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牛牛火龙
2021-04-21

Musk will become the first trillionaire, SpaceX will be no less than Tesla in the future

“马斯克也许是这个世界上最优秀的工程师。”亿万富翁、资产经理人巴伦（Ron Baron）评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将

Musk will become the first trillionaire, SpaceX will be no less than Tesla in the future

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":371515877,"tweetId":"371515877","gmtCreate":1618960663999,"gmtModify":1704717407359,"author":{"id":3567976866742592,"idStr":"3567976866742592","authorId":3567976866742592,"authorIdStr":"3567976866742592","name":"牛牛火龙","avatar":"https://static.tigerbbs.com/8a938bb8bfa1113447917df6a83cbedd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>OK</body></html>","htmlText":"<html><head></head><body>OK</body></html>","text":"OK","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/371515877","repostId":2128841545,"repostType":4,"repost":{"id":"2128841545","kind":"news","pubTimestamp":1618928147,"share":"https://ttm.financial/m/news/2128841545?lang=en_US&edition=fundamental","pubTime":"2021-04-20 22:15","market":"us","language":"zh","title":"Musk will become the first trillionaire, SpaceX will be no less than Tesla in the future","url":"https://stock-news.laohu8.com/highlight/detail?id=2128841545","media":"腾讯美股","summary":"“马斯克也许是这个世界上最优秀的工程师。”亿万富翁、资产经理人巴伦（Ron Baron）评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将","content":"\"Musk may be the best engineer in the world.\" Billionaire and asset manager Ron Baron (Ron Baron) commented on Musk, \"I guess he will become the first trillionaire in the world.\" Even if he has sold some<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Stocks, one of Barron's largest funds still allocates 41% of its funds in the stocks of electric vehicle giants, and he himself has almost become the number one Tesla bull in the world. At the same time, Barron's own net wealth has grown significantly as a result, almost doubling from March 2020 to now.<img src=\"https://static.tigerbbs.com/98012af433f60c243519cfe411fffbf2\" tg-width=\"1080\" tg-height=\"737\" referrerpolicy=\"no-referrer\">Sometimes, when it comes to investing in Tesla stock to make money, people will think that it is only the patents of millennials (equivalent to the post-80s plus post-90s) or Robinhood retail investors, but is that really the case? Billionaire and asset manager Ron Baron and his many retired clients will tell you that this is anything but the case. Although these elderly people don't watch short videos much, nor do they use the latest conference call systems to work from home, they are not laggards of the times-the reason why Barron's mutual funds have been able to provide them with 38% in the past five years One of the main contributors to the average annual return rate is Tesla, a heavyweight stock.Even though some Tesla shares have been sold, one of Barron's largest funds still allocates 41% of its funds in the stocks of electric vehicle giants, and he himself has almost become the number one Tesla bull in the world. At the same time, Barron's own net wealth has grown significantly as a result, almost doubling from March 2020 to now.Barron manages a total of seventeen funds, two of which have invested heavily in Tesla stock. For example, its $7.3 billion Baron Partners fund, managed by him and his son Michael Baron, returned nearly 150% last year. As of the end of 2020, 47% of the fund's investments were concentrated in Tesla stock. Even though they cashed in some of their gains at the beginning of this year, as of the end of March, the stock still accounted for as much as 41% of the fund.The Baron Focused Growth fund is managed by Barron and another son David Baron. Its assets are $671 million and returned 122% last year. Tesla stock accounted for 39% of the fund's total assets at the end of 2020 and 32% at the end of the first quarter.\"Tesla is the biggest investment of my career,\" Barron said.At the end of 2020, the Barron Fund family became Tesla's twelfth largest shareholder. Among Tesla's top 50 largest institutional investors, the Barron Fund family accounts for the highest proportion of the stock in its total investment portfolio, reaching 12%. In addition, notable major shareholders include Scotland's Baillie Gifford, who allocated 11% of her portfolio in Tesla stock, and \"female stock goddess\" Cathie Wood's ARK Invest, Tesla accounts for 8.3% of her total investment portfolio.Barron said that he started building a position in Tesla stock in 2014, when the company was listed for only four years. In 2016, he further increased his holdings of Tesla. The total investment at that time was US $387 million, including the stock split. Factor, the average cost is US $43 per share. Since then, he has not increased his position. With Tesla's stock soaring, reaching $750 per share by the end of last week, his clients naturally got a lot of returns.While the fund he manages performs bravely because of Tesla, Barron's own wealth has also soared. According to \"Forbes\" estimates, Barron's net worth was US $2.3 billion in March 2020, and now it has reached US $4.5 billion, largely thanks to Tesla stock, which exploded by 728% in twelve months.However, so far in 2021, the situation seems a little less ideal. Although overall, U.S. stocks have got off to a good start. As investors become more and more optimistic about the prospects for economic restart and recovery, the market continues to hit new highs, but at the same time, after all, the epidemic has not really passed, and it is still a worrying issue. existence, and the fear of a sharp surge in inflation in the future is increasing day by day.After rising more than sevenfold last year, Tesla stock price has struggled in 2021, falling 8.5% in the first quarter. During the same period, the performance of Baron Partners and Baron Focused Growth funds was naturally dragged down, with quarterly returns of-0.44% and 0.02% respectively, far behind the 8% of the S&P 500 index.However, Barron, now 78, didn't care about this. As usual, he was full of confidence and optimism about the market prospects. \"I believe in the long term,\" he said. \"I'm an optimist.\"This highly regarded and famous buy-and-hold investor founded his own investment management firm, Baron Capital, in 1982, with assets of only $10 million at first. In the decades since then, his investments have continued to perform strongly, especially in the 1990s and 2000s, when Barron's reputation has grown increasingly loud by successive investments in small growth businesses. Currently, his Baron Funds family manages approximately $52 billion in assets. The cost of these funds is really not cheap: Baron Partners has an annual operating expense ratio of 2.22%, and Baron Focused Growth also has 1.35%. However, Barron's stock picking talent is really worth the price.Although many investors are now trying to predict how the U.S. economy will develop next, what policies Biden will release, or how interest rates will change, etc., Barron's mind is not here at all, and he still insists on his seemingly tedious, but effective methods. Barron's company focuses on finding high-growth businesses that have long-term competitive advantages. \"We invested with the expectation that the value of this investment would double every five years in the future.\"If we look at this aspect, it can be said that Tesla is the kind of stock that best meets Barron's needs. This is of course inseparable from its CEO Elon Musk, the avant-garde entrepreneur who has a net wealth of nearly $180 billion, according to Forbes. \"He may be the best engineer in the world.\" Barron commented on Musk, \"I estimate that he will become the first trillionaire in the world.\"Before the outbreak of Novel Coronavirus, Barron invited investors and media to throw a big party in Manhattan every year, and invited top artists such as Faith Hill, Tim McGraw (Tim McGraw), Jon Bon Jon Bon Jovi, etc. Like many of Barron's fund clients, many of these investors have retired and have hardly invested since the 1990s. It was never imagined that these people would end up so optimistic about a rising electric car company and a CEO whose remarks have been accompanied by controversy.In early March, Barron announced that his company had sold 1.9 million Tesla shares in the six months to February 2021, with an average selling price of $629.40. He did this to help clients \"mitigate risks\" because the stock is already too large in the portfolio. Another reason for this is that Baron Partners uses leverage, and the funds from selling these shares can be used to repay debts.However, Barron's long-term optimistic stance on Tesla has not wavered at all. He still firmly believes that Tesla's stock price will rise to $2,000 in the next ten years, equivalent to nearly three times the current price.Barron said that although many people still call him \"Tesla Kid,\" he is actually interested in SpaceX, Musk's unlisted rocket company. \"It's entirely possible that the company will end up on par with Tesla in size.\" Barron expects a thirty-fold, if not fifty-fold return on the money put into the company over the next decade.At present, Barron's company has invested hundreds of millions of dollars in Musk's rocket company, which just concluded a round of financing in February this year, and the corresponding valuation has reached 74 billion dollars. Barron is particularly excited about the company's upcoming satellite broadband service Starlink, which he believes will bring in hundreds of billions of revenues in the future.\"I really hope that in a few years, people will call me 'SpaceX Kid'.\"","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk will become the first trillionaire, SpaceX will be no less than Tesla in the future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk will become the first trillionaire, SpaceX will be no less than Tesla in the future\n</h2>\n<h4 class=\"meta\">\n\n腾讯美股2021-04-20 22:15\n\n</h4>\n</header>\n<article>\n\"Musk may be the best engineer in the world.\" Billionaire and asset manager Ron Baron (Ron Baron) commented on Musk, \"I guess he will become the first trillionaire in the world.\" Even if he has sold some<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Stocks, one of Barron's largest funds still allocates 41% of its funds in the stocks of electric vehicle giants, and he himself has almost become the number one Tesla bull in the world. At the same time, Barron's own net wealth has grown significantly as a result, almost doubling from March 2020 to now.<img src=\"https://static.tigerbbs.com/98012af433f60c243519cfe411fffbf2\" tg-width=\"1080\" tg-height=\"737\" referrerpolicy=\"no-referrer\">Sometimes, when it comes to investing in Tesla stock to make money, people will think that it is only the patents of millennials (equivalent to the post-80s plus post-90s) or Robinhood retail investors, but is that really the case? Billionaire and asset manager Ron Baron and his many retired clients will tell you that this is anything but the case. Although these elderly people don't watch short videos much, nor do they use the latest conference call systems to work from home, they are not laggards of the times-the reason why Barron's mutual funds have been able to provide them with 38% in the past five years One of the main contributors to the average annual return rate is Tesla, a heavyweight stock.Even though some Tesla shares have been sold, one of Barron's largest funds still allocates 41% of its funds in the stocks of electric vehicle giants, and he himself has almost become the number one Tesla bull in the world. At the same time, Barron's own net wealth has grown significantly as a result, almost doubling from March 2020 to now.Barron manages a total of seventeen funds, two of which have invested heavily in Tesla stock. For example, its $7.3 billion Baron Partners fund, managed by him and his son Michael Baron, returned nearly 150% last year. As of the end of 2020, 47% of the fund's investments were concentrated in Tesla stock. Even though they cashed in some of their gains at the beginning of this year, as of the end of March, the stock still accounted for as much as 41% of the fund.The Baron Focused Growth fund is managed by Barron and another son David Baron. Its assets are $671 million and returned 122% last year. Tesla stock accounted for 39% of the fund's total assets at the end of 2020 and 32% at the end of the first quarter.\"Tesla is the biggest investment of my career,\" Barron said.At the end of 2020, the Barron Fund family became Tesla's twelfth largest shareholder. Among Tesla's top 50 largest institutional investors, the Barron Fund family accounts for the highest proportion of the stock in its total investment portfolio, reaching 12%. In addition, notable major shareholders include Scotland's Baillie Gifford, who allocated 11% of her portfolio in Tesla stock, and \"female stock goddess\" Cathie Wood's ARK Invest, Tesla accounts for 8.3% of her total investment portfolio.Barron said that he started building a position in Tesla stock in 2014, when the company was listed for only four years. In 2016, he further increased his holdings of Tesla. The total investment at that time was US $387 million, including the stock split. Factor, the average cost is US $43 per share. Since then, he has not increased his position. With Tesla's stock soaring, reaching $750 per share by the end of last week, his clients naturally got a lot of returns.While the fund he manages performs bravely because of Tesla, Barron's own wealth has also soared. According to \"Forbes\" estimates, Barron's net worth was US $2.3 billion in March 2020, and now it has reached US $4.5 billion, largely thanks to Tesla stock, which exploded by 728% in twelve months.However, so far in 2021, the situation seems a little less ideal. Although overall, U.S. stocks have got off to a good start. As investors become more and more optimistic about the prospects for economic restart and recovery, the market continues to hit new highs, but at the same time, after all, the epidemic has not really passed, and it is still a worrying issue. existence, and the fear of a sharp surge in inflation in the future is increasing day by day.After rising more than sevenfold last year, Tesla stock price has struggled in 2021, falling 8.5% in the first quarter. During the same period, the performance of Baron Partners and Baron Focused Growth funds was naturally dragged down, with quarterly returns of-0.44% and 0.02% respectively, far behind the 8% of the S&P 500 index.However, Barron, now 78, didn't care about this. As usual, he was full of confidence and optimism about the market prospects. \"I believe in the long term,\" he said. \"I'm an optimist.\"This highly regarded and famous buy-and-hold investor founded his own investment management firm, Baron Capital, in 1982, with assets of only $10 million at first. In the decades since then, his investments have continued to perform strongly, especially in the 1990s and 2000s, when Barron's reputation has grown increasingly loud by successive investments in small growth businesses. Currently, his Baron Funds family manages approximately $52 billion in assets. The cost of these funds is really not cheap: Baron Partners has an annual operating expense ratio of 2.22%, and Baron Focused Growth also has 1.35%. However, Barron's stock picking talent is really worth the price.Although many investors are now trying to predict how the U.S. economy will develop next, what policies Biden will release, or how interest rates will change, etc., Barron's mind is not here at all, and he still insists on his seemingly tedious, but effective methods. Barron's company focuses on finding high-growth businesses that have long-term competitive advantages. \"We invested with the expectation that the value of this investment would double every five years in the future.\"If we look at this aspect, it can be said that Tesla is the kind of stock that best meets Barron's needs. This is of course inseparable from its CEO Elon Musk, the avant-garde entrepreneur who has a net wealth of nearly $180 billion, according to Forbes. \"He may be the best engineer in the world.\" Barron commented on Musk, \"I estimate that he will become the first trillionaire in the world.\"Before the outbreak of Novel Coronavirus, Barron invited investors and media to throw a big party in Manhattan every year, and invited top artists such as Faith Hill, Tim McGraw (Tim McGraw), Jon Bon Jon Bon Jovi, etc. Like many of Barron's fund clients, many of these investors have retired and have hardly invested since the 1990s. It was never imagined that these people would end up so optimistic about a rising electric car company and a CEO whose remarks have been accompanied by controversy.In early March, Barron announced that his company had sold 1.9 million Tesla shares in the six months to February 2021, with an average selling price of $629.40. He did this to help clients \"mitigate risks\" because the stock is already too large in the portfolio. Another reason for this is that Baron Partners uses leverage, and the funds from selling these shares can be used to repay debts.However, Barron's long-term optimistic stance on Tesla has not wavered at all. He still firmly believes that Tesla's stock price will rise to $2,000 in the next ten years, equivalent to nearly three times the current price.Barron said that although many people still call him \"Tesla Kid,\" he is actually interested in SpaceX, Musk's unlisted rocket company. \"It's entirely possible that the company will end up on par with Tesla in size.\" Barron expects a thirty-fold, if not fifty-fold return on the money put into the company over the next decade.At present, Barron's company has invested hundreds of millions of dollars in Musk's rocket company, which just concluded a round of financing in February this year, and the corresponding valuation has reached 74 billion dollars. Barron is particularly excited about the company's upcoming satellite broadband service Starlink, which he believes will bring in hundreds of billions of revenues in the future.\"I really hope that in a few years, people will call me 'SpaceX Kid'.\"\n<div class=\"bt-text\">\n\n\n source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104202119307992d997&s=b\">腾讯美股</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdb163c34f9a56cb2303a711b096678d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104202119307992d997&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2128841545","content_text":"“马斯克也许是这个世界上最优秀的工程师。”亿万富翁、资产经理人巴伦（Ron Baron）评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将41%的资金配置在电动汽车巨头的股票当中，而他本人也几乎成为了全世界的头号特斯拉牛派。与此同时，巴伦本人的净财富也因此大幅增长，从2020年3月到现在几乎翻了一番。\n\n有些时候，说起投资特斯拉股票赚钱，人们会觉得只有千禧世代（相当于80后加90后）或者Robinhood散户们的专利，但是事实真是那样吗？亿万富翁、资产经理人巴伦（Ron Baron）和他众多已经退休的客户会告诉你，绝非如此。这些老人家虽然不怎么刷短视频，也不使用现在最新的各种电话会议系统在家办公，但是他们并不是时代的落伍者——巴伦的共同基金过去五年间之所以能够为他们提供38%的年均回报率，主要功臣之一就是重仓股特斯拉。\n哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将41%的资金配置在电动汽车巨头的股票当中，而他本人也几乎成为了全世界的头号特斯拉牛派。与此同时，巴伦本人的净财富也因此大幅增长，从2020年3月到现在几乎翻了一番。\n巴伦总共管理着十七只基金，其中有两只都大力度投资了特斯拉股票。比如，旗下资产73亿美元的Baron Partners基金是由他和儿子迈克尔（Michael Baron）亲手打理的，去年的回报率接近150%。截至2020年年底时，该基金47%的投资都集中在了特斯拉股票当中。哪怕今年年初，他们兑现了部分利得，但是截至3月底，该股依然在基金当中占据着高达41%的比例。\nBaron Focused Growth基金是巴伦和另外一个儿子戴维（David Baron）一起管理，旗下资产6.71亿美元，去年的回报率达到122%。特斯拉股票在基金总资产当中的占比，2020年年底时为39%，第一季度结束时为32%。\n“特斯拉是我职业生涯当中最重要的投资。”巴伦如是说。\n2020年底时，巴伦基金家族成为了特斯拉排名第十二的大股东。在特斯拉的最大前五十机构投资者当中，巴伦基金家族是该股在自身总投资组合当中占比最高的，达到了12%。此外，值得瞩目的大股东还包括苏格兰的巴美列捷福（Baillie Gifford），将投资组合的11%配置在了特斯拉股票当中，以及“女股神”伍德（Cathie Wood）的ARK Invest，特斯拉在她的总投资组合当中占比8.3%。\n巴伦介绍说，他是2014年开始建仓特斯拉股票的，当时该公司上市也不过四年，2016年，他进一步增持特斯拉，当时的总投资是3.87亿美元，计入拆股因素，平均成本为每股43美元。从那之后，他就再没有加仓。伴随特斯拉股票狂飙突进，至上周结束时已经达到了每股750美元，他的客户自然也就获得了不菲的回报。\n在管理的基金因为特斯拉而表现神勇时，巴伦自己的财富也在一路猛增。根据《福布斯》的估算，巴伦的净身家2020年3月时为23亿美元，而现在已经达到了45亿美元，这很大程度上都要归功于特斯拉股票，后者在这十二个月时间当中爆炸式上涨了728%。\n不过，2021年迄今为止，局面似乎就有点不那么理想了。虽然整体而言，美股获得了一个不错的开局，伴随投资者对经济重启和复苏的前景判断越来越乐观，大盘不断创下新高，但是与此同时，疫情毕竟没有真正过去，依然是个让人担心的存在，而对于未来通货膨胀猛烈窜升的恐惧更是与日俱增。\n在去年上涨了七倍以上之后，特斯拉股价2021年表现颇为挣扎，第一季度就下跌了8.5%。同期之内，Baron Partners和Baron Focused Growth两只基金的表现自然也受到了拖累，当季回报率分别为-0.44%和0.02%，被标普500指数的8%远远抛在了身后。\n不过，现年七十八岁的巴伦对此并不在意，和往常一样信心满满，对市场前景满心乐观。“我相信长期。”他表示，“我就是个乐天派。”\n这位备受推崇的著名买进持有投资人于1982年创建了自己的投资管理公司Baron Capital，最初旗下资产只有1000万美元。从那之后的几十年间，他的投资持续表现强势，尤其是在20世纪90年代和21世纪00年代，靠着投资于小型成长型企业的连续成功，巴伦的名头变得日益响亮。目前，他的Baron Funds基金家族管理着大约520亿美元资产。这些基金的成本着实不低：Baron Partners年度操作费用比率为2.22%，Baron Focused Growth也有1.35%。不过，巴伦的选股才能确实值得这个价钱。\n虽然许多投资者现在都在努力预测接下来美国经济会怎样发展，拜登会有怎样的政策出炉，或者是利率会怎样变化等，但是巴伦的心思全然不在这里，他依然坚持着自己看似乏味，但切实有效的方法。巴伦的公司专注于寻找那些拥有长期竞争优势的高成长企业。“我们投资时所怀抱的预期就是，这笔投资的价值将在未来每五年翻一番。”\n如果从这方面着眼，可以说特斯拉是最符合巴伦需求的那种股票了。这当然与其首席执行官马斯克（Elon Musk）分不开，根据《福布斯》的数据，这位先锋派企业家的净财富已经接近1800亿美元。“他也许是这个世界上最优秀的工程师。”巴伦评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”\n新冠病毒疫情爆发前，巴伦每年都要请投资者和媒体在曼哈顿开一次盛大的派对，并请来顶级的艺人助兴，比如菲丝·希尔（Faith Hill）、蒂姆·麦格罗 (Tim McGraw)、琼·邦·乔飞（Jon Bon Jovi）等。和巴伦的许多基金客户一样，这些投资者很多也都已经退休，从20世纪90年代以来就几乎不再投资，人们完全想不到，这些人到最后会如此看好一家电动汽车新星企业，和一位言论一直伴随着争议的首席执行官。\n3月上旬，巴伦宣布，他的公司在截至2021年2月的六个月时间当中已经卖掉了190万股特斯拉股票，平均售价629.40美元。他这么做是为了帮助客户“减轻风险”，因为该股在投资组合当中所占比例已经过大了。另外一个这么做的理由是，Baron Partners是使用杠杆手段的，卖掉这些股票所得的资金可以用来偿还债务。\n不过，巴伦对特斯拉的长期看好立场丝毫没有动摇，他依然坚信，特斯拉的股价在未来十年之内将涨至2000美元，相当于现在的近三倍。\n巴伦说，虽然现在许多人依然将他称作是“特斯拉小子”，但是他实际上对马斯克尚未上市的火箭公司SpaceX也兴趣十足。“该公司最终的体量完全可能与特斯拉不相上下。”巴伦预计，投入该公司的资金在未来十年内将获得三十倍，甚至是五十倍的回报。\n目前，巴伦的公司已经向马斯克的火箭公司投资多达数亿美元，后者今年2月刚刚结束了一轮融资，相应的估值已经达到了740亿美元。巴伦对该公司即将推出的卫星宽带服务Starlink尤其感到振奋，他认为这一业务未来将带来千亿量级的收入。\n“我真希望再过几年，大家就会叫我‘SpaceX小子’了。”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1444,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}