段永平谈茅台股价：真的不贵

Group 1 - Guizhou Moutai's stock price has been on a downward trend since the beginning of the year, recently hitting a new low for 2024 [1][4] - Notable investor Duan Yongping has expressed that, when viewed over a longer time frame, the current stock price is "really not expensive" [1][2] - Public funds have reduced their allocation to the liquor sector, with current positions below 4%, indicating a relatively low level of investment [1] Group 2 - Duan Yongping is optimistic about Guizhou Moutai's direct sales through the iMoutai App, believing it addresses issues of counterfeit products and high prices, potentially releasing significant purchasing power [2] - He emphasizes that while macroeconomic conditions can impact sales, strong companies like Moutai tend to recover faster due to their inherent health [2] - Duan Yongping holds 40,000 shares of Moutai and plans to buy an additional 20,000 shares at a price of 1,365 yuan, although he later deleted this post [2]