金十整理：假如哈梅内伊被暗杀…… 美以升级对哈梅内伊的言论 1. 美国总统特朗普：美国知道哈梅内伊的确切位置，可以除掉他。祝他好运。 跟踪中东局势动态 +订阅 3. 哈希姆·侯赛尼·布什赫里（Hashem Hosseini Bushehri）：伊朗议会专家大会的第一副主席、库姆神 学院协会的负责人以及库姆的周五祈祷仪式主持人，与哈梅内伊关系密切。 4. 阿里·阿斯加尔·赫贾兹（Ali Asghar Hejazi）：负责哈梅内伊办公室的政治安全事务，以处理情报工 作而闻名，他在制定伊朗战略政策方面发挥着关键作用，并且在该政权内部仍是一个极具影响力的人 物。 5. 穆罕默德·戈尔帕耶加尼（Mohammad Golpayegani）：哈梅内伊最信任的顾问之一，对伊朗的治理 和政策机制了如指掌，因此也是有力的竞争者。 伊朗议会：专家大会 伊朗宪法规定，由88名成员组成的"专家会议"拥有指定下一任最高领袖的唯一权力。这个由每八年选举 产生的资深神职人员组成的委员会，可能会在秘密商议中选定一位领导或多位领导人。一名成员去年透 露，已经秘密选择了三名候选人。 2. 以色列国防部长：消灭哈梅内伊是此次行动的目标之一，哈梅内伊 ...

不可否认董明珠已处于职业生涯末期，总不能指望企业家们都像巴菲特一样干到 95 岁才决 定退休。开启新任期的董明珠，或该考虑从"舵手"转为"导 师" 。 能入董明珠法眼的企业不多，华为算其中一家，但华为灵魂人物任正非的"灰度哲学"和低调作风，董明 珠倒是没放在心上，反而因为高调做派和争议言论频频上热搜。 董明珠自然有狂的资本，36岁半路出家加入格力（当时还不叫格力），从基层一线升至企业中枢，自 2012年接掌格力电器以来，年已古稀的董明珠刚刚又开启新一任董事长任期。如此人物，脾性中没 点"偏执"的成分，怕是在商场如战场、职场就是利益场的明争暗斗中不得生存。 35年，董明珠是中国内地效力同一家企业时间最长的经理人之一；还要再干三年，董明珠已无须要证 明"董明珠的格力"还是"格力的董明珠"，毕竟格力如今的经营主题不是生存，往大了说就是一家传统制 造业如何实现转型升级，这在中国现代企业史中没有明确可供董明珠直接照搬的案例，大家都在摸着石 头过河。 从现实角度讲，董明珠执掌格力的时间愈发有限，然而现在外界对格力接班人的指向、格力业务的转向 仍然不清不明，或许这才是董明珠接下来任期内需要聚焦的核心事项。说白了就一句话：没 ...

Core Viewpoint - Berkshire Hathaway's stock has significantly outperformed the market this year, showcasing Warren Buffett's continued confidence in the U.S. economy despite global economic challenges [1]. Group 1: Views on the U.S. Economy - Buffett has historically expressed unwavering confidence in the U.S. economy, even during crises like the 2008 financial crisis and the COVID-19 pandemic [3][4]. - The IMF has downgraded U.S. economic growth forecasts to 1.8%, citing increased policy uncertainty, trade tensions, and weakening demand as primary factors [3]. - Recent data indicates a 0.3% annualized contraction in U.S. GDP for Q1, marking the first decline since early 2022, raising concerns about potential recession [4]. Group 2: Cash and Buybacks - Berkshire's growing cash reserves are a focal point for investors, with questions about future cash deployment amid anticipated declining interest rates [5]. - Year-to-date, Berkshire's stock has risen 16%, outperforming the S&P 500 by nearly 23 percentage points and the Nasdaq by about 27 percentage points [5]. - Berkshire holds $30.08 billion in U.S. Treasury securities, representing 4.89% of the total short-term U.S. debt, while buyback activity has slowed, with only $2.9 billion in stock repurchased in 2024, the lowest since 2018 [5]. Group 3: Future Investment Plans - Despite reducing equity holdings since 2022, Buffett remains committed to investing primarily in stocks rather than cash, emphasizing a long-term investment strategy [6]. - Buffett has indicated a preference for acquiring stakes in good companies rather than holding cash equivalents, reinforcing his value-oriented investment philosophy [6]. - Recent investments include a significant stake in five major Japanese companies, with a total investment of $13.8 billion now valued at $23.5 billion [7]. Group 4: Artificial Intelligence Evaluation - Buffett has acknowledged the transformative potential of artificial intelligence, expressing both excitement and concern about its implications [9]. - He highlighted the risks of AI-related scams and the potential for significant societal impact, indicating a cautious approach to discussing AI's future [9]. - The discussion on AI is expected to be further elaborated by Berkshire's vice chairman, Greg Abel, during the upcoming shareholder meeting [9]. Group 5: Succession and Company Future - As Buffett approaches 95, succession planning has become a critical topic, with Greg Abel positioned as a potential successor [10]. - Buffett reassured shareholders that the future management team is well-prepared to uphold the company's principles and respond to significant investment opportunities [10][11]. - The company has addressed long-term management strategies, ensuring continuity in its investment philosophy and operational integrity [10].

在4月23号，格力电器发布公告，董明珠再次当选格力董事长，再干三年。 同时，伴随着这个消息一起出圈的，还有董明珠在临时股东大会现场说的"绝不用海归派，里面可能有间谍"的间谍论。 这一开口不要紧，不仅引来了众多主流媒体乃至官媒的批评，顺便还把自己送上了热搜，引来舆论一片哗然。 很多评论也在说，格力应该换人了，71岁的董明珠跟不上时代了，怎么还贪恋着位置不放，是格力的负资产等等。 02 老实讲，这几年董明珠上的热搜不少，但大多数时候都是负面消息，这也跟董明珠一贯直来直往、非常强势的性格有关。 从创始人IP的角度上来说，这样的性格就是一把双刃剑，一方面能带来巨大的关注，创造很多不一样的观点，很多媒体和镜头也喜欢跟随这样的IP，捕捉 素材。 但这也导致大家更关注那些猎奇，冲突的观点，也让创始人IP会有一种路径依赖，好像把话讲的平和一点、正常一点的观点没人关注。 像董明珠的间谍论，我们问了股东会在场的人， 董明珠本来是在回答现场投资人对于人才培养的提问。 第一点其实讲的非常好，她说："不以年龄和资历来衡量人才行不行，哪怕今年90岁，你要是能干我也可以用你，今年20岁，你优秀我也可以用你。" 01 结论是"年轻化"的关键 ...