聚焦2026巴菲特股东大会,深入解读股东大会的核心信息 episode artwork

EPISODE · May 3, 2026 · 11 MIN

聚焦2026巴菲特股东大会,深入解读股东大会的核心信息

from 亮眼看财经

在2026年巴菲特股东大会上,巴菲特首次“退居幕后”,并在股东大会上做出了简短的发言。在此次股东大会中,格雷格·阿贝尔全场主持了4.5小时,在股东大会上成为了真正的掌舵人。在此次股东大会上,传递出几个重要的信息。第一个信息,伯克希尔哈撒韦的现金储备高达3970亿美元,再度创出历史新高。高居不下的现金储备,反映出伯克希尔哈撒韦的投资风格依然谨慎,仍然在耐心等待合适的投资机会。第二个信息,巴菲特对苹果库克工作成绩的肯定,而且在库克任期内,为伯克希尔哈撒韦创造了税前约1850亿美元的巨额回报。截至目前,虽然此前伯克希尔哈撒韦多次减持了苹果公司的股票,但至今依然是伯克希尔哈撒韦的重仓股,伯克希尔哈撒韦或持续看好苹果的发展前景。第三个信息,格雷格·阿贝尔预计伯克希尔哈撒韦永远不会拆分集团,也不会剥离旗下子公司。第四个信息,格雷格·阿贝尔透露伯克希尔旗下多个业务板块已经应用AI技术,而且公司...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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聚焦2026巴菲特股东大会,深入解读股东大会的核心信息

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