三井物产表示，巴菲特领导的伯克希尔哈撒韦所持有三井物产股份的比例按表决权计算已超过10%。在此次增持之前，伯克希尔哈撒韦已确认有意长期持有本公司股份，并考虑未来进行增持。🗒️根据巴菲特2月致投资者的年度信函，伯克希尔最初计划将持股比例保持在10%以下，但这些日本公司同意“适度”放松上限。 https://t.co/EJ2CCRe8lM外汇交易员 (@myfxtrader):CNBC：伯克希尔哈撒韦完全退出了对比亚迪的投资。 https://t.co/9tf1CWnC9Y ...

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]

Group 1 - Nvidia announced an investment of up to $100 billion in OpenAI for computing power development, which has significantly boosted its stock price by nearly 4%, bringing its market capitalization close to $4.5 trillion [1][3][16] - OpenAI will utilize Nvidia's systems to build and deploy at least 10 gigawatts (GW) of AI data centers, equivalent to the electricity consumption of 8 million American households [3][16] - The collaboration is expected to drive earnings per share (EPS) and stock price growth in the AI sector until at least 2026 [5] Group 2 - Apple shares surged over 4% due to strong demand for the iPhone 17 series, prompting Wedbush to raise its target price from $270 to $310, indicating a potential "real upgrade cycle" after years of low product launches [1][17] - The stock performance of other tech giants, such as Oracle, also saw significant gains, with Oracle's stock rising 6% following the announcement of new co-CEOs [1][5] Group 3 - The cryptocurrency market experienced a significant downturn, with over $1.5 billion in long positions being liquidated, leading to a drop of over 2% in Bitcoin and nearly 7% in Ethereum [1][20] - This market correction is attributed to excessive leverage and the recent overheating of altcoins, marking the end of a brief "altcoin season" [20]

这一消息迅速在国内引发广泛关注，并在今日一大早冲上热搜榜单。面对外界的种种猜测与议论，比亚 迪集团品牌及公关处总经理李云飞及时作出回应。他表示，早在2022年8月，伯克希尔便开始陆续减持 其于2008年购入的公司股票，至去年6月，其持股比例已降至5%以下。李云飞强调:"股票投资，有买就 有卖，这是再正常不过的事情。" 站长之家（ChinaZ.com）9月22日 消息:近日，巴菲特旗下的伯克希尔哈撒韦公司已彻底清仓比亚迪股 份。 2008年9月26日，在芒格的积极推动下，巴菲特通过伯克希尔哈撒韦旗下的中美能源公司，以每股8港元 的价格认购了2.25亿股比亚迪公司H股股份，约占比亚迪本次配售后10%的股份，交易总金额约18亿港 元。此后多年，比亚迪在巴菲特的投资版图中占据重要地位。 然而，自2022年起，伯克希尔哈撒韦开始逐步减持比亚迪股份。同年8月24日，首次卖出133万股，均价 277.1港元;9月1日，再次减持171.6万股，平均每股作价262.7243港元;11月1日，又减持了329.7万股，平 均每股作价169.8685港元。进入2023年，减持步伐并未停歇，3月31日出售248万股后，持股比例降至 1 ...

Market Performance - All three major U.S. stock indices are in the green, with the Nasdaq up by 0.3% [1] - Notable stock performances include Oracle (ORCL.N) rising by 3.2%, Apple (AAPL.O) increasing by 3%, and Tesla (TSLA.O) gaining 3.9% [1] Company News - Kenvue, the producer of Tylenol, saw its stock drop over 4% ahead of the announcement from the Trump administration linking Tylenol use during pregnancy to autism in children, despite the company asserting no credible evidence supports this claim [2] - Nvidia has established its first AI technology center in the Middle East in collaboration with the Technology Innovation Institute (TII) in Abu Dhabi, focusing on the development of next-generation AI models and robotics [3] - Pfizer announced the acquisition of weight-loss drug manufacturer Metsera for a total deal value of up to $7.3 billion, with an initial payment of $47.50 per share and additional milestone payments based on clinical trial progress and FDA approvals [4] - Analysts report that despite complaints regarding the iPhone 17's susceptibility to scratches, this issue is not expected to impact Apple's sales or profitability [5] - Porsche has lowered its performance outlook for the fourth time this year, leading to a drop of over 7% in its stock price, which also negatively affected its major shareholder, Volkswagen [6] - Berkshire Hathaway has increased its stake in Mitsui & Co. to over 10%, indicating potential for further investment in the company [7]

【导读】摩尔线程科创板IPO重磅消息，中芯国际创新高 今日，港股三大指数集体下跌。科网股跌多涨少，大金融板块低迷。中芯国际创新高。 三大指数集体下跌 9月22日，港股三大指数集体下跌。截至收盘，恒生指数跌0.76%，报收于26344.14点，恒生科技指数跌0.58%，国企指数跌1.07%。南向资金今日净 流入127亿港元。 | 整体市场 △ | | | | --- | --- | --- | | 恒生指数 | 恒生国企 | 恒生科技 | | 26344.14 | 9370.73 | 6257.91 | | -200.96 -0.76% | -101.62 -1.07% | -36.51 -0.58% | | 恒指期货 | 港股通50 | 恒生生物科技 | | 0 | 3920.21 | 17424.89 | | 0 0.00% | | -29.17 -0.74% +292.96 +1.71% | | 成交额2905亿 | | 南向资金净买入127亿 | 大金融板块普跌；科网股涨少跌多，大盘表现低迷。伯克希尔清仓比亚迪（002594），比亚迪股份跌超3%。 盘面上，受摩尔线程科创板IPO重磅利好影响，半导体板块 ...

Group 1 - Berkshire Hathaway has increased its stake in Mitsui & Co. to over 10%, marking it as a "major shareholder" [1] - This move signals Warren Buffett's confidence in the Japanese market, following a similar increase in Mitsubishi Corporation [1] - Following the announcement, Mitsui & Co.'s stock price rose by 2.2% before settling at a 1.75% increase, with other major trading companies also experiencing stock price gains [1] Group 2 - The increase in stake represents a subtle shift in Berkshire's investment strategy, as the company initially aimed to keep its holdings below 10% [4] - Japanese companies have agreed to "moderately" relax the holding limit, allowing Berkshire to become a major shareholder and engage more deeply in their future developments [4] - Analysts view Buffett's continued investment as a positive signal for Japanese trading companies, which have shown resilience amid commodity price fluctuations and have focused more on shareholder returns [4]

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, has increased its stake in Mitsui & Co. to over 10%, signaling confidence in the Japanese market and potentially considering further investments [1][2]. Group 1: Investment Strategy - This increase 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% [4]. - The agreement from these Japanese companies to "moderately" relax the holding limit has paved the way for Berkshire to become a "major shareholder," allowing deeper involvement in their future developments [4]. Group 2: Market Reaction - Following the announcement, Mitsui & Co.'s stock price rose by 2.2% before settling at a 1.75% increase, with other major trading companies also experiencing stock price gains [2]. Group 3: Unique Value Proposition - Analysts highlight that Buffett's continued investment underscores the unique commercial value of Japanese trading companies, which have shown resilience amid commodity price volatility due to their diversified business structures [4]. - These companies have increasingly focused on shareholder returns, enhancing their attractiveness as investment opportunities [4].

#行情 比亚迪A股跌1.8%，港股跌3.3%。外汇交易员 (@myfxtrader):CNBC：伯克希尔哈撒韦完全退出了对比亚迪的投资。 https://t.co/9tf1CWnC9Y ...

比亚迪集团公关处总经理李云飞发文回应称，2022年8月，伯克希尔开始陆续减持其于2008年购买的公司股票，去年6月其持股就已在5%以下了。股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮助和陪伴，为所有的长期主义点赞。外汇交易员 (@myfxtrader):CNBC：伯克希尔哈撒韦完全退出了对比亚迪的投资。 https://t.co/9tf1CWnC9Y ...