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股神战友芒格大赞台积电 是“地表最强半导体公司” - 纳闻
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股神战友芒格大赞台积电 是“地表最强半导体公司”

2月16日,据《自由时报》报道,“股神”巴菲特(Warren Buffett)旗下的波克夏海瑟威(Berkshire Hathaway)日前公告2022年地4季大砍台积电ADR(美国存託凭证)持股,引发市场关注,股神战友、波克夏副董事长芒格(Charlie Munger)周三(15日)则大赞台积电是“地表最强半导体公司”,并淡化台海风险。

现年99岁的芒格周三在《每日期刊》(Daily Journal)年会时花了2个多小时回答提问,芒格担任该公司董事长长达45年;自1978年来,也一直担任波克夏的副董事长,与92岁的巴菲特密切合作。

会中谈到中国国家主席习近平和俄罗斯过去1年以来对乌克兰的行动,芒格淡化了中国可能入侵台湾的担忧。芒格认为,中国领导人是个“聪明、务实”的人,以俄乌冲突来看,莫斯科要入侵乌克兰看起来是“小菜一碟”(cakewalk),但现在台湾已不再像是这样的情况了。

芒格随后提到,台积电是“地表最强半导体公司”,尽管波克夏在去年Q3豪掷41亿美元(约新台币1238亿)大买台积电股份,随后在Q4大砍86%股份。

纳闻 | 真实新闻与历史: 股神战友芒格大赞台积电 是“地表最强半导体公司”