Berkshire Hathaway shares hit eight-month high

巴菲特旗下伯克希尔哈撒韦的股价本周冲上八个月新高，B类股一度收在512美元上方，距离历史最高点只差5%。这波上涨发生在巴菲特宣布交棒之后，市场非但没有恐慌，反而给出了积极回应，说明投资者对伯克希尔的长期稳健风格依然充满信心。过去一年伯克希尔的涨幅明显落后于标普500指数，这次股价回暖被不少分析师视为“补涨”信号。巴菲特卸任CEO这个重磅消息一度让外界猜测公司未来方向，但从股价反应看，市场似乎更看重接班安排的确定性，而不是某位灵魂人物的去留。对普通投资者来说，这其实是个有趣的参考案例：当一家公司经历灵魂人物更替时，短期波动难免，但真正决定股价长期走势的，还是业务基本面。伯克希尔手握巨额现金、投资组合分散，这些“硬实力”没有因为CEO换人而变化。如果你正在关注这家公司，这波上涨或许提醒你——投资决策应该基于企业实质，而不是跟着情绪走。

Skip NavigationMarketsPre-MarketsU.S. MarketsCurrenciesPrediction MarketsCryptocurrencyFutures & CommoditiesBondsFunds & ETFsBusinessEconomyFinanceHealth & ScienceMediaReal EstateEnergyClimateTransportationInvestigationsIndustrialsRetailWealthSportsLifeSmall BusinessInvestingPersonal FinanceFintechFinancial AdvisorsOptions ActionETF StreetBuffett ArchiveEarningsTrader TalkTechCybersecurityAIEnterpriseInternetMediaMobileSocial MediaCNBC Disruptor 50Tech GuidePolitics & PolicyWhite HousePolicyDefenseCongressExpanding OpportunityVideoLatest VideoFull EpisodesLivestreamLive AudioLive TV ScheduleCNBC PodcastsCEO InterviewsCNBC DocumentariesDigital OriginalsWatchlistInvesting ClubTrust PortfolioAnalysisTrade AlertsMeeting VideosHomestretchJim's ColumnsEducationSubscribePROPro NewsJosh BrownMike SantoliCalls of the DayMy PortfolioLivestreamFull EpisodesStock ScreenerMarket ForecastOptions InvestingChart InvestingSubscribeLivestreamMenuMake ItselectUSAINTLLivestreamSearch quotes, news & videosLivestreamWatchlistSIGN INCreate free accountMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenu (function() { const userMembershipOnLastVisit = localStorage.getItem("cnbcMeta__cachedUserMembership"); if (!userMembershipOnLastVisit) { // If no user membership is stored, user is likely not logged in. // These users will typically see the banner. return; } const { isPro, isInvestingClubUser } = JSON.parse(userMembershipOnLastVisit); if (!(isPro || isInvestingClubUser)) { // We’re rendering the top banner for users who are not pro or investing club members. return; } // Hide the banner for pro and investing club users. const style = document.createElement("style"); style.id = "top-banner-placeholder-style"; style.innerHTML = "[data-top-banner-placeholder] { display: none; }"; document.head.appendChild(style); })() Buffett WatchBerkshire Hathaway Portfolio TrackerBuffett Watch Berkshire Hathaway shares hit eight-month highPublished Sat, Aug 1 202610:41 AM EDTAlex Crippen@alexcrippenWATCH LIVEIn this articleBRK.B.SPXAAPLKOBACBRK.BFollow your favorite stocksCREATE FREE ACCOUNT(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)Berkshire shares hit eight-month highBerkshire Hathaway shares rallied to an eight-month high this week and there could be more gains ahead if they continue to catch up to the S&P 500.The B shares closed Tuesday at $512.37, their highest level since November 28, when they finished at $513.81.They closed Friday at $511.54, down 5.2% from the all-time closing high of $539.80 on May 2 of last year, the day before Warren Buffett revealed he would step down as CEO at the end 2025.Zoom In IconArrows pointing outwardsThe Class A shares ended Tuesday at $768,010, also their highest close since November 28's $770,100.Friday's close of $766,600 was 5.3% below their all-time closing high of $809,350.Zoom In IconArrows pointing outwardsA story in Barron's says Berkshire's rally "has room to run" since the stock remains "well behind" the benchmark S&P 500, which is 7.6 percentage points ahead.But Berkshire has erased more than half of its 17.5 percentage point deficit just two months ago.Zoom In IconArrows pointing outwardsBerkshire is also lagging behind competitors in two key sectors: railroads ...Zoom In IconArrows pointing outwards... and insurance.Zoom In IconArrows pointing outwardsAnother positive for Berkshire is the big gains for three of its biggest equity portfolio holdings.Number one Apple, now worth more than $70 billion, is up 13.6% so far this year.Coca-Cola, Berkshire's third largest position at $35 billion, has jumped 25% year