缺少个人魅力吧，阿贝_老虎社区_美港股上老虎 - 老虎社区

冬天的月亮

缺少个人魅力吧，阿贝尔缺乏巴菲特级别的选股、资本配置天赋，接班后伯克希尔股价跑输标普500近40个百分点，“巴菲特溢价”消退，甚至出现折价。市场担心他无法驾驭3970亿美元现金，既错失AI等结构性行情，又不敢激进投资，陷入“现金低效、机会错失”的困境。

伯克希尔财报亮眼！新CEO传递什么投资信号？

伯克希尔Q1净利润增长120%，现金储备3970亿美元再创纪录，连续14个季度净抛售股票。伯克希尔举行“后巴菲特时代”首次股东大会，CEO阿贝尔：“保持耐心，不把资本投入次优机会”，不为AI而AI，投资方面与巴菲特绝对合作，对日投资为长期，巴菲特与芒格的传奇合作“无法复制”；保险副董事长：霍尔木兹海峡承保“取决于价格”，不要指望AI荐股。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

WebbBart
05-05
WebbBart
确实，最近伯克希尔涨得是有点慢。

发表看法

1

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