台积电 (NYSE:TSM)可能是世界上最重要的公司之一,也可能是最值得关注的公司之一。可惜的是,台积电存在一些特殊风险,巴菲特在表达对台积电的赞赏时就明确指出了这一点,他抛售了伯克希尔·哈撒韦公司在台积电的数十亿美元持股,因为“他不喜欢这个地理位置”。虽然承认巴菲特强调的风险,但如果估值适合风险承受能力较高的投资者,持有少量台积电股票仍然是合理的。值得一提的是,如果台积电的芯片生产中断,其影响也...
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