确定性因素，导致其认定这一未实现损失非临时性。</p><p style=\"text-align: justify;\">卡夫亨氏股份一直是巴菲特为数不多的投资败笔之一。自2015年卡夫与亨氏合并创建这家包装食品巨头以来，其股价已下跌62%。同期，标普500指数上涨了202%。</p><p style=\"text-align: justify;\">伯克希尔在文件中表示，除了公允价值持续下跌外，该公司还考虑了伯克希尔放弃在卡夫亨氏董事会席位以及卡夫亨氏正在考虑战略交易等因素。伯克希尔表示：</p><blockquote><p style=\"text-align: justify;\">&#34;鉴于这些因素，以及当前经济和其他不确定性，我们认定未实现损失（即我们投资账面价值与公允价值之间的差异）属于非临时性损失。&#34;</p></blockquote><p style=\"text-align: justify;\">截至6月底，伯克希尔持有卡夫亨氏27.4%的股份。</p><h2 id=\"id_908051281\">现金储备三年首次缩水，连续第11个季度净卖出股票</h2><p style=\"text-align: justify;\">第二季度，伯克希尔的现金储备接近历史高位但为三年来首次下降，在股票市场采取了更加谨慎的态度，成为股票净卖方。</p><p style=\"text-align: justify;\">财报显示，伯克希尔现金储备在截至6月的三个月中下降1%至3440亿美元，这是<strong>三年来资金池首次缩水</strong>。此前，由于巴菲特难以找到投资机会，这些资金一直飙升至历史新高。</p><p style=\"text-align: justify;\">第二季度，伯克希尔在股票市场采取了更加谨慎的做法，<strong>在此期间成为持仓股票的净卖方，抛售了约30亿美元的股票</strong>。</p><p style=\"text-align: justify;\">而且，伯克希尔自身也没有进行任何股票回购。尽管该股在巴菲特5月宣布将于年底卸任首席执行官后下跌12%，但他已在回购方面观望约一年时间。</p><h2 id=\"id_331955462\">运营业务稳中有进，但增长动能有限</h2><p style=\"text-align: justify;\">从运营业务来看，<strong>BNSF铁路业务表现相对亮眼，第二季度税后净利润同比增长19.5%</strong>，主要得益于运营效率提升和生产力改善。但货运量增长相对温和，反映了整体经济增长动能的不足。</p><p style=\"text-align: justify;\">制造业、服务业和零售业务的表现则更为复杂。虽然总体收入有所增长，但不同子行业间分化明显。</p><p style=\"text-align: justify;\">特别是消费产品板块，面临着国际贸易政策不确定性带来的订单延迟和出货推迟等问题，这种外部环境的不确定性正在逐步渗透到公司的各个业务层面。</p><h2 id=\"262e45af\">贸易政策冲击消费品牌业务</h2><p style=\"text-align: justify;\">贸易不确定性对伯克希尔旗下消费品牌造成明显冲击。</p><p style=\"text-align: justify;\">财报显示，服装品牌Fruit of the Loom年内收入下滑11.7%，Garan下降10.1%，玩具品牌Jazwares更是暴跌38.5%。</p><p style=\"text-align: justify;\">公司在财报中明确指出，这些下滑&#34;部分源于国际贸易政策和关税带来的不确定性，导致订单和发货延迟&#34;。据央视新闻，特朗普宣布对多个美国贸易伙伴实施新的关税税率，将于8月7日生效。</p></body></html>","source":"lsy1700700604709","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-02 21:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752521><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，\"几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩\"。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为美国运通、苹果、美国银行、可口可乐和雪佛龙。伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752521\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1b9fef028787bba142fa31212ae49d2","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3752521","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161964019","content_text":"伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，\"几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩\"。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为美国运通、苹果、美国银行、可口可乐和雪佛龙。伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备3440亿美元接近历史高位但为三年来首次下降，对特朗普政府实施的严厉关税政策发出强烈警告。8月2日，伯克希尔二季度交出了一份喜忧参半的成绩单。营业利润111.6亿美元较去年同期下降3.8%，虽然降幅有限，但这一数字反映出公司核心业务面临的结构性压力。更值得注意的是，净利润123.7亿美元同比暴跌59%，这一巨幅下滑很大程度上受到投资组合估值变化的拖累。伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，\"几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩\"。受贸易政策影响，旗下服装和玩具品牌收入出现不同程度下滑。尽管股价较历史高点下跌超过10%，该公司在2025年上半年并未回购任何股票。现年94岁的巴菲特此前宣布将于今年底卸任CEO职务，Greg Abel将接任这一角色。以下为伯克希尔二季度财报要点：营收：Q2营收925.15亿美元，市场预期919.63亿美元，上年同期936.53亿美元；营业利润：Q2营业利润111.6亿美元，同比下降3.8%；净利润：Q2净利润123.7亿美元，市场预期107.03亿美元，上年同期303.48亿美元；上半年净利润170亿美元，同比下降60.6%；投资净收益：Q2投资净收益49.7亿美元，上年同期为187.5亿美元；每股收益：Q2 EPS为8601美元，市场预期7443美元，上年同期21122美元；现金储备：截至二季度末现金及现金等价物达3441亿美元，为三年来首次下降。核心业务进展保险承保：承保利润25亿美元，但因南加州野火损失约12亿美元而拖累业绩；保险承保业务收入19.9亿美元，同比下降12%；保险投资业务收入33.7亿美元，同比增长1.4%；BNSF铁路：营业效率提升，税后净利润同比增长19.5%至14.7亿美元；伯克希尔能源：营业利润7.02亿美元，同比增长7.2%；制造业、服务业及零售业务：营业利润36亿美元，同比增长6.5%。投资组合变化股票投资收益：第二季度投资收益64亿美元，但上半年为净损失710万美元；权益法投资重大减值：对卡夫亨氏投资确认38亿美元减值损失。财报显示，从业务板块来看，BNSF铁路运输业务成为最大亮点，经营收入14.7亿美元，同比增长19%。这一强劲表现可能反映了美国商品运输需求的复苏，以及BNSF在定价能力方面的优势。相比之下，保险承保业务表现令人失望，营业收入19.9亿美元，同比下降12%。这一下滑可能反映了保险市场竞争加剧以及理赔成本上升的双重压力。不过，保险投资业务收入33.7亿美元，同比小幅增长1.4%，在当前利率环境下这一表现尚可接受。值得关注的是，保险浮存金规模维持在1740亿美元，继续为伯克希尔提供巨额低成本资金用于投资。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为美国运通、苹果、美国银行、可口可乐和雪佛龙。此外，该公司还持有西方石油公司的普通股股份，根据权益法进行核算。据伯克希尔披露，截至二季度末，其持有1.516亿股美国运通普通股，占美国运通已发行普通股的21.8%。承保业务喜忧参半，巨灾风险管控仍是关键保险承保业务呈现出典型的周期性特征。汽车保险公司Geico第二季度税前承保收益增长2%至18亿美元。该部门承保费用在此期间激增40%，因为公司加大支出以增加保单数量。虽然第二季度实现了25亿美元的承保利润，但上半年却因南加州野火造成约12亿美元损失而业绩承压。更值得关注的是，太平洋电力公司（PacifiCorp）面临的野火诉讼风险正在积聚。截至目前，该公司已累计计提约27.5亿美元的野火相关损失准备，但诉讼的最终结果仍存在较大不确定性。这一情况凸显了伯克希尔在巨灾风险管控方面面临的挑战。虽然公司长期以来以卓越的风险管理能力著称，但气候变化导致的极端天气事件频发，正在重新定义保险行业的风险边界。投资收益波动剧烈，权益法投资遭遇重大减值投资业务的表现可谓冰火两重天。第二季度64亿美元的投资收益主要来自于持有证券市价上涨带来的76亿美元未实现收益，但这种纸面财富的波动性极大。更值得关注的是，公司对卡夫亨氏的投资确认了38亿美元的减值损失。该公司表示，公允价值的持续下跌以及当前经济和其他不确定性因素，导致其认定这一未实现损失非临时性。卡夫亨氏股份一直是巴菲特为数不多的投资败笔之一。自2015年卡夫与亨氏合并创建这家包装食品巨头以来，其股价已下跌62%。同期，标普500指数上涨了202%。伯克希尔在文件中表示，除了公允价值持续下跌外，该公司还考虑了伯克希尔放弃在卡夫亨氏董事会席位以及卡夫亨氏正在考虑战略交易等因素。伯克希尔表示：\"鉴于这些因素，以及当前经济和其他不确定性，我们认定未实现损失（即我们投资账面价值与公允价值之间的差异）属于非临时性损失。\"截至6月底，伯克希尔持有卡夫亨氏27.4%的股份。现金储备三年首次缩水，连续第11个季度净卖出股票第二季度，伯克希尔的现金储备接近历史高位但为三年来首次下降，在股票市场采取了更加谨慎的态度，成为股票净卖方。财报显示，伯克希尔现金储备在截至6月的三个月中下降1%至3440亿美元，这是三年来资金池首次缩水。此前，由于巴菲特难以找到投资机会，这些资金一直飙升至历史新高。第二季度，伯克希尔在股票市场采取了更加谨慎的做法，在此期间成为持仓股票的净卖方，抛售了约30亿美元的股票。而且，伯克希尔自身也没有进行任何股票回购。尽管该股在巴菲特5月宣布将于年底卸任首席执行官后下跌12%，但他已在回购方面观望约一年时间。运营业务稳中有进，但增长动能有限从运营业务来看，BNSF铁路业务表现相对亮眼，第二季度税后净利润同比增长19.5%，主要得益于运营效率提升和生产力改善。但货运量增长相对温和，反映了整体经济增长动能的不足。制造业、服务业和零售业务的表现则更为复杂。虽然总体收入有所增长，但不同子行业间分化明显。特别是消费产品板块，面临着国际贸易政策不确定性带来的订单延迟和出货推迟等问题，这种外部环境的不确定性正在逐步渗透到公司的各个业务层面。贸易政策冲击消费品牌业务贸易不确定性对伯克希尔旗下消费品牌造成明显冲击。财报显示，服装品牌Fruit of the Loom年内收入下滑11.7%，Garan下降10.1%，玩具品牌Jazwares更是暴跌38.5%。公司在财报中明确指出，这些下滑\"部分源于国际贸易政策和关税带来的不确定性，导致订单和发货延迟\"。据央视新闻，特朗普宣布对多个美国贸易伙伴实施新的关税税率，将于8月7日生效。","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457118950461976,"gmtCreate":1752637992236,"gmtModify":1752637993456,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 黎明前最后的黑暗","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 黎明前最后的黑暗","text":"$Tempus AI(TEM)$ 黎明前最后的黑暗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457118950461976","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448285576786416,"gmtCreate":1750471603215,"gmtModify":1750471604411,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等巴菲特嘎嘣脆的时候再来抄底","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等巴菲特嘎嘣脆的时候再来抄底","text":"$伯克希尔B(BRK.B)$ 等巴菲特嘎嘣脆的时候再来抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448285576786416","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445861534872096,"gmtCreate":1749858612397,"gmtModify":1749858613359,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"怕毛啊，坚持后还不是照样冲上70块了","listText":"怕毛啊，坚持后还不是照样冲上70块了","text":"怕毛啊，坚持后还不是照样冲上70块了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445861534872096","repostId":"1111885307","repostType":2,"repost":{"id":"1111885307","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1749852087,"share":"https://www.laohu8.com/m/news/1111885307?lang=&edition=full","pubTime":"2025-06-14 06:01","market":"us","language":"zh","title":"Tempus AI, Inc. 董事 Theodore Leonsis 减持205847股","url":"https://stock-news.laohu8.com/highlight/detail?id=1111885307","media":"老虎公告助手","summary":"Tempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。","content":"Tempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tempus AI, Inc. 董事 Theodore Leonsis 减持205847股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTempus AI, Inc. 董事 Theodore Leonsis 减持205847股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-06-14 06:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nTempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111885307","content_text":"Tempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437485899059600,"gmtCreate":1747838908836,"gmtModify":1747838910243,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达废了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达废了","text":"$英伟达(NVDA)$ 英伟达废了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437485899059600","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437221107843912,"gmtCreate":1747756458384,"gmtModify":1747756459799,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 空头给点力吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 空头给点力吧","text":"$英伟达(NVDA)$ 空头给点力吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437221107843912","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426752306782840,"gmtCreate":1745210978556,"gmtModify":1745211207181,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 特朗普这个疯子，会把美股搞废","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 特朗普这个疯子，会把美股搞废","text":"$英伟达(NVDA)$ 特朗普这个疯子，会把美股搞废","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/426752306782840","isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"content":"他甩锅给了美联储","text":"他甩锅给了美联储","html":"他甩锅给了美联储"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415268404765144,"gmtCreate":1742403716604,"gmtModify":1742403717844,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 不到100不卖","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 不到100不卖","text":"$Tempus AI(TEM)$ 不到100不卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415268404765144","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413082860884480,"gmtCreate":1741882057073,"gmtModify":1741882058379,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 明明看到几千股几千股地买，怎么股价就是不上去","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 明明看到几千股几千股地买，怎么股价就是不上去","text":"$Tempus AI(TEM)$ 明明看到几千股几千股地买，怎么股价就是不上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413082860884480","isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412059653226728,"gmtCreate":1741620809925,"gmtModify":1741620811408,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 再也买不到这么便宜的英伟达了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 再也买不到这么便宜的英伟达了","text":"$英伟达(NVDA)$ 再也买不到这么便宜的英伟达了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/412059653226728","isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"放弃幻想","avatar":"https://static.tigerbbs.com/0db9b5345a2a7691479d421fdcbd7505","crmLevel":6,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"前几天110的时候就有人说过","text":"前几天110的时候就有人说过","html":"前几天110的时候就有人说过"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409638212420024,"gmtCreate":1741019060349,"gmtModify":1741019061678,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a>&nbsp; 每次高开都是跳水","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a>&nbsp; 每次高开都是跳水","text":"$Tempus AI(TEM)$ 每次高开都是跳水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409638212420024","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405218422702296,"gmtCreate":1739954455002,"gmtModify":1739954456912,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"麻烦","listText":"麻烦","text":"麻烦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405218422702296","repostId":"1147940482","repostType":2,"repost":{"id":"1147940482","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1739953570,"share":"https://www.laohu8.com/m/news/1147940482?lang=&edition=full","pubTime":"2025-02-19 16:26","market":"us","language":"zh","title":"Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1147940482","media":"老虎公告助手","summary":"Tempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。","content":"Tempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-02-19 16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nTempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147940482","content_text":"Tempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403432254443768,"gmtCreate":1739512307266,"gmtModify":1739512308455,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 想加仓，但是又不敢","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 想加仓，但是又不敢","text":"$Tempus AI(TEM)$ 想加仓，但是又不敢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403432254443768","isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402553123623536,"gmtCreate":1739298315098,"gmtModify":1739298316641,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 清仓了，不行就是不行，亏一点认了，会不会熔断 [开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 清仓了，不行就是不行，亏一点认了，会不会熔断 [开心]&nbsp;&nbsp;","text":"$特斯拉(TSLA)$ 清仓了，不行就是不行，亏一点认了，会不会熔断 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402553123623536","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399697767272848,"gmtCreate":1738604746911,"gmtModify":1738604748039,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp; 差不多就行了，赶紧上去","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp; 差不多就行了，赶紧上去","text":"$苹果(AAPL)$ 差不多就行了，赶紧上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399697767272848","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398598853648920,"gmtCreate":1738336586960,"gmtModify":1738336724190,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌","text":"$苹果(AAPL)$ 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398598853648920","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":426752306782840,"gmtCreate":1745210978556,"gmtModify":1745211207181,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 特朗普这个疯子，会把美股搞废","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 特朗普这个疯子，会把美股搞废","text":"$英伟达(NVDA)$ 特朗普这个疯子，会把美股搞废","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/426752306782840","isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"content":"他甩锅给了美联储","text":"他甩锅给了美联储","html":"他甩锅给了美联储"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412059653226728,"gmtCreate":1741620809925,"gmtModify":1741620811408,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 再也买不到这么便宜的英伟达了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 再也买不到这么便宜的英伟达了","text":"$英伟达(NVDA)$ 再也买不到这么便宜的英伟达了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/412059653226728","isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"放弃幻想","avatar":"https://static.tigerbbs.com/0db9b5345a2a7691479d421fdcbd7505","crmLevel":6,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"前几天110的时候就有人说过","text":"前几天110的时候就有人说过","html":"前几天110的时候就有人说过"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448285576786416,"gmtCreate":1750471603215,"gmtModify":1750471604411,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等巴菲特嘎嘣脆的时候再来抄底","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$&nbsp;</a><v-v data-views=\"0\"></v-v> 等巴菲特嘎嘣脆的时候再来抄底","text":"$伯克希尔B(BRK.B)$ 等巴菲特嘎嘣脆的时候再来抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448285576786416","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474131618665272,"gmtCreate":1756786285193,"gmtModify":1756786286437,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 英伟达跌下来就是机会","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 英伟达跌下来就是机会","text":"$英伟达(NVDA)$ 英伟达跌下来就是机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/474131618665272","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477910220628456,"gmtCreate":1757686986069,"gmtModify":1757686987117,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","text":"$Tempus AI(TEM)$ 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477910220628456","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437221107843912,"gmtCreate":1747756458384,"gmtModify":1747756459799,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 空头给点力吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 空头给点力吧","text":"$英伟达(NVDA)$ 空头给点力吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/437221107843912","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480364329521312,"gmtCreate":1758300781439,"gmtModify":1758300783264,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 拉爆空头","text":"$Tempus AI(TEM)$ 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480364329521312","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399697767272848,"gmtCreate":1738604746911,"gmtModify":1738604748039,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp; 差不多就行了，赶紧上去","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp; 差不多就行了，赶紧上去","text":"$苹果(AAPL)$ 差不多就行了，赶紧上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399697767272848","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398598853648920,"gmtCreate":1738336586960,"gmtModify":1738336724190,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌","text":"$苹果(AAPL)$ 华尔街的机构吃人的，盘前高开个点，然后机构集体唱多，开盘马上狂跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398598853648920","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478954786046328,"gmtCreate":1757950621239,"gmtModify":1757950623007,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 拉爆空头","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 拉爆空头","text":"$Tempus AI(TEM)$ 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478954786046328","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463569158832200,"gmtCreate":1754182192616,"gmtModify":1754182194243,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"巴菲特应该是被苹果坑惨了","listText":"巴菲特应该是被苹果坑惨了","text":"巴菲特应该是被苹果坑惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463569158832200","repostId":"1161964019","repostType":2,"repost":{"id":"1161964019","kind":"news","pubTimestamp":1754141625,"share":"https://www.laohu8.com/m/news/1161964019?lang=&edition=full","pubTime":"2025-08-02 21:33","market":"us","language":"zh","title":"伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1161964019","media":"华尔街见闻","summary":"伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备为3440亿美元接近历史高位，对特朗普政府实施的严厉关税政策发出强烈警告。\"截至6月底，伯克希尔持有卡夫亨氏27.4%的股份。现金储备三年首次缩水，连续第11个季度净卖出股票第二季度，伯克希尔的现金储备接近历史高位但是为三年来首次下降，在股票市场采取了更加谨慎的态度，成为股票净卖方。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，&#34;几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩&#34;。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>。</p></blockquote><p style=\"text-align: justify;\">伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备3440亿美元接近历史高位但为三年来首次下降，对特朗普政府实施的严厉关税政策发出强烈警告。</p><p style=\"text-align: justify;\">8月2日，伯克希尔二季度交出了一份喜忧参半的成绩单。营业利润111.6亿美元较去年同期下降3.8%，虽然降幅有限，但这一数字反映出公司核心业务面临的结构性压力。更值得注意的是，净利润123.7亿美元同比暴跌59%，这一巨幅下滑很大程度上受到投资组合估值变化的拖累。</p><p style=\"text-align: justify;\">伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，&#34;<strong>几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩</strong>&#34;。受贸易政策影响，旗下服装和玩具品牌收入出现不同程度下滑。</p><p style=\"text-align: justify;\">尽管股价较历史高点下跌超过10%，该公司在2025年上半年并未回购任何股票。现年94岁的巴菲特此前宣布将于今年底卸任CEO职务，Greg Abel将接任这一角色。</p><p style=\"text-align: justify;\"><strong>以下为伯克希尔二季度财报要点：</strong></p><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：Q2营收925.15亿美元，市场预期919.63亿美元，上年同期936.53亿美元；</p></li><li><p style=\"text-align: justify;\"><strong>营业利润</strong>：Q2营业利润111.6亿美元，同比下降3.8%；</p></li><li><p style=\"text-align: justify;\"><strong>净利润</strong>：Q2净利润123.7亿美元，市场预期107.03亿美元，上年同期303.48亿美元；上半年净利润170亿美元，同比下降60.6%；</p></li><li><p style=\"text-align: justify;\"><strong>投资净收益</strong>：Q2投资净收益49.7亿美元，上年同期为187.5亿美元；</p></li><li><p style=\"text-align: justify;\"><strong>每股收益</strong>：Q2 EPS为8601美元，市场预期7443美元，上年同期21122美元；</p></li><li><p style=\"text-align: justify;\"><strong>现金储备</strong>：截至二季度末现金及现金等价物达3441亿美元，为三年来首次下降。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b982c5ce8e66a318c9c4acf834053ee0\" title=\"\" tg-width=\"792\" tg-height=\"796\"/></p><p style=\"text-align: justify;\"><strong>核心业务进展</strong></p><ul style=\"\"><li><p><strong>保险承保：</strong>承保利润25亿美元，但因南加州野火损失约12亿美元而拖累业绩；保险承保业务收入19.9亿美元，同比下降12%；保险投资业务收入33.7亿美元，同比增长1.4%；</p></li><li><p><strong>BNSF铁路：</strong>营业效率提升，税后净利润同比增长19.5%至14.7亿美元；</p></li><li><p><strong>伯克希尔能源：</strong>营业利润7.02亿美元，同比增长7.2%；</p></li><li><p style=\"text-align: justify;\"><strong>制造业、服务业及零售业务：</strong>营业利润36亿美元，同比增长6.5%。</p></li></ul><p style=\"text-align: justify;\"><strong>投资组合变化</strong></p><ul style=\"\"><li><p><strong>股票投资收益：</strong>第二季度投资收益64亿美元，但上半年为净损失710万美元；</p></li><li><p><strong>权益法投资重大减值：</strong>对<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>投资确认38亿美元减值损失。</p></li></ul><p style=\"text-align: justify;\">财报显示，从业务板块来看，BNSF铁路运输业务成为最大亮点，<strong>经营收入14.7亿美元，同比增长19%</strong>。这一强劲表现可能反映了美国商品运输需求的复苏，以及BNSF在定价能力方面的优势。</p><p style=\"text-align: justify;\">相比之下，<strong>保险承保业务表现令人失望，营业收入19.9亿美元，同比下降12%</strong>。这一下滑可能反映了保险市场竞争加剧以及理赔成本上升的双重压力。</p><p style=\"text-align: justify;\">不过，保险投资业务收入33.7亿美元，同比小幅增长1.4%，在当前利率环境下这一表现尚可接受。值得关注的是，保险浮存金规模维持在1740亿美元，继续为伯克希尔提供巨额低成本资金用于投资。</p><p style=\"text-align: justify;\">财报还显示，伯克希尔哈撒韦<strong>连续第11个季度净卖出股票，第二季度未进行股票回购</strong>，截至二季度末前五大持仓分别为<strong>美国运通、苹果、美国银行、可口可乐和雪佛龙</strong>。</p><p style=\"text-align: justify;\">此外，该公司还持有<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司的普通股股份，根据权益法进行核算。据伯克希尔披露，截至二季度末，其持有1.516亿股美国运通普通股，占美国运通已发行普通股的21.8%。</p><h2 id=\"id_969553336\">承保业务喜忧参半，巨灾风险管控仍是关键</h2><p style=\"text-align: justify;\">保险承保业务呈现出典型的周期性特征。<strong>汽车保险公司Geico第二季度税前承保收益增长2%至18亿美元</strong>。该部门承保费用在此期间激增40%，因为公司加大支出以增加保单数量。</p><p style=\"text-align: justify;\"><strong>虽然第二季度实现了25亿美元的承保利润，但上半年却因南加州野火造成约12亿美元损失而业绩承压。</strong></p><p style=\"text-align: justify;\">更值得关注的是，<a href=\"https://laohu8.com/S/601099\">太平洋</a>电力公司（PacifiCorp）面临的野火诉讼风险正在积聚。截至目前，该公司已累计计提约27.5亿美元的野火相关损失准备，但诉讼的最终结果仍存在较大不确定性。</p><p style=\"text-align: justify;\">这一情况凸显了伯克希尔在巨灾风险管控方面面临的挑战。虽然公司长期以来以卓越的风险管理能力著称，但气候变化导致的极端天气事件频发，正在重新定义保险行业的风险边界。</p><h2 id=\"id_2797938345\">投资收益波动剧烈，权益法投资遭遇重大减值</h2><p style=\"text-align: justify;\">投资业务的表现可谓冰火两重天。第二季度64亿美元的投资收益主要来自于持有证券市价上涨带来的76亿美元未实现收益，但这种纸面财富的波动性极大。</p><p style=\"text-align: justify;\">更值得关注的是，<strong>公司对卡夫亨氏的投资确认了38亿美元的减值损失。</strong>该公司表示，公允价值的持续下跌以及当前经济和其他不确定性因素，导致其认定这一未实现损失非临时性。</p><p style=\"text-align: justify;\">卡夫亨氏股份一直是巴菲特为数不多的投资败笔之一。自2015年卡夫与亨氏合并创建这家包装食品巨头以来，其股价已下跌62%。同期，标普500指数上涨了202%。</p><p style=\"text-align: justify;\">伯克希尔在文件中表示，除了公允价值持续下跌外，该公司还考虑了伯克希尔放弃在卡夫亨氏董事会席位以及卡夫亨氏正在考虑战略交易等因素。伯克希尔表示：</p><blockquote><p style=\"text-align: justify;\">&#34;鉴于这些因素，以及当前经济和其他不确定性，我们认定未实现损失（即我们投资账面价值与公允价值之间的差异）属于非临时性损失。&#34;</p></blockquote><p style=\"text-align: justify;\">截至6月底，伯克希尔持有卡夫亨氏27.4%的股份。</p><h2 id=\"id_908051281\">现金储备三年首次缩水，连续第11个季度净卖出股票</h2><p style=\"text-align: justify;\">第二季度，伯克希尔的现金储备接近历史高位但为三年来首次下降，在股票市场采取了更加谨慎的态度，成为股票净卖方。</p><p style=\"text-align: justify;\">财报显示，伯克希尔现金储备在截至6月的三个月中下降1%至3440亿美元，这是<strong>三年来资金池首次缩水</strong>。此前，由于巴菲特难以找到投资机会，这些资金一直飙升至历史新高。</p><p style=\"text-align: justify;\">第二季度，伯克希尔在股票市场采取了更加谨慎的做法，<strong>在此期间成为持仓股票的净卖方，抛售了约30亿美元的股票</strong>。</p><p style=\"text-align: justify;\">而且，伯克希尔自身也没有进行任何股票回购。尽管该股在巴菲特5月宣布将于年底卸任首席执行官后下跌12%，但他已在回购方面观望约一年时间。</p><h2 id=\"id_331955462\">运营业务稳中有进，但增长动能有限</h2><p style=\"text-align: justify;\">从运营业务来看，<strong>BNSF铁路业务表现相对亮眼，第二季度税后净利润同比增长19.5%</strong>，主要得益于运营效率提升和生产力改善。但货运量增长相对温和，反映了整体经济增长动能的不足。</p><p style=\"text-align: justify;\">制造业、服务业和零售业务的表现则更为复杂。虽然总体收入有所增长，但不同子行业间分化明显。</p><p style=\"text-align: justify;\">特别是消费产品板块，面临着国际贸易政策不确定性带来的订单延迟和出货推迟等问题，这种外部环境的不确定性正在逐步渗透到公司的各个业务层面。</p><h2 id=\"262e45af\">贸易政策冲击消费品牌业务</h2><p style=\"text-align: justify;\">贸易不确定性对伯克希尔旗下消费品牌造成明显冲击。</p><p style=\"text-align: justify;\">财报显示，服装品牌Fruit of the Loom年内收入下滑11.7%，Garan下降10.1%，玩具品牌Jazwares更是暴跌38.5%。</p><p style=\"text-align: justify;\">公司在财报中明确指出，这些下滑&#34;部分源于国际贸易政策和关税带来的不确定性，导致订单和发货延迟&#34;。据央视新闻，特朗普宣布对多个美国贸易伙伴实施新的关税税率，将于8月7日生效。</p></body></html>","source":"lsy1700700604709","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔Q2净利润暴跌59%，现金储备接近历史高位，警告关税将打击业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-02 21:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752521><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，\"几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩\"。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为美国运通、苹果、美国银行、可口可乐和雪佛龙。伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752521\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1b9fef028787bba142fa31212ae49d2","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3752521","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161964019","content_text":"伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，\"几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩\"。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为美国运通、苹果、美国银行、可口可乐和雪佛龙。伯克希尔Q2营业利润同比下降3.8%，净利润暴跌59%，现金储备3440亿美元接近历史高位但为三年来首次下降，对特朗普政府实施的严厉关税政策发出强烈警告。8月2日，伯克希尔二季度交出了一份喜忧参半的成绩单。营业利润111.6亿美元较去年同期下降3.8%，虽然降幅有限，但这一数字反映出公司核心业务面临的结构性压力。更值得注意的是，净利润123.7亿美元同比暴跌59%，这一巨幅下滑很大程度上受到投资组合估值变化的拖累。伯克希尔在财报中称，关税等国际贸易政策紧张局势在2025年上半年加速发展，对其多元化业务构成威胁，警告称，\"几乎所有经营业务以及股票投资都可能面临不利后果，这可能显著影响未来业绩\"。受贸易政策影响，旗下服装和玩具品牌收入出现不同程度下滑。尽管股价较历史高点下跌超过10%，该公司在2025年上半年并未回购任何股票。现年94岁的巴菲特此前宣布将于今年底卸任CEO职务，Greg Abel将接任这一角色。以下为伯克希尔二季度财报要点：营收：Q2营收925.15亿美元，市场预期919.63亿美元，上年同期936.53亿美元；营业利润：Q2营业利润111.6亿美元，同比下降3.8%；净利润：Q2净利润123.7亿美元，市场预期107.03亿美元，上年同期303.48亿美元；上半年净利润170亿美元，同比下降60.6%；投资净收益：Q2投资净收益49.7亿美元，上年同期为187.5亿美元；每股收益：Q2 EPS为8601美元，市场预期7443美元，上年同期21122美元；现金储备：截至二季度末现金及现金等价物达3441亿美元，为三年来首次下降。核心业务进展保险承保：承保利润25亿美元，但因南加州野火损失约12亿美元而拖累业绩；保险承保业务收入19.9亿美元，同比下降12%；保险投资业务收入33.7亿美元，同比增长1.4%；BNSF铁路：营业效率提升，税后净利润同比增长19.5%至14.7亿美元；伯克希尔能源：营业利润7.02亿美元，同比增长7.2%；制造业、服务业及零售业务：营业利润36亿美元，同比增长6.5%。投资组合变化股票投资收益：第二季度投资收益64亿美元，但上半年为净损失710万美元；权益法投资重大减值：对卡夫亨氏投资确认38亿美元减值损失。财报显示，从业务板块来看，BNSF铁路运输业务成为最大亮点，经营收入14.7亿美元，同比增长19%。这一强劲表现可能反映了美国商品运输需求的复苏，以及BNSF在定价能力方面的优势。相比之下，保险承保业务表现令人失望，营业收入19.9亿美元，同比下降12%。这一下滑可能反映了保险市场竞争加剧以及理赔成本上升的双重压力。不过，保险投资业务收入33.7亿美元，同比小幅增长1.4%，在当前利率环境下这一表现尚可接受。值得关注的是，保险浮存金规模维持在1740亿美元，继续为伯克希尔提供巨额低成本资金用于投资。财报还显示，伯克希尔哈撒韦连续第11个季度净卖出股票，第二季度未进行股票回购，截至二季度末前五大持仓分别为美国运通、苹果、美国银行、可口可乐和雪佛龙。此外，该公司还持有西方石油公司的普通股股份，根据权益法进行核算。据伯克希尔披露，截至二季度末，其持有1.516亿股美国运通普通股，占美国运通已发行普通股的21.8%。承保业务喜忧参半，巨灾风险管控仍是关键保险承保业务呈现出典型的周期性特征。汽车保险公司Geico第二季度税前承保收益增长2%至18亿美元。该部门承保费用在此期间激增40%，因为公司加大支出以增加保单数量。虽然第二季度实现了25亿美元的承保利润，但上半年却因南加州野火造成约12亿美元损失而业绩承压。更值得关注的是，太平洋电力公司（PacifiCorp）面临的野火诉讼风险正在积聚。截至目前，该公司已累计计提约27.5亿美元的野火相关损失准备，但诉讼的最终结果仍存在较大不确定性。这一情况凸显了伯克希尔在巨灾风险管控方面面临的挑战。虽然公司长期以来以卓越的风险管理能力著称，但气候变化导致的极端天气事件频发，正在重新定义保险行业的风险边界。投资收益波动剧烈，权益法投资遭遇重大减值投资业务的表现可谓冰火两重天。第二季度64亿美元的投资收益主要来自于持有证券市价上涨带来的76亿美元未实现收益，但这种纸面财富的波动性极大。更值得关注的是，公司对卡夫亨氏的投资确认了38亿美元的减值损失。该公司表示，公允价值的持续下跌以及当前经济和其他不确定性因素，导致其认定这一未实现损失非临时性。卡夫亨氏股份一直是巴菲特为数不多的投资败笔之一。自2015年卡夫与亨氏合并创建这家包装食品巨头以来，其股价已下跌62%。同期，标普500指数上涨了202%。伯克希尔在文件中表示，除了公允价值持续下跌外，该公司还考虑了伯克希尔放弃在卡夫亨氏董事会席位以及卡夫亨氏正在考虑战略交易等因素。伯克希尔表示：\"鉴于这些因素，以及当前经济和其他不确定性，我们认定未实现损失（即我们投资账面价值与公允价值之间的差异）属于非临时性损失。\"截至6月底，伯克希尔持有卡夫亨氏27.4%的股份。现金储备三年首次缩水，连续第11个季度净卖出股票第二季度，伯克希尔的现金储备接近历史高位但为三年来首次下降，在股票市场采取了更加谨慎的态度，成为股票净卖方。财报显示，伯克希尔现金储备在截至6月的三个月中下降1%至3440亿美元，这是三年来资金池首次缩水。此前，由于巴菲特难以找到投资机会，这些资金一直飙升至历史新高。第二季度，伯克希尔在股票市场采取了更加谨慎的做法，在此期间成为持仓股票的净卖方，抛售了约30亿美元的股票。而且，伯克希尔自身也没有进行任何股票回购。尽管该股在巴菲特5月宣布将于年底卸任首席执行官后下跌12%，但他已在回购方面观望约一年时间。运营业务稳中有进，但增长动能有限从运营业务来看，BNSF铁路业务表现相对亮眼，第二季度税后净利润同比增长19.5%，主要得益于运营效率提升和生产力改善。但货运量增长相对温和，反映了整体经济增长动能的不足。制造业、服务业和零售业务的表现则更为复杂。虽然总体收入有所增长，但不同子行业间分化明显。特别是消费产品板块，面临着国际贸易政策不确定性带来的订单延迟和出货推迟等问题，这种外部环境的不确定性正在逐步渗透到公司的各个业务层面。贸易政策冲击消费品牌业务贸易不确定性对伯克希尔旗下消费品牌造成明显冲击。财报显示，服装品牌Fruit of the Loom年内收入下滑11.7%，Garan下降10.1%，玩具品牌Jazwares更是暴跌38.5%。公司在财报中明确指出，这些下滑\"部分源于国际贸易政策和关税带来的不确定性，导致订单和发货延迟\"。据央视新闻，特朗普宣布对多个美国贸易伙伴实施新的关税税率，将于8月7日生效。","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457118950461976,"gmtCreate":1752637992236,"gmtModify":1752637993456,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 黎明前最后的黑暗","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 黎明前最后的黑暗","text":"$Tempus AI(TEM)$ 黎明前最后的黑暗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457118950461976","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445861534872096,"gmtCreate":1749858612397,"gmtModify":1749858613359,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"怕毛啊，坚持后还不是照样冲上70块了","listText":"怕毛啊，坚持后还不是照样冲上70块了","text":"怕毛啊，坚持后还不是照样冲上70块了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445861534872096","repostId":"1111885307","repostType":2,"repost":{"id":"1111885307","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1749852087,"share":"https://www.laohu8.com/m/news/1111885307?lang=&edition=full","pubTime":"2025-06-14 06:01","market":"us","language":"zh","title":"Tempus AI, Inc. 董事 Theodore Leonsis 减持205847股","url":"https://stock-news.laohu8.com/highlight/detail?id=1111885307","media":"老虎公告助手","summary":"Tempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。","content":"Tempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tempus AI, Inc. 董事 Theodore Leonsis 减持205847股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTempus AI, Inc. 董事 Theodore Leonsis 减持205847股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-06-14 06:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nTempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111885307","content_text":"Tempus AI, Inc. 董事 Theodore Leonsis 于2025年6月11日进行了两次减持，共减持205847股Class A普通股，分别以67.59美元及68.27美元出售。这次减持可能对公司股票价格造成一定压力，投资者需密切关注。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437485899059600,"gmtCreate":1747838908836,"gmtModify":1747838910243,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达废了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 英伟达废了","text":"$英伟达(NVDA)$ 英伟达废了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437485899059600","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365385981010120,"gmtCreate":1730240469079,"gmtModify":1730252330152,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a> 做空的朋友们还好吗","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a> 做空的朋友们还好吗","text":"$黄金/美元(XAUUSD.FOREX)$ 做空的朋友们还好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365385981010120","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415268404765144,"gmtCreate":1742403716604,"gmtModify":1742403717844,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 不到100不卖","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 不到100不卖","text":"$Tempus AI(TEM)$ 不到100不卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415268404765144","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413082860884480,"gmtCreate":1741882057073,"gmtModify":1741882058379,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 明明看到几千股几千股地买，怎么股价就是不上去","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 明明看到几千股几千股地买，怎么股价就是不上去","text":"$Tempus AI(TEM)$ 明明看到几千股几千股地买，怎么股价就是不上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413082860884480","isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409638212420024,"gmtCreate":1741019060349,"gmtModify":1741019061678,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a>&nbsp; 每次高开都是跳水","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a>&nbsp; 每次高开都是跳水","text":"$Tempus AI(TEM)$ 每次高开都是跳水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409638212420024","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405218422702296,"gmtCreate":1739954455002,"gmtModify":1739954456912,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"麻烦","listText":"麻烦","text":"麻烦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405218422702296","repostId":"1147940482","repostType":2,"repost":{"id":"1147940482","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1739953570,"share":"https://www.laohu8.com/m/news/1147940482?lang=&edition=full","pubTime":"2025-02-19 16:26","market":"us","language":"zh","title":"Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1147940482","media":"老虎公告助手","summary":"Tempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。","content":"Tempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | Tempus AI高管 Eric Lefkofsky 拟减持535,000股，总价约3809万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-02-19 16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nTempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147940482","content_text":"Tempus AI高管 Eric Lefkofsky 拟于2025年2月12日出售535,000股公司A类普通股，总市值约为38,097,350美元。Eric Lefkofsky 是公司高管及董事。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403432254443768,"gmtCreate":1739512307266,"gmtModify":1739512308455,"author":{"id":"4192275124635212","authorId":"4192275124635212","name":"小韭菜321","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192275124635212","authorIdStr":"4192275124635212"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 想加仓，但是又不敢","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a> 想加仓，但是又不敢","text":"$Tempus AI(TEM)$ 想加仓，但是又不敢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403432254443768","isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}