伯克希尔拟长期持有日本五大商社股份 相关股票集体上涨

格隆汇
Sep 03
日本商社股周四上涨,此前伯克希尔·哈撒韦公司首席执行官格雷格·阿贝尔表示,公司计划未来数十年继续持有对这些商社的持股。商社股成为周四东证指数成分股中涨幅最大的板块之一。三菱商事一度上涨4.5%,创5月以来最高水平;住友商事、三井物产、伊藤忠商事和丸红均上涨超过2.5%。伯克希尔目前分别持有这五家商社约10%的股份。 今年1月接替巴菲特出任首席执行官的阿贝尔周三表示,伯克希尔持有日本商社股份属于“长期投资”,公司计划持有数十年。自伯克希尔2020年披露持股以来,这些日本商社的股价一直受益于与巴菲特的关联。东海东京情报实验室市场分析师表示,阿贝尔再次释放的信心“可能重新激发投资者对商社股的买入兴趣”。

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