巴菲特加仓！日本商社股应声上涨

Group 1 - Berkshire Hathaway has increased its stake in Mitsubishi Corporation from 9.74% to 10.23% and in Mitsui & Co., with the latter's stake remaining below 10% [1][2] - The stock prices of Mitsubishi Corporation and Mitsui & Co. rose by 2.9% and 1.8% respectively, following the announcement of Berkshire's increased holdings [1] - Berkshire's actions are seen as a vote of confidence in Japanese trading companies, which are focusing on enhancing shareholder returns amid geopolitical uncertainties [1] Group 2 - Since 2020, Berkshire has held stakes in three of Japan's five major trading companies, including Marubeni Corporation, Itochu Corporation, and Sumitomo Corporation, which operate in diverse sectors [2] - Analysts note that Berkshire's continued investment has renewed interest in Japanese trading companies, which are actively enhancing shareholder returns through stock buybacks [2] - Berkshire initially planned to keep its stake in Japanese trading companies below 10%, but this limit has been "moderately" relaxed by the companies [2]