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只求回本:(
#伯克希尔巨额现金储备，财报将披露最新动向
现金堆到历史新高，本质是巴菲特对当前估值的不信任——不是找不到机会，是风险收益比不合算。财报重点不在现金多少，而在他到底买抛了什么，以及交接之后，这种极度谨慎的风格还能维持多久。
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