03/08/2025, 08:38 AM UTC
巴菲特旗下伯克希尔哈撒韦为何仍有望实现超额收益Why Warren Buffett's Berkshire Hathaway Is Still Poised For Outperformance
1. 伯克希尔哈撒韦因其防御性定位、稳定的盈利增长以及战略性地转向美国国债，有望实现超额收益。2. 沃伦·巴菲特年度信函强调财政政策、资本分配和维持稳定货币的重要性，重点关注美国例外主义。3. 尽管GAAP净收入有所下降，但伯克希尔哈撒韦的运营利润显著增长，得益于保险和投资部门强劲的表现。4. 伯克希尔哈撒韦当前的估值和大量现金头寸提供了安全边际，使其在高市场估值和经济不确定性中成为‘强烈买入’的选择。1. Berkshire Hathaway is poised for outperformance due to its defensive positioning, stable earnings growth, and strategic shift to U.S. Treasury securities. 2. Warren Buffett's annual letter emphasizes the importance of fiscal policy, capital allocation, and maintaining a stable currency, with a focus on U.S. exceptionalism. 3. Despite a decline in GAAP net income, Berkshire's operating profit increased significantly, driven by strong performance in its insurance and investment segments. 4. Berkshire's current valuation and large cash position provide a margin of safety, making it a 'Strong Buy' amidst high market valuations and economic uncertainties.---
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