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
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":625508278,"tweetId":"625508278","gmtCreate":1676539841494,"gmtModify":1676539845100,"author":{"id":3563805033586404,"idStr":"3563805033586404","authorId":3563805033586404,"authorIdStr":"3563805033586404","name":"Hunbounded","avatar":"https://static.tigerbbs.com/93dc4157e66440a46ff65bf459e17128","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>有断章取义之嫌</p></body></html>","htmlText":"<html><head></head><body><p>有断章取义之嫌</p></body></html>","text":"有断章取义之嫌","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/625508278","repostId":2311431561,"repostType":2,"repost":{"id":"2311431561","pubTimestamp":1676503224,"share":"https://www.laohu8.com/m/news/2311431561?lang=&edition=full","pubTime":"2023-02-16 07:20","market":"sh","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2311431561","media":"李丹","summary":"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。","content":"<html><head></head><body><blockquote>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。</blockquote><p>巴菲特的老搭档、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-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。</p><p>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<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>他更看好<a 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 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>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</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\">\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":{"BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK1119":"汽车制造商","AI":"C3.ai, Inc.","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1522":"燃料电池","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK1582":"深圳本地概念股","BRK.B":"伯克希尔B","BK4548":"巴美列捷福持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","00285":"比亚迪电子","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4176":"多领域控股","BK1580":"烟草概念","LU0823411888.USD":"法巴消费创新基金 Cap","BK4023":"应用软件","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK1515":"抗疫概念","BK1594":"碳中和概念股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK1539":"汽车股","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0823414478.USD":"法巴经典能源转换基金","SG9999006514.SGD":"United Asia Consumer Fund SGD","BK4543":"AI"},"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% 。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% ,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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":886,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/625508278"}
精彩评论