云木长风CEO李思源解读企业估值偏差，访谈登陆美联社引国际关注

Core Insights - The interview with Li Siyuan, founder and CEO of Yunmu Changfeng, highlights the significant issue of "valuation deviation" and "brand asset value" in the context of the latest Interbrand research report, drawing attention from the international business and investment communities [1][5][7] Group 1: Brand Valuation Insights - Li Siyuan identifies that 67% of companies in the S&P 500 may have valuation deviations, attributing this to a lack of understanding of brand value as a tangible asset influenced by financial performance, consumer choice, and brand strength [1][5] - A striking statistic reveals that 76% of investment analysts and financial journalists believe that brand impacts a company's price-to-earnings (P/E) ratio significantly, yet only 10% truly understand brand positioning and strategy, leading to a "cognitive gap" that exacerbates valuation discrepancies [5][6] Group 2: Industry-Specific Analysis - In the technology sector, there is a tendency for "high-value to be underestimated," as exemplified by Apple, where the market focuses excessively on individual product sales rather than the profitability of its ecosystem [6] - The medical device industry suffers from "weak brand voice," with companies often neglecting brand strategy discussions in earnings calls, which prevents the market from recognizing brand recovery signals [6] - The financial sector exhibits relatively stable valuations, with companies like Berkshire Hathaway and American Express effectively communicating their brand strategies, demonstrating that the quality of brand communication directly influences valuation stability [6] Group 3: Strategic Recommendations - To bridge the gap between brand perception and stock price, Li Siyuan proposes a "four-step breakthrough strategy," which includes establishing a brand valuation model, identifying cognitive biases among investors, optimizing communication channels, and adjusting brand strategies for consistent messaging [6][7] - The ultimate goal is to transform brands from "invisible assets" into "clearly articulated values," ensuring that both consumers and investors understand the brand's worth [6][7] Group 4: Future Outlook - Li Siyuan predicts that future competition among enterprises will shift from a focus on products and technology to a comprehensive evaluation of whether brand value is correctly recognized, positioning brand value as a critical "moat" for long-term growth [7]