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传奇投资家发声:已清空美股 仍持有中国股票!
Group 1 - Legendary investor Jim Rogers has liquidated most of his stock holdings in various countries, including the United States, but continues to hold Chinese equity assets [1][4] - Rogers believes that China will be the most important country in the 21st century and is particularly optimistic about the tourism industry, which he sees as having significant growth potential [3][4] - The investment portfolio includes gold and silver, which are considered safe havens during times of crisis, especially as gold reaches historical highs [5] Group 2 - Rogers has been investing in China since 1988 and has consistently believed in its rise, stating that all sectors in China have potential, with tourism being especially promising due to the increasing desire of Chinese citizens to explore the world and foreigners to understand China [3][4] - He emphasizes the importance of investing only in areas that one truly understands, citing his deep understanding of China's historical resilience and transformative power as the basis for his early investments [5] - Rogers warns that the prolonged bull market in the U.S. stock market since 2009 is unusual and that the subsequent downturn will also be extraordinary, highlighting the risks associated with excessive money printing and low interest rates [5]