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夜讀 | 巴菲特加碼投資日股
uSMART盈立智投 04-11 20:18

“股神”巴菲特正在尋求增加對日本股票的投資,報告顯示,巴菲特在日本五大主要貿易公司中的持股比例已上升至7.4%,這一數字高於11月份的6%以上。

受此消息影響,三菱公司股價一度上漲3%,爲3月1日以來最大漲幅。三井物產上漲3.7%,丸紅株式會社(Marubeni Corp.)、住友商事株式會社(Sumitomo Corp.)和伊藤忠商事株式會社(Itochu Corp.)也擴大了漲幅。該報告公佈後,日本東證指數繼續上漲。

巴菲特於2020年8月首次購買了日本貿易公司(也被稱爲“綜合商社”)的股份。與此同時,巴菲特旗下的伯克希爾哈撒韋(BRK.A.US)也開始發行日圓債券,這使該公司有望在最近幾年再發行超過1萬億日圓的日圓債券。

近年來,伯克希爾哈撒韋公司已成爲最大的日元債券外國發行人之一。伯克希爾最近一次發行日元債券是在去年12月,當時該公司發行了1150億日元(8.67億美元)債券。自2019年以來,伯克希爾已連續5年發行日元債,截至2022年日元債規模超78億美元。在目前全球少有的低利率國家日本發行日元債,具有融資與對衝外匯風險的作用。

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