巴菲特放话“将长期持有”后，日本五大商社股价上涨

智通财经2025-05-07

智通财经APP获悉，在巴菲特表示他预计伯克希尔哈撒韦公司(BRK.A.US)将持有日本贸易公司的投资50年或更长时间后，日本商社的股价上涨。三菱公司、丸红公司、三井物产公司、伊藤忠商事株式会社和住友商事株式会社周三在东京股市的涨幅均至少为3.1%。一项衡量批发贸易行业的指标是东证指数上涨的最大贡献者，该指数上涨2.5%。当在股东大会上被问及日本央行加息的愿望是否会阻止伯克希尔在日本进一步投资或获利...

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href=http://www.zhitongcaijing.com/content/detail/1290057.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在巴菲特表示他预计伯克希尔哈撒韦公司(BRK.A.US)将持有日本贸易公司的投资50年或更长时间后，日本商社的股价上涨。三菱公司、丸红公司、三井物产公司、伊藤忠商事株式会社和住友商事株式会社周三在东京股市的涨幅均至少为3.1%。一项衡量批发贸易行业的指标是东证指数上涨的最大贡献者，该指数上涨2.5%。当在股东大会上被问及日本央行加息的愿望是否会阻止伯克希尔在日本进一步投资或获利...</p>\n\n<a 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time\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1},"content_text":"智通财经APP获悉，在巴菲特表示他预计伯克希尔哈撒韦公司(BRK.A.US)将持有日本贸易公司的投资50年或更长时间后，日本商社的股价上涨。三菱公司、丸红公司、三井物产公司、伊藤忠商事株式会社和住友商事株式会社周三在东京股市的涨幅均至少为3.1%。一项衡量批发贸易行业的指标是东证指数上涨的最大贡献者，该指数上涨2.5%。当在股东大会上被问及日本央行加息的愿望是否会阻止伯克希尔在日本进一步投资或获利了结时，巴菲特说：“日本投资正合我们的胃口。”菲利普证券日本有限公司的研究主管Kazuhiro Sasaki说：“巴菲特自己说他不会卖掉它，因为它们就是这么好。他关注它们的事实意味着它们有一个非常好的商业模式，人们正在重新认识到这一点。换句话说，相对容易强调的是，这些股票值得中长期投资。”3月中旬，巴菲特在致股东的年度信中表示，希望“随着时间的推移”增加对日本五大贸易公司的所有权，伯克希尔增持了这些公司的股份，这推动了该行业的发展。自2020年巴菲特宣布投资以来，这些公司的业务范围从海外石油和天然气生产到鲑鱼养殖和电视购物，一直跑赢日本股市大盘。然而，持续的贸易战正在影响他们的前景，日本主要贸易公司发布了谨慎的今年利润预测，并拨出资金来对冲持续的关税不确定性。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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