Group 1 - The annual Berkshire Hathaway shareholder meeting attracted a record attendance of approximately 19,700 shareholders, coinciding with Warren Buffett's 60th anniversary at the helm of the company [1] - Buffett expressed that even a 30% drop in Berkshire's stock price would be viewed as a "very good opportunity," emphasizing the importance of rational judgment over emotional reactions during critical times [1] - The company is adopting a cautious approach towards artificial intelligence, with Buffett stating that they will not place all bets on AI and have appointed Ajit Jain to oversee related decisions [1] Group 2 - Buffett highlighted the challenges of finding high returns due to the company's size, stating that it has become increasingly difficult to identify attractive investment opportunities [2] - In response to concerns about the large cash reserves, Buffett indicated that acting hastily could harm shareholder interests and expressed a willingness to reduce cash levels to $50 billion if better opportunities arise [2] - The meeting also marked a significant transition, as Buffett announced his intention to step down as CEO by the end of the year, with Greg Abel set to take over, signaling the end of an era for the company [2]

扬子晚报网5月4日讯（记者 范晓林）北京时间5月3日晚间，"股神"巴菲特旗下伯克希尔·哈撒韦发布了2025财年第一财季报告，其中显示，今年一季度实 现净利润46.03亿美元，同比大幅下降64%；投资净亏损达50.38亿美元（约合人民币366.33亿元），上年同期盈利14.8亿美元。 图为南京一位投资者在线收看巴菲特股大会。扬子晚报/紫牛新闻记者 范晓林 摄 截至第一季度末，伯克希尔的现金头寸升至3477亿美元（约合人民币25283亿元），再创历史新高。其权益投资的总公允价值69%集中在美国运通、苹 果、美国银行、雪佛龙和可口可乐。伯克希尔在声明中指出，目前仍存在相当大的不确定性，其中包括国际贸易政策和关税方面的风险。 财报发布后，伯克希尔年度股东大会在奥马哈举行，巴菲特在大会上接受长达4个半小时的股东提问。此次大会正值巴菲特执掌伯克希尔60周年。扬子晚 报/紫牛新闻记者整理了本届大会上巴菲特及管理层的十大金句。 不会对股价特别有情绪化的反应 面对市场波动，巴菲特表示，即使伯克希尔股价暴跌，也会视作"非常好的机会"。关键时刻要靠理性判断，而不是被情绪牵引。 不会把所有东西都围绕AI来进行投资 尽管AI炙手可热， ...