杨帆1977的个人主页 - 老虎社区

杨帆1977

杨帆1977

长线价值投资

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1646关注

129粉丝

61主题

0勋章

04-21

$迅雷(XNET)$ 耐心等待中

04-19

复活节彩蛋大作战

04-05

$谷歌(GOOG)$ 淡定，20年22年也这么大跌过。

04-05

最美江南春，牛市终会回。

04-04

$迅雷(XNET)$ 别担心，只是技术调整

04-03

喜欢体恤和杯子

03-21

耐心

03-19

$老虎证券(TIGR)$ 加油吧

03-12

$迅雷(XNET)$ 最近走的很强啊

03-11

$迅雷(XNET)$ 表现还行吧

03-08

<p>第一位：居里夫人；第二位：苏姿丰；第三位：木头姐；第四位：哈里斯；第五位：撒切尔夫人</p>

03-08

$迅雷(XNET)$ 加油吧

03-07

$迅雷(XNET)$ 耐心

03-06

$迅雷(XNET)$ 加油

03-01

$迅雷(XNET)$ 加油

02-27

$迅雷(XNET)$ 终于来了

02-26

$老虎证券(TIGR)$ 耐心

02-26

$建滔积层板(01888)$ 小赌怡情

02-24

$老虎证券(TIGR)$ 加油吧

02-21

$英诺赛科(02577)$ 小赌怡情

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淡定，20年22年也这么大跌过。","images":[{"img":"https://static.tigerbbs.com/fc97e9e75babf7929909ff71507a40b2","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/421062598406784","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556223833274629","authorIdStr":"3556223833274629"},"content":"成本这么低是不断做T来的吗？","text":"成本这么低是不断做T来的吗？","html":"成本这么低是不断做T来的吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":421063042576392,"gmtCreate":1743829583347,"gmtModify":1743829593492,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"最美江南春，牛市终会回。","listText":"最美江南春，牛市终会回。","text":"最美江南春，牛市终会回。","images":[{"img":"https://static.tigerbbs.com/35d6a71944dfb27b07779c65d151556a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421063042576392","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":420648220164360,"gmtCreate":1743728089513,"gmtModify":1743728093259,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a 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核心描述性事实信息：Keep 股价在 1 月 4 日大跌 34%，跌至 9 港元，创下上市以来新低。该股连续第七天下跌，自去年 7 月上市以来已下跌近七成。 2. 观点与支撑逻辑： - Keep 方面表示公司没有收到任何消息，暗示该股大跌可能与公司内部情况无关。 - 该股的半年禁售期即将结束，预计解禁后可能会引发新一轮下跌潮。根据一般上市公司禁售期为 6 个月的原则，2024 年 1 月 12 日，Keep 股票将解禁。 综上所述，文章作者认为 Keep 股价未来可能会继续下跌，主要原因是半年禁售期即将结束。","listText":"1. 核心描述性事实信息：Keep 股价在 1 月 4 日大跌 34%，跌至 9 港元，创下上市以来新低。该股连续第七天下跌，自去年 7 月上市以来已下跌近七成。 2. 观点与支撑逻辑： - Keep 方面表示公司没有收到任何消息，暗示该股大跌可能与公司内部情况无关。 - 该股的半年禁售期即将结束，预计解禁后可能会引发新一轮下跌潮。根据一般上市公司禁售期为 6 个月的原则，2024 年 1 月 12 日，Keep 股票将解禁。 综上所述，文章作者认为 Keep 股价未来可能会继续下跌，主要原因是半年禁售期即将结束。","text":"1. 核心描述性事实信息：Keep 股价在 1 月 4 日大跌 34%，跌至 9 港元，创下上市以来新低。该股连续第七天下跌，自去年 7 月上市以来已下跌近七成。 2. 观点与支撑逻辑： - Keep 方面表示公司没有收到任何消息，暗示该股大跌可能与公司内部情况无关。 - 该股的半年禁售期即将结束，预计解禁后可能会引发新一轮下跌潮。根据一般上市公司禁售期为 6 个月的原则，2024 年 1 月 12 日，Keep 股票将解禁。 综上所述，文章作者认为 Keep 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加油","images":[{"img":"https://static.tigerbbs.com/ce5ed793e691138b7e23dc7e663f2ed2","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/303618170990792","isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582202693603061","authorId":"3582202693603061","name":"茜禾","avatar":"https://static.tigerbbs.com/c6b1ebf083aab3b0fbf75c9811b07efb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3582202693603061","authorIdStr":"3582202693603061"},"content":"更高的在这里[流泪]","text":"更高的在这里[流泪]","html":"更高的在这里[流泪]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":686988603,"gmtCreate":1658031219807,"gmtModify":1704868820136,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"title":"小米加油加油加油","htmlText":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","listText":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","text":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/686988603","isVote":1,"tweetType":1,"viewCount":11809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494204942582501","authorId":"3494204942582501","name":"不过如此V","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494204942582501","authorIdStr":"3494204942582501"},"content":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！","text":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！","html":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617211801,"gmtCreate":1654397588505,"gmtModify":1704859366930,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"：1、三家的财务亮点体现在不同指标中：阿三国里当前更追求稳大盘、提质量，营收规模、盈利能力、用户规模仍占上风；京东通过对物流、供应链基础设施的打造，来增强穿越经济周期、抵抗环境风险的能力；拼多多延续强调农业战略，通过减营销，重投研发和农业需求可持续增长。2、虽然三家营收均保持了增长，但增速明显放缓；三家在活跃用户数上均有所提升，但单季度增长开始放缓。电商平台，整体从「流量时代」进入了「留量时代」。过去的两周，国内电商三巨头阿里巴巴、京东、拼多多先后发布了截至2022年3月31日的新一季度财报。财报发布后，公司股价都迎来大涨。尽管持续受到疫情影响，但总体而言，相比较市场预期，三家业绩都较为乐观，降本增效等成效明显。增速全员放缓 更追求质量、稳定、抗风险能力过去的一个季度，与去年同期相比拼多多营收增长7%、京东营收增长18%，阿里巴巴营收增长9%。整体来看，三家营收虽保持了增长，但增速均下滑明显。其中，京东主要凭借自营品牌优势，仍有两位数的增长，不过增速已降至20%以下；而阿里巴巴和拼多多增速已经下滑至不到两位数。图片阿里自2022财年（2021年4月）以来，营收增速就开始放缓，归于平稳。随着整个行业追求的高增长逻辑从「高速度」转向「高质量」，能力建设和价值创造正在成为阿里巴巴新的发展引擎。拼多多在过去的一段时间里一直在调整发展策略，更加侧重在研发和农业上的投入，希望能够追求一种长时间、高质量的发展。短期内，这种发展方向的调整还看不到效果，增速也会受到一些影响。营收增长放缓的同时，三大电商净利润有的出现了较大程度的下滑，有的盈利能力提升，有的仍在亏损。不按美国通用会计准则计算，本季度阿里净利润同比下降24%，低于市场预期。阿里本季度经营利润相比去年同期也有较大程度的减少，主要由于增加了对淘菜菜、淘宝的投资，以及新冠肺炎疫情影响，对高鑫零售的资产计提减值准备。拼多多方面，净利润为","listText":"：1、三家的财务亮点体现在不同指标中：阿三国里当前更追求稳大盘、提质量，营收规模、盈利能力、用户规模仍占上风；京东通过对物流、供应链基础设施的打造，来增强穿越经济周期、抵抗环境风险的能力；拼多多延续强调农业战略，通过减营销，重投研发和农业需求可持续增长。2、虽然三家营收均保持了增长，但增速明显放缓；三家在活跃用户数上均有所提升，但单季度增长开始放缓。电商平台，整体从「流量时代」进入了「留量时代」。过去的两周，国内电商三巨头阿里巴巴、京东、拼多多先后发布了截至2022年3月31日的新一季度财报。财报发布后，公司股价都迎来大涨。尽管持续受到疫情影响，但总体而言，相比较市场预期，三家业绩都较为乐观，降本增效等成效明显。增速全员放缓 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更追求质量、稳定、抗风险能力过去的一个季度，与去年同期相比拼多多营收增长7%、京东营收增长18%，阿里巴巴营收增长9%。整体来看，三家营收虽保持了增长，但增速均下滑明显。其中，京东主要凭借自营品牌优势，仍有两位数的增长，不过增速已降至20%以下；而阿里巴巴和拼多多增速已经下滑至不到两位数。图片阿里自2022财年（2021年4月）以来，营收增速就开始放缓，归于平稳。随着整个行业追求的高增长逻辑从「高速度」转向「高质量」，能力建设和价值创造正在成为阿里巴巴新的发展引擎。拼多多在过去的一段时间里一直在调整发展策略，更加侧重在研发和农业上的投入，希望能够追求一种长时间、高质量的发展。短期内，这种发展方向的调整还看不到效果，增速也会受到一些影响。营收增长放缓的同时，三大电商净利润有的出现了较大程度的下滑，有的盈利能力提升，有的仍在亏损。不按美国通用会计准则计算，本季度阿里净利润同比下降24%，低于市场预期。阿里本季度经营利润相比去年同期也有较大程度的减少，主要由于增加了对淘菜菜、淘宝的投资，以及新冠肺炎疫情影响，对高鑫零售的资产计提减值准备。拼多多方面，净利润为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/617211801","isVote":1,"tweetType":1,"viewCount":6079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412529396535680,"gmtCreate":1741750523246,"gmtModify":1741753685753,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> 最近走的很强啊","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> 最近走的很强啊","text":"$迅雷(XNET)$ 最近走的很强啊","images":[{"img":"https://static.tigerbbs.com/75662f61af5a51c11ee4c5d4a970391f","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/412529396535680","isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195469937236302","authorId":"4195469937236302","name":"太空小飞侠","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4195469937236302","authorIdStr":"4195469937236302"},"content":"大侠在1.72是怎么选中迅雷的，感觉很冷门啊","text":"大侠在1.72是怎么选中迅雷的，感觉很冷门啊","html":"大侠在1.72是怎么选中迅雷的，感觉很冷门啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":616934397,"gmtCreate":1651301329009,"gmtModify":1651303858829,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"美国时间2022年4月29日(北京时间4月30日)，一年一度的全球投资盛宴——巴菲特股东大会，即伯克希尔·哈撒韦股东大会，将如期而至。92岁的巴菲特和98岁的芒格再度搭档亮相，被看做巴菲特「潜在接班人」的伯克希尔高管格雷格·阿贝尔、阿吉特·贾恩也将一起出席。值得关的是，此次股东大会是其自特殊时期以来首度回归线下，其关注度显然会尤其高涨！此外，和过去两年的线上股东会相比，今年股东会安排的投资者问答时间将会拉长，这意味着今年的「干货」可能会尤其丰富。半个月前，巴菲特也曾经在接受采访时特别提到，将在今年的伯克希尔年度股东大会上谈到许多话题，体现出「股神」本人也对本次大会充满期待。其中，最值得投资者关注的，可能有以下几个话题。包括：伯克希尔今年在股市中的投资计划、谁会是巴菲特的继任者、巴菲特会如何评价苹果和惠普的投资、如何应对今年复杂的投资环境？我们一起来盘点下！一、伯克希尔今年在股市中的投资计划「别人贪婪我恐惧 ，别人恐惧我贪婪。」这句几乎被所有巴菲特信徒们熟知的名言，在今天依旧是巴菲特的投资准则。今年，在美股整体持续阴跌之际，巴菲特却接连进行大手笔投资：先是向西方石油公司投入约70亿美元，后是投入40亿美元买下1.21亿股惠普股票。此外，还达成了以116亿美元收购保险公司Alleghany的交易，这是巴菲特六年来最大的一笔收购。华尔街分析师预期，今明两年，伯克希尔哈撒韦公司可能会还会继续在市场中大展拳脚，未来18个月内在股票上的投资额可能超过330亿美元。Edward Jones的高级股票分析师沙James Shanahan预计，明年伯克希尔哈撒韦至少还将达成两笔交易。其一是伯克希尔哈撒韦可能会斥资约40亿美元，在2023年初将其在Pilot Flying J的股权提高到80％；其二是该公司还可能很快就会收购沃尔特•斯科特（Walter Scott Jr．）家族持有的伯克希尔哈","listText":"美国时间2022年4月29日(北京时间4月30日)，一年一度的全球投资盛宴——巴菲特股东大会，即伯克希尔·哈撒韦股东大会，将如期而至。92岁的巴菲特和98岁的芒格再度搭档亮相，被看做巴菲特「潜在接班人」的伯克希尔高管格雷格·阿贝尔、阿吉特·贾恩也将一起出席。值得关的是，此次股东大会是其自特殊时期以来首度回归线下，其关注度显然会尤其高涨！此外，和过去两年的线上股东会相比，今年股东会安排的投资者问答时间将会拉长，这意味着今年的「干货」可能会尤其丰富。半个月前，巴菲特也曾经在接受采访时特别提到，将在今年的伯克希尔年度股东大会上谈到许多话题，体现出「股神」本人也对本次大会充满期待。其中，最值得投资者关注的，可能有以下几个话题。包括：伯克希尔今年在股市中的投资计划、谁会是巴菲特的继任者、巴菲特会如何评价苹果和惠普的投资、如何应对今年复杂的投资环境？我们一起来盘点下！一、伯克希尔今年在股市中的投资计划「别人贪婪我恐惧 ，别人恐惧我贪婪。」这句几乎被所有巴菲特信徒们熟知的名言，在今天依旧是巴菲特的投资准则。今年，在美股整体持续阴跌之际，巴菲特却接连进行大手笔投资：先是向西方石油公司投入约70亿美元，后是投入40亿美元买下1.21亿股惠普股票。此外，还达成了以116亿美元收购保险公司Alleghany的交易，这是巴菲特六年来最大的一笔收购。华尔街分析师预期，今明两年，伯克希尔哈撒韦公司可能会还会继续在市场中大展拳脚，未来18个月内在股票上的投资额可能超过330亿美元。Edward Jones的高级股票分析师沙James Shanahan预计，明年伯克希尔哈撒韦至少还将达成两笔交易。其一是伯克希尔哈撒韦可能会斥资约40亿美元，在2023年初将其在Pilot Flying J的股权提高到80％；其二是该公司还可能很快就会收购沃尔特•斯科特（Walter Scott Jr．）家族持有的伯克希尔哈","text":"美国时间2022年4月29日(北京时间4月30日)，一年一度的全球投资盛宴——巴菲特股东大会，即伯克希尔·哈撒韦股东大会，将如期而至。92岁的巴菲特和98岁的芒格再度搭档亮相，被看做巴菲特「潜在接班人」的伯克希尔高管格雷格·阿贝尔、阿吉特·贾恩也将一起出席。值得关的是，此次股东大会是其自特殊时期以来首度回归线下，其关注度显然会尤其高涨！此外，和过去两年的线上股东会相比，今年股东会安排的投资者问答时间将会拉长，这意味着今年的「干货」可能会尤其丰富。半个月前，巴菲特也曾经在接受采访时特别提到，将在今年的伯克希尔年度股东大会上谈到许多话题，体现出「股神」本人也对本次大会充满期待。其中，最值得投资者关注的，可能有以下几个话题。包括：伯克希尔今年在股市中的投资计划、谁会是巴菲特的继任者、巴菲特会如何评价苹果和惠普的投资、如何应对今年复杂的投资环境？我们一起来盘点下！一、伯克希尔今年在股市中的投资计划「别人贪婪我恐惧 ，别人恐惧我贪婪。」这句几乎被所有巴菲特信徒们熟知的名言，在今天依旧是巴菲特的投资准则。今年，在美股整体持续阴跌之际，巴菲特却接连进行大手笔投资：先是向西方石油公司投入约70亿美元，后是投入40亿美元买下1.21亿股惠普股票。此外，还达成了以116亿美元收购保险公司Alleghany的交易，这是巴菲特六年来最大的一笔收购。华尔街分析师预期，今明两年，伯克希尔哈撒韦公司可能会还会继续在市场中大展拳脚，未来18个月内在股票上的投资额可能超过330亿美元。Edward Jones的高级股票分析师沙James Shanahan预计，明年伯克希尔哈撒韦至少还将达成两笔交易。其一是伯克希尔哈撒韦可能会斥资约40亿美元，在2023年初将其在Pilot Flying J的股权提高到80％；其二是该公司还可能很快就会收购沃尔特•斯科特（Walter Scott Jr．）家族持有的伯克希尔哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/616934397","isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299060267774136,"gmtCreate":1714023391944,"gmtModify":1714023394504,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ &nbsp;</a>稳了","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ &nbsp;</a>稳了","text":"$谷歌(GOOG)$ 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