美国总统特朗普：现在最好赶快去买股票。 ...

Group 1 - The analysis of Amazon stock on March 13 suggested that the stock was oversold and recommended a buy rating [1] - The core investment style of the company focuses on providing actionable and clear ideas derived from independent research [1] - The service offers in-depth articles on investment opportunities at least once a week [1] Group 2 - The company claims to have helped its members outperform the S&P 500 while avoiding significant losses during market volatility [2] - A trial membership is available to assess the effectiveness of the company's investment methods [2]

IT之家 5 月 6 日消息，在韩国，三星电子的影响力无处不在。作为众多产品的领先供应商，三星电子不仅是韩国经济的重要支柱，更是年轻人，尤其是应届 毕业生的热门就业选择。尽管近期三星电子的股价表现不佳，但仍有大量年轻投资者对其未来发展充满信心。 近年来，三星电子的年轻股东数量呈现出显著增长趋势。2019 年底，这一数字仅为 18,301 人，如今已增长了 22 倍，接近 40 万人。尽管自 2022 年底达到 431,642 人的峰值后有所回落，但三星电子通过股票回购和提高股息等方式努力提升股东回报，似乎已使情况有所稳定。 尽管三星电子股价近期面临压力，去年末曾跌至四年低点，较近期高点下跌了 33%，目前股价在 5 万韩元左右，仅为去年的一半，但大量年轻投资者及其 父母仍看好其未来表现，认为三星电子最终能够带来可观回报。 这种信心并非没有依据。在股票市场中，买入具有显著增长潜力的优质公司股票并长期持有，是较为简单且有效的盈利方式之一。2005 年以这种心态买入 三星电子股票的投资者，如今已获得超过 450% 的回报。如今买入三星电子的年轻投资者，无疑也希望在未来 20 年中获得类似的甚至更高的收益。 据韩国存 ...

Core Viewpoint - Warren Buffett emphasized the importance of trade with other countries and stated that trade should not be used as a weapon [1] Group 1: Trade and Investment Strategy - Buffett believes that significant trading opportunities are unlikely to appear immediately but may arise over the next five years [1] - He stated that the company will not sell its investments in Japan's five major trading companies in the near future, indicating a long-term investment strategy [1] - Buffett expressed that real estate investment is more time-consuming and less attractive compared to stock investment, highlighting the abundance of opportunities in the stock market [1] Group 2: Financial Performance - Berkshire Hathaway reported a net profit of $4.603 billion for the first quarter, a 64% decrease compared to $12.702 billion in the same period last year [2] - The company's revenue for the first quarter was $89.725 billion, slightly down from $89.869 billion year-on-year [2] - As of March 31, 69% of the total fair value of its equity investments was concentrated in American Express, Apple, Bank of America, Chevron, and Coca-Cola [2]

巴菲特：投资房地产更耗时，不如股票投资有吸引力。 ...

巴菲特在伯克希尔 哈撒韦股东大会上表示，房地产投资比股票投资更耗时，吸引力更小。 ...

智通财经5月3日电，巴菲特在伯克希尔・哈撒韦股东大会上表示，房地产投资比股票投资更耗时，吸引 力更小。 ...

Core Insights - The article narrates a personal investment journey, highlighting the challenges and learning experiences faced while investing in funds and stocks, particularly in the context of a gig economy job like food delivery [1][3][9]. Investment Strategies - The author employs a "buying groceries" approach to investing, indicating a methodical and cautious strategy in selecting funds [7]. - Emphasizes the importance of analyzing fund performance over a three-year period before making investment decisions [8]. - Suggests that high volatility funds should be approached with caution, akin to consuming spicy food in small amounts [8]. Market Observations - The article notes that an increase in food delivery orders can signal a good time to invest in index funds, reflecting a correlation between consumer behavior and market trends [7]. - The author observes that certain stocks, like those in the construction materials sector, can be influenced by external factors such as local events (e.g., moving trucks in the area) [12]. Personal Finance Management - The narrative includes a unique perspective on quantifying investment losses in terms of missed earnings from food delivery, illustrating the emotional and financial impact of investment decisions [12]. - The author maintains a disciplined approach to budgeting, allocating a third of monthly income to investments, which reflects a strategic financial planning mindset [8]. Learning and Adaptation - The article highlights the importance of continuous learning in investment, with references to reading materials and adapting strategies based on market conditions [5][9]. - The author shares insights on recognizing market trends, such as the rise in demand for certain stocks during specific weather conditions, indicating a proactive approach to investment [12].

以下文章来源于资本深潜号 ，作者资本深潜号 资本深潜号 . 专注资本背后的硬核故事 作者孙建楠 编辑袁畅 原标题《私募大佬杨东重磅发声：这个时代，少做把握不大的投资》 4月28日下午，宁泉资产创始人杨东参加一场圆桌论坛，透露了未来权益投资的策略。 杨东是兴业全球基金的首任总经理，培养了董承非、谢治宇、乔迁等明星基金经理。2018年初，他正式"奔私"，通过宁泉资产的平台展开私募投资。 如今，杨东的私募规模达到500亿元，与中国最头部的量化私募机构规模，不相上下。 一直非常低调的杨东，甚少参与公开活动，此次他在这场圆桌论坛上依然"惜字如金"，依然有一些"干货"值得关注。 以下为杨东的发言要点，整理如下，以飨读者。 当前股票是理想选择 我们对"可为"的理解，主要基于其最简单、最基本的意义。在当前众多可投资资产中， 股票投资仍是一个较为理想的选择。 换言之，在中国股市中，投资者若能合理布局，获取比存款、国债、银行理财等更为可观的收益并非难事，这是我们对当前投资环境的基本判断。 世界格局演变是长期核心问题 从短期来看，关税问题及其未来演变对市场的影响不容忽视。此外，为了应对相关冲击，政府有望出台一系列强有力的政策以提振 ...

"在现在可投资的各种资产中，股票投资是一个比较好的选择。" "我们现在持有的很多高分红 、 经营 稳固 、 商业模式相对比较简单的 资产 ， 都是 我们种 下 的 ' 良田 '， 这也是 我们的基本盘 。在市场动荡的时候，这些东西像是'定海神针'。" "现在世界 变化 很快，各种事件频 发 ，实际上 我们 没有办法去很好的预测会有哪些事情 出现 ，会 有 怎样的影响 。但 我觉得 ，做 投资是可以以不变应万变的 。" 宁泉资产创始人杨东 在今天（ 4月28日）兴证全球基金主办的中国投资人峰会中，面对当下"可为"的权益 市场，有谨慎，更有乐观。 杨东是业内富有盛名的具有战略思维的投资管理人，在重要的周期拐点时，市场总希望得到他的研判和感 觉。 这几年的市场对于大多数投资管理人是难熬的，很多公私募老将，在这段时间里面都有点"表现失速"，期间 回撤三四十还挺普遍。 宁泉一直是渠道和客户中口碑不错的样本： 低调，但持有感受好；牛市里跑的不会很快，熊市保持绝对收 益，震荡市也能抓结构机会。 创始人杨东卸任兴全基金总经理之后，于2018年1月成立宁泉资产。 宁泉旗下产品宁泉稳有益，截至最新净值日期2025年4月18日，今 ...