Group 1 - The article emphasizes the importance of stable investment products, particularly in the current market environment where investors are more sensitive to drawdowns and risk management [2][3] - It highlights the collaboration between Smart Investors and Guotai Fund in the "Midnight Diner" series, which has been ongoing for four years, reflecting a commitment to providing reliable investment insights [2] - The article suggests that despite the volatility in technology and energy sectors, a stable investment remains a crucial anchor for investors, often underestimated in its strength [3] Group 2 - The article mentions key insights from the APS 30th anniversary forum, including discussions on the rare earth market, institutional resilience, and the reassessment of the China-US landscape [4] - It features an exclusive interview with Zhang Yidong, who advocates for a patient long-term investment strategy, suggesting that the upcoming AI market will likely lead growth in large-cap stocks, with both emerging and traditional sectors expected to perform well next year [4] - Liu Yuhui's recent commentary indicates that the sentiment in the A-share market is unlikely to be aggressive as it approaches the year-end, with a focus on four key sectors and gold as a preferred stable investment asset [4]
巴菲特:做投资的关键不是聪明,而是敢出手
聪明投资者·2025-11-09 02:07