巴菲特加持,日本“五大商社”股价已经太贵了?

华尔街见闻
Sep 03, 2025

日本部分商社股价正徘徊在20年来最高估值水平,投资者犹豫不决情绪升温,是否继续追涨这轮由巴菲特五年前投资引发的涨势。 9月3日,据报道,尽管伯克希尔·哈撒韦公司上周披露增持三菱商事股份,可能提振市场情绪,但高昂的股价令普通投资者对建立多头头寸望而却步。 三菱商事12个月远期市盈率已达2005年以来最高水平,伊藤忠商事市净率触及2008年以来峰值。Aberdeen投资公司日本股票主管Hisashi ...

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