洞见 （ DJ00123987 ） —— 不一样的观点，不一样的故事， 3000 万人订阅的微信大号。点击标题下蓝字 " 洞见 " 关注，我们将为您提供有价值、有意思的 延伸阅读。 作者：枳为橙 来源：名著听书 （ID: dushu3690） 自省以修身，自愈以安心，自渡以破局。 ♬ 点上方播放按钮可收听洞见主播周周朗读音频 不久前，偶然看到罗翔教授的一段演讲，印象十分深刻： "如果没有限制的话，人一整天会只知道玩乐，玩到手机没电，还得着急忙慌找充电宝赶紧续上。" 对此，他表示，人如果随心所欲，还没有一个"矩"，就容易成为内心的奴隶，也会成为欲望的奴隶。 在这样的放纵中，表面上看你是自由，实则已经被奴役了，总有一天会拖垮自己的人生。 生活中，我们常听到有人抱怨上天不公，总觉得凭什么别人的日子都越过越好，自己的生活却始终在走下坡路。 或许大多数人都忽略了：人这一生，真正的摆渡人，其实是自己。 如果你整天不读书，不运动，不节制消费，不反省自律，没有兴趣、爱好和目标，对未来毫无期望，生活又如何能变得美好。 好的生活，前提便是自己醒悟；好的人生，终究在于自我成全。 当你感到焦虑、迷茫时，与其等待他人救助，不如开始经营 ...

Core Viewpoint - The letter emphasizes the importance of identifying and holding the best businesses in a city, focusing on a few certainty opportunities for long-term investment success [2][3]. Summary by Sections Investment Strategy - The strategy involves concentrating on a limited number of high-quality businesses and low-valued assets, with the belief that fewer, well-chosen investments lead to better outcomes [4][10]. - The current market is characterized by significant volatility and structural opportunities, particularly in new consumption and innovative pharmaceuticals [3]. Market Observations - The stock market is divided between high-growth sectors like new consumption and innovative drugs, and a majority of companies that remain undervalued and face strong competition [4]. - The shift from a unipolar to a multipolar world is expected to provide additional rewards for Chinese assets as they gain equal footing globally [2][10]. Key Investment Areas - The portfolio includes several promising sectors: 1. Major entertainment and social platforms evolving towards AI agents [5]. 2. Companies with strong pricing power in advanced chip design [6]. 3. Firms possessing scarce copper and gold resources amid a weakening dollar trend [7]. 4. Leading AI models and public cloud services essential for businesses utilizing AI [8]. 5. Brands focused on sports and outdoor lifestyles, showing significant improvements in supply chain and brand management [9]. Market Dynamics - The Hong Kong market has emerged as a leading venue for IPO financing, signaling a shift in international capital's perception of Chinese assets [10]. - The influx of capital into Hong Kong is contributing to a vibrant and prosperous market environment [10].