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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hype","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/394123a36ac3835c2f0b2346ea1018b4","symbols_score_info":{"AI":1,"TSLA":1,"BRK.B":1,"00285":1},"content_text":"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比亚迪。芒格说，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，这简直是可笑的”。在芒格讲话前，自去年8月披露首次减持以来，巴菲特的伯克希尔已经多次减持比亚迪港股，累计套现超过150亿港元，其中今年内就有两次，分别是在1月27日出售155万股、2月3日出售424万股，分别套现3.5亿港元和10.9亿港元，持股比例从首次披露减持前的20.49%降至11.87%。华尔街见闻曾指出，中国是特斯拉的第二大市场，也是特斯拉最大工厂上海超级工厂的所在地。去年特斯拉上海工厂生产75万辆车，占公司年产量的一半以上。而去年比亚迪共销售超过186万辆车，超越特斯拉，占据全球新能源汽车销售榜首，也超过一汽大众，成为中国汽车品牌乘用车销量冠军，结束了中国车市销冠近四十年被合资品牌霸榜的历史。今年开年不久，特斯拉就推出其在中国的最大幅度降价，降到历史最低价。在下调中国和日本售价一周后，特斯拉又在欧美大降价，最高降幅20% 。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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