伯克希尔哈撒韦(BRK.A.N、BRK.B.N)：截至9月30日，公司股权投资总公允价值的65%集中于Alphabet(GOOG.O)、美国运通(AXP.N)、苹果(AAPL.O)、美国银行(BAC.N)和可口可乐(KO.N)。

China Reform Holdings Co., Ltd. said it discovered that Hengyun Energy Technology (Beijing) Center (Limited Partnership) listed its subsidiary Guoxin Holdings (Shanghai) Co., Ltd. as the investing party in a market-entity registration. China Reform and its affiliates said they have no equity, investment or business relationship with that entity or its affiliates; have not signed any agreements or authorized use of their name; are not aware of or involved in the entity’s activities; and accept no responsibility. The company warned the public to guard against personal or property losses.

Preliminary University of Michigan consumer sentiment rose about 6% but remains roughly 10% below February levels; survey conducted Oct. 20–Nov. 2. Gains concentrated among independents; confidence improved for low- and middle-wealth households, while high-wealth households—those with large equity holdings—saw confidence fall about 5% after recent stock volatility. Respondents increasingly cite AI bubble concerns, but cost of living is the dominant issue: 57% said high prices have eroded their living standards, the highest since May and up from 46% before the Iran conflict in February. One-year inf expectations fell to 4.3% from 4.7% last month—lowest since August but well above February’s 3.4% and higher than any 2024 reading. Long-run inf expectations edged down to 3.4% from 3.5%, remaining above the Feb. 2.8–3.2% range. Ahead of the midterms, over two-thirds expect Democrats to win House control and a majority expect Democrats to win the Senate.