巴菲特连续10个季度净卖出股票

Group 1 - Berkshire Hathaway has net sold stocks for 10 consecutive quarters, holding cash assets of $347 billion as of the end of Q1 2025, indicating Warren Buffett's cautious stance on the U.S. stock market [2] - Buffett's statement at the 2025 annual meeting reflects a philosophy of not always being fully invested, suggesting he is currently fearful of the market [2] - The uncertainty in the U.S. economy, driven by policies since President Trump's administration, is perceived as a reason for Buffett's significant cash reserves, showcasing his keen insight into market conditions [2] Group 2 - Buffett's quote about knowing who is "naked" only after the tide goes out emphasizes the importance of being prepared before market downturns [3]