马斯克喊话巴菲特：买入特斯拉
<h1 class="rich_media_title " id="activity-name" style="margin-bottom: 14px; outline: 0px; font-size: 22px; line-height: 1.4; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px;">马斯克喊话巴菲特：买入特斯拉</h1><div id="meta_content" class="rich_media_meta_list" style="margin-bottom: 22px; outline: 0px; line-height: 20px; font-size: 0px; hyphens: auto; position: relative; z-index: 1; color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px;"><span id="copyright_logo" class="wx_tap_link js_wx_tap_highlight rich_media_meta icon_appmsg_tag appmsg_title_tag weui-wa-hotarea" style="margin-right: 8px; margin-bottom: 10px; padding-right: 4px; padding-left: 4px; outline: 0px; position: relative; display: inline-block; vertical-align: middle; font-size: 12px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); line-height: 1.67; border-radius: 2px; width: auto; overflow: visible; text-overflow: ellipsis; text-wrap: nowrap; overflow-wrap: normal; max-width: 70%; letter-spacing: normal; background: rgba(0, 0, 0, 0.05); color: rgba(0, 0, 0, 0.3);">Original</span> <span class="rich_media_meta rich_media_meta_text" style="margin-right: 10px; margin-bottom: 10px; outline: 0px; display: inline-block; vertical-align: middle; font-size: 15px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); color: var(--weui-FG-2);">财富中文网</span> <span class="rich_media_meta rich_media_meta_nickname" id="profileBt" style="margin-right: 10px; margin-bottom: 10px; outline: 0px; display: inline-block; vertical-align: middle; font-size: 15px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); position: relative;"><a class="wx_tap_link js_wx_tap_highlight weui-wa-hotarea" id="js_name" style="outline: 0px; color: var(--weui-LINK); -webkit-tap-highlight-color: rgba(0, 0, 0, 0); -webkit-user-drag: none; cursor: pointer; position: relative;">财富FORTUNE</a></span> <span id="meta_content_hide_info" style="outline: 0px;"><span id="publish_time" class="rich_media_meta rich_media_meta_text" style="margin-right: 10px; margin-bottom: 10px; outline: 0px; display: inline-block; vertical-align: middle; font-size: 15px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); color: var(--weui-FG-2);">2024-05-07 08:04</span> <span id="js_ip_wording_wrp" class="rich_media_meta rich_media_meta_text" role="option" aria-labelledby="js_a11y_op_ip_wording js_ip_wording" style="margin-right: 10px; margin-bottom: 10px; outline: 0px; display: inline-block; vertical-align: middle; font-size: 15px; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); color: var(--weui-FG-2);"><span id="js_a11y_op_ip_wording" aria-hidden="true" style="outline: 0px;"></span><span aria-hidden="true" id="js_ip_wording" style="outline: 0px;">上海</span></span></span></div><div class="rich_media_content js_underline_contentdefaultNoSetting
" id="js_content" style="outline: 0px; color: rgba(0, 0, 0, 0.9); font-size: var(--articleFontsize); overflow: hidden; text-align: justify; position: relative; z-index: 0; font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; visibility: visible;"><section style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><div style="text-align: center;"></div><div style="text-align: center;"><span style="color: rgb(136, 136, 136); font-size: var(--articleFontsize); letter-spacing: 0.544px;">特斯拉首席执行官埃隆·马斯克向伯克希尔-哈撒韦公司的老板示意，欢迎他投资特斯拉。图片来源：ALAIN JOCARD—AFP/GETTY IMAGES</span></div><span style="outline: 0px; max-width: 100%; color: rgb(136, 136, 136); visibility: visible; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"></span></section></section></section></section></section></section><p style="outline: 0px; max-width: 100%; clear: both; min-height: 1em; text-indent: 0em; line-height: 1.75em; visibility: visible; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 0.578px; visibility: visible; box-sizing: border-box !important;"></span><span style="outline: 0px; max-width: 100%; font-size: 16px; visibility: visible; box-sizing: border-box !important;">在特斯拉（Tesla）粉丝的眼中，沃伦·巴菲特俨然就是一头白鲸——就像亚哈船长（Captain Ahab）那样，他们望眼欲穿地期盼着这位传奇投资人早日入股特斯拉。<br style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; visibility: visible; box-sizing: border-box !important;">与特斯拉的大批小股东一样，伯克希尔-哈撒韦公司（Berkshire Hathaway）的董事长巴菲特信奉“买入并持有”的投资理念。他的入股意味着这家电动汽车制造商获得终极认可。恰恰相反，这位世界上最精明的投资者并不支持马斯克，而是支持他的主要竞争对手——中国的比亚迪公司。这着实让人恼火，因为这不由得让人质疑被粉丝们奉为神明的特斯拉首席执行官究竟是不是我们这个时代的托马斯·爱迪生。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">5月5日，马斯克再次呼吁“奥马哈先知”给予他和他的公司一笔提振信心的投资。现已失败的电动汽车初创公司Arcimoto的前非执行董事伽利略·拉塞尔发帖敦促巴菲特购买特斯拉股票，马斯克对此深表赞同。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">“他应该持有特斯拉股票。”马斯克写道，“这样做合情合理。”<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">此前，这样的投资是不可能实现的，因为巴菲特一生的挚友和商业伙伴查理·芒格不喜欢马斯克。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">2023年2月，马斯克发帖称，“2008年底，我曾经与芒格共进午餐，他本来能够以2亿美元的估值入股特斯拉。”这篇帖子暗示，在接下来的15年里，双方没有进行过进一步的讨论。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">《财富》未能联系到伯克希尔-哈撒韦公司的发言人马克·汉伯格发表置评。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></span><span style="outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box !important;"></span></p><p style="outline: 0px; max-width: 100%; clear: both; min-height: 1em; text-indent: 0em; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important;">2023年11月，即将度过100岁生日的芒格溘然离世。从理论上讲，这可能会为伯克希尔-哈撒韦公司投资特斯拉铺平道路——巴菲特至少比芒格更欣赏这位企业家。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">但巴菲特也倾向于安安稳稳地投资诸如苹果（Apple）和可口可乐（Coca-Cola）这类拥有强势品牌的公司，或者像他在雷曼危机最严重时增持高盛集团（Goldman Sachs）的股票那样，选择在局势最凶险时果断出手。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></span><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></p><section style="margin-bottom: 10px; outline: 0px; max-width: 100%; letter-spacing: 0.578px; text-align: left; justify-content: flex-start; display: flex; flex-flow: row; box-sizing: border-box !important;"><section style="padding-left: 10px; outline: 0px; max-width: 100%; display: inline-block; width: auto; vertical-align: top; align-self: flex-start; flex: 100 100 0%; height: auto; border-style: solid; border-width: 0px 0px 0px 16px; border-left-color: rgb(176, 54, 50); box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><section style="outline: 0px; max-width: 100%; text-align: justify; color: rgb(0, 0, 0); box-sizing: border-box !important;"><p style="margin-right: 8px; margin-left: 8px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; color: rgb(123, 12, 0); box-sizing: border-box !important;"><strong style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; text-indent: 0em; font-size: 16px; letter-spacing: 0.578px; box-sizing: border-box !important;">电动汽车的基本面正在恶化<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></span></strong></span></p></section></section></section></section><section style="outline: 0px; max-width: 100%; letter-spacing: 0.578px; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">相比之下，特斯拉的首席执行官难以捉摸，他刚刚解雇了整个超级充电站团队，尽管这项业务一直被视为无与伦比的战略优势。此外，马斯克正在将运营重心从汽车销售这一核心业务转向机器人出租车和机器人技术。基于明年的预期收益计算，特斯拉目前的市盈率高达56倍，这对巴菲特这样的价值投资者也没有吸引力。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">除此之外，电动汽车业务的前景也黯淡了许多。特斯拉第一季度的全球销量不仅与2023年最后三个月相比出现下降，而且比不上去年同期。这意味着，自2020年初新冠疫情导致全球经济完全停滞以来，特斯拉销量首次下滑。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">特斯拉汽车业务面临严重压力的最新迹象，出现在德国机动车管理局在5月6日公布4月新车登记情况的时候。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">与去年同期相比，特斯拉的销量下降了三分之一，彼时的电动汽车制造商仍然受益于2023年12月到期的政府慷慨补贴。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">今年前四个月，特斯拉在德国的销量暴跌36%。由于特斯拉有大量的成品车库存，目前尚不清楚其柏林工厂的停产对这一数字有多大影响。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">这种下降是市场整体萎靡的写照，一些人甚至推测特斯拉在2024年的全年销量将下降。尽管马斯克上个月保证，即使今年的增长率将“明显低于”去年的38%，特斯拉的销量仍然会增长。<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;">虽然巴菲特以善于发现价值被低估的公司而著称，但其中是否包括特斯拉还有待观察。（财富中文网）<br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></span></section><section style="outline: 0px; max-width: 100%; letter-spacing: 0.578px; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></span></section><section style="outline: 0px; max-width: 100%; letter-spacing: 0.578px; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important;">作者：Christiaan Hetzner</span></section><section style="outline: 0px; max-width: 100%; letter-spacing: 0.578px; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important;"><br style="outline: 0px; max-width: 100%; box-sizing: border-box !important;"></span></section><section style="outline: 0px; max-width: 100%; letter-spacing: 0.578px; line-height: 1.75em; box-sizing: border-box !important;"><span style="outline: 0px; max-width: 100%; font-size: 16px; box-sizing: border-box !important;">译者：任文科</span></section></div><p></p>
页:
[1]