瑞银:伯克希尔哈撒韦公司仍有优势 即使巴菲特准备退出仍有吸引力

环球市场播报
May 06, 2025

专题:巴菲特2025年股东大会重磅来袭

  瑞银研报表示,即使沃伦-巴菲特准备卸任,伯克希尔哈撒韦公司的“永久资本”及其利用庞大业务收集信息以辅助投资决策的结构性优势依然存在。这位传奇投资者上周六表示,他计划在年底卸任首席执行官,将接力棒交给格雷格?阿贝尔;不过,该公司周一表示,他将继续担任董事长。瑞银分析师表示:“巴菲特留下的是一家对他的投资能力的依赖性降低的公司,该公司拥有一系列现金流强劲的领先业务。”这些分析师补充说,虽然该股在消息公布后可能会面临一些短期压力,但他们认为,在不确定的宏观经济环境下,这家庞大的企业集团仍具有吸引力。

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责任编辑:王永生

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