Takeaways of Warren Buffett and Berkshire Hathawayโ€™s 2023 Annual Meeting

๊ฒŒ์‹œ๋จ: May 17, 2023 17:02
Charlie Munger is skeptical of artificial intelligence, although he admits it will rapidly transform many industries. Buffett agrees with him, and while he expects AI to "change everything in the world," he doesn't think AI will win over human intelligence.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
๋ฐฑ๊ธˆ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ๋ฉˆ์ถ”๊ณ  ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ์‹œ์žฅ ํ• ์ธํญ ์†Œํญ ํ™•๋Œ€, ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
6์‹œ๊ฐ„ ์ „
๋ฐฑ๊ธˆ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ๋ฉˆ์ถ”๊ณ  ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ์‹œ์žฅ ํ• ์ธํญ ์†Œํญ ํ™•๋Œ€, ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๋ฐฑ๊ธˆ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ๋ฉˆ์ถ”๊ณ  ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ์‹œ์žฅ ํ• ์ธํญ ์†Œํญ ํ™•๋Œ€, ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
๋ฐฑ๊ธˆ ๊ฐ€๊ฒฉ ํ•˜๋ฝ ๋ฉˆ์ถ”๊ณ  ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ์‹œ์žฅ ํ• ์ธํญ ์†Œํญ ํ™•๋Œ€, ๊ฑฐ๋ž˜ ๋ถ€์ง„ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
6์‹œ๊ฐ„ ์ „
ํŠธ๋Ÿผํ”„ ๊ณต์Šต ์ค‘๋‹จ์— ๋ฐฑ๊ธˆ์กฑ ๊ธˆ์† ๋ฐ˜๋“ฑ, ๋กœ๋“ ์ƒ์Šน
8์‹œ๊ฐ„ ์ „
ํŠธ๋Ÿผํ”„ ๊ณต์Šต ์ค‘๋‹จ์— ๋ฐฑ๊ธˆ์กฑ ๊ธˆ์† ๋ฐ˜๋“ฑ, ๋กœ๋“ ์ƒ์Šน
๋” ๋ณด๊ธฐ
ํŠธ๋Ÿผํ”„ ๊ณต์Šต ์ค‘๋‹จ์— ๋ฐฑ๊ธˆ์กฑ ๊ธˆ์† ๋ฐ˜๋“ฑ, ๋กœ๋“ ์ƒ์Šน
ํŠธ๋Ÿผํ”„ ๊ณต์Šต ์ค‘๋‹จ์— ๋ฐฑ๊ธˆ์กฑ ๊ธˆ์† ๋ฐ˜๋“ฑ, ๋กœ๋“ ์ƒ์Šน
ํŠธ๋Ÿผํ”„์˜ ์ตœ๊ทผ ๊ณต์Šต ์ค‘๋‹จ ๊ฒŒ์‹œ๋ฌผ ์ดํ›„, ์‹ฌํ•œ ํ•˜๋ฐฉ ์••๋ ฅ์„ ๋ฐ›๋˜ ๋ฐฑ๊ธˆ์กฑ ๊ธˆ์†(PGMs)์ด ๊ธ‰๋ฐ˜๋“ฑํ–ˆ์Šต๋‹ˆ๋‹ค. ๋กœ๋“์€ ์—ฐ์† ํ•˜๋ฝ์„ธ๋ฅผ ๋ฉˆ์ถ”๊ณ  ์†Œํญ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ์€ ๊ทธ๋žจ๋‹น 1,970์œ„์•ˆ ์„ ์—์„œ ์›€์ง์ด๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. ์‹œ์žฅ ์ฐธ๊ฐ€์ž๋“ค์€ ํ˜„์žฌ PGMs๊ฐ€ ๊ธฐ์ˆ ์  ์ง€ํ‘œ์™€ ์‹œ์žฅ ์‹ฌ๋ฆฌ ๋ชจ๋‘ ์ €์ ์— ์žˆ์–ด ์ƒ์Šน ๋ฐ˜๋“ฑ ๋ชจ๋ฉ˜ํ…€์„ ๊ฐ–์ถ”๊ณ  ์žˆ๋‹ค๊ณ  ์ง€์ ํ•ฉ๋‹ˆ๋‹ค.
8์‹œ๊ฐ„ ์ „
์€ ๊ฐ€๊ฒฉ ์กฐ์ • ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ํŒจ๋ฆฌํ‹ฐ ๊ฑฐ๋ž˜๋Š” ์กฐ์šฉํžˆ ์ง€์นจ์„ ๊ธฐ๋‹ค๋ฆฌ๋Š” ์ค‘ [SMM ์ผ์ผ ์‹œํ™ฉ]
8์‹œ๊ฐ„ ์ „
์€ ๊ฐ€๊ฒฉ ์กฐ์ • ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ํŒจ๋ฆฌํ‹ฐ ๊ฑฐ๋ž˜๋Š” ์กฐ์šฉํžˆ ์ง€์นจ์„ ๊ธฐ๋‹ค๋ฆฌ๋Š” ์ค‘ [SMM ์ผ์ผ ์‹œํ™ฉ]
๋” ๋ณด๊ธฐ
์€ ๊ฐ€๊ฒฉ ์กฐ์ • ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ํŒจ๋ฆฌํ‹ฐ ๊ฑฐ๋ž˜๋Š” ์กฐ์šฉํžˆ ์ง€์นจ์„ ๊ธฐ๋‹ค๋ฆฌ๋Š” ์ค‘ [SMM ์ผ์ผ ์‹œํ™ฉ]
์€ ๊ฐ€๊ฒฉ ์กฐ์ • ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ํŒจ๋ฆฌํ‹ฐ ๊ฑฐ๋ž˜๋Š” ์กฐ์šฉํžˆ ์ง€์นจ์„ ๊ธฐ๋‹ค๋ฆฌ๋Š” ์ค‘ [SMM ์ผ์ผ ์‹œํ™ฉ]
[SMM ์ผ์ผ ์‹œํ™ฉ: ์€ ๊ฐ€๊ฒฉ ์กฐ์ • ๋ฐ˜๋“ฑ, ํ˜„๋ฌผ ์€ ๊ฑฐ๋ž˜ ํŒจ๋ฆฌํ‹ฐ์—์„œ ๋ฐฉํ–ฅ์„ฑ ๋Œ€๊ธฐ] SMM 6์›” 12์ผ - ๋ฏธ๊ตญ-์ด๋ž€ ๊ธด์žฅ์ด ์™„ํ™”๋˜๋ฉด์„œ ์€ ๊ฐ€๊ฒฉ์ด ์†Œํญ ๋ฐ˜๋“ฑํ–ˆ๋‹ค. ๊ฐ€๊ฒฉ ์ƒ์Šน ์‹œ ์ถ”๊ฒฉ ๋งค์ˆ˜ํ•˜๊ณ  ํ•˜๋ฝ ์‹œ ๊ด€๋งํ•˜๋Š” ์‹ฌ๋ฆฌ์˜ ์˜ํ–ฅ์œผ๋กœ ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜๋Š” ํŒจ๋ฆฌํ‹ฐ์— ์ง‘์ค‘๋˜์—ˆ๋‹ค. ํ–ฅํ›„ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜ํ–ฅ์— ์ฃผ๋ชฉํ•  ํ•„์š”๊ฐ€ ์žˆ๋‹ค.
8์‹œ๊ฐ„ ์ „
Charlie Munger is skeptical of artificial intelligence, although he ad - Shanghai Metals Market (SMM)