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芒格 : 投資比亞迪(01211.HK)皆因王傳福
「股神」巴菲特的幕後智囊、巴郡(BRK.A.US)(BRK.B.US)副董事長芒格表示,投資比亞迪(01211.HK)的原因主要是其創辦人王傳福。他認為王傳福是一個天才,是天生的工程師及完成型生產主管,知道如何用自己的雙手製作產品。 芒格在一個投資Podcast節目中指出,電動車徹底改變整個汽車行業,需要大量資本投入,現在汽車行業要有高額利潤已經十分困難,對於一兩家真正優質的電動汽車企業,仍然具有投資價值,但對於其他公司就不是。 談及對中國經濟的看法,芒格指,中國經濟在未來20年的前景,會比其他大型經濟體更好,他看好中國的龍頭企業,認為這些企業相對其他地方的龍頭企業,價格便宜得多,所以他願意在投資組合中承受一些「中國風險」。
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