伯克希尔·哈撒韦公司或将出售其持有的卡夫亨氏股份，巴菲特对公司拆分成效持保留态度

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据barrons报道，根据最新提交给美国证券交易委员会（SEC）的一份文件，伯克希尔·哈撒韦公司可能会出售其所持部分Kraft Heinz股份。这一表态引发市场关注，投资者担心这家食品公司股票将面临新的抛售压力。文件首页显示，Berkshire Hathaway可能“在不同时点”出售其持有的Kraft Heinz股份。该公司是在2015年Kraft与Heinz合并时获得相关股权，目前持股比例为...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121091017953d9c83&s=b><strong>农食网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据barrons报道，根据最新提交给美国证券交易委员会（SEC）的一份文件，伯克希尔·哈撒韦公司可能会出售其所持部分Kraft Heinz股份。这一表态引发市场关注，投资者担心这家食品公司股票将面临新的抛售压力。文件首页显示，Berkshire Hathaway可能“在不同时点”出售其持有的Kraft Heinz股份。该公司是在2015年Kraft与Heinz合并时获得相关股权，目前持股比例为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121091017953d9c83&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BWXC8680.SGD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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Heinz股价与其他食品类股一道承压，累计下跌约20%。拉长时间来看，该股在过去10年累计跌幅达到66%，成为食品行业中表现最差的公司之一。市场人士认为，潜在的减持计划或反映出Berkshire董事长Warren Buffett对Kraft Heinz拆分计划的不满。Kraft Heinz去年9月宣布将分拆为两家公司，其中一家公司将囊括增长较快的品牌，如Heinz番茄酱、Philadelphia奶油奶酪和Kraft Mac & Cheese；另一家公司则将包括增长乏力的品牌，如Lunchables、Oscar Mayer和Maxwell House。在拆分计划公布后，Buffett在接受CNBC采访时明确表达失望情绪。他指出，Kraft与Heinz的合并本身效果不佳，但并不认为拆分能带来太大意义。从投资回报来看，Kraft Heinz已成为Berkshire表现不佳的投资之一。目前Berkshire所持股份市值约为78亿美元，而最初投资成本约为98亿美元。Buffett曾在2015年致股东信中披露这一成本。Berkshire在2013年曾与巴西投资公司3G共同将Heinz私有化，并主导推动随后与Kraft的合并。3G已退出其在Kraft Heinz的原有大规模持股，而Berkshire自2015年合并完成后一直未对其持股进行调整。分析人士指出，Berkshire若出售全部或部分股份，可能在短期内继续压制Kraft Heinz股价。由于持股比例超过10%，Berkshire一旦减持，需在两个交易日内披露交易情况，这也限制了其在市场上低调操作的空间。尽管如此，Kraft 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