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热门
ledison
2023-11-16
你在教巴菲特做事吗?
抱歉,原内容已删除
ledison
2022-03-18
$特斯拉(TSLA)$
66
ledison
2022-03-09
$耐克(NKE)$
y
ledison
2022-03-08
$谷歌A(GOOGL)$
6
ledison
2022-03-06
$谷歌(GOOG)$
666
ledison
2022-03-05
Tttt
@爱上趋势股:芒格坚持买入阿里巴巴的原因是什么?
ledison
2022-03-05
$麦当劳(MCD)$
y
ledison
2022-03-01
$谷歌(GOOG)$
5
ledison
2022-02-27
e
@美港股观察社:美团暴跌究竟怎么回事?
ledison
2022-02-27
$Meta Platforms(FB)$
e
ledison
2022-02-26
嗯
@美港股观察社:美团暴跌究竟怎么回事?
ledison
2022-02-25
$Meta Platforms(FB)$
6
ledison
2022-02-22
$耐克(NKE)$
6
ledison
2022-02-19
$迈威尔科技(MRVL)$
X
ledison
2022-02-18
$麦当劳(MCD)$
666
ledison
2022-02-16
$英伟达(NVDA)$
yyds
ledison
2022-02-14
$谷歌A(GOOGL)$
6
ledison
2022-02-11
$Meta Platforms(FB)$
牛
ledison
2022-02-09
666
@Iverson:越南股指竟跑赢美股,原来我们输的不只有足球
ledison
2022-02-09
$谷歌A(GOOGL)$
牛
去老虎APP查看更多动态
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220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","text":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被$阿里巴巴(BABA)$ 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为$伯克希尔(BRK.A)$ 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 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