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C_EP007.巴菲特為何買Google? episode artwork

EPISODE · Sep 8, 2026 · 25 MIN

C_EP007.巴菲特為何買Google?

from 錢是照妖鏡 Mr. Money說了算 · host Bill Wu

探討了華倫·巴菲特在 2025 年投資 Alphabet 的深層邏輯，強調投資者應透過資產負債表看透企業的營運本質，而非僅僅關注利潤表的表面數字。對比了特斯拉與英偉達等資本密集型企業，指出 Google 憑藉其資本輕型的模式與無需持續高額實體投入的特性，成為了一台強大的「印鈔機」。此外，揭示了 Google 透過自主研發 TPU 芯片所建立的成本優勢，這使其在 AI 競爭中能維持比對手更穩健的現金流。最終，這筆投資被視為對查理·蒙格的致敬，展現了巴菲特始終如一的投資哲學：在價格合理時，買入具備強大護城河與優異現金生產能力的卓越企業。#出自: 【影響巴菲特投資眼光40本書】第7章加入會員，支持節目： https://mr-money.firstory.io/join留言告訴我你對這一集的想法： https://open.firstory.me/user/cmrolvvfv12lu01wlcndhhika/comments Powered by Firstory Hosting

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C_EP007.巴菲特為何買Google?

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