Warren Buffett Heads Into 2025 With $325 Billion Cash Pile, His Largest in Over Three Decades: Expert Says It 'Will Provide An Opportunity For The Successors To Make Their Own Mark'
Warren Buffett Heads Into 2025 With $325 Billion Cash Pile, His Largest in Over Three Decades: Expert Says It 'Will Provide An Opportunity For The Successors To Make Their Own Mark'
Throughout 2024, Buffett sold significant portions of his largest holdings, including Warren Buffett is entering 2025 with the largest cash reserve at $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ in over three decades.
禾倫·巴菲特在2025年進入時擁有三十多年來最大的現金儲備，位於 $伯克希爾-A (BRK.A.US)$ $伯克希爾-B (BRK.B.US)$ 。
What Happened: The conglomerate's cash holdings have reached a staggering $325 billion, marking the highest percentage of total assets since 1990, CNBC reported on Tuesday.
發生了什麼：該集團的現金持有量達到了驚人的3250億，標誌着自1990年以來總資產的最高比例，CNBC週二報道。
This cash accumulation comes as Buffett, 94, finds few attractive investment opportunities amid a highly valued market. The "Buffett indicator," which compares the total market value of U.S. stocks to GDP, has soared to 209%, a level not seen since the 1929 market peak, according to Oppenheimer data.
隨着94歲的巴菲特在一個高度評估的市場中找到的有吸引力的投資機會寥寥無幾，這一現金累積恰逢其時。根據奧本海默的數據，「巴菲特指標」將美國股票的總市場價值與GDP進行比較，已經飆升至209%，這是自1929年市場峯值以來未見的水平。
Throughout 2024, Buffett sold significant portions of his largest holdings, including $Apple (AAPL.US)$ and $Bank of America (BAC.US)$, offloading $133 billion in stocks during the year's first three quarters. Despite this, Berkshire's shares rose 27% in 2024, its best performance since 2021.
在2024年，巴菲特出售了他最大持股的顯著部分，包括 $蘋果 (AAPL.US)$ 和 $美國銀行 (BAC.US)$在今年的前三個季度，出售了1330億美元的股票。儘管如此，伯克希爾的股票在2024年上漲了27%，這是自2021年以來的最佳表現。
Buffett's strategy may involve waiting for a major acquisition opportunity, potentially benefiting his successor, Greg Abel. Analyst Kevin Heal from Argus Research suggests that some of the cash could be used for investments in distressed situations, allowing successors to leave their mark.
巴菲特的策略可能涉及等待一個重大的收購機會，這可能使他的接班人格雷格·阿貝爾受益。雅運股份的分析師凱文·希爾表示，部分現金可以用於在困境中進行投資，讓接班人能夠留下自己的印記。
"This will also provide an opportunity for the successors to make their own mark when Mr. Buffett ocially hands over the reins."
「這也將爲接班人提供機會，在巴菲特先生正式交接時留下自己的印記。」
Why It Matters: This substantial cash reserve positions Berkshire Hathaway for strategic maneuvers in the coming years. Recently, Buffett's investment activities have shown a shift. In December, Berkshire significantly increased its stake in Occidental Petroleum Corp. (NYSE:OXY), acquiring approximately 8.9 million shares over a few days. This move, totaling around $405 million, raised Berkshire's ownership to 28% of Occidental, valued at approximately $12 billion.
重要性：這一巨大的現金儲備爲伯克希爾·哈撒韋在未來幾年進行戰略舉措提供了基礎。最近，巴菲特的投資活動顯示出轉變。今年12月，伯克希爾顯著增加了其在西方石油公司（紐交所：OXY）的股份，在幾天內收購了大約890萬股。這一舉動總計約爲40500萬，使伯克希爾的持股比例提高至28%，價值約爲120億。
Price Action: As per Benzinga Pro, BRK.A's YTD returns rose by 25.69% while that of BRK.B increased by 25.35%
價格行動：根據Benzinga Pro的數據，BRK.A的年初至今回報率上漲了25.69%，而BRK.b的回報率上漲了25.35%。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：此內容部分由Benzinga Neuro生成，並由Benzinga編輯審核和發佈。