资料图：沃伦·巴菲特（Warren Buffett）。图片来自视觉中国 在美股被指估值过高之际，伯克希尔·哈撒韦公司已经连续12个季度抛售股票 作者｜曾佳 发自美国华盛顿 11月10日，伯克希尔·哈撒韦公司董事长兼CEO沃伦·巴菲特（Warren Buffett）发表了一年一度的感恩节信函，这也是他 年底卸任CEO同时继续留任董事长之前的最后一封公开信。已经95岁高龄的"股神"巴菲特在信中回顾了自己的一生，坦 露了他的健康状况，他也宣布将加速捐赠自己的资产，并和过往一样分享了他如何面对挫败的人生智慧。 在今年5月伯克希尔·哈撒韦股东大会上，巴菲特宣布，他将在2025年底卸任该公司CEO，副董事长格雷格·阿贝尔（Greg Abel）从2026年1月1日起接任这一职务，同时，巴菲特将继续担任董事会主席。 巴菲特在信中表示，伯克希尔·哈撒韦换帅后，他不会再撰写该公司的年度股东信，但他会继续在每年感恩节前夕发布 致股东的信函。此后，备受全球投资者关注的年度股东信将由阿贝尔执笔。 巴菲特不乏幽默地写道："我要'闭嘴了'，算是吧。" 在这封长信中，巴菲特细致地回忆了他在美国中西部内布拉斯加州小城奥马哈（Omaha）老家开 ...

Core Viewpoint - GlaxoSmithKline (GSK) shares rose over 4% to $42.94 following the announcement of Luke Miels as the CEO candidate, set to officially take over on January 1, 2026, from current CEO Emma Walmsley [1] Group 1: Leadership Transition - Luke Miels has been appointed as the CEO candidate and will succeed Emma Walmsley in 2026 [1] - Miels joined GSK in 2017 and currently serves as Chief Commercial Officer, playing a key role in developing GSK's specialty pharmaceuticals portfolio, particularly in oncology and respiratory fields [1] - Prior to GSK, Miels held senior positions at AstraZeneca, Roche, and Sanofi [1] Group 2: Market Expectations - Goldman Sachs believes the new CEO's primary communication will focus on assuring the market of GSK's strategy to achieve its long-term goals, particularly the sales guidance of over £40 billion by 2031, which was reiterated in the press release [1] - Investors are expected to pay close attention to how the new CEO can enhance the company's innovation capabilities, which is deemed crucial for driving a meaningful revaluation of the stock [1] - GSK's stock has been trading at lower levels compared to its industry peers, making the focus on innovation particularly significant [1]