基石资本张维：读400年中国史，悟内生变革动能丨大咖荐书

Core Insights - The article emphasizes the importance of deep cognitive understanding in investment success, as highlighted by Howard Marks and Charlie Munger, suggesting that reading and historical perspective are crucial for making informed investment decisions [1] Group 1: Historical Context - The book "China's Struggle: 1600-2000" by Xu Zhongyue is noted for addressing the complexities of modern Chinese history and its relevance to contemporary China, framing it as an "unfinished history" [2] - Xu Zhongyue's unique perspective, shaped by his experiences and education, allows him to highlight China's agency and internal transformative forces rather than merely responding to external pressures [3] Group 2: Key Themes - Xu identifies three main drivers of modern China's development: government policies and systems, resistance against foreign influences, and the search for survival strategies in a new context, with particular emphasis on the latter [3]