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沃伦·巴菲特:不会。负利率让我感到困惑这将降低股票投资最低预期回报率ANDY SERWER:OK. Let‘s switch over and talk about bondyields and interest rates. Because that’s a crazy subject right now.

沃伦·巴菲特:不,但这是真的(笑)。ANDY SERWER:Right.So let me ask this way, What hasinvesting in equities changed given the interest rate environment? It makesequities look super cheap.

清和泉投资:近期工程机械数据较为亮眼清和泉投资表示,当前估值底和市场底已出现,盈利底的预期也在改善。所以整体仍然处于一轮行情的初期。短期来看,市场或即将进入第二阶段,偏向α行情,行业表现为分化,需要调仓位,精选个股。后期估值继续修复需依靠盈利改善预期,而每一轮经济全面企稳之前,行业分化严重,一般部分先导行业最先复苏。例如,近期工程机械数据较为亮眼,未来将持续跟踪盈利企稳情况。

随着部分上游“断供”事态发酵,华为海外手机终端市场也受到一定牵连。比如,英国电信集团沃达丰将暂停华为5G智能手机的预购等。ARM断供 “釜底抽薪”?BBC 5月22日报道称,其获得内部文件显示,全球最大的移动设备芯片架构授权服务商ARM,已经告诉员工,必须暂停与华为及其芯片公司海思的一切业务往来。

安迪·塞尔:好的,那在利率环境下,投资股票有什么变化吗?这使得股票看起来超级便宜。WARREN BUFFETT:No, it reduces the hurdle rate.沃伦·巴菲特:不,它降低了最低预期回报率。WARREN BUFFETT:That‘s why they like to decrease it, is thatit pushes asset values higher. Because, obviously, if you promise to pay mesomething at 3% a year, that would have been a terrible instrument for me toown,almost any time in history. But today, if you’re good for it, it‘sfabulous. [LAUGHS]

WARREN BUFFETT:Incredible business.沃伦·巴菲特:(它也是一笔)不可思议的生意。ANDY SERWER:But why-- why-- it‘s not too late to buythese stocks, is it?

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