“我还在！”林园硬气回应牛市亏钱，“接下来，我还会在！”坚持白酒是“快乐需求”，科技股买了“愁得睡不着”

Group 1 - The core viewpoint of the article revolves around Lin Yuan's recent challenges in the investment landscape, particularly regarding his investments in technology stocks and the performance of his funds compared to the CSI 300 index [2][4][6] - Lin Yuan expressed that he is currently facing difficulties with technology stocks, which have caused him sleepless nights, indicating a level of discomfort with the volatility and unpredictability of this sector [21][22] - Despite the underperformance of his funds, Lin Yuan remains confident in the long-term value of his investments in traditional sectors like liquor and pharmaceuticals, asserting that holding liquor stocks for 12 years could yield returns [13][19] Group 2 - Lin Yuan's investment philosophy emphasizes a cautious approach, focusing on understanding the value of investment targets and calculating the payback period before making investments [13][24] - The liquor industry, particularly, is viewed as a sector that can provide joy and satisfaction, with Lin Yuan believing that it will not disappear despite current market challenges [16][20] - The article highlights the performance of Lin Yuan's funds, noting that all 18 disclosed products have underperformed the CSI 300 index this year, with some experiencing losses exceeding 10% [6][8][10] Group 3 - Lin Yuan's strategy involves maintaining a focus on leading companies within the liquor industry, despite the recent downturn, as he believes the market structure is already established [16][18] - The article discusses the ongoing transformation within the liquor market, with companies attempting to attract younger consumers through new product offerings, although Lin Yuan remains skeptical about their success [20][21] - Lin Yuan's comments reflect a broader sentiment that while technology is a future direction, the uncertainty surrounding it makes it less appealing for proactive investment compared to more stable sectors like liquor [21][24]