28.巴菲特坐拥3500亿现金却不抄底,他在“怕”什么? episode artwork

EPISODE · Apr 3, 2026 · 9 MIN

28.巴菲特坐拥3500亿现金却不抄底,他在“怕”什么?

from 常青藤投资

【节目概览】巴菲特卸任CEO后的首次深度访谈,信息量爆表!手握3500亿现金却对美股回调无动于衷,他在等什么?公开承认卖早了苹果,却拒绝碰任何AI标的。更有关于盖茨基金会捐赠去向的惊人表态。股神的成功,不在于他抓住了什么,而在于他拒绝了什么。🍻 本期主持人小东:97年INTJ,11w粉财经&读书博主,985本科,伦敦政经硕士,科技从业者,现居上海浦东时间轴:00:14 反常识的3500亿: 股神为何在市场回调时选择“持币观望”?01:55 拒绝抄底: 经历过三次50%跌幅的人,如何看待现在的5%波动?02:36 苹果与遗憾: 承认卖早了,但为什么苹果依然是他心中“最好的生意”?03:20 能力圈的边界: “我甚至连智能手机都用不明白”,巴菲特为何死守不碰AI?03:38 宏观阴云: 美元地位、2%通胀与那个“连高盛都不接电话”的金融海啸。04:52 沉重的预测: 为什么...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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28.巴菲特坐拥3500亿现金却不抄底,他在“怕”什么?

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This episode is 9 minutes long.

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This episode was published on April 3, 2026.

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【节目概览】巴菲特卸任CEO后的首次深度访谈,信息量爆表!手握3500亿现金却对美股回调无动于衷,他在等什么?公开承认卖早了苹果,却拒绝碰任何AI标的。更有关于盖茨基金会捐赠去向的惊人表态。股神的成功,不在于他抓住了什么,而在于他拒绝了什么。🍻 本期主持人小东:97年INTJ,11w粉财经&读书博主,985本科,伦敦政经硕士,科技从业者,现居上海浦东时间轴:00:14 反常识的3500亿: 股神为何在市场回调时选择“持币观望”?01:55 拒绝抄底:...

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