沃伦·巴菲特认为这项投资将成为其公司100年后的关键资产，而凯西·伍德则称其为 “坏主意” [美元飞走了]沃伦·巴菲特...
沃伦·巴菲特认为这项投资将成为其公司100年后的关键资产，而凯西·伍德则称其为 “坏主意”
上周，伯克希尔·哈撒韦公司发布了致股东的年度信函，吹捧伍德认为没有前途的行业：铁路，两者之间的这种动态得到了充分体现。
巴菲特称其公司对伯灵顿北圣达菲铁路的所有权是其 “四大巨头” 之一，尽管这是一家可以追溯到1848年的老经济企业，但前景光明。
“BNSF仍然是美国商业的第一动脉，这使其成为美国和伯克希尔不可或缺的资产。如果英国国家科学基金会携带的许多必需产品改为用卡车运输，美国的碳排放量将飙升。” 巴菲特在年度信函中说。
英国国家科学基金会铁路是美国收入最大的铁路，其2021年收入达到创纪录的60亿美元。巴菲特预计，这一纪录将在未来许多年内不断被打破。
巴菲特说：“我冒险做出一个罕见的预测：一个世纪后，英国国家科学基金会将成为伯克希尔和我们国家的关键资产。”
但是伍德的方舟投资对铁路业务的看法有所不同。Ark在其《坏主意报告》中称这是一个 “坏主意”，投资者应该避免，因为颠覆的时机已经成熟。
伍德认为，这种颠覆将由自动驾驶电动卡车的采用所驱动，这些卡车将 “以具有成本效益的方式与货运铁路竞争，并将提供更好、更便捷的服务”。
报告称，自动电动驾驶卡车的潜在便利性和成本效益应有助于扭转自2000年代初以来铁路公司从卡车司机那里获得的市场份额和定价能力，这可能导致4000亿美元的固定资产的价值损失。
报告说：“电气和自动驾驶技术的结合将提高生产率并显著降低卡车运输成本。”伍德预计，自动驾驶半挂卡车每吨英里将卡车运输成本降低75％至3美分，“在减少电力和维护的帮助下降低铁路价格”。
报告称，伍德预计，从铁路到自动驾驶卡车的过渡将在未来四到九年内实现。
![沃伦·巴菲特认为这项投资将成为其公司100年后的关键资产，而凯西·伍德则称其为 “坏主意” [美元飞走了]沃伦·巴菲特和凯西·伍德的投资风格截然相反。 [美元飞走了]两位投资者无法达成共识的行业是铁路， 方舟 将该行业列为 “坏主意” 清单之一。 [美元飞走了]巴菲特在给股东的年度信函中说：“我冒险做出一个罕见的...](https://ussnsimg.moomoo.com/1646643473038-70042952-android-org.png/bigmoo)
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