---
title: "伯克希尔哈撒韦 2025 年股东大会：巴菲特重返奥马哈，我们可以期待什么"
description: "伯克希尔哈撒韦的 2025 年股东大会定于 5 月的第一个星期六举行，这标志着沃伦·巴菲特领导该公司的第 60 年。股东们对创纪录的 3342 亿美元现金储备感到兴奋，期待获得有关资本配置和潜在投资机会的见解。主要议题包括继任计划，特别是格雷格·阿贝尔（Greg Abel）将承担更大角色，以及公司在苹果公司的减持。此外，讨论可能涉及全球投资策略以及人工智能对伯克希尔持股的影响。会议将包括巴菲特的开"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/238596711.md"
published_at: "2025-05-02T15:49:59.000Z"
---

# 伯克希尔哈撒韦 2025 年股东大会：巴菲特重返奥马哈，我们可以期待什么

> 伯克希尔哈撒韦的 2025 年股东大会定于 5 月的第一个星期六举行，这标志着沃伦·巴菲特领导该公司的第 60 年。股东们对创纪录的 3342 亿美元现金储备感到兴奋，期待获得有关资本配置和潜在投资机会的见解。主要议题包括继任计划，特别是格雷格·阿贝尔（Greg Abel）将承担更大角色，以及公司在苹果公司的减持。此外，讨论可能涉及全球投资策略以及人工智能对伯克希尔持股的影响。会议将包括巴菲特的开场致辞和现场问答环节

As the first Saturday of May draws near, the investment world turns its gaze once again to Omaha, Nebraska — home to the annual Berkshire Hathaway shareholder meeting, a spectacle fondly dubbed the "Woodstock for Capitalists." This year's gathering carries more weight than usual. It marks Warren Buffett's 60th year at the helm of the conglomerate and is only the second since the passing of his longtime partner, Charlie Munger.

Tens of thousands of shareholders will flock to Omaha, while many more will tune in online to hear from the 94-year-old investment icon. With global markets on edge, political shifts in Washington, and questions looming over Berkshire’s massive cash pile, the stakes are as high as they’ve ever been.

Here are a few key themes likely to dominate the discussion.

**Will Buffett break his silence?**

So far, Buffett has remained relatively quiet amid the recent market jitters triggered by aggressive U.S. tariff measures. But that’s expected to change on Saturday, when he takes the stage alongside Vice Chairmen Greg Abel and Ajit Jain to address shareholders and take their questions. Abel, widely seen as Buffett’s successor, will share more of the spotlight this year — another sign that succession planning is not just a formality but an unfolding transition.

**The $334 billion question**

One of the biggest talking points: Berkshire’s record-breaking cash reserves, which ballooned to $334.2 billion by the end of 2024. For nine consecutive quarters, the firm has sold more stock than it has bought, paring down its positions in giants like Apple and Bank of America. While Buffett has long preached patience and discipline in capital allocation, investors will be eager to know whether recent market volatility has opened up any buying opportunities.

**Apple, again?**

Another closely watched subject is Berkshire’s trimmed stake in Apple. The company has maintained a holding of 300 million shares since September, but after several quarters of reductions, investors are seeking clarity on whether the selling is truly done. Buffett had previously attributed the sales to tax-related reasons, but with those conditions no longer pressing, questions are likely to resurface.

**Succession in focus**

With Charlie Munger no longer by his side, the question of who carries forward the Berkshire legacy looms larger. Greg Abel, already entrusted with major operational decisions, is expected to take over leadership eventually. Saturday’s meeting may offer further insight into how responsibilities are being gradually handed over — and how much of Buffett’s philosophy will endure through the transition.

**Looking beyond the U.S.**

Though Berkshire’s investments have long skewed domestic, Buffett has in the past spoken positively about emerging markets — especially India. Investors will be watching closely for any commentary that hints at a broader global strategy, particularly at a time when geopolitical and economic realignments are reshaping the investment landscape.

**AI and innovation**

Technological disruption is another key theme. While Buffett has expressed caution around artificial intelligence, noting its potential ethical and security risks, shareholders may expect him to address how Berkshire views the rise of AI, both as a threat and an opportunity. Given that many of the firm’s holdings are exposed to changing tech dynamics, any remarks here will be closely parsed.

Berkshire will release its first-quarter earnings ahead of the meeting, giving investors a fresh snapshot of the firm’s portfolio changes. Then at 9 a.m. ET, Buffett will kick off the event with opening remarks, followed by an extensive Q&A session broadcast live in English and Mandarin.

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