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最近,两位国际投资大师对中国市场截然相反的态度,让不少投资者迷惑不已。股神巴菲特在抛空中石油后,表达出对中国股市的担忧,声称A股已出现过热迹象,即便有便宜的股票,点石成金也很困难,故暂时不会购买A股。而另一位投资大师罗杰斯则继续看多中国市场,并宣称人民币已经成为目前最适合买入的货币,未来10年不会有人因为购买人民币资产而蒙受损失。他正在卖出旗下所有美元资产,同时买入人民币资产。显然,两位大师对中国市场的不同态度,折射出不同投资理念的观念和操作差异,那究竟谁的判断是对的呢?
Recently, the two international investment gurus have diametrically opposed to the Chinese market, leaving many investors confused. Warren Buffett expressed his concern over the Chinese stock market after he pitched PetroChina’s claim that overheated signs of A-shares have appeared. Even if there are cheap stocks, it is difficult for Dianliao to become a gold producer. Therefore, he will not buy A shares for the time being. Another investment guru, Rogers, continues to look at many Chinese markets and claims that the renminbi has become the currency most suitable for buying and no one will suffer losses in the next 10 years due to the purchase of renminbi assets. He is selling all his U.S. dollar assets while buying RMB assets. Obviously, the two masters of the Chinese market, different attitudes, reflecting the concept of different investment ideas and operational differences, then who is right to judge it?