重磅！段永平又发声了

Investment Logic: Understanding Business is Key - Segment Yongping emphasizes that understanding the business is crucial for investment decisions, citing his experience with Vanke as an example where he believed the market undervalued the company due to misconceptions about its financials [3][4] - He expresses confidence in Moutai, stating that it is a better investment than keeping money in the bank, while acknowledging that there are other potential investments that could yield higher returns [4] Corporate Culture: Commitment to Doing the Right Thing - Segment Yongping discusses the importance of corporate culture, which he describes as being user-oriented and focused on doing the right things over a long period [5][6] - He highlights the significance of hiring individuals who align with the company's culture and values, suggesting that this is essential for maintaining a strong corporate identity [5][6] Views on Apple: Continued Confidence - Segment Yongping shares his positive outlook on Apple, indicating that he has investments in the company and sees no reason to be pessimistic about its future [7][10][11] - He appreciates Apple's strong user-oriented culture, attributing part of its success to the legacy of Steve Jobs [8] Discussion on Involution: Finding Passion - Segment Yongping advises young people to focus on finding what they love to do, rather than getting caught up in the pressures of competition and societal expectations [12][14] - He emphasizes the importance of hard work and self-awareness in achieving success, suggesting that individuals should seek out opportunities that align with their interests [14][15] Insights on Pop Mart: Recognition of Emotional Value - Segment Yongping acknowledges the success of Pop Mart, despite not fully understanding the business model, recognizing its ability to create products with significant emotional value [18] - He notes that success in business often comes from consistent effort over time, rather than luck [19] Thoughts on Huang Zheng: Insightful Individual - Segment Yongping describes Huang Zheng as a particularly insightful person, highlighting his focus on business models as a critical factor in evaluating companies [20][21] - He reflects on the importance of corporate culture in supporting a good business model, suggesting that poor culture can undermine even the best strategies [21] Perspectives on AI: Efficiency Improvement - Segment Yongping acknowledges the rapid development of AI and its potential to significantly enhance efficiency across various sectors [22] - He expresses curiosity about the implications of AI, recognizing its ability to simplify tasks and improve productivity [22]