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在中国和美国
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你如果说逛街啊
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你是两种不同的感受哈
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比如说你在美国
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你就是闲逛
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我特别喜欢逛各种自然风光和小区啊
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为啥呢
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因为它每个小区的建筑物都不一样
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绿字都不一样
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装饰风格都不一样
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颜色也不一样
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你随便举个例子啊
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比如说每家每户这个门前的绿植
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你可以注意观察一下啊
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没有一个一样的对吧
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有的是白花
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有的是黄花啊
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有的是树啊
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有的是水果啊
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有的是其他的装饰品
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它代表了这个每个家的主人的哈
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对这个颜色的喜好
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你再看看每家的花园啊
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也都不一样对吧
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你看虽然的花园不大
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但是呢总体来讲都是都是非常用心
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非常精致啊
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有的是啊这种休闲风啊
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有的是这种啊绿植哈哈
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有的是呵呵
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各种各样的花园啊
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你看这是休闲啊
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每家都有一个烤炉啊
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这是我们也卖这玩意啊
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有一年卖了几万台哈
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你看这家是那家的休闲啊
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很经常有朋友来啊
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这家呢是绿植
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你看看家里面全是绿色的植物哈
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你看他门口的这个呃工园艺哈
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这家他的所有的这个花样
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都是修剪的整整齐齐的啊
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这家呢也是一个绿植风啊
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用这个植被来覆盖了哈
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你看全是绿植
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所以你发现没有啊
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就是美国人的这种家庭的观念呢
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是每一家都要保持差异
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你看这一家开放式的园林
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哎
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都是这个叫什么这个仙人掌仙人球
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你看他家的仙人球
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仙人球风格啊
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啊这一家呢你看他家的门口的这个绿石
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你发现没有
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就是你在中国的话
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比如说你去玩啊
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咱举个例子啊
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比如说济南济南的万象城里面呢
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所有的吃的你再到深圳
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你发现一模一样
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就而且呢我觉得济南的保养成不比深圳的差
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为啥呢
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因为都是全全国的这个啊美式连锁
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所以你会发现问题啊
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就是如果你到哪里都一样的话
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那那你就没必要到所有一样的地方去看了
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因为你看了都看完了对吧
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第二个呢你去自然风光
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你看国内的自然风光什么特点啊
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商业化极浓啊
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你进从进门开始就是各种推销
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嗨
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比如你去济南暴突泉大明湖
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哎我古色古香啊
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高志强这条真的是哈
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这是天下第一泉
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但是你再注意看一下
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全是人工的
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它是人工的
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把这个自然的给盖住了
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这是我们国内这个季节的一个感觉啊
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就是大家都是张灯结彩
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但是张灯结彩的那种方式差不太多
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哎要不就搞那些网上比较流行的啊
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每人搞个大气球哈
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每人搞个这个灯啊
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每人搞个一模一样的东西
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实际上那个一模一样的
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这扼杀想象力的根本
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但你看的是什么呢
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热闹你看到热闹的时候
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你觉得能琢磨出差异来吗
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就像我在美国
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我是为什么发掘了这么多的翻倍股
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赚那么多钱
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因为你是在思考对吧
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你不是看热闹
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你是看门的
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比如我从每一家的这种装修上
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我就看到了他们的这个材料对吧
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比如说啊美航空军工厂
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这是美国最牛逼的家居连锁对吧
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泰迪特啊啊包括这个cos o沃尔玛是吧
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然后呢哎这个80NOVO触电
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然后你通过这个他每个家庭的这种汽车
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然后呢这些装饰
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然后呢用料哈
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然后植被啊
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你就挂了个上市公司
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唉你再去研究生意哈
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你就说哪个生意是比较火爆的哈
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然后你再去深的调研
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然后你发现哇哦赚钱机会好多呀
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各位你能明白我意思吧
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就是在这在美国呢你可以通过逛街呢
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你发现很多很多不一样的地方
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你看这一家比较时尚
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他家的时尚风
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你看他家装修的就是这个哈哈哈哈哈
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这种感觉啊
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年轻人年轻风啊
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你看每一家都是他的特色
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然后你看美国的车也是
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所以每个车都有自己的特效
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所以呢你在美国这种感觉啊
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你代驾人家是一个古老风
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应该很长时间没人住了
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对这就是感觉啊
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但这一家它是现代风
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对现代风格看起来比较时尚一点啊
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现代化一点哈
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所以他的脸啊
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就是你要通过这种调研呢
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你会深度的去想消费者心智
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然后通过心智呢就像发掘潜力股一样
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结果发觉了这个啊走的是户外啊
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然后一辈子的鞋解决了啊
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发觉了特别通讯哈
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一辈子的网费有了啊
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我又发现了一些好东西
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今天在群里面还在分享啊
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有关于数据中心类的啊
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数据中心类的
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还有这个大数据哈
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包括人工智能
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包括这个啊这种所谓的这个未来的人人脑哈
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靠哪些数据来源啊
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哪些哪些这种平台的数据
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是值得我们去深度挖掘和调研的
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00:04:25,449 --> 00:04:27,928
然后你在这种逛街的过程里面呢
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你会发现无数多的这种机会啊
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然后哎你赚钱赚越来越多了
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你看这一家这家应该是个大家庭啊
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这个房子很贵啊
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上千万美金的
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所以你就知道价值和价格哈
158
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然后呢怎么样定价
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00:04:41,639 --> 00:04:43,160
这个是非常非常关键的
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但是如果说你要在千篇一律里面
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你买你脑的东西都一样
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然后你发现数量岗位
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这也是为什么我在国内我跟很多人聊聊上几句
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聊不下去的原因
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他没有
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00:04:53,420 --> 00:04:55,060
试想各位你聊十个人
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你发现大家想的一模一样
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所以为什么在国内特别容易亏钱啊
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就是白银涨的时候
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大家都看有10万人都说哇
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这个白银一定会涨多少多少多少
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我说你算算账
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如果你是一个供应商
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你是一个消费者
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你会怎么理解对吧
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还有人说啊
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这个黄金怎么样
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00:05:11,230 --> 00:05:12,810
我说你看一下世界的黄金巨头
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哈哈莫尼黄金哈
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然后对吧
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这个纽蒙特黄金是金田黄金
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你看世界黄金巨头他是什么样的状态
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你通过这种大量对比呢
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你很快得到一个答案
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就是这个任何东西呢
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它都是一个供需平衡和这种回本周期的逻辑
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比你投入这笔钱多少年收回本金啊
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00:05:32,079 --> 00:05:33,310
你投入这笔钱啊
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00:05:33,310 --> 00:05:34,089
怎么样啊
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00:05:34,089 --> 00:05:34,949
能够赚更多的钱
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00:05:34,949 --> 00:05:36,850
而不是说挂在高点上
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所以你看我在会员群给兄弟们讲完之后呢
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啊很多人按照我的逻辑
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你看年化四五十%
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00:05:42,240 --> 00:05:44,319
今年的话保守还十五十%
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今年为什么会好呢
197
00:05:45,759 --> 00:05:48,360
因为我们在前两天暴跌的时候呢
198
00:05:48,360 --> 00:05:49,399
布局的大仓位
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00:05:49,399 --> 00:05:51,550
然后呢又发掘了一些潜力股
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00:05:51,550 --> 00:05:55,029
就把工把整个仓位呢从这个AI进攻啊
201
00:05:55,029 --> 00:05:56,769
到这个消耗品啊
202
00:05:56,769 --> 00:05:57,970
产业周期啊
203
00:05:57,970 --> 00:05:59,779
到这个公共事业躺平
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00:05:59,779 --> 00:06:01,139
你整个账户配置好之后
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00:06:01,139 --> 00:06:02,699
暴跌的时候你根本就不跌是吧
206
00:06:02,699 --> 00:06:03,420
前几天暴跌的时候
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00:06:03,420 --> 00:06:04,420
你根本就没怎么跌
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00:06:04,420 --> 00:06:05,579
跌别人跌十个点
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00:06:05,579 --> 00:06:06,579
我就一个点哈
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00:06:06,579 --> 00:06:07,779
但最近大涨的时候呢
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00:06:07,779 --> 00:06:08,658
没别人涨的快
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00:06:08,658 --> 00:06:10,519
这才是一个加厚的逻辑哈
213
00:06:10,519 --> 00:06:13,769
就是为什么我们在这个投资上就能想明白呢
214
00:06:13,769 --> 00:06:15,410
因为长时间的思考琢磨
215
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长时间的远离人群
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还深度观察
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00:06:18,089 --> 00:06:22,459
好长时间的把这个投资呢和这个哈生活呀
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00:06:22,459 --> 00:06:23,500
感悟呀
219
00:06:23,500 --> 00:06:24,220
思考啊
220
00:06:24,220 --> 00:06:26,730
这种思思考这种结合起来
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然后特别是哈哈在这种安逸的地方呢
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00:06:29,810 --> 00:06:31,990
一个人长时间5~10个小时琢磨
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然后把很多事的细节想明白
224
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然后呢恰到好处
225
00:06:35,278 --> 00:06:36,720
这不就是工匠精神吗
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所以呢
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如果说你要是想在投资上真正能所建树的话
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00:06:40,459 --> 00:06:43,199
你就不要去那种千篇一律的人多的地方
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那看热闹的地方我是坚决不去的
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而且呢呵呵我是更能够通过这个现象呢
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看到未来
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00:06:49,439 --> 00:06:50,720
看到本质是什么是吧
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看到好东西是什么
234
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然后呢巴菲特说的很对啊
235
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就是有最好的
236
00:06:54,620 --> 00:06:55,939
不想吃好的是吧
237
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就像你真的就像有钱一样的
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00:06:57,899 --> 00:06:59,899
那你像这个这个地方的豪宅哈
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哈你去感受一下这个地方的豪宅啊
240
00:07:02,399 --> 00:07:04,000
然后你再看看这个啊
241
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我们国内的豪宅啊
242
00:07:05,040 --> 00:07:06,879
特别是在这个济南哈
243
00:07:06,879 --> 00:07:08,040
我们济南的豪宅的话
244
00:07:08,040 --> 00:07:09,959
有的有三四千万的房子哈
245
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咱也去看了很多诶
246
00:07:11,589 --> 00:07:14,850
你看这边哈哈收500万五六百万美金的房子
247
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你再对比一下
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你就知道了
249
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真的是不一样的
250
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各位这个是也是纽波特壁市海边啊
251
00:07:20,259 --> 00:07:21,879
你看这地方的房子啊
252
00:07:21,879 --> 00:07:22,759
这依山傍水
253
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你体验感
254
00:07:23,759 --> 00:07:24,860
你看这个体验感
255
00:07:24,860 --> 00:07:25,949
你看这体验感
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00:07:25,949 --> 00:07:29,870
所以呢我觉得如果说你能够哈深度思考
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远离人群
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你对价值的理解呢一定会上个大台阶的