伯克希尔(BRK.A.US,BRK.B.US)正式进入“后巴菲特时代”市场聚焦阿贝尔接棒后表现
Zhi Tong Cai Jing·2026-01-02 23:16

Group 1 - Berkshire Hathaway's stock price slightly declined as investors digest the news of Warren Buffett officially ending his 60-year tenure as CEO, marking the end of a legendary leadership chapter in American corporate history [1] - On the first trading day under new CEO Greg Abel, Berkshire's Class A shares fell over 1.4%. Despite this, the company achieved a 10.9% stock price increase in 2025, although it lagged behind the S&P 500's 16.4% gain during the same period [1] - Buffett, now 95, will continue as chairman and has emphasized that Berkshire's long-term viability does not depend on his presence [1] Group 2 - Berkshire Hathaway holds a record cash position of $381.6 billion as of the end of September, following a period of net stock asset sales. Buffett has stated that the ultimate decision-making power for capital allocation will be fully transferred to Abel [1] - Buffett expressed confidence in Abel's capabilities, stating he would prefer to entrust funds to Abel over any top investment advisor or CEO in the U.S. [2] - Since Buffett announced his retirement plans in May, Berkshire's stock has underperformed the market, with some investors remaining cautious about Abel's ability to manage the company's vast business operations and investment portfolio effectively [2]