巴菲特：当前并非伯克希尔理想的投资环境

环球市场播报01:15

专题：巴菲特2026年股东大会重磅来袭

沃伦・巴菲特向 CNBC 坦言，面对伯克希尔创纪录的巨额现金储备，眼下并不是理想的投资时机

　　随着伯克希尔现金储备攀升至历史新高，巴菲特坦言对当前投资大环境并不满意。

　　这位前首席执行官在接受 CNBC 记者贝基・奎克采访时表示：“就伯克希尔的资金投放而言，目前并不是我们理想的市场环境。”

　　巴菲特称，伯克希尔拥有优秀的管理团队，可以择机出手、耐心等待合适标的。他表示，外界看似伯克希尔有时按兵不动、无所作为，但实则会在合适时机积极行动。

　　他坦言，迟迟不愿大举投入资本，部分原因是市场整体估值偏高。

　　当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来，这也暗示要等待市场回调下跌的时刻。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：郭明煜

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2632797976?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-03 01:15","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2632797976","market":"us","top_or_hot":-1,"title":"巴菲特：当前并非伯克希尔理想的投资环境","media":"环球市场播报","content":"<html><body><div>\n<p> 专题：巴菲特2026年股东大会重磅来袭</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/65/w550h315/20260503/7a9c-d60660faf7a5ae74053d9ec41757501c.png\"/><span>沃伦・巴菲特向 CNBC 坦言，面对<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>创纪录的巨额现金储备，眼下并不是<a href=\"https://laohu8.com/S/LI\">理想</a>的投资时机</span></div>\n<p>　　随着伯克希尔现金储备攀升至历史新高，巴菲特坦言对当前<strong>投资大环境</strong>并不满意。</p>\n<p>　　这位前首席执行官在接受 CNBC 记者贝基・奎克采访时表示：“就伯克希尔的资金投放而言，目前并不是我们<span>理想</span><span></span>的市场环境。”</p>\n<p>　　巴菲特称，伯克希尔拥有<strong>优秀的管理团队</strong>，可以<strong>择机出手、耐心等待合适标的</strong>。他表示，外界看似伯克希尔有时按兵不动、无所作为，但实则会在合适时机积极行动。</p>\n<p>　　他坦言，迟迟不愿大举投入资本，部分原因是<strong>市场整体估值偏高</strong>。</p>\n<p>　　当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来，这也暗示要等待<strong>市场回调下跌</strong>的时刻。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郭明煜 </p>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特：当前并非伯克希尔理想的投资环境</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特：当前并非伯克希尔理想的投资环境\n</h2>\n\n<h4 class=\"meta\">\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p> 专题：巴菲特2026年股东大会重磅来袭</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/65/w550h315/20260503/7a9c-d60660faf7a5ae74053d9ec41757501c.png\"/><span>沃伦・巴菲特向 CNBC 坦言，面对<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>创纪录的巨额现金储备，眼下并不是<a href=\"https://laohu8.com/S/LI\">理想</a>的投资时机</span></div>\n<p>　　随着伯克希尔现金储备攀升至历史新高，巴菲特坦言对当前<strong>投资大环境</strong>并不满意。</p>\n<p>　　这位前首席执行官在接受 CNBC 记者贝基・奎克采访时表示：“就伯克希尔的资金投放而言，目前并不是我们<span>理想</span><span></span>的市场环境。”</p>\n<p>　　巴菲特称，伯克希尔拥有<strong>优秀的管理团队</strong>，可以<strong>择机出手、耐心等待合适标的</strong>。他表示，外界看似伯克希尔有时按兵不动、无所作为，但实则会在合适时机积极行动。</p>\n<p>　　他坦言，迟迟不愿大举投入资本，部分原因是<strong>市场整体估值偏高</strong>。</p>\n<p>　　当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来，这也暗示要等待<strong>市场回调下跌</strong>的时刻。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郭明煜 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-03/doc-inhwpucx2073155.shtml\">环球市场播报</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1366333091.USD","symbol_name":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-03/doc-inhwpucx2073155.shtml","article_id":"2632797976","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2632797976","pubTimestamp":1777742100,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　随着伯克希尔现金储备攀升至历史新高，巴菲特坦言对当前投资大环境并不满意。　　这位前首席执行官在接受 CNBC 记者贝基奎克采访时表示：“就伯克希尔的资金投放而言，目前并不是我们理想的市场环境。”　　巴菲特称，伯克希尔拥有优秀的管理团队，可以择机出手、耐心等待合适标的。　　当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来，这也暗示要等待市场回调下跌的时刻。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.A":"伯克希尔","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","BK4550":"红杉资本持仓","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0971096721.USD":"富达环球金融服务 A","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BRKC":"YieldMax BRK.B Option Income ETF","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BRKD":"Direxion Daily BRKB Bear 1X Shares","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BRKU":"2倍做多BRKB ETF-Direxion","BK4176":"多领域控股","BK4581":"高盛持仓","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BRKW":"Roundhill BRKB WeeklyPay™ ETF","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BRK.B":"伯克希尔B"},"translate_title":"Buffett: This is not the ideal investment environment for Berkshire","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRKW":0.6,"BRKD":0.6,"BRKC":0.6,"BRK.A":1.94,"BRK.B":1.91,"BRKU":0.6},"content_text":"专题：巴菲特2026年股东大会重磅来袭\n沃伦・巴菲特向 CNBC 坦言，面对伯克希尔创纪录的巨额现金储备，眼下并不是理想的投资时机\n　　随着伯克希尔现金储备攀升至历史新高，巴菲特坦言对当前投资大环境并不满意。\n　　这位前首席执行官在接受 CNBC 记者贝基・奎克采访时表示：“就伯克希尔的资金投放而言，目前并不是我们理想的市场环境。”\n　　巴菲特称，伯克希尔拥有优秀的管理团队，可以择机出手、耐心等待合适标的。他表示，外界看似伯克希尔有时按兵不动、无所作为，但实则会在合适时机积极行动。\n　　他坦言，迟迟不愿大举投入资本，部分原因是市场整体估值偏高。\n　　当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来，这也暗示要等待市场回调下跌的时刻。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2632797976","isCrawlerRequest":true}