主持人:
我们之所以关心罗杰斯先生,也是确实因为他是赚到钱了,而且他在这个过程中,周游列国,有时候让人觉得,唉,怎么一不小心就赚钱了。那么当你游到中国的时候,您这个自己跟中国发生了一个非常有趣的联系,而且刚才在节目开始的时候,您也说,您现在让你一个月的女儿,在学习中文,那是不是意味着,中国在您心目当中,是您将来投资的一个归宿吗?
罗杰斯:
yes, I know that china is going be the next great country in the world. Most people in china don't understand how powerful and exciting this movement is. this is happening ,I may wind up living in china, I’d like to live in shanghai,I would like for my daughter to live her, and I fully expect to invest a lot of money in china, eventually , not now ,but eventually.
是的,我知道中国绝对是世界上下一个伟大的国家。大多数中国人并没有看到中国正处在一个多么强有力多么令人振奋的发展阶段。这确实正在发生,我也许最终选择住在中国。我喜欢住在上海,我希望我的女儿能够住在这里。我非常希望最终能在中国进行大笔投资,虽然不是现在,但我希望会。
主持人:
我们也给大家准备了一个小的短片让大家看看,他的中国情结是怎么样的。
――看大屏幕 【www.irich.com.cn交易之路 投资经验荟萃】
主持人:
我想知道一下,在那个时候,为什么在那个时候,就选择进入了B股?在中国投资?
罗杰斯:
because it was depressed. All the foreigners who were manipulating the market had lost their money, lost their shirts. And everybody said don't buy b share market, they said it's terrible you will never any money, I happened to believe that china was gonna boom. And if all the foreigners were dumping their shares because they've lost 90 % , you 've got to sell it to sb. so I bought. that's what you do, remember, I said you buy low and sell high, that's what I did , it's simple.
那时市场低迷,在中国操纵市场的那些外国投资者都赔了钱,赔了个精光。每个人都说别去碰中国b股。都说投资b股不可能赚钱。我却相信中国经济会上去。b股跌了90%,外国投资者纷纷抛售他们手中的股票,他们要找到买家。于是我买下了。这就是你要做的,低买高卖。我就是这样做的,非常简单。
主持人:
但这个灵感是从哪儿来的呢?你怎么在那时候就觉得这个已经低到了一个可以值得你去购买的这个点,很多人在那个时候可能还没有意识到到这一点,你是怎么意识到的?
罗杰斯:
all of the learned professor were saying it's a horrible market, the brokers are saying it's a horrible market, the foreigners were dumping their shares they would get out of china. but I thought china was goning to be great.
所有那些饱学之士都说这是个糟糕的市场,经纪人也这样说,外国投资者纷纷撤出中国市场。但是我相信中国一定会振兴。
主持人:
但是这个信心从哪儿来的呢?
罗杰斯:
I’ve driven across china several times, I’ve driven around the world, I’ve see, I can see what you are doing. You in china invest 35% of your income. You work from dawn to dusk. It is very extraordinary what's going on here compared the rest of the world. I knew that , I’ve driven around the world a couple of times.
我几次开车游历中国,我也周游了世界。中国人将35%的收入用于储蓄,中国人从早干到晚。同世界上其他地区相比,中国发展速度惊人。我周游全世界看到了这个情况
主持人:
所以你自己亲身经历过,那么我手里有你购买的几支股票当时啊,一个是伊煤B股,一个是轮胎B股,一个是宝信B股,陆家B股,ST轻骑B股,我这里有一张是1999年到2004年的B股的一个K线图,我想你能不能帮我划一下,选择你买的其中一支股票,因为不知道你是不是都是一次性购买的,你是在什么时候买进,什么时候卖出的,让我们能够更直接地看一下,这个决策是怎么样进行的。
罗杰斯:
I haven't sold anything, I have never sold a share. I bought it in may 1999 , I don't know how do you read may 1999
我在中国还没有抛出过任何一只股票,我在99年5月买进,99年5月在哪里?
主持人:
这个就是99年五月份,基本上是在这个市场已经是最低的时候,你说你到现在为止一个还没有卖掉过是吗,没有抛过一个?
罗杰斯:
I have never sold a share in china . I bought more shares.
我在中国还没有抛出一只股票。反而买进更多
主持人:
什么时候会到一定程度,你觉得是值得脱手的?
罗杰斯:
I hope I never sold my china share if I am right about china, when I die my little girl will get them gnivahsaid that if I could . I would not be buying shares in china right now, I think it's going to have an effect. And I think shares in china are gonna go down for a while. but I am not gonna sell anything in china
希望我一辈子都不要抛出中国的股票,如果我对中国市场的判断没错的话,我死后我的女儿将得到这些股票。我要说目前我还不准备买进更多的中国股票,我认为中国股市会有一段时间的萧条,但是不前我不打算卖出手中的股票