巴菲特老搭档芒格：相比特斯拉更看好比亚迪，AI有很多疯狂炒作

李丹2023-02-16

摘要：芒格称，特斯拉在中国降价，而比亚迪涨价，比亚迪在中国遥遥领先于特斯拉；AI非常重要，但其中有很多无稽之谈，AI无法治愈癌症。巴菲特的老搭档、伯克希尔-哈撒韦公司的副董事长查理•芒格分享了他对两家电动汽车巨头、时下热点人工智能（AI）的看法。美东时间2月15日周三，芒格在他曾任董事长、现任董事的公司——Daily Journal的年度股东大会上表示，“很容易” 解释为什么相比特斯拉他更看好...

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精彩评论

Appler
2023-02-17
Appler
一边卖出一边看好
迷茫的渔夫
2023-02-16
迷茫的渔夫
看好你梭哈啊
Hunbounded
2023-02-16
Hunbounded
有断章取义之嫌

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。特斯拉的全球价格战引发了市场对需求疲软的担忧。本周三，芒格同时提到ChatGPT引发的热门话题AI，称AI无法治愈癌症。他认为，AI“非常重要”，但其中有很多“疯狂的炒作”和“无稽之谈”。芒格还提到伯克希尔去年押注的芯片股台积电，称台积电是“世上最强大的半导体公司”。芒格讲话前一天，本周二公布的递交监管方13F文件显示，伯克希尔去年三季度刚建仓台积电6000万股，四季度就大幅减持了三季度86%的持股，持仓仅剩830万股。台积电从三季度伯克希尔的第十大重仓股变为第32位的持仓。华尔街见闻此后提到，台积电股价去年第四季度上涨约10% 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