一边消费一边赚钱

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今天来给我的凯立德换机油啊

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我给大家分享一下

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怎么样从身边发现赚钱的机会啊

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这辆凯雷德

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包括我们特斯拉呢都是通过股票赚钱买的

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那这个呢我也在群里面试盘过

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也给很多兄弟分享过啊

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当时呢我是看了很多车啊

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就是我家那是人多嘛

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五口人买个大车

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后来呢我发现最大的车呢在美国就是福特啊

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还有凯雷德

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凯雷德就是这一款七座的啊

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当然还有他的下面的其他的品牌啊

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像雪佛龙啊

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雪佛兰汽车啊

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也是有七座的

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但那不符合我胃口是吧

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安全度啊

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舒适度不够

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所以我要讲个逻辑呢

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就是我当时看了三家4S店啊

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最后呢在哈斯汀就这家店啊

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然后发现有现货

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其他的你像那个去了其他的两个地方

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都没有现货啊

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那我后来发现这个车居然这么火

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还卖这么贵

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那利润肯定很高

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我立马就打开了通用汽车的研报

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唉发现了这家公司当时市值

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那就是大概股价40多块钱吧

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呃然后呢回购额是120个亿啊

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我一看哇

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40多块钱不到500个亿

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400多个亿回购100个亿

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20多个点的回购

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关键还破净哈

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当时净资产的话大概在600亿左右

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然后还严重破净

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其当时呢就是最去年的时候最猛的是什么

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中国的新能源汽车啊

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据说呢把这个美国的啊这些呃燃油车啊之类的

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好像干废了

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但是我对比了一下

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发现其实不大想那样对

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就是新能源汽车不赚钱

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有量不赚钱

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他为什么不赚钱呢

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就新能源汽车的成本其实是不低的

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但定价很低

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比如说凯雷德这辆车的话

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在美国是是这个总共15万美金啊啊啊

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我来聊聊点事啊

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哈喽

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And then just a quick signature right

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Just a signature right

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Okay

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Okay

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Are you guys

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Gonna be waiting uh

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Yeah

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How uh

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How long like hour hour

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And a half one hour

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One hour

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Ok ok ok ok ok

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I i i would here

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I will here

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Okay

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Okay

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Thank you very much

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Thank you

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看了他是一个小时

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对呃没事

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等会吧

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我在视频拍完

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就我继续来讲啊

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就是当时呢当时呢就是我就对比了一下

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中国的车

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美国的车

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包括丰田

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还有还有日本的车

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两个逻辑啊

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其实车想赚钱

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第一个有高客单

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第一个一定要高客单

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第二高科单卖的很好

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那第二个呢就是你的分红回购啊

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一定要覆盖

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因为当时那个嗯不是有一个华晨宝马吧

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华晨宝马这分红率也很高

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也是20个点

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但华晨宝马的问题是你的市场主要是中国市场

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只要中国市场肯定赚不到钱

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所以实际上和我想的差不多

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果然是利润暴跌

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各位这个是核心问题啊

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就是我给大家讲的逻辑

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就是如果你想买入一家公司

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你一定要看两个

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第一你的市场在哪里

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欧美市场

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然后中东对吧

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然后呢日韩这些市场我告诉你利润极高

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但是如果说你的市场呢是中国市场

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我告诉你利润几乎几乎杠也几乎可以没有

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因为中国市场是全球竞争最激烈的市场

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因为中国是一个就是竞争最激烈

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供应链最成熟

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然后生产能力极强

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然后呢老百姓呢就是哎对吧

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就是非常节约的一个民族

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这种地方呢就是生产的多

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消费的少

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所以只要走过中国市场难度极大

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对做做做中国市场只有奢侈品能赚钱

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其他都赚不到钱

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就是老百姓的钱都赚不到对

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但你要做美国市场就容易

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中东市场就容易

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因为他赚钱容易是吧

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然后呢他就能卖高价再说了

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美国这边呢他车价格也不算高

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15万美金啊

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他这车在中国好像是顶配的啊

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好像是要卖两百两两百多万人民币啊

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就是我给大家讲的意思

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就是如果说你能够想明白这个逻辑之后呢

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你就很容易发现赚钱的机会

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就同样的汽车公司在美国的估值不一样

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比如说你把这个比亚迪拿到美国来

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可能估值比中国要翻倍了对吧

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然后呢你要是把那个中国那些极客呀

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啊理想未来小鹏拿到美国来

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那估值也要高很多

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包括小米也是因为美国市场就是容易赚钱

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老美消费能力就是强

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很老美是有钱人就是多

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各位这就是固执的逻辑

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所以当时呢我看了看这个凯雷德的销量

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供不应求

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那然后呢回购率20%以上

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然后呢破镜

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然后再加上呢这个高可燃的车

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哎哎卖的很好

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嘿嘿然后呢但日本美国人很喜欢

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所以我就买了他股票

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结果40多用了几个月的时间涨到了80多

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对实际讲就是给大家讲逻辑是什么呢

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就是呃有有运气的成分

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但是呢主要是比出来的

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比如说我们拿当时拿通用的这个估值啊

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和比亚迪啊

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和未来利

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未来利向鹏昂丰田比

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你发现他一点都不逊色

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你知道吗

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就是其实通用的话在中国市场还是增长的

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对燃油车其实大家很多人这两年都去看

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那新能源汽车忽略了燃油车

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其燃油车这两年增长还是不错的

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对包括丰田

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这都创了历史新高了

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利润啊

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销售额这就是核心问题

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各位所以说你能理解这个逻辑的话

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实际上讲赚钱呢

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其实是从生活里面一定能赚到的

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有确定性的利润嘛

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但是如果说你要是还是靠一个博弈啊

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比如说哎大家呢就是老是博弈啊

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就是看控制AI

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或者说那你就是老是搞一些啊

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就是看不到现金流的啊

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啊几百BP的

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我觉得你还不如说从生活里面

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发现那些被低估的公司

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其实今年做价值投资其实比往年要好多

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为啥呢

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因为资金呢全跑到AI去了

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大家都都奥运AI妈AI炒着泡沫就上天了

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但这个时候呢很多具备非常性价比的消费股

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价值股就出来了啊

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分红率很高

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回购率很高

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然后公司这一算哎省钱回本对吧

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时间回本

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其实来讲这个人啊哈你不管AI怎么厉害

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吃穿住用行少不了的对

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这是刚需中的刚需啊

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你只要足够便宜啊

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公司啊回报我们的足够好啊

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即使不增长都没问题

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各位哪有这么多增长呀

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你不增长高分红高回购啊

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时间回本

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这都是好公司啊

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各位就是在巴菲特看来嗨

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这就是很好的机会

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巴菲特账上还有几千亿现金的

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哎等着啊

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到时候就是等着到时候去

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就是买这种带血的筹码

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所以很多时候呢人多的地方一定不能去啊

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比如大家都看好AI

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都刷上AI的时候

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这时候你反而要谨慎懂吗

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这就是哼从生活里面赚钱的秘密啊

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