Core Insights - The importance of global investment allocation is emphasized, highlighting the potential for significant returns through strategic asset selection [1] Group 1: Investment Strategy - The example of managing 100 billion in Japan during its peak in 1990 illustrates that holding onto local assets for an extended period can lead to losses, especially when considering currency depreciation [1] - In contrast, investing in the Nasdaq during the same timeframe, which has experienced three technological revolutions, could theoretically yield over ten thousand times growth [1] - The phrase "Investing should be about catching whales in the ocean, not digging for minnows in a muddy pond" underscores the necessity of seeking larger, more lucrative investment opportunities globally [1] Group 2: Portfolio Composition - The presentation showcased a portfolio heavily invested in companies like Nvidia and Google, indicating a strong alignment with the expectations for the AI era [1] - The investment strategies resonate with those of other prominent institutions such as Berkshire Hathaway and Jinglin, suggesting a collective optimism about the future of AI technologies [1]
但斌：投资要去大海里打鲸鱼 不要在烂泥塘里挖泥鳅
Xin Lang Cai Jing·2025-11-29 07:49