巴菲特段永平为什么不投资存储

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昨天发了一个关于存储的视频

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是因为一个粉丝兄弟呢

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他给我留言

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他都快抑郁了啊

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因为错失了美光啊

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英特尔这种石倍股的行情

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然后我昨天呢就发视频安慰他嘛

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我说实际上嗯你错过也不怎么可惜啊

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你你要最可惜的就是里路嘛

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那里路属于把50%的仓位买入美光

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结果就差一年得翻20倍啊

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他买的时候40多

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现在800

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那可不就20倍吗

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他少赚了可不是像你这个几万块

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他少赚了100个亿

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哈哈按到现在为止快100个亿了啊

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那你想想李路他要是能够这一把赚百亿

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他在美国的基金史上绝对是是吧

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这个跟巴菲特一样的地位了

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因为这两年巴菲特的收益不高嘛

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那那里路如果说年化能做到五六十%

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你想什么概念

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他不是五六十%啊

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他是从23年40多到现在它的20倍啊

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他百分之好几百啊

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对不对

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所以我讲这个话意思就是错过没什么可惜的啊

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有的是机会

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那还有一个呢就是存储是不是高估的问题

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其实你去想一个问题啊

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就是所有人都看好存储啊

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所有人都是说啊

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三星啊

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呃海力士呀

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阿美光啊

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他这个SBM是不可替代的啊

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然后呢这个这个深深的被这个啊AMD啊捆绑了

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那我买AMD不更好了嘛

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对不对

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反正都是供给AMD的

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对不对

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还有问题是

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那大家都觉得涨了哈

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就是很牛逼啊

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还可以涨的更多

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那跌的时候呢可以跌的更多

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那这个事情回到一个月前

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那美股跌的最惨的时候

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你怎么不说这句话呢

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哈哈对不对

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嘿嘿都会说哎呀这个三星海力士

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2X海力士都跌到21了

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很多人说还会破产

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为什么破产呢

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因为啊战争啊

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因为这个各方面的原因

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就是这个这个事情

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在于说每个人的评价都有错的时候

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你是根据股价的涨跌评价都有错

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那这个事情本身就有问题

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知道吧

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你看巴菲特他没有买AI

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那不影响BIK现在市值过万亿啊

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他也不影响着巴菲特现金账上花了4000个亿

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也不影响人家接下来啊

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等着美股可能会暴跌抄底啊

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对不对

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那老段啊

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人家也没有说

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说话也是吧

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人家就拿着茅台拿了十几年是吧

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这个从134到现在也翻了十几倍

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加上股息可能也十五六倍了对吧

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那现在人家不卖人家光伏分红啊

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按照这个直接收益三四十%

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对不对

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那第二个人家买苹果是吧

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人家从202A3啊

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2014年买入苹果拿到现在

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赚了几百亿美金是吧

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从这个回报率才讲

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那老段的年化也做到二三十%呀

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但问题是你们买了这个存储的兄弟们小仓位

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那算啥呀

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问题是我也有呀

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而且我的仓位可能比一般人还要大呀

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对不对

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美国从去年10月份拿到现在也翻了好几倍是吧

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吸不出去也翻了好几倍是吧

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想尼事件期权策略也赚了很多钱啊

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再加上这个其他的CPU之类的

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AAMD之类的

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大家都看衰的时候

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我们也有呀

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翻了好几倍呀

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都有实盘

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对不对

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这个东西骗不了人的

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那收益率不多不多哈

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哼大几倍也是有的呀

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对不对

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而且是我们是整体仓位翻了好几倍

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所以这个是两个逻辑啊

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就是我们发视频分享的是一个投资理念

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就是不要啊不以物喜不以己悲嘛

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那不要以股价论英雄嘛

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那你最终的话你真的要拉长时间

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你才能知道啊

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投资能力到底强还是弱

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你不买这个呃

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存储不代表说你就赚不到大钱哈

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我跟你讲

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那一年十倍股多了去了

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去年我们背上了一个卫星公司对吧

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那一年不到翻了七倍啊

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那很多去年那时候十块应该70多

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快80了

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这些一年十倍股很多的

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他真正大家都去看好的时候

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反而是个风险

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我们讲的风险是说任何的公司

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所有人都看好对吧

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他一定是有问题的

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因为这个市场它它很公平对吧

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他不会说你见过哪有所有人都赚钱的呀

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对不对

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那那为什么只有一个巴菲特

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是因为巴菲特总是在别人不看好的时候加仓

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都看好的时候

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他就害怕是吧

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就他说的啊

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别人恐惧他贪婪

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别人贪贪婪

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他恐惧是吧

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那那那那别人这个是吧

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看不看好的时候

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他是加仓的啊

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大家都看好的时候

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他是减仓的

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你就看他这两年减了多少苹果呀

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那苹果的话他从200块开始减持

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减持了1300多亿

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现在还在坚持对吧

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那那说白了那他他坚持了苹果之后

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他错失了30%的涨幅呀

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那第二个

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这几年巴菲特买的这个游泳池泡打了个三折啊

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买了这个啊

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啤酒打了个四折

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买了这个房屋

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蓝大房屋

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波顿房屋打了个4~5折对吧

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巴菲特这几年买了好多公司都打

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都都都都膝盖涨了

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那不影响人家B2K的年化收益依然这么

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为啥呢

158
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股息心态呀对吧

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他的股息率很高

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比如说拿的可口可乐对吧

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他现在股息啊

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光可口可乐的分红早就本金涨了几百倍回来了

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这就是大

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这是股市的逻辑啊

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这股价逻辑啊和这个额回报逻辑啊

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年化收益逻辑它不是一个逻辑

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对你是想着哎赚那个估值暴增的钱是吧

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那百分特老段联想的是赚这个分红啊

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靠这个分红啊跑赢这个通胀

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安稳回撤的时候没有它啊

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大档的时候他还在啊

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无论是经过什么行情啊

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他的收益都很稳定

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但赚的这个钱

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人家亚洲的钱是吧

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他是利润和利润不一样啊

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资金和资金不一样

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仓位和仓位不一样对吧

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如果说你是有10万块啊

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你梭哈满仓那个是牛逼

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那如果说你有一个亿

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你只拿了1万块

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那是没有什么意义的吧

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所以说对我们来讲是吧

185
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没有什么错过机会

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不错过机会的

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只有你在行情好了之后是吧

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你啊你你你要理性对吧

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你你要保持你的仓位的开源性

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行情不好的时候啊

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你能买到非常便宜的价格

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而且能长期持有

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这个才是真正的投资能力啊

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至于说那些短期主义赚了点小钱

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就觉得自己很牛逼的啊

196
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你多看看巴菲特和老段啊

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你要是用赚几百亿的逻辑来思考这个事

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那可能你又是另外一种想法了

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