沃伦·巴菲特对日本企业的长期押注持续带来丰厚回报。
这位投资大师近期卸任首席执行官的伯克希尔哈撒韦公司,持有五家日本综合商社的巨额股份。随着周一东京股市的强势上扬,这些投资的价值再度攀升。
具体来看,伯克希尔持仓的标的包括伊藤忠商事、丸红株式会社、三菱商事、三井物产和住友商事。这些企业业务范围广泛,涉足化工、农产品、矿业以及消费品等多个领域。
根据道琼斯市场数据,尽管伊藤忠商事股价周一基本持平,但其余四家公司涨幅介于3%至5.3%之间,并且均创下了历史收盘新高。
伯克希尔首次披露对这五家商社的投资是在2020年8月,但其建仓行动实际上早在此前约一年就已开始。此后,该公司又进一步增持了这些股份。
自伯克希尔最初公布投资这些贸易公司以来,其股价已累计上涨了280%至832%不等。
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