伯克希尔继续增持日本“五大商社”，巴菲特买成“主要股东”

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, has increased its stake in Japan's Mitsui & Co. to over 10%, becoming a major shareholder, which signals confidence in the Japanese market [1][3]. Group 1: Investment Strategy Shift - The increase in stake marks a subtle shift in Berkshire's investment strategy, as Buffett initially planned to keep holdings in Japan's top five trading companies below 10% [5]. - The companies have agreed to "moderately" relax the holding limit, allowing Berkshire to surpass the 10% threshold and engage more deeply in the future development of these Japanese giants [5]. - Analysts view Buffett's continued investment as a positive signal for Japanese trading companies, which have shown strong stock performance since his initial endorsement in 2020 [5]. Group 2: Market Reaction - Following the announcement, Mitsui & Co.'s stock price rose by 2.2% at one point, with other major trading companies also experiencing stock price increases [1][3]. - The positive market response reflects investor sentiment towards the stability and growth potential of Japanese trading companies [3]. Group 3: Unique Business Value - Buffett's ongoing investment highlights the unique business value of Japanese trading companies, which have a highly diversified business structure, providing resilience during commodity price fluctuations [5]. - These companies have increasingly focused on shareholder returns, enhancing their attractiveness as investment opportunities [5].