12/07/2024, 02:46 PM UTC
伯克希尔哈撒韦：当帝国冲突时，现金为王Berkshire Hathaway: Cash Is King When Empires Clash
1、伯克希尔哈撒韦的现金储备记录反映了巴菲特的地缘政治谨慎，对冲中国台湾风险，并为未来的机会保留资本。2、伯克希尔调整了其投资组合，增加了多米诺比萨和Pool Corp.，同时减少了对苹果、BAC等公司的持股，保持近30%的现金比例，以平衡高估风险和稳定的流动性。3、巴菲特凭借对宏观经济的洞察和过去的危机经验，建议持有现金以确保在地缘政治紧张导致市场崩溃时的韧性。1. Berkshire Hathaway's record cash reserves reflect Buffett's geopolitical caution, hedging against China-Taiwan risks and preserving capital for future opportunities. 2. Berkshire shifts its portfolio, adding Domino's and Pool Corp., while reducing holdings in Apple, BAC, and others, maintaining nearly 30% in cash to balance overvaluation risks with stable liquidity. 3. Buffett's wisdom, shaped by macro insights and past crises, suggests holding cash to ensure resilience in case of market crashes amidst geopolitical tensions.
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