速看！巴菲特在股东大会上，对关税、业绩滑坡及巨额现金储备说了啥？

Group 1: Core Insights - The Berkshire Hathaway annual shareholder meeting was held on May 3, with a record attendance of 19,700 people, marking the 60th anniversary of Warren Buffett's leadership [2] - Buffett criticized the current U.S. trade policies, stating that the misuse of tariffs disrupts global trade and economic development, advocating for free trade as a foundation for global prosperity [3] - Berkshire's Q1 financial results showed a net profit of $4.603 billion, a 64% decrease year-over-year, with revenues slightly down to $89.725 billion [4] Group 2: Cash Reserves and Investment Strategy - Berkshire's cash position reached a record high of $347.7 billion, up from $334.2 billion in the previous quarter, with Buffett emphasizing a preference for quality investments over holding cash [5] - Buffett is actively seeking investment opportunities and believes that significant deals are unlikely to happen immediately but may arise within five years [5] Group 3: International Investments - Berkshire has significantly reduced its holdings in U.S. companies like Apple and increased investments in Japan, with stakes in major trading companies nearing 10% and a total investment of $20 billion in Japan [7] - Buffett expressed a long-term commitment to holding Japanese stocks, indicating a strategic focus on the Asian market [7] Group 4: Currency and Economic Concerns - Buffett stated that Berkshire does not focus on short-term impacts of a weakening dollar and is not inclined to hold assets that may depreciate [8] - Concerns about U.S. fiscal issues were acknowledged, but Buffett noted that these are not unique to the U.S. [8]