巴菲特“最后豪赌”失灵？西方石油股价跌至三年低点，伯克希尔损失64亿美元

华尔街见闻2025-05-08

股神沃伦·巴菲特对西方石油公司的豪赌，如今看来似乎正在变成一场代价高昂的错误。自2022年以来，伯克希尔·哈撒韦公司（Berkshire Hathaway）已持有西方石油公司28%的股份，成为最大股东。然而，随着美国油价跌破60美元/桶，西方石油公司的股价上个月跌至三年多来的最低点。截至周三收盘，其股价仅为39美元。据FactSet的数据显示，伯克希尔在西方石油公司的投资价值已从去年的峰值下跌...

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Berkshire loses $6.4 billion as Occidental stock falls to three-year low","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OXY":1,"BRK.A":1,"BRK.B":1},"content_text":"股神沃伦·巴菲特对西方石油公司的豪赌，如今看来似乎正在变成一场代价高昂的错误。\n自2022年以来，伯克希尔·哈撒韦公司（Berkshire Hathaway）已持有西方石油公司28%的股份，成为最大股东。\n然而，随着美国油价跌破60美元/桶，西方石油公司的股价上个月跌至三年多来的最低点。截至周三收盘，其股价仅为39美元。据FactSet的数据显示，伯克希尔在西方石油公司的投资价值已从去年的峰值下跌约64亿美元。\n\n巴菲特的“最后”押注：西方石油深陷困境\n巴菲特对西方石油公司的投资，曾被视为对其首席执行官Vicki Hollub的背书，并一度提振了公司声誉。\n然而，现实却颇为残酷。根据FactSet的数据，西方石油的股价已跌至三年多来的低点，伯克希尔的持仓市值较去年峰值缩水约64亿美元。对于那些追随巴菲特脚步的投资者来说，这无疑敲响了警钟。\n随着油价的持续低迷，投资者和分析师都在关注一个关键问题：巴菲特的继任者Greg Abel将如何处理这笔投资。是抛售部分股票，利用低价增持，还是干脆全面收购？\n虽然市场普遍认为伯克希尔不会轻易清仓，因为该公司是一家有耐心的投资者，可以承受住市场低迷时期。但这场考验将持续多久，以及对伯克希尔的整体投资组合会带来多大影响，仍是未知数。\nCole Smead，Smead Capital Management的CEO兼投资组合经理，虽然持有伯克希尔和西方石油的股份，评价道：\n\n“他（巴菲特）现在看起来很傻，但我认为他不会错。”\n\n未来挑战：宏观经济与行业前景的双重压力\n虽然巴菲特曾公开表示对西方石油公司的投资充满信心，但在最近的伯克希尔股东大会上，他没有再提及该公司。这表明巴菲特的热情可能有所减退。\n回顾历史，巴菲特在石油领域的投资并非总能取得成功。 他曾在2008年大量买入ConocoPhillips，但随后遭遇全球经济衰退和油价暴跌。 之后，伯克希尔多次投资埃克森美孚，但在2014年油价下跌时全部抛售。\n西方石油公司目前面临新的挑战。许多经济学家预计特朗普关税将引发全球经济放缓，从而降低对石油的需求。与此同时，石油输出国组织(OPEC)及其盟友决定增产，进一步给油价带来压力。TD Cowen投资银行的分析师David Deckelbaum指出，较低的油价将使西方石油公司更难以降低其债务水平，而该公司的债务水平相对于同行而言较高。\n此外，西方石油公司面临潜在不利因素的一个领域是其低碳业务，其中包括其直接空气捕获项目。《华尔街日报》8日报道称，美国能源部可能大幅削减对清洁能源项目的联邦资助，包括与西方石油在南德克萨斯州合作的碳捕获项目，这可能会进一步影响该公司的未来发展。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2533662182","isCrawlerRequest":true}