Charlie Munger hais tias BYD nyob deb dhau ntawm Tesla hauv Suav teb

Charlie Munger tau hais rau hnub Wednesday tias Tesla pales nyob rau hauv kev sib piv rau BYD nyob rau hauv Tuam Tshoj, hu rau Suav hluav taws xob tsheb tsim nws nyiam Tshuag puas tau.

"Kuv yeej tsis tau pab ua ib yam dab tsi ntawm Berkshire [Hathaway] uas zoo li BYD thiab kuv tsuas yog ua ib zaug xwb," tus neeg ua lag luam 99 xyoo tau hais hauv Daily Journal lub rooj sib tham txhua xyoo hnub Wednesday. Berkshire thawj zaug kev nqis peev yog tam sim no "muaj nqis txog $ 8 nphom lossis tej zaum $ 9 [billion]. Qhov ntawd yog qhov zoo nkauj ntawm tus nqi rov qab, "said Warren Buffett tus khub peev ntev.

ntsig txog kev nqis peev xov xwm

BYD tau ua tus thawj koom ruam muaj txiaj ntsig zoo rau Berkshire, uas thawj zaug yuav txog 220 lab shares hauv lub Cuaj Hli 2008. Cov Tshuag tau dhia ntau dua 600% hauv 10 xyoo dhau los ntawm kev loj hlob loj hauv tsheb fais fab. Berkshire yeej tau txiav nws cov ceg txheem ntseeg BYD xyoo dhau los vim tias cov khoom lag luam tau nce nqi.

"Ntawm tus nqi tam sim no ntawm BYD Tshuag, me BYD muaj nqis ntau dua li tag nrho cov koom haum Mercedes. Nws tsis yog khoom pheej yig, tab sis ntawm qhov tod tes, nws yog ib lub tuam txhab zoo heev, "Munger tau hais.

Munger, Berkshire tus lwm thawj coj thiab tus tswvcuab ntawm Pawg Neeg Saib Xyuas Txhua Hnub, suav nrog Li Lu, tus tsim ntawm Seattle-based asset manager Himalaya Capital, rau kev qhia nws rau BYD. Munger kuj tau hais tias BYD CEO Wang Chuanfu yog qhov txawv txav, hu nws tias yog ib tus neeg txawj ntse thiab ua haujlwm.

Nug seb nws puas nyiam Tesla lossis BYD raws li kev nqis peev, Munger tau hais tias cov lus teb yooj yim.

"Tesla xyoo tas los txo nws cov nqi hauv Suav teb ob zaug. BYD tau nce nws cov nqi. Peb yog cov neeg sib tw ncaj qha. BYD yog ntau ua ntej Tesla hauv Suav teb ... nws yuav luag tsis zoo, "Munger tau hais.

BYD tsis ntev los no tau hais nws cia siab tias cov ntaub ntawv kho txhua xyoo nyiaj tau los rau 2022 ntawm 16.3 billion yuan ($ 2.4 billion), kwv yees li 1,200% saum 2021.

"BYD xyoo tas los ua tau ntau dua $ 2 nphom tom qab them se hauv kev lag luam tsheb hauv Suav teb. Nws zoo kawg li qhov tau tshwm sim, ”Munger hais. "Yog tias koj suav tag nrho cov chaw tsim khoom uas lawv muaj nyob hauv Suav teb los ua tsheb, nws yuav muaj feem ntau ntawm Manhattan cov kob, thiab tsis muaj leej twg tau hnov ​​​​txog lawv ob peb xyoos dhau los."

Tus neeg ua lag luam ntev hu ua Tesla CEO Elon Musk muaj txuj ci - thiab peculiar. Nws yav dhau los tau hais tias Musk ua tiav hauv kev lag luam tsheb yog dab tsi ib tug "me miracle."

"Kuv tsis yuav nws, thiab kuv tsis luv nws," Munger hais rau hnub Wednesday.