巴菲特再度加码！持仓三菱突破10% 日本商社获“信心投票”

Group 1 - Berkshire Hathaway has increased its stake in Mitsubishi Corp. from 9.74% to 10.23% and also raised its holdings in Mitsui & Co. [1] - Following the announcement, Mitsubishi Corp.'s stock price surged by 2.9%, marking the largest increase in three weeks, while Mitsui & Co. saw a rise of 1.8% [1] - The increase in holdings is viewed as a vote of confidence in Japanese trading companies amid rising geopolitical uncertainties [1] Group 2 - Berkshire currently holds shares in all five major Japanese trading companies, including Marubeni Corp., Itochu Corp., and Sumitomo Corp., with the initial stake disclosed in 2020 [2] - Analysts note that Berkshire's continued investment has renewed interest in these trading companies, which are actively enhancing shareholder returns through stock buybacks [2] - Berkshire's actions have provided support to the overall Japanese stock market, with Itochu Corp. rising by 3.5%, Marubeni Corp. by 2.7%, and Sumitomo Corp. by 1.6% [2]