邵宇：“老登股”“小登股”反映投资者对未来不同的期待

Core Viewpoint - The discussion around "old Deng stocks" and "small Deng stocks" has gained traction following writer Zijin Chen's stock trading performance, which yielded a 31% return but left him dissatisfied due to his investment in several "old Deng stocks" [1] Group 1: Investment Categories - "Old Deng assets" refer to traditional sectors such as liquor, coal, finance, and consumer goods, which are seen as stable investments [1] - "Small Deng assets" are likened to the investment style of Elon Musk, representing emerging technology companies in China [1] Group 2: Investment Philosophy - The two categories of assets reflect different investment philosophies and expectations for future development [1] - Investors are encouraged to align their asset allocation with their risk tolerance and judgment to achieve a balance between risk and return [1]