---
title: "伯克希尔哈撒韦精简投资组合，并通过股票回购传递价值信号"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286886052.md"
description: "伯克希尔哈撒韦已重组其投资组合，退出超过 15 个头寸，同时增加对科技和媒体的投资，并以 26.5 亿美元的股份重新进入航空业，投资达美航空。该公司回购了 2.34 亿美元的股票，这是自 2024 年以来的首次回购，表明对其被低估股票的信心。拥有 3900 亿美元现金的伯克希尔，正准备在高市场估值中进行选择性收购"
datetime: "2026-05-19T09:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286886052.md)
  - [en](https://longbridge.com/en/news/286886052.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286886052.md)
---

# 伯克希尔哈撒韦精简投资组合，并通过股票回购传递价值信号

Major portfolio shake-up: Berkshire exited over 15 positions, added to tech and media holdings, and reentered airlines with a $2.65B Delta stake. Buyback signals confidence: Management repurchased $234M in stock, its first buyback since 2024, suggesting shares are trading below intrinsic value. Cash-rich and selective: With $390B in cash, Berkshire is holding out for acquisitions at reasonable prices amid high market valuations.

### 相关股票

- [BRK.A.US](https://longbridge.com/zh-CN/quote/BRK.A.US.md)
- [BRK.B.US](https://longbridge.com/zh-CN/quote/BRK.B.US.md)
- [DAL.US](https://longbridge.com/zh-CN/quote/DAL.US.md)

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