巴菲特罕见“加仓”，持股超10%

Core Insights - Berkshire Hathaway has increased its stake in Japan's Mitsui & Co. to over 10% [1] - The company has been focusing on high-credit Japanese enterprises since 2019, utilizing low-interest yen bonds to acquire shares in major trading companies [1] - The stock prices of Japan's five major trading companies have risen, reaching their highest valuation levels in 20 years [2][3] Group 1 - Berkshire Hathaway's stake in Mitsui & Co. has surpassed 10%, with potential for further increases [1] - In August, Berkshire also raised its stake in Mitsubishi Corporation from 9.74% to 10.23% [1] - The initial plan was to keep holdings below 10%, but Japanese companies agreed to a "moderate" relaxation of this limit [1] Group 2 - As of September 22, 2025, the stock prices of Mitsui & Co., Mitsubishi Corporation, Sumitomo Corporation, Itochu Corporation, and Marubeni Corporation have all increased [2] - The price changes for the five major trading companies on September 22, 2025, were as follows: Mitsui & Co. up 1.34%, Mitsubishi Corporation up 0.81%, Sumitomo Corporation up 0.60%, Itochu Corporation up 0.40%, and Marubeni Corporation up 0.80% [3] - The current stock prices of these companies are at their highest valuation levels in the past 20 years [3]