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为什么全民悲观的时候,牛市却来了
Sou Hu Cai Jing· 2025-08-16 11:28
两件事情,大家应该有目共睹。 一是,从2021年开始的股灾,以及2022年3月份、10月份的两次极端恐慌,当时很多中概股跌幅超过90%。包括A股很多顶级的生意,股价也大幅度下跌, 比如茅台。 如果股市是个万恶的地方,很难说明为什么全世界有那么多聪明人在从事这个行业?显然,还得从自己身上找原因。这才是我们可能在股市里面取得好结果 的起点。 另外,大环境不好,那么是不是有一些小环境 过得不错呢?显然,有不少企业的营收和利润在持续增长。我觉得投资者是最不应该抱怨大环境的,因为投 资者的选择权是最丰富的。 二是,最近几年,每次碰见熟人聊天,或者和陌生人聊天,大家都会异口同声吐槽大环境,生意难做,工作不好找,xxx不好。还有一部分人,不但对股市 相当不看好,甚至对我们的大单位也失去信心。 前者是我觉得是一种心理现象:一朝被蛇咬,十年怕井绳。股市本来有涨有跌,这是企业经营的周期和市场情绪的周期决定的,但是却被部分人归因成为股 市是个坏地方,再也不来了。 后者是一种错误的思考方式:线性思考。因为现在不好,所以将来也不会好。因为对这件事情失去注意力,所以当事情在变好时选择视而不见。 这两种现象,其实都犯了一个错误:不实事求是 ...
林武到所在党支部讲深入贯彻中央八项规定精神学习教育专题党课
Da Zhong Ri Bao· 2025-07-01 01:08
Core Points - The article emphasizes the importance of implementing the Central Eight Regulations and its detailed rules to enhance the party's work style and accountability [1][2] - It highlights the necessity of strengthening the connection between the party and the people, which is essential for long-term governance and modernization efforts [2] - The article calls for a proactive approach in learning and applying Xi Jinping's important speeches, particularly in the context of Shandong [3] Group 1 - The article discusses the significance of deepening the understanding of Xi Jinping's important discourse on strengthening the party's work style [2] - It outlines the responsibilities of the Provincial Office and the Standing Committee Office to lead by example in enhancing party character and political training [2] - The article stresses the need for self-discipline and resisting temptations while maintaining a strong ethical foundation [2] Group 2 - The article encourages the application of educational outcomes to improve service to the central agenda and address development challenges [2] - It emphasizes the importance of reform and innovation, urging a diligent approach to implementing major reform initiatives [2] - The article advocates for reducing burdens on grassroots levels by addressing formalism and achieving tangible results [2][3]
在纪念陈云同志诞辰120周年座谈会上的发言
Ren Min Ri Bao· 2025-06-13 22:01
Core Viewpoint - The commemoration of Chen Yun's 120th birthday emphasizes his contributions to the Chinese Communist Party and the importance of his philosophical approach, particularly the "Fifteen Character Formula" which advocates for a practical and dialectical method of problem-solving [1][2][3]. Group 1: Philosophical Contributions - Chen Yun's "Fifteen Character Formula" encapsulates the essence of materialist dialectics, focusing on practical reality and comprehensive understanding [2][3]. - The formula emphasizes the importance of starting from actual conditions rather than subjective desires, promoting honesty and integrity in work [2][3]. - Chen Yun's approach involved extensive investigation and research to form a well-rounded understanding of issues, ensuring decisions were based on objective realities [2][3]. Group 2: Political and Economic Contributions - Chen Yun played a significant role in the establishment and improvement of China's constitutional framework and the People's Congress system, contributing to the development of socialist democracy and legal systems [5][6]. - His leadership during the economic reforms and modernization efforts highlighted the necessity of a centralized authority in economic activities, ensuring stability and effective governance [8][9]. - Chen Yun advocated for a balanced approach to economic development, emphasizing the importance of considering national conditions and maintaining equilibrium in various economic factors [9][10]. Group 3: Legacy and Modern Relevance - The commemoration serves as a reminder to carry forward Chen Yun's legacy, particularly in the context of Xi Jinping's thoughts on socialism with Chinese characteristics, which aim to guide the nation towards modernization and national rejuvenation [4][10]. - Chen Yun's principles continue to resonate in contemporary economic policies, advocating for a pragmatic and systematic approach to development [9][10].
为谋划“十五五”时期经济社会发展提供经验启示
Jing Ji Ri Bao· 2025-06-11 22:35
Core Viewpoint - The article emphasizes the significance of the 1985-2000 Xiamen Economic and Social Development Strategy as a foundational framework for long-term planning and development in China, highlighting its innovative approach and the lessons it offers for future planning, particularly the "14th Five-Year Plan" [1][7]. Group 1: People-Centric Approach - The strategy prioritizes the well-being of the people, aiming to ensure that all citizens benefit from the development of the special economic zone [2]. - It underscores the importance of talent development, recognizing it as a crucial element for the region's growth [2]. Group 2: Forward-Looking Perspective - The strategy was one of the first to span 15 years, showcasing a long-term vision that aligns with current demands for technological innovation and sustainable development [3]. - It emphasizes the need for ecological protection alongside economic growth, resonating with contemporary environmental principles [3]. Group 3: Systematic Methodology - The strategy reflects a comprehensive approach, integrating various sectors such as infrastructure, industry, and social development into a cohesive plan [4]. - It advocates for a long-term perspective in economic modernization, avoiding short-term fixes and ensuring a coordinated effort across different areas [4]. Group 4: Practical Implementation - The development of the strategy involved extensive research and collaboration among experts, ensuring that it was grounded in real data and local conditions [5]. - The methodology included advanced quantitative analysis and international benchmarking, demonstrating a commitment to evidence-based planning [5]. Group 5: Consistency in Planning - The strategy successfully aligns short-term and long-term goals, creating a unified vision for development that is adaptable to changing circumstances [6]. - It highlights the importance of continuous implementation of five-year plans as a key experience in governance and development [6]. Group 6: Lessons for Future Planning - The article suggests that the insights gained from the Xiamen strategy should inform the "14th Five-Year Plan," particularly in maintaining a people-centered approach and ensuring comprehensive development [7][9]. - It stresses the need for thorough research and analysis in planning processes to ensure that future strategies are both scientifically sound and practically applicable [9].
让文化流淌,让历史流芳(金台随笔)
Ren Min Ri Bao· 2025-06-11 22:11
Core Viewpoint - The concept of "seeking truth from facts" has deep historical roots in Chinese culture and continues to influence contemporary thought and practice, particularly within the Communist Party of China [1][2][3] Group 1: Cultural Heritage and Innovation - The phrase "seeking truth from facts" originated from the Han Dynasty and has been interpreted through various historical lenses, emphasizing the importance of factual understanding and practical application in scholarship [1] - The cultural transmission of "seeking truth from facts" reflects a broader trend of cultural flow, where traditional values are integrated into modern practices, enhancing the richness of Chinese civilization [2][3] Group 2: Integration of Traditional and Modern Thought - The combination of Marxist principles with traditional Chinese culture has revitalized cultural confidence and provided a foundation for modern Chinese development [3] - The dynamic nature of culture necessitates its integration with contemporary values and global trends to ensure its relevance and vitality [3]
着重解决工作不实的问题(思想纵横)
Ren Min Ri Bao· 2025-05-21 21:59
Group 1 - The central government has publicly reported on 10 typical violations of the Central Eight Regulations, highlighting issues such as blindly introducing "characteristic town" projects that do not align with local development, leading to project failures [1] - There is a strong emphasis on the need to combat formalism and bureaucratism, as these practices lead to wasted resources and increased burdens on grassroots levels [1][2] - Xi Jinping has stressed the importance of practical work and the need to focus on real results rather than superficial achievements, advocating for a pragmatic approach to governance [2][4] Group 2 - The article illustrates examples of exemplary local leaders who prioritize practical work and community engagement, demonstrating the effectiveness of a hands-on approach in achieving tangible results [3] - It is noted that successful governance requires a commitment to real outcomes, with a call for officials to place public interests above personal gains and to avoid the pitfalls of formalism [4] - The philosophical perspective presented emphasizes that true success in any endeavor relies on substantial effort rather than mere formalities, reinforcing the idea that practical results are paramount in governance [4]
“两个结合”是建构中国自主知识体系的方法论
Zhong Guo Qing Nian Bao· 2025-05-04 01:12
Group 1 - The concept of "two combinations" serves as a methodology for constructing China's independent knowledge system, focusing on China's realities and addressing Chinese issues [1][8][9] - "The second combination" reinforces cultural subjectivity, establishing a foundation for the path of socialism with Chinese characteristics and opening up spaces for innovation [2][5] - "The first combination" emphasizes the practical methodology of seeking truth from facts, which is essential for problem-solving and theoretical liberation [3][4] Group 2 - The relationship between "the first combination" and "the second combination" can be understood through the three characteristics of practice: objectivity, subjectivity, and creativity [4][5] - "The second combination" represents a further liberation of practical subjectivity and creativity, breaking away from dogmatic theories and fostering a new cultural paradigm [5][7] - The historical process of Marxism's sinicization illustrates that Marxism is a practical truth that evolves with time, rather than a static dogma [7][9]
AI、人、生命力 | 对谈绿洲资本张津剑
42章经· 2024-06-02 14:02
曲凯: 那生命力高的一些实际表现是什么?尤其对创始人来说? 张津剑: 我觉得一个有生命力的人有两个很大的特点——对外实事求是,对内爱自己。 这是本期播客文字稿的第二篇,在分享的后半部分,我们继续围绕 AI、人、生命力展开了一些问答讨 论,包括到底如何理解一个人的生命力? 在我们各自眼中,一个最好的人会是什么样子? 怎么看 AI 的发 展与未来的市场等等。 希望这期内容能够 超越 商业 和 AI , 为每个人的人生 带来更广泛的启发和释然 。 曲凯: 「生命力」是你价值观里最重要的一个概念,那在你看来,生命力到底是什么? 张津剑: 我觉得生命力是每个生命最本真的那个能量体。它是你每天早上起来那一刻所感受到的,那一点点 本能的、向上向善、和万物链接的能量和愿望。 曲凯: 所以其实每个人都有生命力? 张津剑: 每个人都有。 「实事求是」这个词听起来很俗气,但你会发现很多领袖级的人物这个特征都很明显。 对事实求是的人而言,你夸他也好,骂他也好,说他想听的也好,说他不想听的也好,他都不会代入「我」去 衡量自己的感受。他的反应会是,你说得对,我们马上改;你指出了很关键的问题,是我疏忽了,我们一起来 解决。他们像机器人一样 ...