Hunbounded
2023-02-16
有断章取义之嫌
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
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href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p><p>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”。</p><p>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%。</p><p>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。</p><p>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。</p><p>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”。</p><p>芒格还提到伯克希尔去年押注的芯片股<a href=\"https://laohu8.com/S/TSM\">台积电</a>,称台积电是“世上最强大的半导体公司”。</p><p>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。</p><p>华尔街见闻此后提到,台积电股价去年第四季度上涨约10% ,截至去年年底股价为74美元/股,今年初以来继续快速反弹,一度涨至近100美元/股,这意味着伯克希尔可能卖早了。</p></body></html>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 07:20 北京时间 <a href=https://api.jianyuweb.com/apiv1/content/articles/3682039?extract=1><strong>李丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3682039?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/88a9016a77093598876afa8cfb804369","relate_stocks":{"LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","BK4176":"多领域控股","BK1580":"烟草概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4023":"应用软件","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","AI":"C3.ai, Inc.","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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ACC"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3682039?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2311431561","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% 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