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巴郡股價跌3% 因3.8億美元減值及季度營運利潤下滑引發市場憂慮

周一下午，華倫·巴菲特掌舵的伯克希爾哈撒韋公司（Berkshire Hathaway）A類股股價下跌3%。投資者擔心該公司於週六披露的38億美元減值損失及季度營運利潤下降，令市場信心受挫。

這次減值主要源自伯克希爾持有的27.4%卡夫亨氏（Kraft Heinz）股份，這是該公司第二次對該投資進行大幅減值，反映出該投資價值大幅下滑。早在2019年，伯克希爾已對卡夫亨氏進行過30億美元的減值。

此外，伯克希爾報告其營運收入較去年同期下降4%，由116億美元減至較低水平。這主要是因為承保保費減少，加上貿易政策不確定性拖累了伯克希爾旗下多數消費品業務的表現。

這家總部位於內布拉斯加州奧馬哈的集團，自2024年5月以來未再回購任何股份，並表示在關稅及經濟增長持續存在不明朗因素下，對市場估值保持謹慎態度。

巴郡A股表現落後大市巴菲特宣布年底退休影響股價

今年以來，伯克希爾A類股累計升幅約2%，但仍落後於標普500指數。自巴菲特宣布將於年底辭任集團CEO後，股價更出現回調。這位94歲的投資大師，已領導公司超過五十載，其退休消息對市場影響深遠。

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評論與分析：

伯克希爾哈撒韋這次再次對卡夫亨氏進行大幅減值，顯示其在消費品領域的投資正面臨嚴峻挑戰。卡夫亨氏作為曾經的行業巨頭，如今卻因市場競爭激烈、消費者偏好改變及供應鏈問題而價值下滑，這反映出即使是巴菲特這樣的長期價值投資者，也難以完全避免行業結構性風險。

同時，伯克希爾營運利潤下滑，部分原因是貿易政策不確定性，提醒我們全球經濟環境依然充滿變數。這種宏觀不穩定因素，對多元化企業集團的影響尤為明顯，尤其是那些依賴全球供應鏈和消費市場的業務。

巴菲特宣布退休，象徵著一個時代的結束，也為伯克希爾未來的方向投下問號。投資者將密切關注新任領導層如何延續巴菲特的投資哲學，並應對當前及未來的市場挑戰。

最後，伯克希爾的謹慎態度及暫停回購股票，反映出管理層對當前高估值及經濟前景的不確定感。這或許是提醒投資者，在市場熱潮背後，仍需警惕潛在風險，慎選投資標的。

總括而言，這次事件不僅是伯克希爾的財務調整，更是全球投資環境波動的縮影。投資者應從中汲取教訓，平衡風險與機會，並關注企業如何在變局中尋求持續增長。

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${ "intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.", "subject": { "identity": "A stylish beautiful woman portrayed as Cleopatra, the eternal Queen of Egypt, radiating supreme authority, elegance, and divine power.", "angle": "Full-body editorial portrait captured at a cinematic 3/4 angle, both Cleopatra and the horse positioned diagonally, rendered in ultra-crisp clarity with no blur.", "pose": { "body_position": "She is riding a majestic white horse, seated confidently with impeccable royal posture, her torso slightly turned to a 3/4 angle to emphasize grace and dominance.", "hands": "One hand gently holds the gold-accented reins, while the other rests elegantly near her waist, displaying ornate jewelry.", "expression": "She looks directly at the camera with a calm, commanding, and seductive gaze—the unmistakable presence of a queen born to rule." } }, "appearance": { "outfit": "An opulent, ultra-bongga Cleopatra couture gown in pristine white and radiant gold. The gown features a sculpted corset bodice richly embroidered with gold hieroglyphic motifs, sun-disk patterns, and crystal beadwork. Flowing white silk, chiffon, and sheer organza panels cascade dramatically from the waist and shoulders, creating powerful movement as she rides. A daring thigh-high slit reveals her leg, balancing sensuality with imperial elegance. Every seam is traced with gold-thread embroidery for a luminous, goddess-like silhouette.", "accessories": "She wears the exact Cleopatra headpiece from the attached reference image: a regal black-and-gold striped nemes-style headdress with a polished gold cobra (uraeus) centerpiece at the forehead, structured side panels, and intricate gold detailing. Paired with a wide Egyptian collar necklace with turquoise accents, engraved gold arm cuffs, crystal finger rings, an ornate gold waist belt, delicate anklets, and elegant flat Egyptian sandals.", "hair": "Her hair is fully concealed beneath the nemes headpiece as shown in the reference image, ensuring perfect historical accuracy and symmetry.", "makeup": "Ultra-bold, highly colorful Egyptian eye makeup with ceremonial ink artistry. Her eyes feature sharp elongated black kohl eyeliner extended dramatically past the outer corners, layered with vivid turquoise, teal, emerald green, sapphire blue, violet, and metallic gold pigments blended in high-fashion gradients. Beneath each eye, intricate hand-drawn ink designs inspired by ancient Egyptian symbolism are visible—fine black and gold lines, dots, and sacred motifs echoing hieroglyphs and protective markings, following the natural curve of the lower eye and cheekbone. Her complexion is flawless and softly bronzed with luminous highlights, brows are sculpted and powerful, cheeks carry a subtle coral-rose flush, and lips are finished in a refined nude-rose satin tone to balance the intense, artistic eye look." }, "props": { "animal": "A powerful, majestic white horse with a flowing ivory mane, sculpted muscles, and intelligent dark eyes. The horse wears elegant white-and-gold tack engraved with Egyptian motifs, symbolizing royal conquest, divine favor, and sovereignty." }, "background": { "macro_environment": "A vast open desert landscape near the Egyptian palace and pyramids at golden hour, stretching endlessly beneath a dramatic sky glowing with gold, amber, and soft ivory tones.", "midground_details": "Distant pyramids rising from the sand, monumental stone statues, ceremonial banners moving in the wind, and faint silhouettes of royal guards and attendants placed far behind for scale.", "micro_elements": "Fine desert sand lifted by the horse’s movement, sharply defined gold engravings on the reins, visible embroidery threads on the gown, subtle translucency of sheer fabrics, radiant light reflections on gold surfaces, and crisp, realistic shadows—everything rendered with extreme clarity and zero blur." }, "lighting": { "type": "Cinematic natural golden-hour lighting with soft reflective highlights.", "effect": "Warm sunlight intensifies the white-and-gold palette, ignites the vibrant eye makeup colors and ink details, and illuminates the horse’s coat, creating a radiant, divine, editorial glow." }, "camera": { "camera_type": "DSLR", "resolution": "8K UHD", "lens": "50mm prime lens", "aperture": "f/8 for maximum sharpness across subject and background", "iso": 100, "shutter_speed": "1/250s to freeze motion while maintaining realism", "focus": "Extreme sharp focus from foreground to background, no bokeh, no blur" }, "style": "High-fashion editorial, cinematic realism, divine Egyptian royalty, white-and-gold couture contrasted with vibrant ceremonial eye art, powerful, sensual, ultra-detailed, sharp, majestic" }$ Gallery