近期，巴菲特在接受CNBC记者BECKY OUICK采访时对减持比亚迪进行回应$比亚迪股份(01211)$ $比亚迪(SZ002594)$
BECKY OUICK: Let's talk about another company you own that has the, a major China presence. In fact, that's it's only presence, BYD, the electric car company that you've owned for a very long time. You've been selling some of that. Why?
BECKY OUICK: 让我来讨论一下你拥有的另外一家公司，一家中国公司，电动汽车制造商比亚迪。事实上它是你拥有的一家唯一的中国公司，你持有了它很长时间。目前你开始减持它，为什么？
WARREN BUFFETT: Yeah. Well, we've been selling it because the company our interest in it is being valued at well, the interest we had is being valued at,you know, 6.5 billion, whatever it may be. And I think it's an extraordinary company. And I think the fellow that runs it, who's run it right along ever since we purchased it, you know, 14 years ago or something, is an extraordinary person. Been over there but I think that the, we'll find things to do with the money that I'll feel better about. But we haven't sold all our BYD by a long shot.We are not in a hurry to sell it, but my job is to allocate the capital and within Berkshire Hathaway the way I would do it for my sister because she is a big shareholder. And that's the way I feel about all the millions of shareholders we have.
沃伦巴菲特：嗯。好吧，我们减持了部分。因为我们所持的股份被估值得很高，我们的权益被估价为65亿美元。我认为这是一家非凡的公司。自从我们14年前购买它以来，一直在经营它的人，也是一个非凡的人。但我认为，相对比持有比亚迪，我找到了其他更好的投资机会。但我们并没有不顾一切卖掉所有的比亚迪。我们并不急于卖掉它，但在伯克希尔哈撒韦公司内部我的工作是分配资金，就像我为我姐姐做的那样，因为她是我的大股东。这就是我对我们拥有的数百万股东的服务方式。
巴菲特的回答充满了各种转折，比亚迪是非凡的公司，但我还是选择出售它，但我不会不顾一切出售，我并不急于出售。
几点体会：1.巴菲特出售比亚迪是因为有了更好的投资机会。
2. 巴菲特认为比亚迪是非凡的公司，王传福是非凡的企业家。
3. 巴菲特不会一键清仓比亚迪，更不会贱卖。这跟他果断出售台积电作风完全不同。有点类似我们普通投资者，越到后面越舍不得。
大概率后续巴菲特是放缓减持比亚迪的速度，不会再在低位（比如250港币以下）进行减持，对稳定股价应该有一定好处。对于我们普通投资者，要放低对比亚迪股价短期暴涨的期望值，利用巴菲特减持时机多收集筹码，毕竟决定公司股价的是基本面。巴菲特陪伴了比亚迪的前半程，让我们来陪伴它走好后面的路吧。