巴菲特:比特幣不會有好下場
伯克希爾·哈撒韋公司(Berkshire Hathaway Inc.)的首席執行官巴菲特在上周三接受美國全國廣播公司財經頻道(CNBC)采訪時表示:“那些擁有企業的人,如今在本土獲得的收入增長了20%。” 巴菲特把這次變化稱作“大事件”,他舉了伯克希爾·哈撒韋旗下BNSF鐵路公司(BNSF Railway)的例子。 巴菲特表示:“政府沒有這家企業的資產。我們擁有BNSF全部的資產,但是拿不到全部的利潤。我們從BNSF獲得的利潤比例從65%增加到了79%,這個漲幅超過了20%。” 盡管如此,當被問到他是否會敦促立法者贊成或反對這項法案時,他選擇了另一個角度。 他表示:“我會提出一份不同的法案。而如果我是伯克希爾的股東代表,我肯定不得不支持。” 以下是他的其他一些評論: 關于比特幣: 巴菲特表示,他不是加密貨幣的粉絲,而且很確信它們價值飛漲只是短暫現象。“總體來說,在加密貨幣方面,我幾乎可以肯定,它們不會有好下場。至于它們什么時候崩盤,或者如何崩盤之類,我不知道。但我知道一點:如果有機會買每一種加密貨幣的五年看跌期權,我很樂意去做,但是我絕對不會在這類貨幣上投入一分錢。” 關于股市: 股市“相對于利率而言,估值不算太高” 。他表示:“我們一直都在買入。長期來看,我們基本上都是買家。有時我們會成為賣家。但是,由于我們在不斷賺錢,所以我們基本上都在買進。” 關于IBM: 巴菲特被問到他是這支股票的買家還是賣家。截至去年9月底,巴菲特在IBM還持有3,700萬股。他表示:“如果你之前在股票上出現了虧損,那是有利的,我們在IBM上就有這種情況。去年減持股票就比今年更加有利。我們高位買入的IBM股票去年已經賣出,而低位買入的股票仍在持有直至今年。所以我們既是買家也是賣家。” 伯克希爾的副主席查理·芒格也加入了采訪,并談到了企業繼承人的問題。他表示,股東可能“還可以看到沃倫在這個位置上工作七年或更長” 。 至于芒格自己還有多少年,94歲的他表示:“不太多了。”(財富中文網) 譯者:嚴匡正 |
“People who own the businesses, they now own 20 percent more of the domestic earnings,” Buffett, chief executive of Berkshire Hathaway Inc., said in an interview on CNBC Wednesday. Describing the change as a “big deal,” he gave as an example Berkshire Hathaway’s BNSF Railway. “The government doesn’t own the assets of the business,” Buffett said. “We own 100 percent of the assets of BNSF, but we don’t own 100 percent of the profits. And we went from 65 to 79 percent of the profits of BNSF and that is a more than 20 percent increase.” Still, when asked about whether he would have pushed lawmakers to vote for or against the legislation, he chose another route. “I would have had a different bill,” he said. “If I did it as a representative of Berkshire shareholders, I would have had to vote for it.” Here are some of his other comments: On bitcoin: Buffett said he’s no fan of cryptocurrencies and is confident that the run up in their value is fleeting. “In terms of cryptocurrencies, generally, I can say almost with certainty that they will come to a bad ending. Now when it happens, or how or anything else, I don’t know. But I know this: If I could buy a five year put on every one of the cryptocurrencies, I’d be glad to do it but I would never short a dime’s worth.” On the stock market: Stocks “are not richly valued relative to interest rates.” “Net we’re buying,” he said. “We’re basically buyers over time. There could be conditions under which we’re sellers. For one thing, the money keeps coming so we basically keep buying.” On IBM: Buffett was asked whether he’s been a buyer or seller of the stock. Berkshire owned 37 million shares of the company as of the end of September. “It was advantageous if you had a loss in shares and we did in some of IBM, it was advantageous to sell last year rather than this year,” he said. “It would certainly mean that if we had a high cost of IBM that we were selling, we would have sold it last year, and if we had low cost, we would have waited until this year. And we had some of both.” Berkshire Vice Chairman Charles Munger joined Buffett in the interview and also addressed succession at the conglomerate, saying shareholders probably have “seven or more good years coming out of Warren.” Asked how many they had for him, Munger, 94, said: “Not very many.” |