美股现在有多贵?巴菲特手持3817亿现金,美股泡沫已达临界点?

投行村
Nov 03, 2025

当现金成为最谨慎的武器,股神再次静待风暴过去在投资世界的喧嚣中,一位94岁的老人再次选择安静地站在场边。上周末,巴菲特旗下的伯克希尔哈撒韦公司公布三季度财报,显示公司现金储备已飙升至3817亿美元的历史新高,同时连续第五个季度未回购股票。当AI概念股疯涨、市场狂欢之际,巴菲特却手握相当于葡萄牙一年GDP的巨额现金,静静观望。这位历史上最成功的投资者,用最直接的方式表达了对当前美股估值的态度——太贵...

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