蘋果掃貿易戰陰影

感謝巴菲特指點

●This is a funny story a bit, is back in 2012, I’d been in the CEO spot maybe a year or so. We had a growing amount of cash. I think we had just crossed the $100 billion mark, and I was getting lots of input from a lot of different people. 2012年的時候有個好玩的經驗，那時我才當執行長一年多，公司手上的現金愈來愈多，已經超過了1000億元門檻，那時很多人給了我許多不同意見。美股最大藍籌股蘋果今年走出去年第四季業績未達標、股價跌跌不休的窘境，上半年脫胎換骨，而且挾著上季豪砸240億元大買庫藏股的氣勢，今年前三個月股價強力反彈20%，在3月底站回189.95元。換句話說，若在這段時間手上有蘋果股票的投資人，在這三個月期間持股價值不跌反漲，一掃之前美中貿易戰的陰霾。有股神之稱的投資大師巴菲特(Warren Buffett)，近幾年透過旗下的波克夏海瑟威公司(Berkshire Hathaway)大量買進蘋果，並名列大股東，因此在5月初舉行的波克夏公司股東會上，蘋果執行長庫克(Tim Cook)也在出席貴賓之列。當時庫克接受財經新聞媒體CNBC訪問時，曾提到多年前與巴菲特的初次互動，以及巴菲特投資理念對於蘋果大手筆實施庫藏股、裨益散戶投資人的影響，以下摘錄庫克的受訪談話。●When I don’t have experience in something, I always make a list of the people that I think are the smartest people that I can contact to talk to them and get advice. Warren was on the top of the list.如果我對一件事沒有經驗，就會把可以請益的明智之士人選列出一張清單，當時名單裡的第一人就是巴菲特。●I get his number. I call out into Omaha, and I wasn’t sure he’d take the call, but he took the call, and I had a great conversation with him. That was the first time that I d met Warren.我找到他的電話號碼，打電話到奧瑪哈，不確定他是否會接，但他直的接了，我們聊得很愉快，那是我第一次跟他講話。

●He was very clear to me, I still remember it. He said, “Let me just cut through it. If you believe your stock is undervalued, you should buy your stock.”我還記得當時他明白告訴我：「我就直說了，如果你覺得自家股票的價格低估，你該做的就是買回來。」

●The top value that we believe we can place it is investing in ourselves and investing in Apple. And so we do that.我們覺得能夠發揮這些現金最大價值的做法，就是投資自己與蘋果，所以就這麼做了。

●When we buy our stock we think that almost 50% of U.S. households own Apple stock, either directly or indirectly through indexes and mutual funds and so forth. And so it helps everybody or helps a large number of people.當我們買回股票時，應該幾乎50%的美國家庭擁有蘋果股票，不論是直接持有，或是以指數基金或共同基金等金融商品而間 接擁有，因此這幫到了所有人，或幫到了很多人。□

蘋果執行長庫克5月受訪時提到，蘋果這兩年花很多錢買庫藏股，推升蘋果股價，其實受到股神巴菲特的觀念影響不小。 （美聯社）