---
title: "伯克希尔在阿贝尔的领导下转变策略，进行大胆投资，并持有创纪录的现金"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287683101.md"
description: "在新任首席执行官 Greg Abel 的领导下，伯克希尔哈撒韦在其首个季度进行了重大投资组合调整，包括对科技和航空公司的大胆投资、大规模的股票退出以及创纪录的现金积累。该公司强调可口可乐和纽柯在过去 50 年中持续增加股息，表明其战略转向高估值科技股和集中投资，同时减少较弱的持股"
datetime: "2026-05-26T21:34:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287683101.md)
  - [en](https://longbridge.com/en/news/287683101.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287683101.md)
---

# 伯克希尔在阿贝尔的领导下转变策略，进行大胆投资，并持有创纪录的现金

New leadership moves: Greg Abel's first quarter as Berkshire CEO included bold tech and airline buys, major stock exits, and a record cash buildup. Dividend kings spotlight: Coca-Cola and Nucor stand out for income stability, with over 50 years of dividend increases and resilience in downturns. Strategic shift signs: Portfolio changes show greater openness to high-valuation tech and concentrated bets, while trimming weaker or non-core holdings.

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