Come sempre,è inutile dire ai miei genitori di non fare una cosa,non so se è per dispetto o per il totale rifiuto dell'espressione "non farlo", fatto sta che mia madre ora sta con un bel braccio nero,gonfio e dolorante.Spero sia solo una botta e niente di rotto,ma porca la miseria,le avevo detto di aspettare,che mi sarei occupata della faccenda finita la doccia.Le ho detto di non fare niente,di non toccare niente,di stare ferma, ma è come parlare ad un muro.E ora tutta la famiglia m'incolpa pure ,se non mi fossi fatta la doccia,mia madre non si sarebbe fatta male.E che faccio?Da domani mi compro un guinzaglio e li tengo legati quando non ce li ho sotto gli occhi?Davvero non so cosa pretendono tutti da me.Sclero finito.Almeno su internet 10 minuti di isterismi me li permetto.Chiusa parentesi,vediamo se oltre al cardiologo devo prenotare per una radiografia.
前几周在中国的日子过得很窝心！献给到场的你们：我爱你们，谢谢❤️ 牛逼666:）
也非常感谢棒棒的Liang Lawrence加入我们的演出！
The last couple of weeks in China have been so heart warming! To everybody who came to a show - wo ai ni men and xie xie ❤️ 牛逼 666 :)
Also big thank you to the amazing Liang Lawrence for joining us on this run!
#honne##honne[超话]##honne2024中国巡演#
也非常感谢棒棒的Liang Lawrence加入我们的演出！
The last couple of weeks in China have been so heart warming! To everybody who came to a show - wo ai ni men and xie xie ❤️ 牛逼 666 :)
Also big thank you to the amazing Liang Lawrence for joining us on this run!
#honne##honne[超话]##honne2024中国巡演#
《巴菲特最新观点》
第一，2024年伯克希尔·哈撒韦股东大会前瞻。
备受全球投资者瞩目的伯克希尔·哈撒韦公司年度股东大会即将于美国当地时间5月3日至5月5日，在沃伦·巴菲特的故乡——美国内布拉斯加州奥马哈市盛大举行。巴菲特将随机挑选股东进行提问，并回答他们的问题。预计将有40至60个问题得到巴菲特的亲自解答。
今年的股东大会尤为特殊，因为伯克希尔·哈撒韦的长期合作伙伴、公司副董事长查理·芒格已于去年辞世。因此，在今年的股东大会上，舞台上将只有巴菲特、格雷格·阿贝尔以及阿吉特·贾恩三人。
第二，主要看点分析。
1、美国经济的现阶段解读。
面对2024年第一季度GDP增长低于市场预期的情况，巴菲特如何解读现阶段美国经济的状态？同时，美联储降息预期的摇摆不定，巴菲特又将如何看待这一政策变化对经济和投资的影响？
2、苹果减持与能源股增持背后的策略调整。
伯克希尔在2023年第四季度减持了约1000万股苹果股票，背后的投资策略调整是什么？同时，增持雪佛龙和西方石油的决策又揭示了什么深层次的考量？
3、日本股市的投资布局与未来计划。
巴菲特对日本股市的增持和看好背后的逻辑是什么？他未来的投资计划包括哪些重要内容？
4、对AI未来发展的看法。
在技术股特别是英伟达在AI赛道上大放异彩的背景下，巴菲特如何看待AI的未来发展及其对投资市场的潜在影响？
5、巨额现金储备的使用计划。
伯克希尔·哈撒韦的现金储备达到创纪录的1676亿美元，这些资金将如何使用？是继续用于股票回购还是寻找新的投资机会？
6、对中国投资机会的评估。
尽管近期对比亚迪的减持引发了市场关注，巴菲特未来是否还将继续投资中国市场？他对中国投资机会的看法和计划将如何展开？
今年的伯克希尔·哈撒韦股东大会将围绕这些看点展开深入讨论。投资者们将有机会聆听巴菲特的智慧之音，洞察投资市场的未来趋势。
（唐加文）
"The Latest Views from Warren Buffett.
First, a look ahead to the 2024 Berkshire Hathaway shareholder meeting.
The Berkshire Hathaway annual shareholders' meeting, which is highly anticipated by investors around the world, is about to be held in Omaha, Nebraska, the hometown of Warren Buffett, from 3 May to 5 May, local time in the United States. Warren Buffett will randomly select shareholders to ask and answer their questions. Between 40 and 60 questions are expected to be answered by Warren Buffett himself.
This year's AGM is particularly special because Berkshire Hathaway's long-time partner and the company's vice-chairman, Charlie Munger, passed away last year. So, at this year's AGM, it will be just Warren Buffett, Greg Abel, and Ajit Jain on stage.
Second, the main points of view analysis.
1. Interpretation of the current stage of the U.S. economy.
How does Buffett interpret the state of the US economy at this stage in the face of lower-than-market-expected GDP growth in the first quarter of 2024? At the same time, the Federal Reserve rate cut is expected to waver, Buffett and how will see the impact of this policy change on the economy and investment?
2. The strategic adjustment behind the Apple reduction and energy stock increase.
What is the investment strategy adjustment behind Berkshire's reduction of about 10 million shares of Apple stock in the fourth quarter of 2023? Meanwhile, what deeper considerations are revealed by the decision to increase holdings in Chevron and Occidental Petroleum?
3. Investment layout and future plans for the Japanese stock market.
What is the logic behind Buffett's increased and bullish holdings in Japanese stocks? What are the important elements included in his future investment plan?
4. Views on the future of AI.
Against the backdrop of technology stocks, especially NVIDIA, making a splash on the AI track, how does Buffett see the future development of AI and its potential impact on the investment market?
5. Plans for the use of the huge cash reserves.
Berkshire Hathaway has a record $167.6 billion in cash reserves, how will these funds be used? Will it continue to be used for stock buybacks or will he look for new investment opportunities?
6. Assessment of investment opportunities in China.
Will Buffett continue to invest in the Chinese market in the future, despite the market concerns raised by his recent reduction in his holdings in BYD? How will his views and plans for investment opportunities in China unfold?
This year's Berkshire Hathaway shareholder meeting will feature in-depth discussions around these watchwords. Investors will have the opportunity to listen to Buffett's voice of wisdom and gain insight into the future trends of the investment market.
(Tang Jiawen)
第一，2024年伯克希尔·哈撒韦股东大会前瞻。
备受全球投资者瞩目的伯克希尔·哈撒韦公司年度股东大会即将于美国当地时间5月3日至5月5日，在沃伦·巴菲特的故乡——美国内布拉斯加州奥马哈市盛大举行。巴菲特将随机挑选股东进行提问，并回答他们的问题。预计将有40至60个问题得到巴菲特的亲自解答。
今年的股东大会尤为特殊，因为伯克希尔·哈撒韦的长期合作伙伴、公司副董事长查理·芒格已于去年辞世。因此，在今年的股东大会上，舞台上将只有巴菲特、格雷格·阿贝尔以及阿吉特·贾恩三人。
第二，主要看点分析。
1、美国经济的现阶段解读。
面对2024年第一季度GDP增长低于市场预期的情况，巴菲特如何解读现阶段美国经济的状态？同时，美联储降息预期的摇摆不定，巴菲特又将如何看待这一政策变化对经济和投资的影响？
2、苹果减持与能源股增持背后的策略调整。
伯克希尔在2023年第四季度减持了约1000万股苹果股票，背后的投资策略调整是什么？同时，增持雪佛龙和西方石油的决策又揭示了什么深层次的考量？
3、日本股市的投资布局与未来计划。
巴菲特对日本股市的增持和看好背后的逻辑是什么？他未来的投资计划包括哪些重要内容？
4、对AI未来发展的看法。
在技术股特别是英伟达在AI赛道上大放异彩的背景下，巴菲特如何看待AI的未来发展及其对投资市场的潜在影响？
5、巨额现金储备的使用计划。
伯克希尔·哈撒韦的现金储备达到创纪录的1676亿美元，这些资金将如何使用？是继续用于股票回购还是寻找新的投资机会？
6、对中国投资机会的评估。
尽管近期对比亚迪的减持引发了市场关注，巴菲特未来是否还将继续投资中国市场？他对中国投资机会的看法和计划将如何展开？
今年的伯克希尔·哈撒韦股东大会将围绕这些看点展开深入讨论。投资者们将有机会聆听巴菲特的智慧之音，洞察投资市场的未来趋势。
（唐加文）
"The Latest Views from Warren Buffett.
First, a look ahead to the 2024 Berkshire Hathaway shareholder meeting.
The Berkshire Hathaway annual shareholders' meeting, which is highly anticipated by investors around the world, is about to be held in Omaha, Nebraska, the hometown of Warren Buffett, from 3 May to 5 May, local time in the United States. Warren Buffett will randomly select shareholders to ask and answer their questions. Between 40 and 60 questions are expected to be answered by Warren Buffett himself.
This year's AGM is particularly special because Berkshire Hathaway's long-time partner and the company's vice-chairman, Charlie Munger, passed away last year. So, at this year's AGM, it will be just Warren Buffett, Greg Abel, and Ajit Jain on stage.
Second, the main points of view analysis.
1. Interpretation of the current stage of the U.S. economy.
How does Buffett interpret the state of the US economy at this stage in the face of lower-than-market-expected GDP growth in the first quarter of 2024? At the same time, the Federal Reserve rate cut is expected to waver, Buffett and how will see the impact of this policy change on the economy and investment?
2. The strategic adjustment behind the Apple reduction and energy stock increase.
What is the investment strategy adjustment behind Berkshire's reduction of about 10 million shares of Apple stock in the fourth quarter of 2023? Meanwhile, what deeper considerations are revealed by the decision to increase holdings in Chevron and Occidental Petroleum?
3. Investment layout and future plans for the Japanese stock market.
What is the logic behind Buffett's increased and bullish holdings in Japanese stocks? What are the important elements included in his future investment plan?
4. Views on the future of AI.
Against the backdrop of technology stocks, especially NVIDIA, making a splash on the AI track, how does Buffett see the future development of AI and its potential impact on the investment market?
5. Plans for the use of the huge cash reserves.
Berkshire Hathaway has a record $167.6 billion in cash reserves, how will these funds be used? Will it continue to be used for stock buybacks or will he look for new investment opportunities?
6. Assessment of investment opportunities in China.
Will Buffett continue to invest in the Chinese market in the future, despite the market concerns raised by his recent reduction in his holdings in BYD? How will his views and plans for investment opportunities in China unfold?
This year's Berkshire Hathaway shareholder meeting will feature in-depth discussions around these watchwords. Investors will have the opportunity to listen to Buffett's voice of wisdom and gain insight into the future trends of the investment market.
(Tang Jiawen)
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