黑眼圈太重了邓文
07-16 12:53
价值投资的佬巴：天下苦AI久矣，
巴菲特罕见发声：当每个人都喜欢赌博时，很难找到价值，谷歌能击败95%华尔街推的票
华尔街见闻
紧盯全球金融市场，覆盖股市、外汇、债券、大宗商品等。
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07:55","market":"nz","language":"zh","title":"巴菲特罕见发声：当每个人都喜欢赌博时，很难找到价值，谷歌能击败95%华尔街推的票","url":"https://stock-news.laohu8.com/highlight/detail?id=2651494985","media":"华尔街见闻","summary":"巴菲特警告当前市场赌博化倾向，并将股市比作\"附带赌场的教堂\"，点名批评单日期权交易是纯粹赌博。同时，他基于强劲的基本面，力挺谷歌胜过绝大多数华尔街推荐标的。他亲口证实由自己亲自主导建仓谷歌（现为伯克希尔第三大重仓股），并坦承早期错过该股是历史性失误。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">巴菲特警告当前市场赌博化倾向，并将股市比作"附带赌场的教堂"，点名批评单日期权交易是纯粹赌博。同时，他基于强劲的基本面，力挺谷歌胜过绝大多数华尔街推荐标的。他亲口证实由自己亲自主导建仓谷歌（现为伯克希尔第三大重仓股），并坦承早期错过该股是历史性失误。</p></blockquote><p style=\"text-align: left;\">在市场投机情绪高涨、散户蜂拥入场之际，95岁的"奥马哈先知"沃伦·巴菲特罕见公开发声，对当前股市的赌博化倾向发出严厉警告，同时力挺谷歌母公司Alphabet是华尔街推荐股票中少有的真正值得持有的标的。</p><p style=\"text-align: left;\">7月15日，巴菲特在接受CNBC主持人Becky Quick采访时直言，<strong>"当每个人都喜欢赌博时，很难找到价值。"</strong>他将当前市场比作一座"附带赌场的教堂"，<strong>点名批评单日期权交易的爆炸式增长是纯粹的赌博行为</strong>。</p><p style=\"text-align: left;\">与此同时，他明确表示，<strong>Alphabet"比华尔街推销的90%至95%的股票更有可能成为赢家"，并亲口承认这笔投资是他本人主导发起的。</strong></p><p style=\"text-align: left;\">受巴菲特背书提振，Alphabet股价当日大涨3.6%至370.21美元。伯克希尔·哈撒韦目前持有Alphabet市值已超过310亿美元，在其股票持仓中仅次于苹果和美国运通，位列第三。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef1d2012cf10c44fa7896e625f702c0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>市场已成"赌场"：巴菲特对投机浪潮发出警告</strong></h2><p style=\"text-align: left;\">巴菲特对当前市场的批评措辞犀利。他表示，真正有意义的投资机会越来越稀少，需要耐心和纪律，而当下市场的主导逻辑已经偏离了这一轨道。</p><blockquote><p style=\"text-align: left;\">"有时候机会像雨点一样砸向你，快得令人难以置信，但也有些时候，你能在几年内找到一个机会就已经非常幸运了。而后者才应该是常态。"</p></blockquote><p style=\"text-align: left;\">他进一步指出，人类天生热爱赌博，这使得"培养赌徒比培养投资者更有利可图"。今年早些时候，他在股东大会上已将股市比作"附带赌场的教堂"，<strong>此次再度重申这一判断，措辞更为直接。</strong></p><p style=\"text-align: left;\"><strong>当前市场背景印证了他的担忧。</strong>股市今年已涨至历史高位，散户大规模涌入，竞相买入内存芯片制造商Micron以及近期上市的SpaceX等热门标的。与此同时，与人工智能建设相关的股票被质疑存在过度投机，期权和杠杆ETF等工具进一步放大了市场波动。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>力挺Alphabet：AI支出是"真金白银"，但基本面说话</strong></h2><p style=\"text-align: left;\">巴菲特对Alphabet的背书并非毫无保留，但其核心逻辑清晰：<strong>基本面足够强劲，胜过华尔街大多数推荐标的。</strong></p><p style=\"text-align: left;\">他表示，Alphabet"比华尔街推销的90%至95%的股票更有可能成为赢家，因为华尔街关心的是能不能卖出去"。</p><p style=\"text-align: left;\">分析指出，这句话既是对Alphabet的肯定，也是对分析师行业的直接批评——他指出，分析师们痴迷于下一个季度的数据，而非真实的长期回报。</p><p style=\"text-align: left;\"><strong>支撑这一判断的数据同样引人注目。</strong>Alphabet今年第一季度营收同比增长22%至1100亿美元，谷歌云业务销售额更是跳升63%；过去一年，公司产生了1740亿美元的经营性现金流。</p><p style=\"text-align: left;\">然而，巴菲特并未回避风险。他指出，Alphabet今年资本支出计划高达1800亿至1900亿美元，2027年还将继续增加，这一规模远超铁路行业历史上的任何投入，称之为<strong>"真金白银"</strong>。他坦言，自己至少还有四五家伯克希尔旗下的其他业务比Alphabet更受青睐。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7864c1528aa7f2a34f989610c7c7cbd7\" data-align=\"center\" tg-width=\"640\" tg-height=\"1129\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>亲口认账：Alphabet押注由巴菲特本人主导</strong></h2><p style=\"text-align: left;\">在外界长期猜测这笔Alphabet投资究竟出自谁手之际，<strong>巴菲特用两个字终结了争议——"我发起的（I initiated）"</strong>。</p><p style=\"text-align: left;\">此前，市场普遍认为这笔押注来自伯克希尔候任CEO Greg Abel。巴菲特此番表态彻底澄清了这一误解。不过他也补充说，Abel拥有最终决定权，两人据报道每天保持沟通，相互确认各自的操作。</p><p style=\"text-align: left;\">伯克希尔对Alphabet的建仓分三个阶段完成：<strong>2025年第三季度开始买入，并持续增持至2026年初；今年6月，又通过一笔与Alphabet 800亿美元AI融资挂钩的私募交易，再度增持100亿美元。</strong></p><p style=\"text-align: left;\">根据Alphabet向美国证券交易委员会提交的文件，伯克希尔买入A类股的均价为每股351.81美元，C类股均价为348.20美元。</p><p style=\"text-align: left;\">巴菲特同时坦承了一个历史性失误——他<strong>承认，在谷歌早期运营成本更低、估值更便宜的阶段错过了这家公司，是一个错误。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>历史参照：苹果之后，Alphabet能否复制辉煌？</strong></h2><p style=\"text-align: left;\">巴菲特此番表态的分量，因其过往记录而更显厚重。2016年，他大举买入苹果，这笔投资后来成为伯克希尔规模最大、回报最丰厚的持仓。<strong>市场正在观察，Alphabet能否成为下一个苹果。</strong></p><p style=\"text-align: left;\">从市场环境来看，Alphabet三周前刚刚加入道琼斯工业平均指数。不过，也有多位亿万富翁将亚马逊列为首选AI交易标的，与巴菲特的判断形成分歧。</p><p style=\"text-align: left;\"><strong>Alphabet本月晚些时候将公布季度业绩，届时将是检验"巴菲特效应"能否持续的关键时刻。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特罕见发声：当每个人都喜欢赌博时，很难找到价值，谷歌能击败95%华尔街推的票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n巴菲特罕见发声：当每个人都喜欢赌博时，很难找到价值，谷歌能击败95%华尔街推的票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-16 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">巴菲特警告当前市场赌博化倾向，并将股市比作"附带赌场的教堂"，点名批评单日期权交易是纯粹赌博。同时，他基于强劲的基本面，力挺谷歌胜过绝大多数华尔街推荐标的。他亲口证实由自己亲自主导建仓谷歌（现为伯克希尔第三大重仓股），并坦承早期错过该股是历史性失误。</p></blockquote><p style=\"text-align: left;\">在市场投机情绪高涨、散户蜂拥入场之际，95岁的"奥马哈先知"沃伦·巴菲特罕见公开发声，对当前股市的赌博化倾向发出严厉警告，同时力挺谷歌母公司Alphabet是华尔街推荐股票中少有的真正值得持有的标的。</p><p style=\"text-align: left;\">7月15日，巴菲特在接受CNBC主持人Becky Quick采访时直言，<strong>"当每个人都喜欢赌博时，很难找到价值。"</strong>他将当前市场比作一座"附带赌场的教堂"，<strong>点名批评单日期权交易的爆炸式增长是纯粹的赌博行为</strong>。</p><p style=\"text-align: left;\">与此同时，他明确表示，<strong>Alphabet"比华尔街推销的90%至95%的股票更有可能成为赢家"，并亲口承认这笔投资是他本人主导发起的。</strong></p><p style=\"text-align: left;\">受巴菲特背书提振，Alphabet股价当日大涨3.6%至370.21美元。伯克希尔·哈撒韦目前持有Alphabet市值已超过310亿美元，在其股票持仓中仅次于苹果和美国运通，位列第三。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef1d2012cf10c44fa7896e625f702c0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>市场已成"赌场"：巴菲特对投机浪潮发出警告</strong></h2><p style=\"text-align: left;\">巴菲特对当前市场的批评措辞犀利。他表示，真正有意义的投资机会越来越稀少，需要耐心和纪律，而当下市场的主导逻辑已经偏离了这一轨道。</p><blockquote><p style=\"text-align: left;\">"有时候机会像雨点一样砸向你，快得令人难以置信，但也有些时候，你能在几年内找到一个机会就已经非常幸运了。而后者才应该是常态。"</p></blockquote><p style=\"text-align: left;\">他进一步指出，人类天生热爱赌博，这使得"培养赌徒比培养投资者更有利可图"。今年早些时候，他在股东大会上已将股市比作"附带赌场的教堂"，<strong>此次再度重申这一判断，措辞更为直接。</strong></p><p style=\"text-align: left;\"><strong>当前市场背景印证了他的担忧。</strong>股市今年已涨至历史高位，散户大规模涌入，竞相买入内存芯片制造商Micron以及近期上市的SpaceX等热门标的。与此同时，与人工智能建设相关的股票被质疑存在过度投机，期权和杠杆ETF等工具进一步放大了市场波动。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>力挺Alphabet：AI支出是"真金白银"，但基本面说话</strong></h2><p style=\"text-align: left;\">巴菲特对Alphabet的背书并非毫无保留，但其核心逻辑清晰：<strong>基本面足够强劲，胜过华尔街大多数推荐标的。</strong></p><p style=\"text-align: left;\">他表示，Alphabet"比华尔街推销的90%至95%的股票更有可能成为赢家，因为华尔街关心的是能不能卖出去"。</p><p style=\"text-align: left;\">分析指出，这句话既是对Alphabet的肯定，也是对分析师行业的直接批评——他指出，分析师们痴迷于下一个季度的数据，而非真实的长期回报。</p><p style=\"text-align: left;\"><strong>支撑这一判断的数据同样引人注目。</strong>Alphabet今年第一季度营收同比增长22%至1100亿美元，谷歌云业务销售额更是跳升63%；过去一年，公司产生了1740亿美元的经营性现金流。</p><p style=\"text-align: left;\">然而，巴菲特并未回避风险。他指出，Alphabet今年资本支出计划高达1800亿至1900亿美元，2027年还将继续增加，这一规模远超铁路行业历史上的任何投入，称之为<strong>"真金白银"</strong>。他坦言，自己至少还有四五家伯克希尔旗下的其他业务比Alphabet更受青睐。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7864c1528aa7f2a34f989610c7c7cbd7\" data-align=\"center\" tg-width=\"640\" tg-height=\"1129\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>亲口认账：Alphabet押注由巴菲特本人主导</strong></h2><p style=\"text-align: left;\">在外界长期猜测这笔Alphabet投资究竟出自谁手之际，<strong>巴菲特用两个字终结了争议——"我发起的（I initiated）"</strong>。</p><p style=\"text-align: left;\">此前，市场普遍认为这笔押注来自伯克希尔候任CEO Greg Abel。巴菲特此番表态彻底澄清了这一误解。不过他也补充说，Abel拥有最终决定权，两人据报道每天保持沟通，相互确认各自的操作。</p><p style=\"text-align: left;\">伯克希尔对Alphabet的建仓分三个阶段完成：<strong>2025年第三季度开始买入，并持续增持至2026年初；今年6月，又通过一笔与Alphabet 800亿美元AI融资挂钩的私募交易，再度增持100亿美元。</strong></p><p style=\"text-align: left;\">根据Alphabet向美国证券交易委员会提交的文件，伯克希尔买入A类股的均价为每股351.81美元，C类股均价为348.20美元。</p><p style=\"text-align: left;\">巴菲特同时坦承了一个历史性失误——他<strong>承认，在谷歌早期运营成本更低、估值更便宜的阶段错过了这家公司，是一个错误。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>历史参照：苹果之后，Alphabet能否复制辉煌？</strong></h2><p style=\"text-align: left;\">巴菲特此番表态的分量，因其过往记录而更显厚重。2016年，他大举买入苹果，这笔投资后来成为伯克希尔规模最大、回报最丰厚的持仓。<strong>市场正在观察，Alphabet能否成为下一个苹果。</strong></p><p style=\"text-align: left;\">从市场环境来看，Alphabet三周前刚刚加入道琼斯工业平均指数。不过，也有多位亿万富翁将亚马逊列为首选AI交易标的，与巴菲特的判断形成分歧。</p><p style=\"text-align: left;\"><strong>Alphabet本月晚些时候将公布季度业绩，届时将是检验"巴菲特效应"能否持续的关键时刻。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"XLF":"金融ETF","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","XLC":"Communication Services Select Sector SPDR Fund","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1852331112.SGD":"Blackrock World 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