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土豪雪碧君
我的目标是星辰大海
IP属地:上海
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土豪雪碧君
2024-03-08
$英伟达(NVDA)$
$英伟达(NVDA)$
看来还有这波涨
土豪雪碧君
2021-11-03
$微创机器人-B(02252)$
666
土豪雪碧君
2021-05-05
投资需要持之以恒
巴菲特告诉我们什么投资秘诀?
土豪雪碧君
2021-04-16
$小鹏汽车(XPEV)$
扫码领福利
土豪雪碧君
2021-04-16
$蔚来(NIO)$
扫码领福利哦
土豪雪碧君
2020-12-04
$嘉年华邮轮(CCL)$
难得有一只股是红的,随着疫情好转,邮轮看涨到多少呢?
土豪雪碧君
2020-11-24
$Palantir Technologies Inc.(PLTR)$
感觉年底至少25了 [财迷]
土豪雪碧君
2020-11-06
$奥罗拉大麻公司(ACB)$
今早盘前买的,没想到真的涨飞,所以这只股可以拿多久呢
土豪雪碧君
2020-11-06
$蔚来(NIO)$
真的是见证历史的一刻,大选期间,为了躲避风险,正股都清了,就想买点call玩下,没想到涨疯了!
土豪雪碧君
2020-09-30
$蔚来(NIO)$
大盘都在跌,只有你一枝独秀! 中国🇨🇳制造终于也有了品牌加持了!
土豪雪碧君
2020-09-29
$蔚来(NIO)$
再来一次20,就准备出货了哦
土豪雪碧君
2020-09-25
$小米集团-W(01810)$
这价格也该反弹了吧
土豪雪碧君
2020-09-25
$蔚来(NIO)$
21块的时候爱答不理,现在只想到19块
土豪雪碧君
2020-09-01
$小米集团-W(01810)$
不枉我拿了两年,小米这K线走的漂亮啊,大家觉得还能涨多久?
土豪雪碧君
2020-08-26
$小米集团-W(01810)$
年轻人的第一股终于有望解套,大家觉得一这波涨可以到多少?
土豪雪碧君
2020-08-26
$蔚来(NIO)$
一觉睡醒,有点猛啊
土豪雪碧君
2020-08-26
$蔚来(NIO)$
一路飙升,今年20有望啊
土豪雪碧君
2020-08-18
$特斯拉(TSLA)$
有钱人的生活,就是这么朴实无华且枯燥
土豪雪碧君
2020-08-11
$蔚来(NIO)$
记录下,15.7卖出,13.3又接回来了,神操作了一把[开心]
土豪雪碧君
2020-08-05
$蔚来(NIO)$
第一次买期权,我这个14号之前必须卖掉吗?
去老虎APP查看更多动态
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08:55","market":"us","language":"zh","title":"巴菲特告诉我们什么投资秘诀?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167945908","media":"FT中文网","summary":"有足够的耐性与韧劲,我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步,我们得以通过网上直播和中文同声传译,免费同步获得了向全球公认的投资界常青树、","content":"<blockquote>\n 有足够的耐性与韧劲,我们都可以成为巴菲特。\n</blockquote>\n<p>2021年<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步,我们得以通过网上直播和中文同声传译,免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。</p>\n<p>从个人而言,我对巴菲特传授的“秘诀”感悟如下:</p>\n<p><b>01、不投资不是办法</b></p>\n<p>当谈及宏观通胀及民生时,巴菲特认为通胀已显著上涨,工资却没跟上。许多原材料一直在涨价,我们的生活和供应链完全被扭曲,现在通胀比人们预期要高得多,未来会接着涨。</p>\n<p>显然,全球各国为应对一年多以来疫情流行带来的经济下行压力而采取的全面货币宽松,已经毫无悬念地引发了通胀。而通胀的直接结果就是货币购买力的下降,长期而言,如果没有办法通过有效的投资来让自己的积蓄以跟上通胀的速度增值,则必然会面对财富缩水的结局。</p>\n<p><b>02、投资就是投国运</b></p>\n<p>在谈到关于个股投资的不确定性时,巴菲特列举截至2021年3月31日的全球20个市值最大上市企业,前6大公司中有5家是美国公司,包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、脸书。而值得注意的是,前20家企业中,中国有海峡两岸的<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里、茅台、<a href=\"https://laohu8.com/S/TSM\">台积电</a>等共4家公司上榜。</p>\n<p>在1989年世界市值排名前20大公司的名单中,我们会发现当时排名前列的公司许多都来自于日本,包括价值1040亿美元的日本<a href=\"https://laohu8.com/S/601166\">兴业银行</a>、住友银行、<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>、野村证券等。</p>\n<p>比较一下就发现,在今年榜单上,引领全球经济的美国公司的占比更高了,而在过去三十年间经济持续高速增长的中国公司开始占有不少的比重了,但日本公司却已经消失无踪了。</p>\n<p>显然,在过去的三十年参与权益投资,选择正确的市场是必须的,巴菲特投资的成就很大程度上就因为他选择对了以美国公司作为投资标的。而过去三十年,选择投资中国资产为投资重点的投资人应该也回报丰厚,例如,久被国内投资人诟病的上证指数从1990年底至今也从100点上涨到今天的3400多点,涨了30多倍。相比之下,以经济“失去三十年”为背景的日经指数至今还在三十年前的巅峰之下。</p>\n<p>因此,巴菲特告诫我们,不论是投资公司还是指数基金,投资者必须先“上船”,才能有机会获得收益。至于上哪条“船”也是需要深思熟虑的,上对“船”会有非常好的结果。翻译成国内投资人容易懂的话那就是:投资就是投国运!</p>\n<p><b>03、投资必须与时俱进</b></p>\n<p>再细看巴菲特先生提供的两张上市企业排名榜单,就能发现,当今的20家明星企业并不在30年前的世界市值排行前20位的公司名单中,有许多公司(如阿里、腾讯、脸书等)在30年前甚至根本不存在。</p>\n<p>巴菲特指出,短短30年内,全球顶级公司从1040亿美元增长到2.05万亿美元(苹果公司的市值超过2万亿美元),价值已显著增加。这与通胀有关,更与科技进步以及人们生活方式的改变有关。</p>\n<p>因此,在权益类投资中必须做到与时俱进。跟上时代、找到能改变世界的公司进行投资,才能取得投资回报的最大化。</p>\n<p>如果没有时间与能力去找到这些能改变世界的好公司,那投资人该如何“与时俱进”?</p>\n<p>巴菲特认为30年后市值最大企业名单可能面目全非,如果你喜欢挑选个股来投资,很难确保能挑到很多年后还存活的公司,所以最好的方式是投资指数基金。</p>\n<p>巴菲特说,我建议您可以选择持标普500,长期以来,有很多人都是持标普500的,您不一定非要选择我们伯克希尔股票。我和芒格先生在50年前就已经合作了,我们有一群非常特别而且特殊的股东。和标普500比较,我还是喜欢伯克希尔公司的股票。当然,如果您一点也不懂股票,而且对于伯克希尔也没有任何感觉,那就去买标普500。</p>\n<p>确实,主流指数型基金代表的是市场主流,也是与时俱进的。</p>\n<p><b>04、投资必须控制风险</b></p>\n<p>当有投资者提问:现在的利率非常低,甚至有的国家和地区实行零利率。在这个情况下,可以借钱做一些更有收益的事情吗?</p>\n<p>巴菲特答:当然,你可以在零利率的时候去借,然后投资一些东西赚很多钱,不排除这种可能性。但这是很疯狂的事,我似乎是在告诉你“怎样做才能更快破产”。萨缪尔森先生是一位非常睿智的经济学家,他在他的书里没有讲过负利率的事情,讲的是零利率。我们不知道当负利率真正发生时,究竟会带来何种结果。</p>\n<p>对于各种特殊目的投资公司以及各类的“散户战胜华尔街”之类的短期投资炒作,巴菲特与芒格都表示基本类似于哈撒韦赌博,他们特别谈到都不持有比特币;芒格更是称讨厌比特币的成功,认为是仅为凭空创造的金融产品而已,他表示不喜欢加密货币对现有系统的绑架,这“与文明利益背道而驰”。</p>\n<p>他们两位还提到,从保护投资人利益的角度出发,伯克希尔•哈撒韦总是会保留着10-15%左右的现金,以备市场极端之需。</p>\n<p>一句话,马路上有老司机,也有鲁莽司机,但没有又老又鲁莽的司机;因为鲁莽司机都等不到老就翻车了。同理,市场上有老投资人,也有勇猛的投资人,但又老又勇猛的投资人是没有的。道理你懂的!</p>\n<p>总而言之,“股神”告诉了我们,市场短期的走势没人能预测,但是长期投资的方向可以大概率判断,投资就是投国家经济的成长,因此,中国和美国都应该是未来权益投资的重点,至于投资主题方面,巴菲特以及管理团队反复提到与全球气候变化直接相关的碳排放与碳中和,这与我国领导人提出的“碳达峰,碳中和”不谋而合,在未来会创造很好的长期投资机会;同时,科技也是另外一个很好的主题投资方向,巴菲特也提到作为科技龙头的苹果与消费是息息相关的,并指出关于苹果的股票价格需要回到投资基本面决定。</p>\n<p>读到这里,有些国内投资人可能会有些不耐烦了。听股神说了半天都没有给我们推荐什么必涨的股票啊?也没有给我们指出什么迅速致富的投资捷径啊?</p>\n<p>的确没有。我认为巴菲特与芒格两位大师以及团队已经把他们的认知无保留地分享给大家了。</p>\n<p>实际上,全球无人能出其右的“股神”巴菲特,40多年来的年化回报率只有区区的19%,还不及A股投资人挂在嘴边的一天一个涨停板。但如此不起眼的短期战绩却不妨碍巴老成为了世界上最富的人之一。只是,投资人们往往高估了自己短期获取超额收益的能力,同时又低估了以“积跬步,致千里”的日积月累方式能达到的最终成就。</p>\n<p>建议还在浮躁中的投资人淡定下来,按照前面所总结的投资大师在四个方面的教导。从关注市场的每日波动转向潜心研究未来能大概率持续增长的行业,找出长期稳健经营而创造丰厚利润的好公司,等合理价买入后,通过长期持有来分享这些好公司带来的丰厚收益。又或是以分批平均价格买入并长期持有主流指数型基金的形式参与“国运”投资。只要有足够的耐性与韧劲,我们都可以成为巴菲特。</p>","source":"FTZWW","collect":0,"html":"<!DOCTYPE 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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巴菲特告诉我们什么投资秘诀?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 08:55 北京时间 <a href=https://www.gelonghui.com/p/463961><strong>FT中文网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有足够的耐性与韧劲,我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步,我们得以通过网上直播和中文同声传译,免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。\n从个人而言,我对巴菲特传授的“秘诀”感悟如下:\n01、不投资不是办法\n当谈及宏观通胀及民生时,巴菲特认为通胀已显著上涨,工资却没跟上。许多原材料一直在涨价,我们的生活和...</p>\n\n<a href=\"https://www.gelonghui.com/p/463961\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.gelonghui.com/p/463961","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167945908","content_text":"有足够的耐性与韧劲,我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步,我们得以通过网上直播和中文同声传译,免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。\n从个人而言,我对巴菲特传授的“秘诀”感悟如下:\n01、不投资不是办法\n当谈及宏观通胀及民生时,巴菲特认为通胀已显著上涨,工资却没跟上。许多原材料一直在涨价,我们的生活和供应链完全被扭曲,现在通胀比人们预期要高得多,未来会接着涨。\n显然,全球各国为应对一年多以来疫情流行带来的经济下行压力而采取的全面货币宽松,已经毫无悬念地引发了通胀。而通胀的直接结果就是货币购买力的下降,长期而言,如果没有办法通过有效的投资来让自己的积蓄以跟上通胀的速度增值,则必然会面对财富缩水的结局。\n02、投资就是投国运\n在谈到关于个股投资的不确定性时,巴菲特列举截至2021年3月31日的全球20个市值最大上市企业,前6大公司中有5家是美国公司,包括苹果、微软、亚马逊、Alphabet、脸书。而值得注意的是,前20家企业中,中国有海峡两岸的腾讯、阿里、茅台、台积电等共4家公司上榜。\n在1989年世界市值排名前20大公司的名单中,我们会发现当时排名前列的公司许多都来自于日本,包括价值1040亿美元的日本兴业银行、住友银行、丰田汽车、野村证券等。\n比较一下就发现,在今年榜单上,引领全球经济的美国公司的占比更高了,而在过去三十年间经济持续高速增长的中国公司开始占有不少的比重了,但日本公司却已经消失无踪了。\n显然,在过去的三十年参与权益投资,选择正确的市场是必须的,巴菲特投资的成就很大程度上就因为他选择对了以美国公司作为投资标的。而过去三十年,选择投资中国资产为投资重点的投资人应该也回报丰厚,例如,久被国内投资人诟病的上证指数从1990年底至今也从100点上涨到今天的3400多点,涨了30多倍。相比之下,以经济“失去三十年”为背景的日经指数至今还在三十年前的巅峰之下。\n因此,巴菲特告诫我们,不论是投资公司还是指数基金,投资者必须先“上船”,才能有机会获得收益。至于上哪条“船”也是需要深思熟虑的,上对“船”会有非常好的结果。翻译成国内投资人容易懂的话那就是:投资就是投国运!\n03、投资必须与时俱进\n再细看巴菲特先生提供的两张上市企业排名榜单,就能发现,当今的20家明星企业并不在30年前的世界市值排行前20位的公司名单中,有许多公司(如阿里、腾讯、脸书等)在30年前甚至根本不存在。\n巴菲特指出,短短30年内,全球顶级公司从1040亿美元增长到2.05万亿美元(苹果公司的市值超过2万亿美元),价值已显著增加。这与通胀有关,更与科技进步以及人们生活方式的改变有关。\n因此,在权益类投资中必须做到与时俱进。跟上时代、找到能改变世界的公司进行投资,才能取得投资回报的最大化。\n如果没有时间与能力去找到这些能改变世界的好公司,那投资人该如何“与时俱进”?\n巴菲特认为30年后市值最大企业名单可能面目全非,如果你喜欢挑选个股来投资,很难确保能挑到很多年后还存活的公司,所以最好的方式是投资指数基金。\n巴菲特说,我建议您可以选择持标普500,长期以来,有很多人都是持标普500的,您不一定非要选择我们伯克希尔股票。我和芒格先生在50年前就已经合作了,我们有一群非常特别而且特殊的股东。和标普500比较,我还是喜欢伯克希尔公司的股票。当然,如果您一点也不懂股票,而且对于伯克希尔也没有任何感觉,那就去买标普500。\n确实,主流指数型基金代表的是市场主流,也是与时俱进的。\n04、投资必须控制风险\n当有投资者提问:现在的利率非常低,甚至有的国家和地区实行零利率。在这个情况下,可以借钱做一些更有收益的事情吗?\n巴菲特答:当然,你可以在零利率的时候去借,然后投资一些东西赚很多钱,不排除这种可能性。但这是很疯狂的事,我似乎是在告诉你“怎样做才能更快破产”。萨缪尔森先生是一位非常睿智的经济学家,他在他的书里没有讲过负利率的事情,讲的是零利率。我们不知道当负利率真正发生时,究竟会带来何种结果。\n对于各种特殊目的投资公司以及各类的“散户战胜华尔街”之类的短期投资炒作,巴菲特与芒格都表示基本类似于哈撒韦赌博,他们特别谈到都不持有比特币;芒格更是称讨厌比特币的成功,认为是仅为凭空创造的金融产品而已,他表示不喜欢加密货币对现有系统的绑架,这“与文明利益背道而驰”。\n他们两位还提到,从保护投资人利益的角度出发,伯克希尔•哈撒韦总是会保留着10-15%左右的现金,以备市场极端之需。\n一句话,马路上有老司机,也有鲁莽司机,但没有又老又鲁莽的司机;因为鲁莽司机都等不到老就翻车了。同理,市场上有老投资人,也有勇猛的投资人,但又老又勇猛的投资人是没有的。道理你懂的!\n总而言之,“股神”告诉了我们,市场短期的走势没人能预测,但是长期投资的方向可以大概率判断,投资就是投国家经济的成长,因此,中国和美国都应该是未来权益投资的重点,至于投资主题方面,巴菲特以及管理团队反复提到与全球气候变化直接相关的碳排放与碳中和,这与我国领导人提出的“碳达峰,碳中和”不谋而合,在未来会创造很好的长期投资机会;同时,科技也是另外一个很好的主题投资方向,巴菲特也提到作为科技龙头的苹果与消费是息息相关的,并指出关于苹果的股票价格需要回到投资基本面决定。\n读到这里,有些国内投资人可能会有些不耐烦了。听股神说了半天都没有给我们推荐什么必涨的股票啊?也没有给我们指出什么迅速致富的投资捷径啊?\n的确没有。我认为巴菲特与芒格两位大师以及团队已经把他们的认知无保留地分享给大家了。\n实际上,全球无人能出其右的“股神”巴菲特,40多年来的年化回报率只有区区的19%,还不及A股投资人挂在嘴边的一天一个涨停板。但如此不起眼的短期战绩却不妨碍巴老成为了世界上最富的人之一。只是,投资人们往往高估了自己短期获取超额收益的能力,同时又低估了以“积跬步,致千里”的日积月累方式能达到的最终成就。\n建议还在浮躁中的投资人淡定下来,按照前面所总结的投资大师在四个方面的教导。从关注市场的每日波动转向潜心研究未来能大概率持续增长的行业,找出长期稳健经营而创造丰厚利润的好公司,等合理价买入后,通过长期持有来分享这些好公司带来的丰厚收益。又或是以分批平均价格买入并长期持有主流指数型基金的形式参与“国运”投资。只要有足够的耐性与韧劲,我们都可以成为巴菲特。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370163467,"gmtCreate":1618563336759,"gmtModify":1618563336759,"author":{"id":"3494222570265591","authorId":"3494222570265591","name":"土豪雪碧君","avatar":"https://static.tigerbbs.com/d59ad96e96f6f78e0e26a90ff61f759f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494222570265591","authorIdStr":"3494222570265591"},"themes":[],"htmlText":"<a 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