一、股神的执念:为何 “车轮上的生意” 碰不得?“如果王多鱼真问我怎么亏钱,我会先劝他别碰汽车业。” 这或许是巴菲特对《西虹市首富》剧情的真实补完。这位投资大师的核心态度从未动摇:汽车赛道缺乏真正的差异化壁垒,即便能预见行业崛起,也难押中最终赢家。2025 年 9 月,伯克希尔正式清仓比亚迪的消息刷屏资本市场,这场始于 2008 年的投资以 38 倍收益落幕。看似矛盾的是,这笔盈利超 80 亿美元...
Source Link一、股神的执念:为何 “车轮上的生意” 碰不得?“如果王多鱼真问我怎么亏钱,我会先劝他别碰汽车业。” 这或许是巴菲特对《西虹市首富》剧情的真实补完。这位投资大师的核心态度从未动摇:汽车赛道缺乏真正的差异化壁垒,即便能预见行业崛起,也难押中最终赢家。2025 年 9 月,伯克希尔正式清仓比亚迪的消息刷屏资本市场,这场始于 2008 年的投资以 38 倍收益落幕。看似矛盾的是,这笔盈利超 80 亿美元...
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