波克夏成為車企?

➢ Q2結束了，雖然資產創新高但表現不如意，整體淨買入金額為$35334，買入加碼的標的有AAPL.TSLA.STT.NTRS.BRK.B.WYNN.LVS.XLNX...額外加入IMTM這些標的過一陣子我只會留下BRK.AAPL.XLNX其他會全部清空，這陣子可以明顯的感受到漲勢放緩，已充分反映傳產復甦預期，只能找一些還未漲到的股票來佈局。

➢ 機會

波克夏，過去一陣子有覺得把錢放在波克夏很卡手，也是在腦中思考好幾輪，才決定一次拉高到高於BAM的持股比例其中有幾點原因如下。

EXCLUSIVE Apple, Chinese manufacturers in talks on U.S. car battery factory -sources ReutersSHANGHAI/HONG KONG, June 8 (Reuters) - Apple Inc (AAPL.O) is in early-stage talks with China’s CATL (300750.SZ) and BYD (002594.SZ), about the supply of batteries for its planned electric vehicle, four people with knowledge of the matter said. RBC analyst Joseph Spak wrote Apple has the brand and capital to make a car, but also believes it would outsource assembly. “All of this points to more potential competition for traditional auto makers, for Tesla and some of the new EV startups,” wrote Spak on Monday. “To that end, we wonder if some traditional OEM would approach Apple, or vice versa.” OEM is auto industry jargon for original equipment manufacturer like General Motors (GM). 資料來源:網路新聞