Group 1 - The recent bull market has exceeded the expectations of most investors, indicating a significant shift in market sentiment since September 2024 [1][2] - The approach to macro market direction involves simple methods such as contrarian thinking, experience with macro cycles, and an element of luck [2] - The importance of recognizing trends in the market is emphasized, with a focus on maintaining a rational mindset and long-term perspective [2] Group 2 - The commentary reflects on the necessity of constructive dialogue among industry professionals, highlighting the value of mutual respect and understanding [2] - The sentiment of goodwill and collaboration is encouraged, suggesting that a positive approach can lead to better outcomes in the investment community [2] - The message concludes with a wish for peace and success in the new year, reinforcing a hopeful outlook for the future [2]
任泽平：但斌先生的善意收到了 和而不同
Ge Long Hui·2026-01-19 06:12