(Omaha Comprehensive News in Nebraska) Buffett, the US "stock god", said he was more comfortable to invest in Japan than in Japan.
Buffett made the above conversation at the annual conference of Berkshire Hathaway, his company's company on Saturday (May 6).Reuters reports that Buffett's conversation reflects the increasingly tense relations between the United States and China.
Berkshire Hathaway announced last month that it has increased the shares of five Japanese companies in Japanese companies, Mitsubishi Commercial, Mitsubishi Commercial, Mitsui Products, and Sumitomo Commercial.On the other hand, Berkshire Hathaway invested more than $ 4. billion (S $ 5.3 billion) in TSMC last year, but most of the shares were sold in three months.
Berkshire Hathaway Selling TSMC has attracted market attention because Buffett's consistent style is to make long -term investment.
Buffett mentioned TSMC at the annual conference of Berkhl Hathaway on Saturday, "This is a great company", but "we allocate funds in Japan in Japan and make me more comfortable.","this is the truth".
Buffett said in an interview with the Japanese Economic News in April this year that geopolitics is a consideration for the consideration of Berkshire Hatava on TSMC.He said TSMC is a well -managed company, but Berkshire Hathaway has a better place to invest.Buffett also said that Berkshire Hathaway was proud of investing in Japanese trading companies since 2020.
Sino -US relations are becoming increasingly tense, and the situation in the Taiwan Strait has also heated up due to the impact of geopolitical relations.On April 8th, Mainland China began a three -day warning police patrol and military exercise around Taiwan in order to retaliate against Taiwan Cai Yingwen and the Speaker of the US House of Representatives McCarthy in California.
In August last year, after Plogsi, the president of the House of Representatives of the United States Parliament, the countermeasures adopted by Beijing were even more intense.The People's Liberation Army not only launched large -scale military exercises in the surrounding waters of Taiwan, but also launched multiple missiles to waters near Taiwan.The Ministry of Foreign Affairs of China also announced the cancellation of a series of military dialogue and talks, including the cancellation of the arranging call for leaders of the Chinese and the United States theater, canceling the work meeting of the Ministry of Defense in China and the United States, and canceling the Sino -US maritime military security negotiation mechanism meeting.
TSMC is the "Guardian Mountain" of Taiwan and the leader of the semiconductor manufacturing industry.The semiconductor industry is not only the lifeblood of Taiwan, but also an important strategic material for Taiwan to participate in regional strategic competitions under the Sino -US scientific and technological war.Some analysts believe that the importance of TSMC and the strength of Taiwan's semiconductor industry are important reasons that the United States will not sit at Beijing to win Taiwan.
