专题:巴菲特2025年股东大会重磅来袭
2025年巴菲特股东大会于美国当地时间5月3日举行。在被问及若日本央行未来加息是否会停止投资日本股票时,“奥马哈先知”明确表示不会减持。
“未来50年……我们都不会考虑出售这些股票,”巴菲特表示。他特别指出日本企业的表现“非同寻常”,并举例说明苹果、美国运通和可口可乐等公司在日本市场发展良好。
这位投资大师还透露,他已与投资对象——三井物产、三菱商事、住友商事、伊藤忠商事和丸红这五家日本综合商社建立了“超长期合作关系”,并称这些企业待他“极为优厚”。
“他们有着独特的商业传统和经营方式——全球各地本就各不相同——我们丝毫不想改变他们的运作模式,因为他们已经做得很成功,”巴菲特强调。
“我们绝不会抛售任何股票。至少几十年内都不会发生这种情况,”他继续说道,“这项日本投资完全符合我们的战略。”
责任编辑:王永生
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