巴菲特会瞄准哪只中国“股票猎物”？

　　BAFEITEZAIGUDONGDAHUIZHONGSHENGCHENG，MANGGEYIJINGZAIZHONGGUOZHAODAOLEYIXIEKEYIQUDEDE“LIEWU”LE，ZHONGGUOGONGSIHAISHIYOUHENDUODEJIHUI。

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　　SHUODAOZHEILI，KENENGYOUTOUZIZHEBIAOSHIBUFU：NIZENMEJIUZHIDAOBAFEITEXIANGZHONGDEBUSHIAGUGONGSI？NEIME，WOMENJIUXIANLAIKANKANWODAAGUYOUMEIYOUFUHEBAFEITEXUANGUBIAOZHUNDEGONGSI。

　　ZHENGQUANSHIBAOZUOTIANFALEPIANWENZHANG，RENWEIBAFEITEHUIKANHAOBEIDIGUDEJINRONG、XIAOFEI、KEJIGU。BAFEITEZAIBOKEXIER2014NIANNIANBAOZHONGGONGBULERUXIASHOUGOUBIAOZHUN：1．QIYEGUIMOGOUDA。2．YONGYOUCHIXUYINGLIDELISHI。3.ROEGAO，FUZHAISHAO。4． GUANLICENGCHENGZHI。5．YEWUJIANDAN。6． BAOJIAMINGQUE。

　　TONGJIXIANSHI，YOU9ZHIGUPIAOJINSHINIANNIANDUJIAQUANJINGZICHANSHOUYILVJUNZAI20%YISHANG。QIZHONG，GELIDIANQI、HAIKANGWEISHI、GUIZHOUMAOTAIDENG3GUQUNIANJINGZICHANSHOUYILVCHAOGUO30%。SHIYINGLVJIAODUKAN，GELIDIANQI、YUTONGKECHE、DONGAAJIAODENGGEGUJINGTAISHIYINGLVDIYU20BEI。

　　DANCONGJINNIANBAFEITETOUZISIXIANGDEBIANHUA，WOMENKEYIKANCHU，TAYIJINGGAIBIANTOUZIFENGGEDAMAIKEJIGU，CONGIBMDAOPINGGUO。RUGUOTATOUZIZHONGGUOGUPIAO，DAGAILVBUHUIZAIMAIRUZHONGGUOSHIYOUDENGCHUANTONGZHOUQIGULE，ERSHIHUIXIANGZHONGZHONGGUODEXINJINGJIGONGSI。

　　DAOZHEILI，WOMENBAFANWEISUOXIAODAO“ZHONGGUODEXINJINGJIGUPIAO”。NEIMEAGUYOUSHIHEBAFEITEDEXINJINGJIGUPIAOMA？

　　DAANSHIJIHUMEIYOU。WEISHENMEZHEIMESHUO？BUPADAAGUGUMINZOUNIMA？

　　BAFEITEXUANGUDEBIAOZHUN，HAIYOUZHONGYAODEYITIAO，JIUSHIDIGU。HUANJUHUASHUO，JIUSHIDISHIYINGLV，DIGUZHI。YIDIGUDEJIAGEMAIRUHAOGONGSI，YISHITOUDEJIAGEMAIRUZUANSHI，ZHEISHIBAFEITEJIAZHITOUZIDEJINGSUI。BAFEITEJINNIANYIJIDUZAIMAIRU7500WANGUPINGGUOGUPIAO，CIQIANYIJINGCHIYOU1.65YIGU。BAFEITERUCIQINGLAIPINGGUODEYUANYIN，CHULEPINGGUODEKEJIXIAOFEIZHANXING、HUIGOUYUFENHONG、WENDINGYINGLIZHIWAI，KONGPAJIUSHIPINGGUO17BEIDEDISHIYINGLV。

　　NEIME，WOWENNI，DAAGUYOUMEIYOUDIGUZHIDEXINJINGJIGONGSI？YOUMEIYOUTONGSHIMANZUZHEILIANGZHEDEGUPIAO？WOKANDAODESHI360、HUADAJIYINDE100DUOBEISHIMENGLV。

　　LIDAXIAORENWEIBAFEITETOUZIZHONGGUOGUPIAOYIDINGSHISHIXIANGANGGU，HOUAGU。WORENWEITASHUODUILE。GUOQUBAFEITETOUZIGUOZHONGGUOSHIYOU、BIYADI。QISUOMAIDEZHONGGUOSHIYOUSHIGANGGU，BIYADIGUFENYESHI。JINGWAITOUZIZHETOUZIZHONGGUOSHICHANG，XUANZEGANGGUDEQINGKUANG，KEYICONGHGUYUAGUDEBIJIAKANCHUYIXIEDUANNI。MUQIAN99ZHIHGUZHONG，JUEDADUOSHUDOUCUNZAIAGUYIJIA，JINYOULIUZHIGUPIAOGANGGUDEJIAGEGAOYUAGUJIAGE。

　　NEIME，BAOKUOGANGGUZAINEI，BAFEITEHUIKANZHONGNAZHIZHONGGUOGUPIAONI？WORENWEIYINGGAIBAOKUOALIBABAYUTENGXUN，ERQIEZHONGDIANYINGGAIJIUSHIZHEILIANGGEZHONGGUOHULIANWANGJUTOU。

　　ZAIZUIJINDEYIDANGFANGTANJIEMUZHONG，XIANNIAN87SUIGAOLINGDE“GUSHEN”BAFEITETANCHENGZIJIHOUHUIDANGCHUMEIYOUMAIRUALIBABADEGUPIAO，ZHENSHIGECUOWU。FANGTANZHUCHIRENZAIJIEMUZHONGXUNWENBAFEITE，RUHEKANDAIZHENGZAIMEIGUOGUSHIBAOCHISHANGYANGDEZHONGGUOMINGXINGGU。ZHEIGEWENTICHUDAOLEBAFEITEDE“TONGCHU”，“GUSHEN”MASHANGTIDAOALIBABA，CHENGRENZIJICUOSHILEJIHUI。“QIBANIANQIAN，WOYUDAOMAYUNBINGYIQICHIFAN，WOYISHIDAOTASHIYIGELEBUQIDESHANGREN，DANWOBUTAILEJIETADEYEWU，CONGERPANDUANSHIBUSHIGAIMAIRU。DANGRAN，DEDENGTASHANGSHIWOCAINENGMAI。”

　　“HAOWUYIWEN，MAYUNBAALIBABAJINGYINGDEFEITONGXUNCHANG，DANSHIWOBUCHIYOURENHEGUFEN，YINWEIWOBUTAILEJIEZHEIGEFANGMIAN5NIANHUO10NIANDEJINGZHENGQINGKUANG，WODUIYAMAXUNDEJIEFU-BEISUOSIYEFANLETONGYANGDECUOWU。”BAFEITEYIHANDIBIAOSHI。

　　CHULEALIBABA，TENGXUNYEKENENGHUIJINRUBAFEITEDEFAYAN。

　　ZAIGUDONGDAHUISHANG，CHALI-MANGGEZAIHUIDATIWENSHIBIAOSHI，WEIXINDEYIDONGZHIFUZAIZHONGGUOZUODEFEICHANGHAO，ZHEIDUIMEIGUOYUNTONGLAISHUOSHIYIGEXIAODEYINYING，HUIYINGXIANGDAOMEIGUOYUNTONGDEFAZHAN。TABIAOSHI，HENDUOGUPIAOWOMENDOUSHIHUIGUOTOUSIKAOTADENEIZAIJIAZHI，DANWOJUEDEMEIGUOYUNTONGZHEIBIANHAISHIMANMANNENGKANDAOYUANCHUDEYINYING，ZHEIJIUSHIZHONGGUOWEIXINZAIZHEIGELINGYUJITADAILAIDEYINGXIANG。

　　MANGGE94SUILEDOUZHIDAOTENGXUNYOUYIGEWEIXINZHIFU。NEIMELAOBADETUANDUIWEILAIZUIYOUKENENGKANSHANGZHONGGUODE，HUOXUJIUYOUMEIGUOSHANGSHIDEALIBABAYUXIANGGANGSHANGSHIDETENGXUN。

　　BAFEITEZAITANDAOGUANYUTOUZIZHONGGUOSHICHANGSHIBIAOSHI：“ZHONGGUOGUPIAOSHICHANGYOUHENDUOJIHUI，WOMENYIJINGZHAODAO‘LIEWU’LE。”TAZHICHU：“RUGUOWOYOU1YIMEIJIN，CHULEZHONGGUOHEMEIGUO，KENENGBUHUIDUIQITAGUOJIAYOUTOUZIDEXIANGFA，GUIMOJIDILIDOUSHIWOYAOKAOLVDE。ZHONGGUOYOUHENDUOJIHUI，CHALIYIJINGZAIZHONGGUOZHAODAOTAKEYIQUDEDE“LIEWU”LE。ZHONGGUODESHICHANGSHIBIJIAONIANQINGDE，DANYESHIPANGDADESHICHANG。SHICHANGGENJUTADENIANLINGJINXINGYOUXIAOLVDECHENGZHANG，ZHEISHICHENGZHENGBIDE。”

　　ZHEIGELIEWUHUIBUHUISHIALIHETENGXUNNI？YEXUWOMENDOUXIANGDUOLE，BAFEITEHEMANGGEHUIYOUZIJIDUTEDETOUZIBIAODE。DANWULUNRUHE，FEISUFAZHANDEZHONGGUOJINGJI，YIALIYUTENGXUNWEIDAIBIAODEHULIANWANGXINJINGJIGONGSI，ZHENGXIANGSHIJIEZHANSHIZHONGGUOSHICHUANGXINDELILIANG，ZHEIDUIJIAZHITOUZIDASHIHUIYOUJUDADEXIYINLI。