周一夜盘交易中，伯克希尔哈撒韦B股（BRK.B）大跌6.59%，引发市场广泛关注。这一跌幅是近期美股整体下跌背景下的又一重挫。
伯克希尔股价下跌主要受到以下因素影响：首先，美国总统特朗普上周宣布的"对等关税"措施引发全球股市大幅下挫，美股市值蒸发超过6万亿美元。其次，市场对伯克希尔公司2024年大规模减持股票的策略产生担忧。据报道，伯克希尔在2024年净卖出1340亿美元的股票，同时将现金储备提高至3340亿美元的创纪录水平。
值得注意的是，巴菲特本人最近卷入了一场关于股市暴跌的争议。特朗普在社交媒体上分享了一段声称巴菲特支持股市暴跌的视频，随后巴菲特紧急发表声明予以否认。这一事件可能进一步加剧了市场对伯克希尔的不确定性。尽管如此，一些分析师认为，伯克希尔庞大的现金储备和巴菲特的长期投资策略可能在当前动荡的市场环境中提供一定的防御性。
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