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2024年巴菲特股东大会问答要点一览

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2024-05-04 20:18:53

1. 谈减持苹果:减持是出于税收原因,而非对其长期前景判断;除非有重大变化,否则苹果仍将是公司最大投资。
2. 谈现金储备:现金持有量将在6月底达到2000亿美元;现在没有足够有吸引力的投资标的。
3. 谈继任计划:继任工作“非常顺利”,投资者不会等太久;资本配置的决定权将会属于阿贝尔。
4. 谈人工智能:对AI一无所知,但这并不意味着它不重要;AI拥有极大的潜力,但发展令自己感到紧张。
5. 谈海外投资:主要投资将永远在美国,下一笔大交易可能不会是对美国之外的企业的投资。
6. 谈印度投资: 相信有很多机会,问题是公司在这些业务上是否有优势或洞察力,这取决于下一任管理层。
7. 谈加拿大投资:正在评估一个可能的投资机会,但未透露这笔投资是什么,也没说是公开投资还是私人投资。
8. 谈可再生能源:这令人感兴趣,但需要时间开发;若储能技术无突破,太阳能永远不会是唯一的电力来源。
9. 谈美国债务:预计美国债务将是可接受的;美政府将通过增税来解决不断扩大的财政赤字,而不是减少支出。
10. 谈自动驾驶:(对保险业务的影响)如果事故减少50%,这将对社会有利,但对保险公司不利。
11. 谈房产投资:买房子没有那么频繁,之后再去投资房产的可能性应该很低。
12. 谈清仓派拉蒙:已亏本出售了派拉蒙全球公司的全部股份,作为CEO为投资失败承担责任。
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