Group 1 - The recent market volatility has led to increased interactions from notable investor Duan Yongping on the Xueqiu platform, where he shares insights on various market hotspots including real estate, Moutai, Apple, and Pinduoduo [1][2][3] - Duan emphasizes that true understanding of investments significantly increases the probability of success, cautioning against the subjective nature of what it means to "understand" [4][5] - He suggests that focusing solely on the business itself, rather than the market, is crucial for successful investing, comparing investment to nurturing a fruit tree that requires patience before yielding returns [6][7][8] Group 2 - Regarding the AI bubble, Duan asserts that historical trends indicate that all bubbles, including those in AI, will eventually be crushed [10] - He expresses concerns about the real estate sector, highlighting the dangers of high leverage and debt, and reflects on past warnings given to real estate companies about their financial practices [11][12] - On Apple, Duan mentions that he is facing a dilemma about selling shares as their price appears high, indicating a cautious approach to investment decisions [12][13] - Duan has recently utilized AI tools to better understand Pinduoduo, suggesting that technology can aid in analyzing companies more efficiently [14][15]
段永平:AI历史车轮滚滚向前,会碾碎所有AI泡沫!
Sou Hu Cai Jing·2025-12-04 09:11