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Sho_0459
2023-11-10
说说你对这篇新闻的看法...
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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“顽固派”开始转变?股神老搭档:投资者应该拥抱“七巨头”!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 16:50 北京时间 <a href=https://xnews.jin10.com/details/126281><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芒格表示,股市已成为赢家通吃的市场,应持有“七巨头”这类的股票,否则将落后于人。根据传奇投资者、“股神”老搭档、伯克希尔哈撒韦的副董事长查理·芒格的说法,现在的美股是“七巨头”的世界。这位“股神”巴菲特的商业伙伴在最近两次采访中说,近年来,少数几家科技公司在美股中的主导地位越来越大,其表现也大大跑赢美股大盘,以至于不持有这些公司股票的投资者可能会被远远抛在后面。芒格说:“我认为,现代投资者要想...</p>\n\n<a href=\"https://xnews.jin10.com/details/126281\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ede74b0434b73c8b7efd78492555ed3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://xnews.jin10.com/details/126281","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177702640","content_text":"芒格表示,股市已成为赢家通吃的市场,应持有“七巨头”这类的股票,否则将落后于人。根据传奇投资者、“股神”老搭档、伯克希尔哈撒韦的副董事长查理·芒格的说法,现在的美股是“七巨头”的世界。这位“股神”巴菲特的商业伙伴在最近两次采访中说,近年来,少数几家科技公司在美股中的主导地位越来越大,其表现也大大跑赢美股大盘,以至于不持有这些公司股票的投资者可能会被远远抛在后面。芒格说:“我认为,现代投资者要想取得成功,几乎必须买进几只远高于平均水平的股票。他们试图拥有一些苹果和Alphabet之类的公司股票,只是为了跟上潮流,因为他们知道,很大一部分收益将来自这些超级巨头。”芒格是一位老派的价值投资者,他一般会避开昂贵的成长型股票,看重可预测性,通常会坚持投资好市多(COST)等他非常了解的公司,而其对这些科技巨头的“改观”令人眼前一新。另一方面,苹果是伯克希尔近年来最大的押注之一。在2016年至2018年期间,伯克希尔向这家iPhone制造商投入了300多亿美元的投资,自那以来,苹果的股价上涨了两倍多。伯克希尔目前持有苹果近6%的股份,价值约1570亿美元,这意味着这家消费电子巨头几乎占其整个股票投资组合价值的一半。苹果今年的股价也飙升了约40%,令标普500指数14%的涨幅相形见绌。芒格表示,当谈到收购大型科技公司时,巴菲特和他认为“苹果是合乎逻辑的候选人”,部分原因是当时苹果公司的股价很便宜。至于巴菲特,他以苹果强大的品牌来解释自己的赌注,强调苹果的设备对客户来说是多么不可或缺,称赞首席执行官蒂姆•库克是一位杰出的领导者,并表示苹果的业务比伯克希尔旗下的任何一家公司都要好。芒格说,“我喜欢这些高科技公司,我认为,资本主义应该期待偶然出现几个大赢家。”芒格似乎认为,股市已经变成了一个“赢家通吃”的竞技场,在这里,少数几家大公司将碾压其竞争对手,并赚取巨额收益。不管是情愿还是不情愿,这位近一个世纪的资深投资者已经接受了当今的“科技巨头”,并且认为避开它们不是一个可行的选择。他给一些“股市顽固派”的信息似乎是:要么与时俱进,要么落伍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":240067567783992,"gmtCreate":1699628826580,"gmtModify":1699629496582,"author":{"id":"3573961523723399","authorId":"3573961523723399","name":"Sho_0459","avatar":"https://static.tigerbbs.com/7d5215d0d106c71e70c543b0950ab427","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573961523723399","authorIdStr":"3573961523723399"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/240067567783992","repostId":"1177702640","repostType":2,"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}