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巴菲特的波克夏Q4營業利潤年增28%至84.8億。2023全年因為保險業務獲利大增，總體營業利潤年增17%至373.5億，持有現金再創歷史新高至1676億，比上季1572又增加104億美金。

巴菲特手上一直有越來越龐大的現金但找不到好的大規模投資機會，只能回購自家股票。Q4回購了22億，全年回購92億。

#投資日本
巴菲特詳細介紹了 $BRKB 對日本五大商社的投資情況。這五家公司分別是伊藤忠商事、丸紅、三菱商事、三井物產和住友商事，它們在許多方面實行對股東更加友好的政策

這些公司的管理層在自己的薪酬方面遠不如美國的公司那樣積極。此外，每家公司大約只將其收益的三分之一用於分紅。這些公司保留的大量資金被用於擴建其眾多業務以及在較小程度上用於回購股份。

波克夏現在大約持有每家公司9%的股份。巴菲特和格雷格·阿貝爾訪問東京與這些公司的管理層會談後，增加了對這五家公司的持股。波克夏對這五家公司的總投資成本為1.6兆日元，而這些投資的年終市值為2.9兆日元。

然而，由於近年來日元貶值，這些投資的年終未實現收益在美元計算中為61%或80億美元。巴菲特指出，波克夏和這些公司的投資可能會帶來與這五家大型、管理良好且享有盛譽的公司在全球範圍內合作的機會。

巴菲特強調，波克夏在日本的債務受到良好接待，他相信波克夏持有的日元計價債務比任何其他美國公司都要多。由於日元貶值，為波克夏帶來了19億美元的年終收益

IEObserve 國際經濟觀察
巴菲特的波克夏Q4營業利潤年增28%至84.8億。2023全年因為保險業務獲利大增，總體營業利潤年增17%至373.5億，持有現金再創歷史新高至1676億，比上季1572又增加104億美金。

巴菲特手上一直有越來越龐大的現金但找不到好的大規模投資機會，只能回購自家股票。Q4回購了22億，全年回購92億。

#投資日本
巴菲特詳細介紹了 $BRKB 對日本五大商社的投資情況。這五家公司分別是伊藤忠商事、丸紅、三菱商事、三井物產和住友商事，它們在許多方面實行對股東更加友好的政策

這些公司的管理層在自己的薪酬方面遠不如美國的公司那樣積極。此外，每家公司大約只將其收益的三分之一用於分紅。這些公司保留的大量資金被用於擴建其眾多業務以及在較小程度上用於回購股份。

波克夏現在大約持有每家公司9%的股份。巴菲特和格雷格·阿貝爾訪問東京與這些公司的管理層會談後，增加了對這五家公司的持股。波克夏對這五家公司的總投資成本為1.6兆日元，而這些投資的年終市值為2.9兆日元。

然而，由於近年來日元貶值，這些投資的年終未實現收益在美元計算中為61%或80億美元。巴菲特指出，波克夏和這些公司的投資可能會帶來與這五家大型、管理良好且享有盛譽的公司在全球範圍內合作的機會。

巴菲特強調，波克夏在日本的債務受到良好接待，他相信波克夏持有的日元計價債務比任何其他美國公司都要多。由於日元貶值，為波克夏帶來了19億美元的年終收益
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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

巴菲特的波克夏Q4營業利潤年增28%至84.8億。2023全年因為保險業務獲利大增，總體營業利潤年增17%至373.5億，持有現金再創歷史新高至1676億，比上季1572又增加104億美金。

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