智通财经APP获悉，近日“股神“巴菲特旗下伯克希尔哈撒韦公布二季度持仓报告(13F)表，文件显示，巴菲特在减持苹果、美国银行等科技金融股的同时，也悄然将部分筹码挪向消费韧性强、现金流稳健的企业：不仅增持了达美乐比萨(DPZ.US)、饮料公司Constellation Brands，还同步加仓纽柯钢铁、Pool等。
作为全球顶级投资机构，伯克希尔哈撒韦的投资动作常被视为市场风向标。行业分析指出，在当前经济环境下，具备稳定需求、抗周期属性的消费品牌正成为资本青睐的避险资产。
在消费赛道的分化格局中，头部品牌的“抗周期”属性持续凸显。以比萨连锁领域为例，达势股份-达美乐中国(01405)凭借多年沉淀的产品创新能力、全渠道服务体系与供应链壁垒，在快餐细分市场构建差异化竞争优势。从用户端看，品牌认知度与消费粘性的积累，支撑其在消费复苏周期中展现业绩韧性;从市场端看，成熟的外送网络与全球化布局，更强化了品牌的抗波动能力。
投资动向折射出资本市场对消费韧性的深度认同——当抗周期能力与全球化布局形成共振，在细分赛道筑牢品牌壁垒的企业正成为不确定环境中穿越周期的确定性选择。
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