Xin Lang Ke Ji·2025-04-14 00:24Core Viewpoint - Renowned investor Duan Yongping announced a temporary departure from the investment platform Xueqiu, sparking discussions among users about his future engagement and investment strategies [2][5]. Group 1: Investment Actions - Duan Yongping recently sold put options for major companies including Nvidia, Apple, TSMC, Google, and Tencent, with total transactions amounting to approximately $394.55 million (about 2.9 billion RMB) [2][3]. - His largest bet was on Nvidia, amounting to $150 million, while investments in Apple, Google, and TSMC ranged from $80 million to $90 million each [2][3]. - The strategy of selling put options indicates a belief that stock prices will either rise or not decline further, reflecting a contrarian investment approach [3]. Group 2: Investment Philosophy - Duan emphasizes the importance of long-term value and industry trends, viewing Apple and Google as stable long-term holdings, while Nvidia and TSMC are seen as key players in AI supply [3][4]. - He has shifted his perspective on Nvidia, previously expressing confusion about the company, but now recognizes its strong competitive position and trustworthy leadership [3][4]. - His investment philosophy is rooted in risk management rather than merely seeking high returns, advocating for a cautious approach to avoid significant losses [7][8]. Group 3: Market Outlook - Duan predicts that the upcoming years will be characterized by volatility, referring to it as a "year of turmoil" rather than a straightforward upward trend [4][5]. - He believes that the current market environment presents opportunities for contrarian investments, particularly during periods of market fear [3][4]. - His recent comments suggest a long-term view on investments, indicating that short-term market fluctuations should not deter investors from holding quality companies [5][8]. Group 4: Public Engagement - Duan Yongping has built a significant online presence, using Xueqiu as a platform to share his investment insights and engage with a large following [5][8]. - His departure from Xueqiu may reflect a desire to step back from public discourse, as he has expressed concerns about the noise and distractions present in social media environments [7][8]. - He has been recognized for his ability to communicate complex investment ideas in an accessible manner, often challenging followers to think critically about their investment strategies [8].