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- JK大圣JK大圣
  ·2021-04-27
  承认错误，解决问题，有那么难吗！
  特斯拉深夜长文：全力解决问题，会给所有人真诚交代
  4月26日晚间消息，$特斯拉(TSLA)$官方发表长文，文中称：我们诚恳地请所有车友们放心，我们会尽全力处理和解决好现存的问题，也会处理好将来在发展过程中可能产生的每一个新的问题。我们会给关心特斯拉的所有人一个真诚的交代。特斯拉全球副总裁陶琳表示：大家的批评我们会认真改进，大家的鼓励我们都心存感激。感谢每一位关注，帮助，支持者。
  特斯拉深夜长文：全力解决问题，会给所有人真诚交代
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- JK大圣JK大圣
  ·2021-04-13
  芒格：现金等价物，随时卖！别抄我作业！
  芒格回应买入阿里：少量持有以作为现金等价物
  芒格所谓的“一小部分”，是指约19%。
  芒格回应买入阿里：少量持有以作为现金等价物
  3,188 评论
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- JK大圣JK大圣
  ·2021-04-11
  老虎美股中签数甩富途好几条街
  非常抱歉，此主贴已删除
  4,217 评论
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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芒格回应买入阿里：少量持有以作为现金等价物\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 18:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/447989.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔哈撒韦副董事长查理·芒格管理下的Daily Journal Corp.向美国证券交易委员会提交的13F文件显示，截至3月底，Daily Journal Corp通过美国存托凭证(ADR)累计持有阿里巴巴165320股，以最新股价计算，持有的市值约为4033万美元。值得注意是，截至2020年底，Daily Journal并未持有任何阿里巴巴的股份。有媒体就此问题询问了芒格，他回应称：“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/447989.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eaf6979a732dc12088754e1d277465fb","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://www.zhitongcaijing.com/content/detail/447989.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127512016","content_text":"伯克希尔哈撒韦副董事长查理·芒格管理下的Daily Journal Corp.向美国证券交易委员会提交的13F文件显示，截至3月底，Daily Journal Corp通过美国存托凭证(ADR)累计持有阿里巴巴165320股，以最新股价计算，持有的市值约为4033万美元。值得注意是，截至2020年底，Daily Journal并未持有任何阿里巴巴的股份。有媒体就此问题询问了芒格，他回应称：“Daily Journal需要持有一定量的证券作为现金等价物。一般来说，以美国国债作为现金等价物。而由于最近国债的收益太低，所以决定转而投资普通股。不过，除非这类普通股的长期前景看好，否则不会被视作优秀的现金等价物。”芒格表示，“目前Daily Journal的现金等价物中有一小部分(A minor part)由阿里巴巴的普通股组成。”芒格所谓的“一小部分”，是指约19%。从公布的持仓可以看到，除了阿里巴巴外，Daily Journal主要持有美国银行、富国银行作为其现金等价物，其中第一大重仓股美国银行，占比约45%。 相关持股情况如下图。芒格的好搭档——巴菲特长期以来一直是银行股的忠实拥护者，伯克希尔哈撒韦在金融领域的持仓占其总持仓市值的30%左右，在上表中的美国银行、富国银行、U.S.Bancorp上都有长期仓位。巴菲特之所以偏好银行股，也是基于其类似于“良好的现金等价物”的特性：当美国经济扩张时，银行股就是摇钱树；尽管衰退不可避免，但经济扩张期很长，衰退期往往只持续几个月，巴菲特非常愿意渡过短期低谷，从而利用经济扩张带来长期利好。不过，在富国银行上的投资却没有达到预期，伯克希尔哈撒韦在去年底第四季度出售了近7500万股的富国银行头寸，持股减少至约5240万股（2016年持仓约为5亿股）。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346458862,"gmtCreate":1618105567756,"gmtModify":1618107699493,"author":{"id":"3575597072073491","authorId":"3575597072073491","name":"JK大圣","avatar":"https://static.tigerbbs.com/bb42e4f3f267b4e0ef694993b9dc0ffc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575597072073491","authorIdStr":"3575597072073491"},"themes":[],"htmlText":"老虎美股中签数甩富途好几条街","listText":"老虎美股中签数甩富途好几条街","text":"老虎美股中签数甩富途好几条街","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346458862","repostId":"1151582637","repostType":4,"isVote":1,"tweetType":1,"viewCount":4217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}