Core Insights - The success or failure of investments primarily depends on the accurate judgment of profitability, which is rooted in the depth of understanding [1] - Reading is emphasized as a crucial tool for enhancing cognitive abilities and recognizing investment value over a longer time horizon [1] Summary by Sections Investment Philosophy - Howard Marks and Charlie Munger highlight the importance of aligning cognition with value to achieve desired outcomes in investments [1] - The article suggests that understanding historical perspectives and engaging with timeless knowledge can help investors break free from contemporary limitations [1] Recommended Reading - Chen Wei, Chairman of Dongfang Fuhai, recommends "A Brief History of Artificial Intelligence" by Nick, emphasizing its relevance in understanding the ongoing technological revolution and its implications for investment strategies [4] - The book is noted for its engaging narrative and clear structure, making it a valuable resource for investors to comprehend the evolution of the AI industry and its impact on traditional sectors [4]
【十一特辑·大咖荐书】东方富海陈玮：人工智能+赋能的传统产业，都值得系统布局
证券时报·2025-10-01 11:50