99岁芒格警告：美国银行业堆满了“地产坏账”

华尔街见闻2023-05-01

巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。在接受英国《金融时报》周日的采访时，芒格警告称，美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。芒格说：“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”他补充说：“与六个月...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

CaiNiaoo
2023-05-01
CaiNiaoo
还是我国的人民靠谱，房贷都在坚持还！房贷也是银行最靠谱的外债之一。
张亮887
2023-05-01
张亮887
美国的今天，中国的未来
猛逃
2023-05-01
猛逃
天朝的商业地产．．．．．．[丢脸]
生活指导天师
2023-05-01
生活指导天师
这个老头可真能活
NDPACK_3885
2023-05-01
NDPACK_3885
那中国呢
- 失败体验瘾:
  中国是降息美国是加息
- 华尔街小虾:
  哈哈

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1136753103?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/486336673db1298d2fbd9e144e9c53b2","is_english":false,"pubTime":"2023-05-01 11:45","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1136753103","market":"us","top_or_hot":-1,"title":"99岁芒格警告：美国银行业堆满了“地产坏账”","media":"华尔街见闻","content":"<div>\n<p>巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。在接受英国《金融时报》周日的采访时，芒格警告称，美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。芒格说：“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”他补充说：“与六个月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687803\">网页链接</a>\n\n</div>\n","source":"live_wallstreetcn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>99岁芒格警告：美国银行业堆满了“地产坏账”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n99岁芒格警告：美国银行业堆满了“地产坏账”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 11:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3687803><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。在接受英国《金融时报》周日的采访时，芒格警告称，美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。芒格说：“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”他补充说：“与六个月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687803\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DRV","symbol_name":"三倍做空房地产ETF-Direxion","start_time":0,"source_url":"https://wallstreetcn.com/articles/3687803","article_id":"1136753103","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/486336673db1298d2fbd9e144e9c53b2"],"rights":{"source":"live_wallstreetcn","url":"https://wallstreetcn.com/articles/3687803","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1136753103","pubTimestamp":1682912745,"columns":[],"sourceInfo":{"source_id":"live_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"随着地产价格下跌，美国银行业“充斥着不良贷款”。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"DRV":"三倍做空房地产ETF-Direxion"},"translate_title":"Munger, 99, warned that the US banking industry is full of \"bad real estate debts\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/34623f3efded107bd924059001e40176","symbols_score_info":{"DRV":0.9},"content_text":"巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。在接受英国《金融时报》周日的采访时，芒格警告称，美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。芒格说：“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”他补充说：“与六个月前相比，目前美国每家银行对房地产贷款的收紧程度都要高得多。”尽管芒格指出，目前的市场并不像2008年时那样糟糕，但他表示，“银行业也会遇到麻烦，就像其他地方都会遇到麻烦一样。”芒格发出警告之际，正值美国联邦监管机构要求各大银行在周日下午之前提交对第一共和银行的最终收购要约，这是有关美国中型银行业危机的最新消息。虽然伯克希尔有在美国金融不稳定时期支持银行业的历史，但到目前为止该公司对硅谷银行和Signature银行的倒闭一直置身事外。芒格认为伯克希尔的克制，部分是由于银行大量商业地产贷款可能带来的风险。他表示：“伯克希尔对银行进行了一些投资，业绩显示非常好。我们对银行也有一些失望。明智地经营一家银行并不是那么容易；做错事的诱惑有很多。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":658437615,"gmtCreate":1682946767937,"gmtModify":1682946769829,"author":{"id":"98207173593875","authorId":"98207173593875","name":"CaiNiaoo","avatar":"https://static.tigerbbs.com/62a51e35c408fbcd512707f934c76e5f","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"98207173593875","authorIdStr":"98207173593875"},"htmlText":"还是我国的人民靠谱，房贷都在坚持还！ 房贷也是银行最靠谱的外债之一。","listText":"还是我国的人民靠谱，房贷都在坚持还！ 房贷也是银行最靠谱的外债之一。","text":"还是我国的人民靠谱，房贷都在坚持还！ 房贷也是银行最靠谱的外债之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658437615","repostId":1136753103,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658494743,"gmtCreate":1682931978882,"gmtModify":1682931980780,"author":{"id":"3570620549153040","authorId":"3570620549153040","name":"张亮887","avatar":"https://static.tigerbbs.com/922c0c000dbcf264fe3a08b64bbe48a7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3570620549153040","authorIdStr":"3570620549153040"},"htmlText":"美国的今天，中国的未来","listText":"美国的今天，中国的未来","text":"美国的今天，中国的未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658494743","repostId":1136753103,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658499876,"gmtCreate":1682915974695,"gmtModify":1682915976657,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518527627041174","authorIdStr":"3518527627041174"},"htmlText":"天朝的商业地产．．．．．．[丢脸]&nbsp;","listText":"天朝的商业地产．．．．．．[丢脸]&nbsp;","text":"天朝的商业地产．．．．．．[丢脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658499876","repostId":1136753103,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658490183,"gmtCreate":1682915275043,"gmtModify":1682915277682,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"htmlText":"这个老头可真能活","listText":"这个老头可真能活","text":"这个老头可真能活","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658490183","repostId":1136753103,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":658407271,"gmtCreate":1682913637593,"gmtModify":1682914114901,"author":{"id":"3550815866905861","authorId":"3550815866905861","name":"NDPACK_3885","avatar":"https://static.tigerbbs.com/5896dfb69eae760eebbe4f1f69332c0b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3550815866905861","authorIdStr":"3550815866905861"},"htmlText":"那中国呢","listText":"那中国呢","text":"那中国呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/658407271","repostId":1136753103,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7969198,"gmtCreate":1682914830921,"gmtModify":1682916742029,"authorId":3484716733245108,"author":{"id":3484716733245108,"idStr":"3484716733245108","authorId":3484716733245108,"name":"失败体验瘾","avatar":"https://static.tigerbbs.com/2e86ed60c1854f0542361af933f71447","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":658407271,"type":1,"supId":0,"prevId":0,"content":"中国是降息&nbsp; 美国是加息","text":"中国是降息&nbsp; 美国是加息","html":"中国是降息&nbsp; 美国是加息"},{"id":7969197,"gmtCreate":1682914441789,"gmtModify":1682916741974,"authorId":241432200195108,"author":{"id":241432200195108,"idStr":"241432200195108","authorId":241432200195108,"name":"华尔街小虾","avatar":"https://static.tigerbbs.com/8d18dcb9c7fb0e474381866dfd923b5a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.12","exceedPercentage":"60.06%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":658407271,"type":1,"supId":0,"prevId":0,"content":"哈哈","text":"哈哈","html":"哈哈"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":5,"repostSize":3,"favoriteSize":7,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1136753103"}