段永平采访
[00:00:00,000 --> 00:00:02,135]方三文:你觉得抄作业这个东西
[00:00:02,135 --> 00:00:04,571]段永平:它是不是一种可持续的投资的方法
[00:00:04,571 --> 00:00:05,238]段永平:它很难
[00:00:05,438 --> 00:00:06,873]段永平:你抄老巴的作业
[00:00:06,873 --> 00:00:07,607]段永平:还OK
[00:00:07,607 --> 00:00:09,476]段永平:老巴的东西都是透明的嘛
[00:00:09,476 --> 00:00:10,610]方三文:你抄我的怎么抄
[00:00:10,610 --> 00:00:13,113]方三文:我又不公布我的持仓
[00:00:13,113 --> 00:00:16,516]段永平:那如果用一句话来概括你的投资理念的话
[00:00:16,516 --> 00:00:18,284]段永平:是不是买股票就是买公司
[00:00:18,451 - ...
2026中国值得考的“证”
而要做下面这些Promising的工作:
Hope
This text explores the idea that China's national ambition drives its citizens' busy work ethic. It argues that a cultural expectation of dominance fuels a national team mentality, where individual goals contribute to larger aspirations of becoming a global leader.
why have western countries collectively withdrawn from the electric vehicle market?
European automakers are partnering with China to dominate the electric vehicle market. Germany takes the lead, aiming to become a core player and edge out competitors like Japan and Korea. This collaboration threatens to leave American and Asian manufacturers behind.
Beyond 5%: China's Potential and a Vision for Global Growth
It proposes a radical vision where China leads a global transformation, fostering international cooperation and eradicating poverty, hunger, and disease. This scenario could trigger explosive human progress with growth rates exceeding those of post-WWII America.
How can we accurately understand the current macroeconomic situation?
The winds of change are stirring; we are embroiled in an economic "Battle of Bahamut", facing opponents who have exhausted their offensive strategies.
Their strength is depleted - they are at their zenith and to pursue further offensives would be self-defeating, akin to chopping off their own arms to wield as weapons.
Meanwhile, we not only possess significant assets yet untouched, but some in the adversary camp are starting to lose their resolve. Investors in Europe and America are ...
The Succession Dilemma in Family Businesses: Between Dynasties and Empires
This piece discusses the challenging issue of second-generation succession in family businesses, exposing the inherent frustrations associated with this process.
Apple's Decoupling Dilemma: A Struggle for Manufacturing Might
This analysis explores a potential underlying theme behind Apple's recent decisions: a strategic shift away from Chinese manufacturing, or 'decoupling'.
The Exchange Rate of Renminbi to US Dollar
This scenario emphasizes the pivotal role that China's economy plays in the global context, particularly to the United States, and the potential hazards imposed by severe disconnection.