四年翻四倍,巴菲特押注日本股票超300亿美元!
Hua Er Jie Jian Wen·2025-10-12 07:46

Core Insights - Warren Buffett is making significant investments in the Japanese market, with Berkshire Hathaway's holdings in five major trading companies exceeding $30 billion recently, marking a 392% increase from $6.3 billion disclosed on his 90th birthday in August 2020 [1][3] Group 1: Investment Growth - Berkshire Hathaway's investment in Japanese trading companies has grown from $6.3 billion to $31 billion, representing a 392% increase [3] - The stock prices of these five companies have surged between 227% and 551% during this period [1][3] Group 2: Shareholding Increase - Berkshire Hathaway has increased its stake in Mitsui & Co. to 10.1%, with a current value of approximately $7.1 billion [2] - The shareholding in Mitsubishi Corporation has also risen from 9.7% to 10.2% [2] - There is speculation that Berkshire's stakes in Itochu, Marubeni, and Sumitomo may also be approaching or exceeding 10% [2] Group 3: Investment Rationale - Buffett was attracted to these Japanese stocks due to their perceived low prices relative to interest rates at the time [4] - Initially, Buffett committed not to exceed a 10% stake without permission, but this limit was later adjusted to allow for increased holdings [4] - Buffett has indicated a long-term commitment to these investments, suggesting that Berkshire plans to hold these shares for "50 years or forever" [4]