马斯克在财报电话会上对散户的投资建议

发布于: 雪球转发:21回复:19喜欢:34

昨天特斯拉发布了2023年二季度的财报,数据还算不错,但我觉得最有意思的是马斯克在之后的电话会上居然开始对散户给出了一些投资建议哈哈。

说实话,估计很多人会认为老马这么说是在给特斯拉股价背书,其实我倒觉得他说的很真诚,也非常认可他说的投资理念,其实跟我上一篇文章里的观点不谋而合(网页链接),这么说有点蹭老马流量的嫌疑,但其实他说的都是非常朴素和简单的投资原则了,无数前辈和大师都说过类似的话,所谓大道至简。

来看看他怎么说(中英文对照版):

I care a lot about the -- the sort of the small shareholders, especially ones that have stuck with us through -- through thick and thin. I love you, guys. And so, we can't control these macro shocks, you know, or the manic-depressive nature of the stock market.

我非常关心那些小股东,尤其是那些与我们风雨同舟的股东。我爱你们,伙计们。不过我们无法控制这些宏观冲击,你知道,或者股市的狂躁抑郁性质。

So, that's why I recommend against margin loans in times that are turbulent. You know, if times are not that turbulent, actually, a margin loan can be a smart move within reason. But -- but we're in, I'll call it, turbulent times. Like, I have very high confidence -- confidence in the long-term value of Tesla.

所以,这就是为什么我建议在动荡时期不要进行保证金贷款。要知道,如果局势没有那么动荡,实际上,在合理的范围内,保证金贷款也不失为一种明智之举。但是--但是我们现在,我称之为动荡时期。然而,我对特斯拉的长期价值充满信心。

Like, I see a really -- you know, see a path to a 10x, I mean. But I call it a 5x increase in the value of the company, maybe a 10x. And -- but the -- where things go along the way, the trials and tribulations and the mood of the -- mood of the markets, one cannot predict. And so, you know -- and so, you know, I mean, the old adage of buy and hold is.

就像,我看到了一条真正的 -- 你知道,我是说,看到了一条通往 10 倍的道路。但我称之为公司价值的 5 倍增长,也许是 10 倍。但是,一路走来,经历的磨难和市场的情绪是无法预测的。所以,你知道 -- 所以,你知道,我的意思是,买入并持有是一句老话。

right, you know? For investment advice, say, like, identify a company whose products you love, see if they -- you know, does it seem like they'll continue to make good products or great products, buy that stock, and hold it. That's it. You will win. The reason companies exist is to make goods and services.

对吗?对于投资建议,比方说,找出一家你喜欢其产品的公司,看看他们 -- 你知道,他们是否看起来会继续生产好产品或伟大的产品,买入该股票,并持有它。就是这样。你就赢了。公司存在的理由就是生产商品和提供服务。

Ideally, great goods and services. They don't exist for any other reason. They shouldn't. So, that's why you should buy off a company that makes great products and has a great future pipeline.

理想的情况是,提供优质的商品和服务。它们的存在没有任何其他原因。它们不应该存在。所以,这就是为什么你应该买下一家生产优质产品、未来发展前景广阔的公司。

It's common sense, actually. And -- and then, generally, if you see -- if you have, provided you're confident about what that company's products or services are, when the market panics, buy; and when the market is, you know, overly exuberant, you can sell. I'm not recommending yourself to Tesla, but -- but yeah. Byblos is so high.

实际上,这是常识。然后,一般来说,如果你看到--如果你有,只要你对该公司的产品或服务有信心,当市场恐慌时,就买入;而当市场过度繁荣时,你就可以卖出。我不是在推荐你去特斯拉,但是--但是是的。Byblos is so high(不知道怎么翻译?这句话啥意思?等大神解答)。

You know, Warren Buffett actually, I think, has a saying -- I'm paraphrasing him -- but, you know, a publicly traded company is like -- it's like, imagine you're living in your house and some crazy, manic-depressive guy comes and stands outside your house and yells property prices at you, you know. So, it's a different price every day, but the house is still the same house. So, this is a stock market, you know. Credit that to Warren Buffett.

你知道,沃伦-巴菲特(Warren Buffett)其实有一句话--我是在转述他的话--但是,你知道,上市公司就像是--就像是,想象一下,你住在自己的房子里,有一个疯狂的、患有躁狂抑郁症的人来了,站在你的房子外面,对着你喊房价,你知道吗?所以,每天的价格都不一样,但房子还是那个房子。所以,这就是股票市场,你知道的。这要归功于巴菲特。

精彩讨论

一把梭十年2023-07-21 03:41

马斯克是个直男,表里如一。

马斯克股票收藏家2023-07-21 05:32

很真诚的汉子$特斯拉(TSLA)$

青春20232023-07-21 08:01

一龙这个人,虽然是超级富豪,但是他却有一颗造福万众的心。喜欢怼各种有钱人精英等,但是对下层老百姓基层工程师tsla的散户投资者很是关心体恤。q2毛利新低,但是继续给上海工厂多发绩效工资就能看出来,是个好老板,tsla值得投资,坚定持有。

岁月無聲2023-07-21 10:28

盘后加一点点仓,表示对老马的支持。

不鸣珍象的麇鬃2023-07-21 06:52

马斯克深得价值投资精髓,有意思

全部讨论

2023-07-21 03:41

马斯克是个直男,表里如一。

2023-07-21 05:32

很真诚的汉子$特斯拉(TSLA)$

2023-07-21 08:01

一龙这个人,虽然是超级富豪,但是他却有一颗造福万众的心。喜欢怼各种有钱人精英等,但是对下层老百姓基层工程师tsla的散户投资者很是关心体恤。q2毛利新低,但是继续给上海工厂多发绩效工资就能看出来,是个好老板,tsla值得投资,坚定持有。

2023-07-21 10:28

盘后加一点点仓,表示对老马的支持。

2023-07-21 06:52

马斯克深得价值投资精髓,有意思

2023-07-21 05:52

bubble is so high?

2023-07-21 06:43

其他的不说,老马也是喜欢炒股票的,这点很确定

2023-07-21 07:36

老马教你赚钱

2023-07-21 09:35

感谢分享

2023-07-21 08:02

不错