芒格赞赏比亚迪，称不会持有台积电

环球市场播报2023-11-01

巴菲特的长期合作伙伴查理·芒格在最近的一次访谈中承认，现在想要找到好的投资非常困难。他谈到了伯克希尔对好市多、苹果、日本商社和其他公司的押注。他说：“在我们开展业务的早期，有很多唾手可得的果实，但现在没有任何唾手可得的果实。”后来，当被问及伯克希尔在2016年是如何决定投资苹果时，芒格重复了这一观点，称“让傻瓜唾手可得的果实并没有消失，但它非常小”。芒格说：“每个人都需要在12家比其他人做得更好的...

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TSMC","themeId":"79a01526bef241f097a28bbc65aa1a81","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2f21697ce221ce921b1fbd3279f8642d","symbols_score_info":{"81211":0.6,"00285":1,"TSM":1,"TWmain":1,"002594":1,"01211":1,"BYDDY":0.6,"EVS.SI":0.6,"EWT":0.6,"03145":0.6},"content_text":"巴菲特的长期合作伙伴查理·芒格在最近的一次访谈中承认，现在想要找到好的投资非常困难。他谈到了伯克希尔对好市多、苹果、日本商社和其他公司的押注。他说：“在我们开展业务的早期，有很多唾手可得的果实，但现在没有任何唾手可得的果实。”后来，当被问及伯克希尔在2016年是如何决定投资苹果时，芒格重复了这一观点，称“让傻瓜唾手可得的果实并没有消失，但它非常小”。芒格说：“每个人都需要在12家比其他人做得更好的公司中有一些重要的参与，你至少需要其中的两到三家。如果你有这种心态，苹果理所当然会出现在这份清单上。”他们又是如何从众多大型科技公司中挑选出苹果的呢？芒格说：“我们找不到其他的东西。它很便宜——市盈率只有10倍。”在这次访谈中，芒格他还问及汽车行业和电动汽车是否因为颠覆而更具投资价值。他说：“也许对一两家真正擅长电动汽车的（制造商）来说是这样，但肯定没有其他人。这太难了。”在谈到巴菲特投资的中国电动汽车制造商比亚迪时，芒格说比亚迪“是一个奇迹，但那个家伙每周工作70个小时，而且智商很高。”他能做你做不到的事，他能看别人的汽车零件，然后想出如何制造……那个东西。你做不到这个。”芒格没有指名道姓，但很明显他是在说比亚迪董事长王传福。芒格还谈到了在中国的投资，他说，中国经济“在未来20年的前景比几乎任何其他大型经济体都要好”。首先，中国的领先企业“比其他任何企业都更强大、更好”，而且成本更低，他补充道。不过他表示，在亚洲公司中，他不会持有台积电的股票，因为这家公司不像苹果那样真正拥有“自己的品牌”。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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