聪明投资者·2026-01-08 03:34Core Viewpoint - The article discusses the investment insights and perspectives of Duan Yongping, highlighting his successful investments in Apple and Moutai, and his views on AI and other tech companies. Group 1: Investment in Moutai - Duan Yongping considers Moutai as one of the two companies he truly understands, emphasizing its strong business model and market demand despite recent price fluctuations [4][14]. - Moutai's management announced a shift away from distribution methods in 2026, with the price of the 2026 Flying Moutai set at 1499 yuan per bottle, reflecting a significant price adjustment from previous years [5]. - The sales of Moutai products remain robust, with limited stock selling out quickly during releases, indicating strong consumer demand [10]. Group 2: Investment in Apple - Duan Yongping has a long-term positive outlook on Apple, believing it will continue to thrive despite current market uncertainties and high PE ratios [34][35]. - He expresses confidence in Apple's ability to adapt and innovate, particularly in the AI space, suggesting that AI is essential for the company's future [35]. - The article notes that Duan Yongping has been actively trading Apple options, indicating a strategic approach to investment in the company [34]. Group 3: Insights on AI - Duan Yongping emphasizes the transformative potential of AI, suggesting it could lead to significant changes in the economy, potentially surpassing the impact of the internet and industrial revolution [28][29]. - He encourages investors to understand and engage with AI technologies, highlighting the importance of adapting to this evolving landscape [28][29]. - The article mentions his interest in AI-related investments, including companies like Nvidia, which he views as having a strong market position despite potential competition [24][25]. Group 4: General Investment Philosophy - Duan Yongping advocates for a deep understanding of business models before investing, stressing that successful investing requires more than just looking for low PE ratios [46][47]. - He believes that long-term investment strategies should focus on quality companies rather than short-term market fluctuations [46][47]. - The article highlights his view that investing should be enjoyable, contrasting it with the stress of speculation [72][73].