--- title: "巴菲特和格伯警告市场贪婪,因为通货膨胀正在飙升" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286203592.md" description: "巴菲特和格伯对市场贪婪在通胀上升的背景下表示担忧。巴菲特强调市场中存在一种赌博心态,而格伯则将通胀和债券市场问题归因于政府政策。他们将当前情况与过去的泡沫进行比较,指出尽管当前估值低于 1999 年的水平,但创纪录的高点和由人工智能驱动的收益与互联网泡沫时代相呼应。此外,三年来的高通胀、地缘政治紧张局势和收益率上升对经济增长构成风险,可能促使中央银行考虑加息" datetime: "2026-05-13T05:53:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286203592.md) - [en](https://longbridge.com/en/news/286203592.md) - [zh-HK](https://longbridge.com/zh-HK/news/286203592.md) --- # 巴菲特和格伯警告市场贪婪,因为通货膨胀正在飙升 Investor caution flags: Buffett warns of unprecedented gambling mood in markets, while Gerber blames government policies for inflation and bond market turmoil. Parallels to past bubbles: Record highs and AI-driven gains draw comparisons to the dot-com era, though valuations remain below 1999 extremes. Inflation and policy risks: Three-year-high inflation, Middle East tensions, and rising yields threaten growth and could shift central banks toward rate hikes. ### 相关股票 - [BRK.B.US](https://longbridge.com/zh-CN/quote/BRK.B.US.md) - [BRKU.US](https://longbridge.com/zh-CN/quote/BRKU.US.md) - [BRKD.US](https://longbridge.com/zh-CN/quote/BRKD.US.md) ## 相关资讯与研究 - [巴菲特多年对航空业 “嗤之以鼻”,伯克希尔 “新王” 26 亿美元买入达美航空](https://longbridge.com/zh-CN/news/286630324.md) - [6 月还是 7 月?日本央行加息路径三种情景推演](https://longbridge.com/zh-CN/news/286716564.md) - [人工智能巨头支撑市场](https://longbridge.com/zh-CN/news/286778544.md) - [通胀溢价叠加海外压力推升美债收益率,沃什面临通胀回升政治两难---W20 海外宏观脱水](https://longbridge.com/zh-CN/news/286689655.md) - [美联储加息呼声渐长](https://longbridge.com/zh-CN/news/287181197.md)