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95岁巴菲特“安静离场”,他给出最后的忠告
Sou Hu Cai Jing· 2025-11-12 15:20
他从一家老旧纺织厂打造出市值万亿美元的企业集团,而他的告别,只有一句"我要安静辞职了"。 现年63岁的格雷格·阿贝尔将于今年年底接任伯克希尔CEO,巴菲特将继续担任董事长,但将"保持沉默"。这位95岁老人正在加速转移其1490 亿美元的财富,并给世界留下最后的忠告。 安静离场:投资传奇的谢幕 "从今年起,我将不再撰写伯克希尔的年度报告,也不会再在年度股东大会上长篇大论。正如英国人所说,我要'安静辞职'了。"95岁的沃伦·巴 菲特在11月10日发布的感恩节公开信中,正式向股东告别。 在这封被称为"巴菲特谢幕信"的公开发文中,巴菲特明确表示,这将是他以伯克希尔首席执行官身份撰写的最后一封公开信。 这位将伯克希尔·哈撒韦从濒临破产的纺织厂打造成市值超万亿美元企业集团的投资传奇,为其长达60年的管理时代画上了句号。 从此,巴菲特将不再撰写伯克希尔的年度报告,也不会在年度股东大会上发表讲话。 巴菲特风格的告别,没有轰轰烈烈的仪式,只有一句简单的"我要安静辞职了"。但他仍将通过每年的"感恩节信"与股东们保持联系。 对于自己的长寿,巴菲特感到"既惊讶又感激"。他回忆起1938年自己因阑尾炎住院的经历,幽默地提到给修女按指纹 ...
再度上涨,看遍所有熟悉板块,依旧不打算下手!
Sou Hu Cai Jing· 2025-08-19 07:44
Group 1 - The A-share market continues to rise, but there is a lack of investment opportunities that appeal to the company [1][2] - The company expresses frustration over holding cash without suitable investment options, comparing the situation to being in a KTV without finding suitable companions [2][3] - The company emphasizes the importance of being selective in investments, avoiding poor choices despite the urge to invest [4] Group 2 - In the securities sector, a high position was reached with a doji candlestick pattern, leading to a reluctance to invest at this level [5][6] - The liquor sector has shown unexpected strength, but the company remains cautious due to fundamental concerns, despite the potential short-term bottom for a leading brand at 1400 yuan [7][8] - The new energy sector has displayed lackluster performance recently, with no significant movements in lithium, silicon materials, or wind power equipment [9]