睿智的比亚迪投资者将在未来两年赚到数十亿美元
正文翻译
评论翻译
@justinr9753
BYD chairman announced buyback, my first thought was how many shares does he own. Spoiler alx, 59 percent of them.
比亚迪董事长宣布回购，我的第一个想法是他到底拥有多少股份。剧透了，59%的股份。
BYD chairman announced buyback, my first thought was how many shares does he own. Spoiler alx, 59 percent of them.
比亚迪董事长宣布回购，我的第一个想法是他到底拥有多少股份。剧透了，59%的股份。
@32ukneil
Guess he belives in his own company, possibly a good sign?
我猜他相信自己的公司，这可能是个好兆头吧?
Guess he belives in his own company, possibly a good sign?
我猜他相信自己的公司，这可能是个好兆头吧?
@realismisreal77
BYD builds factory in Uzbekistan also, in Septemer they will start production, planned maximum is 500.000 ev and hybrids a year
比亚迪也在乌兹别克斯坦建了厂，9月份投产，计划最高年产50万辆电动汽车和混合动力车
BYD builds factory in Uzbekistan also, in Septemer they will start production, planned maximum is 500.000 ev and hybrids a year
比亚迪也在乌兹别克斯坦建了厂，9月份投产，计划最高年产50万辆电动汽车和混合动力车
@janneyovertheocean9558
Is there anybody there who believe that Central Asia nation and neighbors will soon have the purchasing power to buy half a millions cars?
有没有人相信中亚国家和邻国很快就会有购买50万辆汽车的购买力?
Is there anybody there who believe that Central Asia nation and neighbors will soon have the purchasing power to buy half a millions cars?
有没有人相信中亚国家和邻国很快就会有购买50万辆汽车的购买力?
@danielch6662
He's been a fan of Tesla and BYD for as long as I can remember, and generally positive on all EVs.
从我记事起，他就一直是特斯拉(Tesla)和比亚迪(BYD)的粉丝，总体上看好所有的电动汽车。
He's been a fan of Tesla and BYD for as long as I can remember, and generally positive on all EVs.
从我记事起，他就一直是特斯拉(Tesla)和比亚迪(BYD)的粉丝，总体上看好所有的电动汽车。
@andrewsaint6581
Time frx is relevant.
Cratering demand a quarter or two does not mean the share price will not be higher in 5 years.
Both things can be true at the same time.
时间框架是相关的。
一两个季度的需求下降并不意味着股价在5年内不会上涨。
这两件事可以同时成立。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Time frx is relevant.
Cratering demand a quarter or two does not mean the share price will not be higher in 5 years.
Both things can be true at the same time.
时间框架是相关的。
一两个季度的需求下降并不意味着股价在5年内不会上涨。
这两件事可以同时成立。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@chillfluencer
On the long run BYD will skyrocket.
从长远来看，比亚迪将会飞速发展。
On the long run BYD will skyrocket.
从长远来看，比亚迪将会飞速发展。
@xray364
That's because he just reads stuff online and pumps out the videos.
那是因为他只是在网上看一些东西，然后把视频搞了出来。
That's because he just reads stuff online and pumps out the videos.
那是因为他只是在网上看一些东西，然后把视频搞了出来。
@fractalelf7760
@chillfluencer
And that’s okay so will Tesla who is more profitable.
这没关系，更赚钱的特斯拉也是如此。
@chillfluencer
And that’s okay so will Tesla who is more profitable.
这没关系，更赚钱的特斯拉也是如此。
@tttran60
Since you don’t have insider information on the company financials, you better look at top officials at BYD or Warren Buffett and what these people are doing with their BYD stocks before buying this stock.
由于你没有比亚迪财务方面的内幕信息，你最好在购买比亚迪的股票之前，先看看比亚迪的高层管理人员或巴菲特(Warren Buffett)，看看这些人是怎么处理比亚迪的股票的。
Since you don’t have insider information on the company financials, you better look at top officials at BYD or Warren Buffett and what these people are doing with their BYD stocks before buying this stock.
由于你没有比亚迪财务方面的内幕信息，你最好在购买比亚迪的股票之前，先看看比亚迪的高层管理人员或巴菲特(Warren Buffett)，看看这些人是怎么处理比亚迪的股票的。
@foodparadise5792
Warren Buffett was doing the economic hit job for the financial elite... good compass for the stock market, but not always correct.
沃伦·巴菲特(Warren Buffett)正在为金融精英们做经济打击工作……这是股市的指南针，但并不总是正确的。
Warren Buffett was doing the economic hit job for the financial elite... good compass for the stock market, but not always correct.
沃伦·巴菲特(Warren Buffett)正在为金融精英们做经济打击工作……这是股市的指南针，但并不总是正确的。
@chrismuir8403
The biggest problem with BYD is too many brands and too many models for their EVs. Tesla sells more with just 5 models than BYD does with 20! Developing each of these models has a fixed cost, some of those BYD models don't sell well enough to pay back that development, thus a drag on their profitability. Tesla, on the other hand, makes a profit on 4 of their 5 models - and the Cybertruck will soon be profitable.
比亚迪最大的问题是电动汽车的品牌和车型太多了。特斯拉5款车型的销量比比亚迪20款车型的销量还要多!开发这些车型都有固定的成本，比亚迪的一些车型销量不够好，无法收回开发成本，从而拖累了它们的盈利能力。另一方面，特斯拉的5款车型中有4款盈利，赛博卡车很快就会盈利。（译者注：赛博卡车简直就是一坨屎，凉透了）
The biggest problem with BYD is too many brands and too many models for their EVs. Tesla sells more with just 5 models than BYD does with 20! Developing each of these models has a fixed cost, some of those BYD models don't sell well enough to pay back that development, thus a drag on their profitability. Tesla, on the other hand, makes a profit on 4 of their 5 models - and the Cybertruck will soon be profitable.
比亚迪最大的问题是电动汽车的品牌和车型太多了。特斯拉5款车型的销量比比亚迪20款车型的销量还要多!开发这些车型都有固定的成本，比亚迪的一些车型销量不够好，无法收回开发成本，从而拖累了它们的盈利能力。另一方面，特斯拉的5款车型中有4款盈利，赛博卡车很快就会盈利。（译者注：赛博卡车简直就是一坨屎，凉透了）
@paulb1951
Sam isn’t allowed to upload such content, he’s not a financial expert, it’s against YouTube’s rules and he knows it.
山姆不允许上传这样的内容，他不是金融专家，这违反了犹管的规定，他知道这一点。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Sam isn’t allowed to upload such content, he’s not a financial expert, it’s against YouTube’s rules and he knows it.
山姆不允许上传这样的内容，他不是金融专家，这违反了犹管的规定，他知道这一点。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@AWildBard
Following Buffet at this point doesn't make sense unless you, like his partner, went to China, met the owners and invested directly in the company to help them expand.
They are selling out now after the company has grown into an international leader.
I don't think Buffet himself was the leader on the investment.
在这一点上追随巴菲特是没有意义的，除非你像他的合伙人一样，去中国，见了老板，直接投资公司，帮助他们扩张。
在公司成长为国际领先企业后，他们现在正在出售股份。
我不认为巴菲特本人是这次投资的领导者。
Following Buffet at this point doesn't make sense unless you, like his partner, went to China, met the owners and invested directly in the company to help them expand.
They are selling out now after the company has grown into an international leader.
I don't think Buffet himself was the leader on the investment.
在这一点上追随巴菲特是没有意义的，除非你像他的合伙人一样，去中国，见了老板，直接投资公司，帮助他们扩张。
在公司成长为国际领先企业后，他们现在正在出售股份。
我不认为巴菲特本人是这次投资的领导者。
@brianh9014
Yeah, the stock has not really moved. What about LI, seems they've nice growth. Still uncertain of the Chinese economy.
是的，股票并没有什么变化。LI怎么样，看起来他们增长得不错。对中国经济仍不确定。
Yeah, the stock has not really moved. What about LI, seems they've nice growth. Still uncertain of the Chinese economy.
是的，股票并没有什么变化。LI怎么样，看起来他们增长得不错。对中国经济仍不确定。
@icosthop9998
I thought Warren Buffett dropped a lot of the BYD stock, got out of it.
我以为沃伦·巴菲特减持了很多比亚迪的股票。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
I thought Warren Buffett dropped a lot of the BYD stock, got out of it.
我以为沃伦·巴菲特减持了很多比亚迪的股票。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@erhuforever
BYD also officially released their generation 2 Blade Battery recently called "B30刀片电池". This new offering increased the energy density from 140 Wh/kg to 170 Wh/kg at the pack level. It will allow fast charging of a BYD Han size EV to obtain 500 km CLTC (probably 335 ~ 400 km EPA) in just 10 minutes provided you can actually find a rapid charger strong enough.
比亚迪最近也正式发布了他们的第二代叶片电池，名为“B30刀片电池”。这一新产品将能量密度从140 Wh/kg提高到了170 Wh/kg。只要你能找到一个足够强大的快速充电器，它将允许比亚迪汉大小的电动汽车在10分钟内获得500公里的CLTC(可能是335 ~ 400公里的EPA)。
（译者注：NEDC、WLTP、EPA、CLTC是四种续航标准）
BYD also officially released their generation 2 Blade Battery recently called "B30刀片电池". This new offering increased the energy density from 140 Wh/kg to 170 Wh/kg at the pack level. It will allow fast charging of a BYD Han size EV to obtain 500 km CLTC (probably 335 ~ 400 km EPA) in just 10 minutes provided you can actually find a rapid charger strong enough.
比亚迪最近也正式发布了他们的第二代叶片电池，名为“B30刀片电池”。这一新产品将能量密度从140 Wh/kg提高到了170 Wh/kg。只要你能找到一个足够强大的快速充电器，它将允许比亚迪汉大小的电动汽车在10分钟内获得500公里的CLTC(可能是335 ~ 400公里的EPA)。
（译者注：NEDC、WLTP、EPA、CLTC是四种续航标准）
@softwarephil1709
At the beginning of 2024, I sold Tesla and bought BYDDY and TM. Both have done well.
2024年初，我卖掉了特斯拉，买了比亚迪和丰田汽车。两者都做得很好。
At the beginning of 2024, I sold Tesla and bought BYDDY and TM. Both have done well.
2024年初，我卖掉了特斯拉，买了比亚迪和丰田汽车。两者都做得很好。
@aoh4905
none of them are doing well this year..
他们今年都做得不好。
none of them are doing well this year..
他们今年都做得不好。
@AWildBard
Byddy went down and then up from the first of the year to now. It's almost exactly the same price as the beginning of the year.
从年初到现在，比亚迪的股票忽高忽低。几乎和年初的价格一模一样。
Byddy went down and then up from the first of the year to now. It's almost exactly the same price as the beginning of the year.
从年初到现在，比亚迪的股票忽高忽低。几乎和年初的价格一模一样。
@softwarephil1709
Toyota (TM) is up 35% year-to-date. Toyota is up 81% for the last 12 months.
丰田汽车(Toyota)今年迄今上涨了35%。丰田在过去12个月上涨了81%。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Toyota (TM) is up 35% year-to-date. Toyota is up 81% for the last 12 months.
丰田汽车(Toyota)今年迄今上涨了35%。丰田在过去12个月上涨了81%。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@foodparadise5792
8:50 Yes only a little for some population bought their house but not majority. Average Chinese family save 30% of their income. And most don't have a mortgage. Even if they have, they already paid 40 or 50% down payment. It's a different society. Chinese never encouraged to borrow from the future and living on the resource that don't have.
8:50是的，只有一小部分人买了房子，但不是大多数。中国家庭平均把收入的30%存起来。而且大多数人没有抵押贷款。即使他们有，他们也已经付了40%或50%的首付。这是一个不同的社会。中国人从不鼓励向未来借钱，寅吃卯粮。
8:50 Yes only a little for some population bought their house but not majority. Average Chinese family save 30% of their income. And most don't have a mortgage. Even if they have, they already paid 40 or 50% down payment. It's a different society. Chinese never encouraged to borrow from the future and living on the resource that don't have.
8:50是的，只有一小部分人买了房子，但不是大多数。中国家庭平均把收入的30%存起来。而且大多数人没有抵押贷款。即使他们有，他们也已经付了40%或50%的首付。这是一个不同的社会。中国人从不鼓励向未来借钱，寅吃卯粮。
@bst3690
What do they invest thier savings in?
他们把储蓄投资在了什么地方?
What do they invest thier savings in?
他们把储蓄投资在了什么地方?
@isaac827
That is not a smart way to manage your money especially when inflation is high, in 1994 was 25%, 95 was 17% and 96 was 8.5% in China, that means in the space of 3 years everybody that was saving cash lost 33% of what they had.
这不是一个明智的理财方式，尤其是当通货膨胀率很高的时候，1994年是25%，95年是17%，96年是8.5%，这意味着在三年的时间里，每个存钱的人都损失了33%的钱。
That is not a smart way to manage your money especially when inflation is high, in 1994 was 25%, 95 was 17% and 96 was 8.5% in China, that means in the space of 3 years everybody that was saving cash lost 33% of what they had.
这不是一个明智的理财方式，尤其是当通货膨胀率很高的时候，1994年是25%，95年是17%，96年是8.5%，这意味着在三年的时间里，每个存钱的人都损失了33%的钱。
@foodparadise5792
@isaac827
Inflation is always being some what controlled in Chinese society....China reserved 40% of the world food storage. The Ukraine war and co V ee 19 created almost no inflation in China.
在中国社会，通货膨胀总是受到某种程度的控制....中国的粮食储备量占世界的40%。乌克兰战争和新冠几乎没有在中国造成通胀。
@isaac827
Inflation is always being some what controlled in Chinese society....China reserved 40% of the world food storage. The Ukraine war and co V ee 19 created almost no inflation in China.
在中国社会，通货膨胀总是受到某种程度的控制....中国的粮食储备量占世界的40%。乌克兰战争和新冠几乎没有在中国造成通胀。
@32ukneil
@foodparadise5792
They knew the Ukraine war was coming before the West did. I saw them buying lots of Soy Beans and Lean Hogs in 2021.
他们比西方更早的知道了乌克兰战争的到来。我看到他们在2021年购买了大量的大豆和瘦肉型猪。
@foodparadise5792
They knew the Ukraine war was coming before the West did. I saw them buying lots of Soy Beans and Lean Hogs in 2021.
他们比西方更早的知道了乌克兰战争的到来。我看到他们在2021年购买了大量的大豆和瘦肉型猪。
@isaac827
@foodparadise5792
The statistics I posted were official Chinese figures. They were the worst it has been but that was an example to highlight what happens if you save cAsh During times of inflation, even with lower inflation the same is true, just the effects are slower..
我发布的是中国官方数据。这是有史以来最糟糕的，但这是一个例子，突显了如果你在通货膨胀时期存钱会发生什么，即使通货膨胀率较低也是如此，只是影响较小。
@foodparadise5792
The statistics I posted were official Chinese figures. They were the worst it has been but that was an example to highlight what happens if you save cAsh During times of inflation, even with lower inflation the same is true, just the effects are slower..
我发布的是中国官方数据。这是有史以来最糟糕的，但这是一个例子，突显了如果你在通货膨胀时期存钱会发生什么，即使通货膨胀率较低也是如此，只是影响较小。
@robertsheperd502
Their battery business should grow twice as fast as their car business as they can sell batteries to other car companies, homeowners with solar and utilities with solar and wind farms. If BYD was valued at 20% of CATL, the stock price would triple.
比亚迪的电池业务的增长速度应该是汽车业务的两倍，因为他们可以向其他汽车公司、拥有太阳能的房主以及拥有太阳能和风力发电场的公用事业公司出售电池。如果比亚迪的估值是宁德时代的20%，那么其股价将翻三倍。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Their battery business should grow twice as fast as their car business as they can sell batteries to other car companies, homeowners with solar and utilities with solar and wind farms. If BYD was valued at 20% of CATL, the stock price would triple.
比亚迪的电池业务的增长速度应该是汽车业务的两倍，因为他们可以向其他汽车公司、拥有太阳能的房主以及拥有太阳能和风力发电场的公用事业公司出售电池。如果比亚迪的估值是宁德时代的20%，那么其股价将翻三倍。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@peterc8021
Dude!!!! Yang wang would be legendary!!
老兄! ! 仰望越野车将成为传奇!!
Dude!!!! Yang wang would be legendary!!
老兄! ! 仰望越野车将成为传奇!!
@X2X011
As a novice stock enthusiast trying to predict which stocks are going to take off and get in early is a bad idea. If they are going down they are going down for a reason.
The people who have the ability to push the price up are very well informed and cause very obvious shifts in price.
Wait for the bulls to start pumping before joining the rally.
作为一个新手股票爱好者，试图预测哪些股票会起飞，并尽早进入是一个坏主意。如果股价下跌，肯定是有原因的。
那些有能力推高股票价格的人，其消息非常灵通，他们会引起价格的明显变化。
等待多头开始上涨，再加入涨势。
As a novice stock enthusiast trying to predict which stocks are going to take off and get in early is a bad idea. If they are going down they are going down for a reason.
The people who have the ability to push the price up are very well informed and cause very obvious shifts in price.
Wait for the bulls to start pumping before joining the rally.
作为一个新手股票爱好者，试图预测哪些股票会起飞，并尽早进入是一个坏主意。如果股价下跌，肯定是有原因的。
那些有能力推高股票价格的人，其消息非常灵通，他们会引起价格的明显变化。
等待多头开始上涨，再加入涨势。
@ghrosenb
The percentage of new car sales in China which is NEV is growing exponentially. in two years, it will be 80%-plus. Some quick math: In 2023, China's car market was 30 million cars. 80% of that is 24 million. If BYD maintains it's 30% market share of NEV sales in China, in two years it will be selling 8 million cars in China alone, plus whatever its exports have grown to, plus whatever its battery business is, plus whatever its semiconductor business is, plus whatever its energy storage business is. This growth story is far from done.
新能源汽车在中国新车销量中所占的比例呈指数级增长。两年后，这一比例将达到80%以上。简单算算:2023年，中国的汽车市场规模为3000万辆。其中80%就是2400万。如果比亚迪能保持30%的中国新能源汽车的市场份额，那么在两年内，它在中国的汽车销量将达到800万辆，再加上它的出口增长，再加上它的电池业务，再加上它的半导体业务，再加上它的储能业务。这个增长故事远未结束。
The percentage of new car sales in China which is NEV is growing exponentially. in two years, it will be 80%-plus. Some quick math: In 2023, China's car market was 30 million cars. 80% of that is 24 million. If BYD maintains it's 30% market share of NEV sales in China, in two years it will be selling 8 million cars in China alone, plus whatever its exports have grown to, plus whatever its battery business is, plus whatever its semiconductor business is, plus whatever its energy storage business is. This growth story is far from done.
新能源汽车在中国新车销量中所占的比例呈指数级增长。两年后，这一比例将达到80%以上。简单算算:2023年，中国的汽车市场规模为3000万辆。其中80%就是2400万。如果比亚迪能保持30%的中国新能源汽车的市场份额，那么在两年内，它在中国的汽车销量将达到800万辆，再加上它的出口增长，再加上它的电池业务，再加上它的半导体业务，再加上它的储能业务。这个增长故事远未结束。
@aoh4905
you can say this about any company if you think about it...
你可以这样说任何一家公司，如果你仔细想想……
you can say this about any company if you think about it...
你可以这样说任何一家公司，如果你仔细想想……
@kamgarcha1021
Stocks can go up aswell as down, or just like EV's, run out of charge!!
股票可以涨也可以跌，或者就像电动汽车一样，没电了!!
Stocks can go up aswell as down, or just like EV's, run out of charge!!
股票可以涨也可以跌，或者就像电动汽车一样，没电了!!
@claudiomaiasantos
In Brazil they just have to repourpose the factories they took after Ford left the country.
There will be 3 factories. One will make batteries one will make cars and one will make buses
在巴西，他们只需重新安置福特离开巴西后的工厂。
将有 3 家工厂。一家生产电池，一家生产汽车，一家生产公共汽车。
In Brazil they just have to repourpose the factories they took after Ford left the country.
There will be 3 factories. One will make batteries one will make cars and one will make buses
在巴西，他们只需重新安置福特离开巴西后的工厂。
将有 3 家工厂。一家生产电池，一家生产汽车，一家生产公共汽车。
@erhuforever
I saw a YouTube video a few days ago talking about BYD is on track to bring their 1st generation solid state battery to market later this year. That video was all in the Chinese language. It said that BYD has been working on their solid state battery technology for more than 6 years, and BYD has the most number of patents related to solid state battery. This BYD solid state battery is rumored to have energy density of 400 Wh/kg and capable of extreme fast charging. It is also rumored to have very wide operating temperature latitude. Unlike CATL and many other battery manufacturers, BYD never says anything until their product is on the market. I think this rumor is highly credible because BYD has several highly esteemed battery scientists from the Chinese Academy of Sciences on their payroll. Assuming this rumor is true, then this could explain why BYD have drastically reduced their prices across the range. Their action looks more and more like they are trying to clear their inventories in preparation for a new generation of EVs that will literally blow their competition away.
几天前，我在犹管上看到了一个视频，说比亚迪将在今年晚些时候将第一代固态电池推向市场。那段视频全是中文的。比亚迪在固态电池技术上已经投入了6年多的时间，比亚迪拥有最多的固态电池相关专利。传闻这款比亚迪固态电池的能量密度为400 Wh/kg，能够极快充电。也有传言说它有很宽的工作温度范围。与宁德时代和许多其他电池制造商不同，比亚迪在产品上市之前从不发表任何言论。我认为这个传言是非常可信的，因为比亚迪有几位来自中国科学院的备受尊敬的电池科学家。假设这个传言是真的，那么就可以解释为什么比亚迪大幅降低了他们的汽车价格。他们的行动看起来越来越像是在试图清理库存，为新一代电动汽车做准备，这将彻底击败他们的竞争对手。
I saw a YouTube video a few days ago talking about BYD is on track to bring their 1st generation solid state battery to market later this year. That video was all in the Chinese language. It said that BYD has been working on their solid state battery technology for more than 6 years, and BYD has the most number of patents related to solid state battery. This BYD solid state battery is rumored to have energy density of 400 Wh/kg and capable of extreme fast charging. It is also rumored to have very wide operating temperature latitude. Unlike CATL and many other battery manufacturers, BYD never says anything until their product is on the market. I think this rumor is highly credible because BYD has several highly esteemed battery scientists from the Chinese Academy of Sciences on their payroll. Assuming this rumor is true, then this could explain why BYD have drastically reduced their prices across the range. Their action looks more and more like they are trying to clear their inventories in preparation for a new generation of EVs that will literally blow their competition away.
几天前，我在犹管上看到了一个视频，说比亚迪将在今年晚些时候将第一代固态电池推向市场。那段视频全是中文的。比亚迪在固态电池技术上已经投入了6年多的时间，比亚迪拥有最多的固态电池相关专利。传闻这款比亚迪固态电池的能量密度为400 Wh/kg，能够极快充电。也有传言说它有很宽的工作温度范围。与宁德时代和许多其他电池制造商不同，比亚迪在产品上市之前从不发表任何言论。我认为这个传言是非常可信的，因为比亚迪有几位来自中国科学院的备受尊敬的电池科学家。假设这个传言是真的，那么就可以解释为什么比亚迪大幅降低了他们的汽车价格。他们的行动看起来越来越像是在试图清理库存，为新一代电动汽车做准备，这将彻底击败他们的竞争对手。
@spanglerimagery
Yes, and that video and numerous others like it have been blasted across every platform for some time now,... Still waiting,...
是的，这个视频和许多其他类似的视频已经在每个平台上被炸了一段时间了……还在等待…
Yes, and that video and numerous others like it have been blasted across every platform for some time now,... Still waiting,...
是的，这个视频和许多其他类似的视频已经在每个平台上被炸了一段时间了……还在等待…
@4theplanet474
That last part makes sense
最后一部分是有道理的
That last part makes sense
最后一部分是有道理的
@virtual-viking
"It's better to own a great stock at a fair price, than a fair stock at a great price."
- Warren Buffet
Tesla = great stock
BYD = fair stock
“以合理的价格持有一只好股票，胜过以高价格持有一只好股票。”
——巴菲特
特斯拉=伟大的股票
比亚迪=优质股
"It's better to own a great stock at a fair price, than a fair stock at a great price."
- Warren Buffet
Tesla = great stock
BYD = fair stock
“以合理的价格持有一只好股票，胜过以高价格持有一只好股票。”
——巴菲特
特斯拉=伟大的股票
比亚迪=优质股
@Stonefeather53
Rich people will get richer. Most people need all the money they can make for day to day living.
富人会变得更富。大多数人努力赚来的钱只能维持日常生活。
Rich people will get richer. Most people need all the money they can make for day to day living.
富人会变得更富。大多数人努力赚来的钱只能维持日常生活。
@enriquegurria3947
BYD looks like a very wise investment now and probably it is. Like investing in Apple in the early 2000s.
现在看来，投资比亚迪是一项非常明智的选择，或许确实如此。比如在21世纪初投资苹果公司。
BYD looks like a very wise investment now and probably it is. Like investing in Apple in the early 2000s.
现在看来，投资比亚迪是一项非常明智的选择，或许确实如此。比如在21世纪初投资苹果公司。
@Wongseifu548
Not even close
差远了
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Not even close
差远了
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@KarloKunze
That is not even close.
比亚迪还差得远呢。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
That is not even close.
比亚迪还差得远呢。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@Rex-ww4cw
Doubt that evergrand got much to do with the Chinese EV market. The debt issue with evergrand has been known and ongoing since 2018 before even the EV boom and somehow it dosen't effect the EV market in China from 2019-2023 but they did in 2024 ?
我怀疑恒大与中国电动汽车市场没有多大关系。恒大的债务问题自2018年以来就一直存在，甚至在电动汽车热潮之前就已经存在，不知怎的，它没有影响2019-2023年中国的电动汽车市场，但在2024年就影响了?
Doubt that evergrand got much to do with the Chinese EV market. The debt issue with evergrand has been known and ongoing since 2018 before even the EV boom and somehow it dosen't effect the EV market in China from 2019-2023 but they did in 2024 ?
我怀疑恒大与中国电动汽车市场没有多大关系。恒大的债务问题自2018年以来就一直存在，甚至在电动汽车热潮之前就已经存在，不知怎的，它没有影响2019-2023年中国的电动汽车市场，但在2024年就影响了?
@ghiachiel6271
Shure, a couple of month's back Tesla was going to the moon. Now -33%, talk about cars not stonks.
舒尔，几个月前，特斯拉还风光无限。现在股票跌了33%，谈车色变。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Shure, a couple of month's back Tesla was going to the moon. Now -33%, talk about cars not stonks.
舒尔，几个月前，特斯拉还风光无限。现在股票跌了33%，谈车色变。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@spadress
Youre gonna fined the 100.000$, Sam. You said yourself you cant give financial advice yet here you go and keep doing it
你要被罚10万美元，萨姆。你自己也说过，你无法给出理财建议，但你还是这么做了
Youre gonna fined the 100.000$, Sam. You said yourself you cant give financial advice yet here you go and keep doing it
你要被罚10万美元，萨姆。你自己也说过，你无法给出理财建议，但你还是这么做了
@marshbox
Its his opinion not advice.
这是他的想法，不是建议。
Its his opinion not advice.
这是他的想法，不是建议。
@hdvoice
Financial advice would be saying to buy BYD at a specific price range. He is only saying an opinion.
财务建议是在一个特定的价格区间买入比亚迪股票。他只是聊聊他个人的想法。
Financial advice would be saying to buy BYD at a specific price range. He is only saying an opinion.
财务建议是在一个特定的价格区间买入比亚迪股票。他只是聊聊他个人的想法。
@danielch6662
How come we don't hear from all these people when he says to buy Tesla?
当他说要买特斯拉的时候，我们怎么没有听到这些人的声音?
How come we don't hear from all these people when he says to buy Tesla?
当他说要买特斯拉的时候，我们怎么没有听到这些人的声音?
@bydman5320
Lads this means he’s dumped some Tesla stock and bought BYD. Tbf should have dumped Tesla as soon as the started reducing prices. Nobody with a moat ever ever reduces prices
伙计们，这意味着他抛掉了一些特斯拉股票，买了比亚迪。说实话，特斯拉一开始降价，他就应该抛掉。有护城河的人永远不会降价
Lads this means he’s dumped some Tesla stock and bought BYD. Tbf should have dumped Tesla as soon as the started reducing prices. Nobody with a moat ever ever reduces prices
伙计们，这意味着他抛掉了一些特斯拉股票，买了比亚迪。说实话，特斯拉一开始降价，他就应该抛掉。有护城河的人永远不会降价
@vasomarkovich1037
Good job, Sam!
干得好，萨姆!
Good job, Sam!
干得好，萨姆!
@Charvak-Atheist
When will CATL release there Sodium Ion battery ?
(For Stationary storage )
宁德时代什么时候会发布钠离子电池?
(固定储存)
When will CATL release there Sodium Ion battery ?
(For Stationary storage )
宁德时代什么时候会发布钠离子电池?
(固定储存)
@stevennelson7518
BYD is a tenacious competitor. The short term may be difficult with their current concentration of sales in China and the cutthroat market. Long term they will be expanding worldwide.
比亚迪是一个顽强的竞争对手。鉴于它们目前的销售集中在中国，且中国市场竞争激烈，短期内可能很难实现。但长期来看，他们会做到的。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
BYD is a tenacious competitor. The short term may be difficult with their current concentration of sales in China and the cutthroat market. Long term they will be expanding worldwide.
比亚迪是一个顽强的竞争对手。鉴于它们目前的销售集中在中国，且中国市场竞争激烈，短期内可能很难实现。但长期来看，他们会做到的。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@havencat9337
its a solid company to own, thats for sure!
这是一家靠谱的公司，这是肯定的!
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
its a solid company to own, thats for sure!
这是一家靠谱的公司，这是肯定的!
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@bananabear009
I appreciate the efforts that you bring latest news and information of the EV industry. But predicting EV stock price and suggesting audience to buy in is a bit too far to go for an industry which is still quite volatile.
我感谢你为我们带来最新的电动汽车行业的新闻和信息，但预测电动汽车股价，并建议受众买入，这对于一个仍相当不稳定的行业来说，有点过了。
I appreciate the efforts that you bring latest news and information of the EV industry. But predicting EV stock price and suggesting audience to buy in is a bit too far to go for an industry which is still quite volatile.
我感谢你为我们带来最新的电动汽车行业的新闻和信息，但预测电动汽车股价，并建议受众买入，这对于一个仍相当不稳定的行业来说，有点过了。
@lakwejh
You should disclose if you are benefiting from BYD directly or indirectly.
你应披露，你是否直接或间接受益于比亚迪。
You should disclose if you are benefiting from BYD directly or indirectly.
你应披露，你是否直接或间接受益于比亚迪。
@tomdrewenskus8167
If you watch this channel enough you would know that Sam owns stock in BYD & Tesla. Otherwise, why we he be talking some much about these two companies?
如果你经常看这个频道，你就会知道，山姆拥有比亚迪和特斯拉的股票。否则，我们为什么要谈论这两家公司呢?
If you watch this channel enough you would know that Sam owns stock in BYD & Tesla. Otherwise, why we he be talking some much about these two companies?
如果你经常看这个频道，你就会知道，山姆拥有比亚迪和特斯拉的股票。否则，我们为什么要谈论这两家公司呢?
@danielromamti9782
They are building one in Indonesia too
比亚迪在印度尼西亚也建造了工厂
They are building one in Indonesia too
比亚迪在印度尼西亚也建造了工厂
@chillfluencer
The price of the 2024 Rimac Nevera is expected to start around $2,200,000 and go up to $3,000,000 depending on the trim and options.
Your 7 million is just nonsense.
2024年Rimac Nevera的价格预计在220万美元左右，根据装饰和选择，最高可达300万美元。
你的七百万简直是胡说八道。（译者注：Rimac Nevera 是一款由克罗地亚汽车制造商Rimac Automobili设计和生产的全电动超级跑车）
The price of the 2024 Rimac Nevera is expected to start around $2,200,000 and go up to $3,000,000 depending on the trim and options.
Your 7 million is just nonsense.
2024年Rimac Nevera的价格预计在220万美元左右，根据装饰和选择，最高可达300万美元。
你的七百万简直是胡说八道。（译者注：Rimac Nevera 是一款由克罗地亚汽车制造商Rimac Automobili设计和生产的全电动超级跑车）
@benjaminchen5715
In the 1980s, Chevrolet released a compact car called the Pinto. The car did not sell well in Brazil, partly due to the fact that in Brazilian Portuguese, 'Pinto' means 'little boy's penis.' In the early 2000s, the electronic giant Best Buy opened in China. The direct Chinese phonetic translation is 'Better Price Elsewhere,' so they retained the English name but created a completely different sounding Chinese name. BYD will need to learn to market its products effectively as it expands.
在20世纪80年代，雪佛兰推出了一款名为平托的紧凑型汽车。这款车在巴西卖得不好，部分原因是在巴西葡萄牙语中，“Pinto”的意思是“小男孩的阴茎”。21世纪初，电子巨头百思买在中国开业。直接的中文翻译是“其他地方更便宜”，所以他们保留了英文名字，但创造了一个听起来完全不同的中文名字。随着公司的扩张，比亚迪需要学会如何有效地推销自己的产品。
In the 1980s, Chevrolet released a compact car called the Pinto. The car did not sell well in Brazil, partly due to the fact that in Brazilian Portuguese, 'Pinto' means 'little boy's penis.' In the early 2000s, the electronic giant Best Buy opened in China. The direct Chinese phonetic translation is 'Better Price Elsewhere,' so they retained the English name but created a completely different sounding Chinese name. BYD will need to learn to market its products effectively as it expands.
在20世纪80年代，雪佛兰推出了一款名为平托的紧凑型汽车。这款车在巴西卖得不好，部分原因是在巴西葡萄牙语中，“Pinto”的意思是“小男孩的阴茎”。21世纪初，电子巨头百思买在中国开业。直接的中文翻译是“其他地方更便宜”，所以他们保留了英文名字，但创造了一个听起来完全不同的中文名字。随着公司的扩张，比亚迪需要学会如何有效地推销自己的产品。
@4theplanet474
Wasn’t the pinto a Ford?
那辆平托不是福特的吗?
Wasn’t the pinto a Ford?
那辆平托不是福特的吗?
@cyrussmith7056
I thought you advised to stay away from the Stake trading platform?
我以为你建议远离股权交易平台?
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
I thought you advised to stay away from the Stake trading platform?
我以为你建议远离股权交易平台?
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@andrewgibson4658
I wanna lease a yang wang fo 2 weeks! I just like the name if im honest!
我想租一辆仰望两个星期!说实话，我只是喜欢这个名字!
I wanna lease a yang wang fo 2 weeks! I just like the name if im honest!
我想租一辆仰望两个星期!说实话，我只是喜欢这个名字!
@jamesjarman5003
i tried to buy BYD via CMC but there was a minimum purchase of from memory about $15000- more than I'm willing to buy. Is there any way to buy smaller packages?
我试图通过CMC购买比亚迪，但最低购买价约为1.5万美元——超过了我愿意购买的价格。有没有更便宜的？
i tried to buy BYD via CMC but there was a minimum purchase of from memory about $15000- more than I'm willing to buy. Is there any way to buy smaller packages?
我试图通过CMC购买比亚迪，但最低购买价约为1.5万美元——超过了我愿意购买的价格。有没有更便宜的？
@splendidemendax7292
The EV sector in China is going through a rough patch right now, but I think BYD benefits even more now than before because of their positioning and cost structure.
中国的电动汽车行业目前正处于艰难时期，但我认为，由于比亚迪的定位和成本结构，他们现在比以前获益更多。
The EV sector in China is going through a rough patch right now, but I think BYD benefits even more now than before because of their positioning and cost structure.
中国的电动汽车行业目前正处于艰难时期，但我认为，由于比亚迪的定位和成本结构，他们现在比以前获益更多。
@kennySg101
Next Toyota in my view.
在我看来，下一个是丰田。
Next Toyota in my view.
在我看来，下一个是丰田。
@stanleydipietro2406
Awesome analysis, of BYD, thank you
对比亚迪的精彩分析，谢谢
Awesome analysis, of BYD, thank you
对比亚迪的精彩分析，谢谢
@byhyew
Hi Sam. Thank you so much for helping me make 10% profit on BYD stock this year alone, and I'm a Chinese! But I keep wondering why you keep talking about an incoming downturn in the Chinese economy this year. The general sentiment is that Evergreen is a thing of the past and people are relatively clear of where the country's economy is heading now. That's why we're seeing quite a bit more economic activity compared to last year, here in Beijing at least. The lower sales of BYD so far are the consumers waiting on the price drops of other brands who are following BYD's price drops. People will hold off buying until they can have a more complete comparison on potential options. Anyway, that's just my personal take. Keep up the great work!
嗨，山姆。非常感谢你帮我在比亚迪股票上赚了10%的利润，我是一名中国人！ 但我一直在想，为什么你一直在说今年中国经济会下滑？人们普遍认为 "恒大集团"已经成为过去，人们对中国经济的未来走向也比较清楚。这就是为什么我们看到的经济活动要比去年多了不少，至少在北京是这样。到目前为止，比亚迪销量较低的原因是消费者在等待其他品牌的降价，而其他品牌也在跟随比亚迪降价。在对潜在选择进行更全面的比较之前，人们会暂缓购买。总之，这只是我个人的看法。继续努力
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Hi Sam. Thank you so much for helping me make 10% profit on BYD stock this year alone, and I'm a Chinese! But I keep wondering why you keep talking about an incoming downturn in the Chinese economy this year. The general sentiment is that Evergreen is a thing of the past and people are relatively clear of where the country's economy is heading now. That's why we're seeing quite a bit more economic activity compared to last year, here in Beijing at least. The lower sales of BYD so far are the consumers waiting on the price drops of other brands who are following BYD's price drops. People will hold off buying until they can have a more complete comparison on potential options. Anyway, that's just my personal take. Keep up the great work!
嗨，山姆。非常感谢你帮我在比亚迪股票上赚了10%的利润，我是一名中国人！ 但我一直在想，为什么你一直在说今年中国经济会下滑？人们普遍认为 "恒大集团"已经成为过去，人们对中国经济的未来走向也比较清楚。这就是为什么我们看到的经济活动要比去年多了不少，至少在北京是这样。到目前为止，比亚迪销量较低的原因是消费者在等待其他品牌的降价，而其他品牌也在跟随比亚迪降价。在对潜在选择进行更全面的比较之前，人们会暂缓购买。总之，这只是我个人的看法。继续努力
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@chillfluencer
18:46 - Berkshire Hathaway actually owns 8.05% of BYD...
18:46 -伯克希尔哈撒韦实际上拥有比亚迪8.05%的股份…
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
18:46 - Berkshire Hathaway actually owns 8.05% of BYD...
18:46 -伯克希尔哈撒韦实际上拥有比亚迪8.05%的股份…
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@justinr9753
The chairman that announced buyback owns 59 percent
宣布回购的董事长拥有59%的股份
The chairman that announced buyback owns 59 percent
宣布回购的董事长拥有59%的股份
@chillfluencer
@justinr9753
...the chairman alone isn't Berkshire Hathaway.
董事长本身并不是伯克希尔哈撒韦公司。
@justinr9753
...the chairman alone isn't Berkshire Hathaway.
董事长本身并不是伯克希尔哈撒韦公司。
@brianh9014
Thought Buffet sold out or did he just trim?
你以为巴菲特卖光了股票，还是他只是抛出了一些而以?
Thought Buffet sold out or did he just trim?
你以为巴菲特卖光了股票，还是他只是抛出了一些而以?
@justinr9753
@chillfluencer
the chairman of BYD.
比亚迪的董事长。
@chillfluencer
the chairman of BYD.
比亚迪的董事长。
@jazzviewer
Hybrids are going away long term….no mention at all here about the fact BYD is building (lots of) gas engines.
长期看，混合动力车将消失....这里完全没有提到比亚迪正在制造(大量的)燃油发动机的事实。
Hybrids are going away long term….no mention at all here about the fact BYD is building (lots of) gas engines.
长期看，混合动力车将消失....这里完全没有提到比亚迪正在制造(大量的)燃油发动机的事实。
@Jackolivierbo
I think it’s not a bad idea. :)
我觉得这主意不错。：）
I think it’s not a bad idea. :)
我觉得这主意不错。：）
@DimaStohr
BYD has too improv the autonomous driving and the charging speed, with these 2 improvements the will boost the performance and value of the Cars. Result will be high sales in World.
比亚迪还改进了自动驾驶和充电速度，这两项改进将提升汽车的性能和价值。这样，比亚迪汽车在全球的销量就会很高。
BYD has too improv the autonomous driving and the charging speed, with these 2 improvements the will boost the performance and value of the Cars. Result will be high sales in World.
比亚迪还改进了自动驾驶和充电速度，这两项改进将提升汽车的性能和价值。这样，比亚迪汽车在全球的销量就会很高。
@Sacto1654
That's if they can break into the North American and European markets in a big way. The big tariff hurdles being threatened by the EU and USA could put a kibosh to that. BYD will likely have way more success as a battery supplier, and I expect BYD to supply blad battery packs to anyone that wants them worldwide.
前提是他们能够大举打入北美和欧洲市场。欧盟和美国威胁要设置高昂的关税障碍，可能会让这一切戛然而止。作为电池供应商，比亚迪可能会取得更大的成功，我希望比亚迪向全球任何需要的人提供刀片电池组。
That's if they can break into the North American and European markets in a big way. The big tariff hurdles being threatened by the EU and USA could put a kibosh to that. BYD will likely have way more success as a battery supplier, and I expect BYD to supply blad battery packs to anyone that wants them worldwide.
前提是他们能够大举打入北美和欧洲市场。欧盟和美国威胁要设置高昂的关税障碍，可能会让这一切戛然而止。作为电池供应商，比亚迪可能会取得更大的成功，我希望比亚迪向全球任何需要的人提供刀片电池组。
@protagonist9716
BYD will take ASEAN 700 million people growing at 5% GDP, also Gulf countries and Latin America. BYD knows Europe is tough in multiple ways
比亚迪将拥抱有7亿人口、GDP增长为5%的东盟，以及海湾国家和拉丁美洲。比亚迪知道，欧洲在很多方面都会设置障碍。
BYD will take ASEAN 700 million people growing at 5% GDP, also Gulf countries and Latin America. BYD knows Europe is tough in multiple ways
比亚迪将拥抱有7亿人口、GDP增长为5%的东盟，以及海湾国家和拉丁美洲。比亚迪知道，欧洲在很多方面都会设置障碍。
@Sacto1654
@protagonist9716
Most likely ASEAN. Maybe South Americanif they can build a factory in Brazil or Argentina.
最有可能的是东盟，也许是南美，如果比亚迪能在巴西或阿根廷建工厂的话。
@protagonist9716
Most likely ASEAN. Maybe South Americanif they can build a factory in Brazil or Argentina.
最有可能的是东盟，也许是南美，如果比亚迪能在巴西或阿根廷建工厂的话。
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