Yang Delong: Buffett's last lunch will reflect the infinite charm of value investment at a price of 19 million US dollars.

Yang Delong | Cube, everyone talks about column authors

On Tuesday, June 21, the Shanghai and Shenzhen cities have recently stepped out of independence. They did not follow up with US stocks. It also verified my previous judgments. The location of US stocks and A shares was different. U.S. stocks were in a high decline, while A shares rose from the bottom. Therefore, although the Fed ’s interest rate hike scales have impacted the global capital market, A shares still go out of the trend of me, and the bottom of the A -share market has become more and more obvious. In the first half of this year, the A -share market still came out of the A -share market as a whole. At the end of April, many investors were worried about the decline in the economic and the spread of the epidemic, so they caused panic. At that time, I suggested that everyone should maintain confidence. The impact of the epidemic is temporary. Once the epidemic is effectively controlled, the epidemic prevention and control measures will be adjusted accordingly and suppressed The demand will be fully released.

Since May, the State Council has issued a series of stable growth policies, including a large number of infrastructure investment and stimulating consumption policies. The policy will be accelerated in the second half of the year, and the employment policy will continue to be introduced, which will promote economic recovery. It is worth noting that the new energy sources as the benefit of economic transformation and the direction of strong policy support. This year, it has performed well in a round of rise. New energy vehicles have maintained high -speed sales growth, which has a significant alternative effect compared to traditional vehicle sales. The acceleration of photovoltaic and wind power installations, on the one hand, increases economic growth, on the other hand, it also allows my country to take the initiative in energy and get rid of the dependence on imported oil. Of course, the construction of photovoltaic and wind power plans is not a short -term plan, but a long -term plan of more than ten years. In the future, investment in photovoltaic and wind power will continue to increase. New energy replacing traditional energy is the general trend. This is my point of view in 2019, and now it has been more and more recognized. New energy has both scientific and technological ingredients and consumer ingredients, which means that it is a consumer plus technology model. For example, buying new energy vehicles consumption, while new energy vehicles like lithium batteries and parts belong to technology. my country has the world's largest automotive consumer market. Once it can seize the hearts of consumers, it often has significant development opportunities. Therefore, the sales of new energy vehicles have increased significantly, driving the development of lithium batteries and other directions.新能源汽车大发展，现在也刚刚开始，因为从渗透率来看，去年我国新能源汽车销量占比大概15%，今年可能会提高到20%以上，但距离最终替代传统燃油车，也就是100 The %penetration rate has five times space, which also lays the foundation for the long -term development of modern vehicles. my country's current photovoltaic and wind power generation accounts for less than 10%of the overall power generation. In the future, it will reach 30%, 50%, or even 80%. The construction of a large number of photovoltaic and wind power power stations for beaches is a good choice, and it is also conducive to promoting the development of new energy in my country. The Qianhai Open Source Cleaning Energy Fund I managed to seize the opportunities for carbon neutrality to neutralize new energy vehicles, lithium batteries, photovoltaic, wind power, hydrogen energy, rare earth and other industries.

In terms of overseas markets, the recent high decline in U.S. stocks. Although there is a certain rebound in the process of falling, the overall trend is still up. The main reason is that the tightening trend of the Fed's monetary policy is becoming more and more obvious. After the 25th basis points and 50 basis points were raised in May, the conference raised 75 basis points in June. Both the rate hike rhythm and interest rate hikes were increasing, which further increased the downward pressure on US stocks. The Federal Reserve now adopts the rate hikes and shrinkage. In fact, it is actually amending the water release policy in the past two years. Previously, in order to cope with the epidemic, the Fed adopted unlimited quantitative loose and zero interest rates, which made global inflation. After the occurrence of Wu Chong, the price of petroleum natural gas was close to historical highs and pushed up global inflation. Both Russia and Ukraine are important agricultural products producers, which has also caused a large increase in the prices of agricultural products, and even worrying that many economists may worry that some countries may have a food crisis. The Wall Street Journal reported on the 20th that economists who were investigated believed that the possibility of the US economy's fall into decline greatly increased. They believed that the US economy fell into a 44%probability of recession in the next 12 months. It will only appear when decline or actual recession. The possibility of economic recession in 2022 rose rapidly because of strong inflation pressure, and the Federal Reserve has adopted stronger and strong action to curb inflation pressure.

The impact of U.S. stocks on A shares is short -term. From the long -term perspective, my country's economy is in the stage of recovery. In the future, with a series of steady growth policies, the economic recovery situation will be more obvious, and it will further boost the performance of the stock market. After a sharp rise in new energy, consumer stocks may be caused, because consumption is the largest section affected by the epidemic, but after the epidemic control is controlled, the prevention and control measures of various localities will gradually relax. Rising sex also brings opportunities to consumer stocks. Recently, consumer stocks such as liquor have a strong rebound, which also indicates that the opportunity for consumer stocks will gradually come. The Qianhai open source high -quality faucet fund I managed. In the first quarter, the top ten heavy stocks were basically half of the new energy leading stocks. Half of the consumption of white horse stocks. From the perspective of economic transformation, it was two relatively certain directions. After five days and 43 rounds of fierce bidding for lunch auction, it was sold at a price of 19 million US dollars, which were sold for about 128 million yuan, setting the highest price of Buffett's lunch auction. Because the buyer's name is not public, now only in the last minute, the buyer at the beginning of the W letter reversed the shooting for a dinner with a weak advantage of $ 100. According to the official website of the Graded Foundation, as the last lunch party, the successful bidders will bring seven guests and Buffett with Buffett at the Smith Sky Steak Hall in Manhattan, showing the charm of Buffett's stock god again. At the beginning of the auction, Buffett's lunch price was only 20,000 to 25,000 US dollars. Until the first time the auction was for the first time, the transaction was made public on EBAY. The year reached a new high of $ 4.57 million, and the auction price doubled this time. Earlier, Buffett's value investment has attracted the attention of investors from all over the world. Lunch with Buffett has become an important way for many people to learn Buffett value investment. Several Chinese have also photographed Buffett lunch meetings, and most of them have received greater gains. Buffett's lunch is also a well -known charity lunch. Buffett himself is recognized as a charity. It is reported that Buffett, June 14, 2022, donated about 14.4 million Berkshire Class B shares to Bills and Melinda Gates Foundation and other institutions. Previously, he also donated to the foundation for $ 33 billion in good funds. Buffett lunch is a public welfare dinner. After this auction, the lunch has accumulated a total of $ 53 million in good funds to the Grad Foundation. The net income of lunch is used for charity. Although we do not have the opportunity to have lunch with Buffett, we do not affect our study of Buffett's value investment concept, adhere to value investment, and make a company's shareholders or configuration of high -quality funds is the best investment strategy to seize market opportunities.

Responsible editor: Yang Zhiying | Audit: Li Zhen | Director: Wan Junwei

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