人类天生热衷于投机博_老虎社区_美港股上老虎 - 老虎社区

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2017 19 26
07-22 04:36

人类天生热衷于投机博弈，因此迎合投机者能够赚取的利润，远多于潜心培育长期价值投资者

巴菲特谈AI股：投了310亿美元，但不是最爱

谈重仓Alphabet：“是我发起的”市场此前普遍猜测，伯克希尔年内持续加码Alphabet、斥资100亿美元参与其定向增发，是新任首席执行官格雷格·阿贝尔上任后的全新布局思路。巴菲特在采访中首次透露该集团如何将Alphabet纳入旗下最大的科技控股公司之一，并称这笔重磅科技投资的构想最初由自己提出。目前伯克希尔对Alphabet持仓总规模突破310亿美元。巴菲特已于去年5月宣布卸任伯克希尔CEO，并在2026年初正式完成管理权交接，由阿贝尔全面接管公司运营。

巴菲特谈AI股：投了310亿美元，但不是最爱

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司）的决策源头是他本人，而非伯克希尔新任CEO阿贝尔。</p><p><strong>痛斥当前市场投机狂热</strong></p><p>本次访谈中，巴菲特对当下美股市场投机泛滥的现状提出尖锐批评，直言当前市场被短线交易主导，长期价值投资被边缘化。</p><p>“当所有人都一心只想赌博时，想要发掘具备真实投资价值的标的很难。”巴菲特给出核心判断。</p><p>今年5月，他就曾将当下股市比作“一座附带赌场的教堂”，专门点名持续激增的单日期权交易，直言这类行为本质就是纯粹的赌博。</p><p>2026年美股三大指数接连刷新历史新高，即便美伊冲突引发全球能源市场震荡，也没能阻挡市场上涨行情。而当下市场分歧显著，不少投资者认为AI产业链相关股票炒作泡沫严重，期权、杠杆ETF等金融工具进一步放大投机热度；大量散户批量入场，集中买入<a href=\"https://laohu8.com/S/MU\">美光科技</a>、SpaceX等热门标的。</p><p>作为终身践行价值投资的投资者，巴菲特感慨当下优质投资机会愈发稀少，投资者必须保持十足耐心、严格恪守投资纪律。</p><p>“市场会出现两种极端阶段，一种是优质机会扑面而来，多到让人应接不暇；另一种是耗费两三年时间，能找到一个靠谱标的就算万幸。而大多数时间里，市场都处于后一种状态。”巴菲特说。</p><p>他进一步剖析市场投机风气根深蒂固的底层原因：“人类天生热衷于投机博弈，因此迎合投机者能够赚取的利润，远多于潜心培育长期价值投资者。”</p><p><strong>谈重仓Alphabet：“是我发起的”</strong></p><p>市场此前普遍猜测，伯克希尔年内持续加码Alphabet、斥资100亿美元参与其定向增发，是新任首席执行官格雷格·阿贝尔上任后的全新布局思路。</p><p>巴菲特在采访中首次透露该集团如何将Alphabet纳入旗下最大的科技控股公司之一，并称这笔重磅科技投资的构想最初由自己提出。</p><p>“这笔投资是我最先提议的。”巴菲特表示。他同时透露了伯克希尔内部决策制衡机制：“我做出的所有投资动作，都必须经过阿贝尔认可；他推进的任何决策，我也会把关。我们几乎每日沟通交流，但最终落地执行的决定权归阿贝尔。”</p><p>公开信息显示，伯克希尔自2025年第三季度首次披露Alphabet持仓，此后持续增持。今年早些时候，伯克希尔再次豪掷100亿美元参与Alphabet私募配售，资金将全部用于<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>人工智能基建建设。目前伯克希尔对Alphabet持仓总规模突破310亿美元。</p><p><img src=\"https://x0.ifengimg.com/res/2026/B064996C07BD6741E97E23B084B40547F8B8368A_size874_w1080_h720.png\"/></p><p>巴菲特已于去年5月宣布卸任伯克希尔CEO，并在2026年初正式完成管理权交接，由阿贝尔全面接管公司运营。</p><p>谈及买入逻辑，巴菲特重申自己坚守数十年的投资核心准则：“投资的核心要义，就是找到能够长期维持高额资本回报率的企业。”</p><p>他坦言，没能早早布局Alphabet是自身一大投资失误，多年来始终为此惋惜。2018年他便提及，伯克希尔旗下Geico保险是谷歌广告业务早期大客户，他亲眼见证谷歌广告板块极强的盈利能力，但彼时无法确定，在迭代速度极快的科技行业，谷歌能够长期守住行业龙头地位，因此迟迟没有出手。</p><p>即便持仓体量跻身伯克希尔前几大持股股票，巴菲特直言Alphabet并非他最喜欢的持仓标的：“至少还有四五家我们持有的企业，我对它们的看好程度超过Alphabet。”</p><p>对于谷歌及其他AI赛道科技企业共同面临的行业难题，巴菲特直指巨额资本投入的压力：“如今谷歌和一众竞争对手都要投入数千亿资金布局AI，这都是真金白银。这是它们当下必须参与的行业竞争，早年单纯经营计算机软件业务时，完全不需要如此大规模烧钱。”</p><p>他也同时谈到了伯克希尔第一大持仓——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。即便在蒂姆·库克宣布即将卸任苹果CEO后，苹果仍是他最喜欢的股票之一。</p><p>“相比多年前，我现在对苹果的了解更多了。”巴菲特说，“苹果在全球汇聚了一大批顶尖人才，所有人都在持续钻研，竭尽全力保障公司未来能够延续过往的<a href=\"https://laohu8.com/S/002296\">辉煌</a>发展势头。”</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=https://finance.ifeng.com/c/8uoDTxIvzud><strong>中新经纬</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，95岁的伯克希尔·哈撒韦董事长沃伦·巴菲特接受美国消费者新闻与商业频道（CNBC）主持人贝基·奎克专访时批评当前美股市场投机风气盛行，直言全民热衷博弈之下，真正具备长期价值的企业难寻。他还首度对外披露集团大手笔布局Alphabet（谷歌母公司）的决策源头是他本人，而非伯克希尔新任CEO阿贝尔。痛斥当前市场投机狂热本次访谈中，巴菲特对当下美股市场投机泛滥的现状提出尖锐批评，直言当前市场被...</p>\n\n<a href=\"https://finance.ifeng.com/c/8uoDTxIvzud\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","BRKU":"2倍做多BRKB ETF-Direxion","BRKW":"Roundhill BRKB WeeklyPay™ ETF","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist 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