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英伟达的财报发完了
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我不知道大家看完有什么感想啊
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反正我看完之后
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一个是在预期之内
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因为预估的话也是全年下来一千两百一六人嘛
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但是呢还是感觉非常的炸裂
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非常震撼
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因为他第四季度的话净利润高达60%多
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我看销售额是680亿
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赚了429亿
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什么概念啊
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茅台的净利润是50%多
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英伟达的性能60%多
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太恐怖了
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而且未来的话
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黄仁勋预计收收要突破5000亿美金
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什么概念呢
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5000亿美金
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50%多的净利润意味着什么呢
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意味着光英伟达一家未来35年的话
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要赚2500亿到3000亿美金的净利润啊
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而且他还强调了一下
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说地势
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说2026年的业务指引啊
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3000亿是不包含中国市场的
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把中国排除在外
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还能卖3000亿美金
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太恐怖了
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那我的七姐妹加下来
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净利润超过了5000亿美金啊
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兄弟们
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大家想想这是什么数据啊
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5000亿美金
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3.5万亿人民币啊
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中国五六千五百家上市公司加起来
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净利润是5万亿啊
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你什么概念呢
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就是基本上的7M加起来
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就等于70%多的中国企业啊
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在包含了那些垄断
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那什么银行啊
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保险啊
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像民企的话
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那净利润加起来那是气压等于两倍的
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中国民企的净利润啊
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大家要知道美国的企业有多么牛逼吧
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那护城河多么深吧
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即使失去中国市场
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人家不少赚钱呀
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你看一下亚马逊啊
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不做中国市场啊
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他不能不影响人家成为全球最大电商企业
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人家一年净利润八九百亿美金对吧
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然后你看谷歌他没有做中国市场
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你三星没有做中国市场啊
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那不影响中国一年
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那为什么台湾还有韩国
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日本这两年经济好呀
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那不就是美国把订单下给了日本
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还有韩国吗
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所以呢实际上大家看完这个财报之后呢
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应该理解了
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说白了你这个国家的竞争还是企业的竞争是吧
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国与国之间的竞争还是企业与企业在竞争
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你说白了你国企就是不行啊
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你指望国企那是靠垄断的企业
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你让你靠它打市场根本就不可能
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所以未来一个国家真正牛逼的是
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让企业出去放开手脚
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他们干对吧
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给日本当年十一三十年一样
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他是不管外汇的
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呃然后呢这些哈几大超市再到了一个日本呀
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说白了就是真正牛逼的
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并不是你真牛逼的
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并不是企就是政策啊
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也不是命令
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而是说对企业的这种全球化对吧
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谁能把这个企业全球化做好
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全球正在杀伐啊
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这才是厉害的
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很多人活在这个谷里面啊
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没见过世界老是自己会看到天
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事实未来就能就是企业企业的竞争
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企业代表国家的名片
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所以企业牛逼
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所以国内有强盛是吧
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实际上美国呢他为什么这么厉害呢
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上亿人哈
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我们14亿人
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我们为什么打不赢对吧
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一个建国200年的国家呢
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因为本质的原因就是什么呢
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就是这个机制你知道吗
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这机子是最关键的
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还能不能激发活力的啊
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你看这个中国这些年以来啊
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但凡是这个鼓励这个个体民营
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基本上国家都会很好是吧
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你举个例子
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比如说啊这包产到户啊
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原来是大锅饭啊
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经济快垮了是吧
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后面呢就是包产到户
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每家每户自己种地
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经济很快好了
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好在改革开放
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经济很快好了是吧
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然后不限制这个创新
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一定是靠这个靠什么创新
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是靠着这种open啊
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开放啊
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你看老美什么都不管啊
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人神文馆出现的怪胎很多
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但是出现的天才很多天才呢
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他是一个天才
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等于100万个庸才
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AI时代
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一个马斯克1万亿美金
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身价是普通美国人的2亿倍的身价
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就相当于说
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一个马斯克等于2亿个美国的普通人
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对不对
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你算一下嘛对吧
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他就是普通人
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其实平庸人没有价值
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他只是会副作用
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管理没有价值
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管理也是副作用对吧
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你管理什么概念呢
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管理的话就是转移支付啊
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干活的把他妈的钱给了那些不干活的
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是不是
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所以这个世界就这样的
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很奇葩
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你知道吗
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所以你看完英伟达的财报
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你再看我们这个企业的财报就知道了
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哪个国家的前十名是靠科技支付的
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哪个国家就有前途啊
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靠垄断之称的国家一定没有前途对吧
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像朝鲜一样
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那朝鲜倒是啊全是国有
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那有什么用呢
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对不对
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那现在吃饭都是问题
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所以这个东西很显而易见
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如果看明白这个逻辑呢
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投资就很简单对吧
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还有一个兄弟说
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怎么样实现财务自由
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财务自由更简单啊
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财务自由就是你做对的事
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各位没有什么窍门
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什么叫做对的事呢
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就是你知道什么是错的
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千万不要碰
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那普通人不是不能实现财务就是复利啊
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那巴菲特40年年化20%
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赚了他妈5.5万倍
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相等于说你你只要是能够1万块钱坚持复利哈
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你有70年
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你你你你就是6亿美金啊是吧
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1万美金变成6亿美金什么概念啊
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6万倍啊
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所以实际上并不是投资很难
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所以这个人呢做正确的事很难坚持
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做正确事很难
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你看我从这个做IP以来
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我就拍视频
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我从2022年6月22号开始拍
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我到现在已整整是整整是两年多
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算3年多一点吧
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3年多一点我就没停过
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每天都是两三条三五条
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这3年下来
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你看我做投资对吧
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基本上亏钱很难了
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越攒越多对吧
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那那个人资产越来越多
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就坚持嘛
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各位他做一件事很容易
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他妈的持续3年五年
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同天天做一件事就很难
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所以并不是说人和人的差距有多大
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差距没多大
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各位人和人的差距
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实际上都是时间长了拉出来的对吧
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你就我当时说我到2022年
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我当时就是第一个视频我就讲嘛
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我说哎将来我要学习老段对吧
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那要是我离老段越来越近了
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那现在的话我离我家离他家几百公里对吧
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那身价的话还差个还差个多少倍啊
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这差个可能是几百上千倍吧
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但是呢但是你慢慢的再来
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你再看看吧对吧
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那慢慢的就是几百倍吧
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几上千的肯定没有了
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那差个几百倍
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那慢慢的大家差距会越来越小的
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对不对
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所以呢就是因为我们在成长是吧
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我们在进步哈
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我们在不停的去往前跑哈
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不停的再去想方设法的去研究
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做正确的事
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我给大家讲
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在国内呢很多时候时间是浪费的对吧
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你不要浪费时间
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那么你所有时间用来做正确的事是吧
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你就说说白了你你怎么样去成长呢
213
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就是研究是吧
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跟牛逼的人在一块啊
215
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不要太多废话
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特别是不要跟北方人在一块喝酒
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各位这个很重要
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北方人呢过年的时候呵呵哈
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谈完事喝喝喝的时候千万别谈事
220
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北方人就这样的浪费时间
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多和南方人谈事是吧
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也不用喝酒
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什么干干到什么程度
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什么时候干到
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怎么分钱就这么简单对吧
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干好了怎么分钱
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干不好
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怎么大大承担责任
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多简单呀
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别搞废话
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这个时代不需要社交
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对不简单
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直接看明白就干
234
00:06:51,399 --> 00:06:52,839
看不明白就继续想
235
00:06:52,839 --> 00:06:55,100
所以这就是发大财的一个核心点吧
236
00:06:55,100 --> 00:06:56,860
把时间用在刀刃上对吧
237
00:06:56,860 --> 00:06:58,259
时间是一个人最大的财富
238
00:06:58,259 --> 00:06:59,420
给自己的时间标价对吧
239
00:06:59,420 --> 00:07:00,899
反正我的时间一小时20万
240
00:07:00,899 --> 00:07:02,740
我就不让谁谁浪费我的时间
241
00:07:02,740 --> 00:07:03,790
我就把谁干掉
242
00:07:03,790 --> 00:07:04,629
就这么简单
243
00:07:04,629 --> 00:07:05,350
各位嗯
244
00:07:05,350 --> 00:07:05,550
哼
245
00:07:05,550 --> 00:07:08,629
很多人就是你如果你的时间一小时值1000块啊
246
00:07:08,629 --> 00:07:09,750
一天就是1万块
247
00:07:09,750 --> 00:07:11,910
一年300多万对吧
248
00:07:11,910 --> 00:07:14,639
那你就是你一年成为百万富翁嘛
249
00:07:14,639 --> 00:07:16,120
但如果你的时间不值钱
250
00:07:16,120 --> 00:07:17,259
你也不珍惜时间的
251
00:07:17,259 --> 00:07:18,939
你很快就越来越穷
252
00:07:18,939 --> 00:07:19,759
等你年龄大了
253
00:07:19,759 --> 00:07:20,439
啥也干不动了
254
00:07:20,439 --> 00:07:22,569
你看那些中年人两眼无神的
255
00:07:22,569 --> 00:07:23,230
它为什么呀
256
00:07:23,230 --> 00:07:24,410
因为他的时间不值钱呀
257
00:07:24,410 --> 00:07:25,689
他天天晃晃悠悠
258
00:07:25,689 --> 00:07:26,550
他浪费时间
259
00:07:26,550 --> 00:07:27,060
各位
260
00:07:27,060 --> 00:07:28,680
所以呢价值观很关键
261
00:07:28,680 --> 00:07:29,899
想明白这句话呢
262
00:07:29,899 --> 00:07:31,139
就抓紧时间行动
263
00:07:31,139 --> 00:07:32,579
抓紧时间坚持吧