日股大涨,巴菲特成大赢家:伯克希尔持仓早已翻倍,昨日单日浮盈近20亿美元
新浪财经·2026-02-10 08:51

Group 1 - The Nikkei 225 index reached a historic high, surpassing 56,000 points for the first time, with a significant increase of over 2,000 points in the previous trading day [2][4] - The ruling coalition of the Liberal Democratic Party and the Japan Innovation Party secured a majority in the House of Representatives, allowing Prime Minister Kishi Sanae to continue leading the government, which is expected to revive the "Kishi trade" trend in the stock market [4][5] - Kishi Sanae's administration is anticipated to implement aggressive fiscal and monetary policies to stimulate economic growth, which has previously led to record highs in domestic stocks and significant sell-offs in Japanese government bonds and the yen [4][5] Group 2 - Concerns among bond investors are rising due to the potential increase in government spending, as Japan has the largest debt burden among developed countries [5] - The yen's depreciation has affected expectations regarding the Bank of Japan's policy direction, with an increasing likelihood of interest rate hikes in April [6] - Warren Buffett's investment in Japanese stocks has yielded significant returns, with Berkshire Hathaway's holdings in five major trading companies now valued at over $41 billion, nearly doubling from an investment cost of approximately $13.8 billion [8][9]

日股大涨,巴菲特成大赢家:伯克希尔持仓早已翻倍,昨日单日浮盈近20亿美元 - Reportify