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【全哥爱分享】最新视频上线,求关注!

BV1k8RLBJEnu · 全哥爱分享
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发布时间 2026-05-02 16:39
时长 9分55秒
播放 562
点赞 23
评论 2
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原始字幕
1
00:00:00,480 --> 00:00:02,980
如果你想在投资上赚大钱啊

2
00:00:02,980 --> 00:00:06,139
就是你一定要在别人恐惧时要贪婪

3
00:00:06,139 --> 00:00:07,240
别人贪婪时呢

4
00:00:07,240 --> 00:00:08,210
你要恐惧

5
00:00:08,210 --> 00:00:09,169
你举个例子啊

6
00:00:09,169 --> 00:00:10,890
就像现在的这个美股啊

7
00:00:10,890 --> 00:00:13,029
我讲的高通甲骨文

8
00:00:13,029 --> 00:00:15,750
其实你可以看4月份所有的视频啊

9
00:00:15,750 --> 00:00:18,550
你去抖音上搜高通都是我讲的

10
00:00:18,550 --> 00:00:20,190
因为没有几个人看好高通

11
00:00:20,190 --> 00:00:21,920
也没有几个人了解高通啊

12
00:00:21,920 --> 00:00:23,559
就当大家都不关注的时候

13
00:00:23,559 --> 00:00:26,379
都关注英伟达AMD啊

14
00:00:26,379 --> 00:00:29,500
然后英特尔博通谷歌的时候呢

15
00:00:29,500 --> 00:00:31,640
其他的公司呢还以为没有资金

16
00:00:31,640 --> 00:00:33,609
反而呢会非常便宜

17
00:00:33,609 --> 00:00:36,130
我在4月初讲高中时候一百二三十块钱啊

18
00:00:36,130 --> 00:00:38,490
现在今天晚上180涨了三十十%了

19
00:00:38,490 --> 00:00:40,710
就就短短的半个多月吧

20
00:00:40,710 --> 00:00:42,350
就是你要注意看看我的视频

21
00:00:42,350 --> 00:00:45,590
你会发现其实我在这个事上呢下了很多功夫啊

22
00:00:45,590 --> 00:00:47,799
这就是人生赚钱的奥秘是什么呢

23
00:00:47,799 --> 00:00:49,320
就是就像比如说啊

24
00:00:49,320 --> 00:00:50,600
你可以看一下这边的取暖器

25
00:00:50,600 --> 00:00:53,500
这是我我做了很多这种东西

26
00:00:53,500 --> 00:00:55,829
各位就这种户外产应取暖器啊

27
00:00:55,829 --> 00:00:57,109
我在2020年的时候

28
00:00:57,109 --> 00:00:58,789
一个月卖3万多台

29
00:00:58,789 --> 00:01:02,270
一台能赚100多块一台啊

30
00:01:02,270 --> 00:01:04,079
批发利润不是零售啊

31
00:01:04,079 --> 00:01:04,799
现代版的

32
00:01:04,799 --> 00:01:06,120
现在一台十块钱挣不到了

33
00:01:06,120 --> 00:01:07,659
后面呢我还做了取暖桌

34
00:01:07,659 --> 00:01:09,640
各位你看同样做取暖

35
00:01:09,640 --> 00:01:11,140
别人卖那个小太阳啊

36
00:01:11,140 --> 00:01:14,680
欧式快乐炉啊啊然后呢这个啊要不就是空调啊

37
00:01:14,680 --> 00:01:15,819
其实根本不赚钱

38
00:01:15,819 --> 00:01:18,170
但是我呢定制化取暖啊

39
00:01:18,170 --> 00:01:20,629
啊定制化个性化啊

40
00:01:20,629 --> 00:01:21,349
户外啊

41
00:01:21,349 --> 00:01:24,159
包括我现在在美国卖的那种抢暖艺术取暖器

42
00:01:24,159 --> 00:01:24,819
很赚钱

43
00:01:24,819 --> 00:01:26,219
一台起步就100美金对吧

44
00:01:26,219 --> 00:01:27,579
一台赚100美金啊

45
00:01:27,579 --> 00:01:30,620
各位所以呢就是他不是说生意不能干啊

46
00:01:30,620 --> 00:01:32,799
就是你怎么样发散你的思维方式

47
00:01:32,799 --> 00:01:34,950
有很多兄弟说强哥我怎么样赚钱

48
00:01:34,950 --> 00:01:36,629
各位你记住一条

49
00:01:36,629 --> 00:01:38,870
永远不要给中国人竞争对位

50
00:01:38,870 --> 00:01:40,650
你就拿做IP这个事

51
00:01:40,650 --> 00:01:44,159
你在全网你看看讲投资的有一个和我一样的吗

52
00:01:44,159 --> 00:01:45,099
永远都没有

53
00:01:45,099 --> 00:01:45,519
为啥

54
00:01:45,519 --> 00:01:48,200
因为我永远都是基于生意去讲投资别人

55
00:01:48,200 --> 00:01:50,120
那都是要不基于财报讲财报

56
00:01:50,120 --> 00:01:52,069
要不是基于啊股价讲股价

57
00:01:52,069 --> 00:01:53,430
要不基于K线讲K线啊

58
00:01:53,430 --> 00:01:55,030
要不基于情绪讲情绪

59
00:01:55,030 --> 00:01:55,890
我不是

60
00:01:55,890 --> 00:01:57,250
我永远都是根据生意

61
00:01:57,250 --> 00:01:58,069
根据现金流

62
00:01:58,069 --> 00:01:59,450
根据内在价值是吧

63
00:01:59,450 --> 00:02:01,129
我的三大条件是内在价值

64
00:02:01,129 --> 00:02:02,370
市场先增是吧

65
00:02:02,370 --> 00:02:04,069
安全边际我永远都是商业原则

66
00:02:04,069 --> 00:02:05,769
那衍生出来就是公司啊

67
00:02:05,769 --> 00:02:07,109
应该它值多少钱啊

68
00:02:07,109 --> 00:02:08,789
第二个在什么时候买它不会亏钱啊

69
00:02:08,789 --> 00:02:11,419
第三个呢就是他未来能给股东什么的回报啊

70
00:02:11,419 --> 00:02:12,300
他应该值多少钱

71
00:02:12,300 --> 00:02:13,240
估值1月多少钱

72
00:02:13,240 --> 00:02:16,159
所以呢你看我基本上的胜率是非常非常高的啊

73
00:02:16,159 --> 00:02:18,280
就像我每次分享都知哎我们关于全体兄弟

74
00:02:18,280 --> 00:02:19,120
我讲强哥啊

75
00:02:19,120 --> 00:02:20,009
你估的太准了

76
00:02:20,009 --> 00:02:22,810
我说你但凡是认真真看我的这个分析的

77
00:02:22,810 --> 00:02:23,930
你不可能亏钱的啊

78
00:02:23,930 --> 00:02:26,689
就是你一会我我就发那个我们那个群里面

79
00:02:26,689 --> 00:02:27,979
兄弟的一些留言啊

80
00:02:27,979 --> 00:02:29,379
就是你只要认真看完

81
00:02:29,379 --> 00:02:31,139
你包括你现在你去网上搜这个甲骨文啊

82
00:02:31,139 --> 00:02:32,740
收高通这些冷门票啊

83
00:02:32,740 --> 00:02:33,460
没人关注的

84
00:02:33,460 --> 00:02:34,509
你可以搜一搜

85
00:02:34,509 --> 00:02:36,189
你知道我分享了多少干货啊

86
00:02:36,189 --> 00:02:36,469
当然了

87
00:02:36,469 --> 00:02:36,909
我也讲过

88
00:02:36,909 --> 00:02:39,789
我说这种分享呢其实我也不可能很持续的讲嘛

89
00:02:39,789 --> 00:02:40,789
因为这个事呢

90
00:02:40,789 --> 00:02:42,990
因为我是希望别人赚钱啊

91
00:02:42,990 --> 00:02:44,650
我经常说哎我群里兄弟

92
00:02:44,650 --> 00:02:46,050
你们赚钱比我还开心

93
00:02:46,050 --> 00:02:48,550
但是呢你不是说你让别人赚钱啊

94
00:02:48,550 --> 00:02:49,819
他就能赚到是吧

95
00:02:49,819 --> 00:02:52,819
他反而呢会因为不懂或者说急于求成啊

96
00:02:52,819 --> 00:02:53,460
反而会亏钱

97
00:02:53,460 --> 00:02:55,479
昨天啊跟一个会员兄弟见面哈

98
00:02:55,479 --> 00:02:56,060
他说哎呀

99
00:02:56,060 --> 00:02:57,620
跟着我买都不赚钱了

100
00:02:57,620 --> 00:03:00,460
后来认识网上一个这个哈追追情绪的啊

101
00:03:00,460 --> 00:03:01,370
又又亏回去了

102
00:03:01,370 --> 00:03:02,210
可惜吧

103
00:03:02,210 --> 00:03:03,169
虽然哥们很有钱

104
00:03:03,169 --> 00:03:03,969
身价几个亿

105
00:03:03,969 --> 00:03:05,750
但是问题在于说你不懂

106
00:03:05,750 --> 00:03:06,959
你要找懂的

107
00:03:06,959 --> 00:03:07,959
如果你不知道谁懂

108
00:03:07,959 --> 00:03:09,838
那证明这个事你就不该碰各位

109
00:03:09,838 --> 00:03:10,718
因为你的眼光不行

110
00:03:10,718 --> 00:03:11,359
就像巴菲特说

111
00:03:11,359 --> 00:03:13,199
他说这屋里面有个傻瓜哈

112
00:03:13,199 --> 00:03:14,199
如果你看不出谁是傻瓜

113
00:03:14,199 --> 00:03:15,169
你就是那个傻瓜

114
00:03:15,169 --> 00:03:16,569
其实在做投资是这样的哈

115
00:03:16,569 --> 00:03:17,509
就懂很难

116
00:03:17,509 --> 00:03:19,409
因为所有东西它基于生意啊

117
00:03:19,409 --> 00:03:20,409
如果你不懂生意

118
00:03:20,409 --> 00:03:22,539
你是不可能深度了解投资的

119
00:03:22,539 --> 00:03:24,289
但是你怎么才能懂生意呢

120
00:03:24,289 --> 00:03:25,090
生意这个东西啊

121
00:03:25,090 --> 00:03:25,729
我给大家讲哈

122
00:03:25,729 --> 00:03:27,729
就是你没有10年八年的研究啊

123
00:03:27,729 --> 00:03:28,669
你没做过品牌

124
00:03:28,669 --> 00:03:29,469
做过工厂

125
00:03:29,469 --> 00:03:30,530
做过产品啊

126
00:03:30,530 --> 00:03:32,009
做过东西你不可能懂生意的

127
00:03:32,009 --> 00:03:33,669
各位巴菲特非常懂生意

128
00:03:33,669 --> 00:03:35,789
巴菲特从小呢他就卖可口可乐啊

129
00:03:35,789 --> 00:03:36,270
长大以后呢

130
00:03:36,270 --> 00:03:38,110
他就收购这些什么伯克希尔哈达威啊

131
00:03:38,110 --> 00:03:39,069
纺织厂啊

132
00:03:39,069 --> 00:03:40,430
收购这些东西呢去啊

133
00:03:40,430 --> 00:03:41,159
自己运作

134
00:03:41,159 --> 00:03:43,159
相当于说就是买了一台买

135
00:03:43,159 --> 00:03:45,520
买一个老很老的公司打包哈

136
00:03:45,520 --> 00:03:46,580
整理成新公司卖

137
00:03:46,580 --> 00:03:47,620
他原来干这个的

138
00:03:47,620 --> 00:03:48,520
他很懂生意

139
00:03:48,520 --> 00:03:48,939
知道吗

140
00:03:48,939 --> 00:03:49,599
老段很懂

141
00:03:49,599 --> 00:03:51,849
老段做了BBK步步高学习机

142
00:03:51,849 --> 00:03:53,849
步步高DVD小霸王

143
00:03:53,849 --> 00:03:56,229
招了很多品牌出来一个好的投资人

144
00:03:56,229 --> 00:03:57,689
第一开过公司

145
00:03:57,689 --> 00:03:58,629
第二做过产品

146
00:03:58,629 --> 00:03:59,699
第三做过品牌

147
00:03:59,699 --> 00:04:01,740
这是好投资的三大标准啊

148
00:04:01,740 --> 00:04:03,460
如果说这个人他成绩科二出身

149
00:04:03,460 --> 00:04:04,240
没有做过生意

150
00:04:04,240 --> 00:04:05,900
他是很难做好这个投资的

151
00:04:05,900 --> 00:04:07,830
对这真的因为理解投资的时候

152
00:04:07,830 --> 00:04:08,469
他不是说简单

153
00:04:08,469 --> 00:04:10,150
大家就股票股价不是的

154
00:04:10,150 --> 00:04:11,189
你看我什么时候讲

155
00:04:11,189 --> 00:04:12,069
就股价讲股价

156
00:04:12,069 --> 00:04:13,919
我永远说这公司是干什么的是吧

157
00:04:13,919 --> 00:04:15,120
他的现金流怎么样啊

158
00:04:15,120 --> 00:04:16,939
他的未来能给股东多少回报

159
00:04:16,939 --> 00:04:18,480
他的利润水平怎么样

160
00:04:18,480 --> 00:04:19,939
这个是我的分析

161
00:04:19,939 --> 00:04:21,860
为什么我说这个有钱人啊

162
00:04:21,860 --> 00:04:24,420
就是大家一定要去都跟有钱人啊

163
00:04:24,420 --> 00:04:26,079
你看看我高通那个视频的时候

164
00:04:26,079 --> 00:04:26,899
我讲了一个点

165
00:04:26,899 --> 00:04:29,319
我说我说你只能服务一部分

166
00:04:29,319 --> 00:04:30,300
要不是有钱人

167
00:04:30,300 --> 00:04:31,699
要么有金钱心智的人

168
00:04:31,699 --> 00:04:32,939
这两个人有什么特点呢

169
00:04:32,939 --> 00:04:35,600
就是他知道谁是有钱的

170
00:04:35,600 --> 00:04:36,720
第二个他知道哎

171
00:04:36,720 --> 00:04:38,420
谁能告诉他怎么赚大钱的

172
00:04:38,420 --> 00:04:40,000
就这种人其实还很稀缺啊

173
00:04:40,000 --> 00:04:41,639
就是很多人兄弟说很困惑

174
00:04:41,639 --> 00:04:42,639
说怎么样成为有钱人的

175
00:04:42,639 --> 00:04:44,699
就是你必须有静态心智啊

176
00:04:44,699 --> 00:04:46,480
你要像有钱人一样思考

177
00:04:46,480 --> 00:04:48,819
你要像有钱人一样去琢磨事情

178
00:04:48,819 --> 00:04:49,720
很多说那我没钱

179
00:04:49,720 --> 00:04:50,959
我哪知道有钱人怎么想的

180
00:04:50,959 --> 00:04:51,879
那你看不看吧

181
00:04:51,879 --> 00:04:52,480
你看巴菲特

182
00:04:52,480 --> 00:04:53,060
看看老段

183
00:04:53,060 --> 00:04:54,839
你看看我我们这些人怎么想问题的

184
00:04:54,839 --> 00:04:55,720
你不就知道了吗

185
00:04:55,720 --> 00:04:59,120
所以实际上并不是说这个现在的钱难赚啊

186
00:04:59,120 --> 00:05:00,839
就是就思考这个事情啊

187
00:05:00,839 --> 00:05:02,040
它本身就是不容易的

188
00:05:02,040 --> 00:05:02,360
知道吧

189
00:05:02,360 --> 00:05:04,288
就是就是实际上90%的人

190
00:05:04,288 --> 00:05:05,168
他是不会思考的

191
00:05:05,168 --> 00:05:07,028
对就就就是我刚才听见你

192
00:05:07,028 --> 00:05:07,608
你在中国

193
00:05:07,608 --> 00:05:09,968
你很容易陷入一个内卷的漩涡啊

194
00:05:09,968 --> 00:05:12,069
就是永远不要给中国人去卷

195
00:05:12,069 --> 00:05:13,350
因为你卷不过他对吧

196
00:05:13,350 --> 00:05:13,870
你卷过他

197
00:05:13,870 --> 00:05:15,009
你也赚不了钱

198
00:05:15,009 --> 00:05:16,230
那与其说你卷了它

199
00:05:16,230 --> 00:05:16,949
卷赢了也赚不到钱

200
00:05:16,949 --> 00:05:17,990
你就不如不卷了

201
00:05:17,990 --> 00:05:18,490
对不对

202
00:05:18,490 --> 00:05:21,160
所以实际上呢我是不愿意参与内卷啊

203
00:05:21,160 --> 00:05:22,519
你说我从做生意第一天开始

204
00:05:22,519 --> 00:05:24,980
你发现我所有的生意原则就是不参与内卷

205
00:05:24,980 --> 00:05:25,300
哎

206
00:05:25,300 --> 00:05:25,980
只要这个事不赚你钱

207
00:05:25,980 --> 00:05:26,740
我就不干了是吧

208
00:05:26,740 --> 00:05:27,339
只要是不赚你钱

209
00:05:27,339 --> 00:05:28,759
那你你爱谁干谁干

210
00:05:28,759 --> 00:05:29,980
我就躺着去了对吧

211
00:05:29,980 --> 00:05:30,740
我就想对吧

212
00:05:30,740 --> 00:05:32,310
我就做差异化啊

213
00:05:32,310 --> 00:05:34,589
差异化高毛利啊啊标准化啊

214
00:05:34,589 --> 00:05:36,829
精精准化就是我只做这种精准的东西

215
00:05:36,829 --> 00:05:37,629
像我做投资一样

216
00:05:37,629 --> 00:05:39,819
实际上我做投资为什么很赚钱呢

217
00:05:39,819 --> 00:05:41,540
因为我永远和别人想的不一样啊

218
00:05:42,769 --> 00:05:43,889
我每天想十个小时

219
00:05:43,889 --> 00:05:45,990
我每天去思考哎这个事怎么样是吧

220
00:05:45,990 --> 00:05:48,370
哎这个这个事是怎么导致他这样子是吧

221
00:05:48,370 --> 00:05:50,089
这个是未来他会持续怎么样啊

222
00:05:50,089 --> 00:05:52,689
你看今天还有六七个兄弟啊

223
00:05:52,689 --> 00:05:53,730
知道我投资不错啊

224
00:05:53,730 --> 00:05:55,810
做私募的大资金都身价过亿的哈

225
00:05:55,810 --> 00:05:57,170
一会过来找我求哎

226
00:05:57,170 --> 00:05:58,220
就找我三

227
00:05:58,220 --> 00:05:59,300
他们找我告诉你啊

228
00:05:59,300 --> 00:06:00,660
就是我们会员兄弟呢

229
00:06:00,660 --> 00:06:02,060
因为我这个是我是啊

230
00:06:02,060 --> 00:06:02,860
招待他们啊

231
00:06:02,860 --> 00:06:05,069
一看你比如说啊我们周围同学啊

232
00:06:05,069 --> 00:06:06,370
包括那基金公司经理啊

233
00:06:06,370 --> 00:06:07,350
想见我吃饭

234
00:06:07,350 --> 00:06:08,110
我不吃的对

235
00:06:08,110 --> 00:06:10,670
那中午他们就在那个玲珑餐厅啊

236
00:06:10,670 --> 00:06:11,750
找地方说一块吃饭

237
00:06:11,750 --> 00:06:12,430
我不吃了

238
00:06:12,430 --> 00:06:13,550
我不吃他们饭是吧

239
00:06:13,550 --> 00:06:15,420
第二个呢聊天我限时对吧

240
00:06:15,420 --> 00:06:16,459
比如说半个小时一个小时

241
00:06:16,459 --> 00:06:19,180
哎呀我们就在我家旁边的教会啊去聊聊就行了

242
00:06:19,180 --> 00:06:21,269
在户外啊也就最多喝个咖啡

243
00:06:21,269 --> 00:06:22,149
喝杯水就行了

244
00:06:22,149 --> 00:06:23,430
我我不去吃任何的饭对吧

245
00:06:23,430 --> 00:06:24,370
我们会员兄弟呢

246
00:06:24,370 --> 00:06:25,149
我给他们吃啊

247
00:06:25,149 --> 00:06:25,899
大家可以坐坐

248
00:06:25,899 --> 00:06:27,100
因为我这个人呢是这样的哈

249
00:06:27,100 --> 00:06:28,939
就是我不太喜欢这种热闹的东西啊

250
00:06:28,939 --> 00:06:30,259
就是对方你多牛逼

251
00:06:30,259 --> 00:06:31,420
还给我一毛关系没有

252
00:06:31,420 --> 00:06:32,910
但是你要有思想对吧

253
00:06:32,910 --> 00:06:33,790
你要有事情对吧

254
00:06:33,790 --> 00:06:34,230
你有钱

255
00:06:34,230 --> 00:06:35,110
那那那我也不开

256
00:06:35,110 --> 00:06:35,850
因为我也有钱

257
00:06:35,850 --> 00:06:36,829
但你要有市场的话

258
00:06:36,829 --> 00:06:37,889
我到时候可以跟你聊一聊

259
00:06:37,889 --> 00:06:38,949
对就是很多人理解不了

260
00:06:38,949 --> 00:06:40,168
我为什么这么想问题啊

261
00:06:40,168 --> 00:06:41,369
哎这个东西很简单啊

262
00:06:41,369 --> 00:06:43,928
就是这个你有思想啊

263
00:06:43,928 --> 00:06:46,589
这个财富呢他就可以哈一直拿住

264
00:06:46,589 --> 00:06:47,949
那你没有思想到这个财富呢

265
00:06:47,949 --> 00:06:49,350
你一定会丢掉的啊

266
00:06:49,350 --> 00:06:51,149
所以说这个是很多人理解不了的啊

267
00:06:51,149 --> 00:06:53,889
就是这个财富呢

268
00:06:53,889 --> 00:06:56,569
他实际上他是被那些有想法的人

269
00:06:56,569 --> 00:06:57,449
有头脑的人

270
00:06:57,449 --> 00:06:58,089
有世界观

271
00:06:58,089 --> 00:06:59,790
人生观的人拿走了是吧

272
00:06:59,790 --> 00:07:00,769
那些没有世界观

273
00:07:00,769 --> 00:07:01,610
没有人生观的人呢

274
00:07:01,610 --> 00:07:04,120
他是说白了财富就离他而去了

275
00:07:04,120 --> 00:07:06,860
哎所以说你在哎你在这个生活里面

276
00:07:06,860 --> 00:07:08,970
你要多去观察啊

277
00:07:08,970 --> 00:07:11,930
哪些人呢他是有这种长久思考能力的啊

278
00:07:11,930 --> 00:07:14,279
哪些人呢他是有这种啊独立价值观的啊

279
00:07:14,279 --> 00:07:15,800
有独立世界观的啊

280
00:07:15,800 --> 00:07:16,879
哪里有独立决策的对吧

281
00:07:16,879 --> 00:07:18,720
你看我自己做做生意一样的哈

282
00:07:18,720 --> 00:07:20,298
就是我给大家讲这个时代呢

283
00:07:20,298 --> 00:07:22,519
他赚钱的机会呢是越来越少了

284
00:07:22,519 --> 00:07:24,459
但赚大钱的机会越来越多了

285
00:07:24,459 --> 00:07:25,850
就大家一定要听明白啊

286
00:07:25,850 --> 00:07:27,250
就为什么赚钱的EV来少呢

287
00:07:27,250 --> 00:07:29,170
因为其实来讲AI时代呢

288
00:07:29,170 --> 00:07:30,250
他们他信息很对称

289
00:07:30,250 --> 00:07:32,139
你找不到没有对称性的东西了

290
00:07:32,139 --> 00:07:33,339
那赚大钱的东西是什么呢

291
00:07:33,339 --> 00:07:35,060
就是因为很少有人能发现啊

292
00:07:35,060 --> 00:07:36,600
很少有人能够独立判断

293
00:07:36,600 --> 00:07:38,449
因为AI给到所有人是吧

294
00:07:38,449 --> 00:07:39,470
说白了都一样的东西

295
00:07:39,470 --> 00:07:41,050
然后呢大家看到的一样

296
00:07:41,050 --> 00:07:41,850
思考了一样啊

297
00:07:41,850 --> 00:07:42,639
模式一样

298
00:07:42,639 --> 00:07:44,259
那那些人呢基本上都赚不到钱

299
00:07:44,259 --> 00:07:45,839
但是呢这种差异化

300
00:07:45,839 --> 00:07:47,839
那就需要你有一个完全啊

301
00:07:47,839 --> 00:07:49,120
站到对立面的思考能力啊

302
00:07:49,120 --> 00:07:50,639
就像我分析高通一样啊

303
00:07:50,639 --> 00:07:52,389
所有人都说哎呀高通这个公司啊

304
00:07:52,389 --> 00:07:53,829
因为手机的影响啊不行了

305
00:07:53,829 --> 00:07:55,029
但是我讲了两个点

306
00:07:55,029 --> 00:07:57,310
我说第一个呢高通它本身呢就是嘿嘿

307
00:07:57,310 --> 00:07:59,870
已经包含了这个手机不行的预期啊下滑

308
00:07:59,870 --> 00:08:01,529
第二个呢就是我能通过android里面的

309
00:08:01,529 --> 00:08:02,870
每个品牌的销量

310
00:08:02,870 --> 00:08:03,889
哎我倒推出来哎

311
00:08:03,889 --> 00:08:05,689
安卓的下滑就是高通的下滑程度

312
00:08:05,689 --> 00:08:06,529
然后我再看一下

313
00:08:06,529 --> 00:08:08,529
就高通本身呢它的是吧

314
00:08:08,529 --> 00:08:09,949
这个其他的业务啊

315
00:08:09,949 --> 00:08:11,870
手机啊啊比如那个汽车AI业务啊

316
00:08:11,870 --> 00:08:13,589
包括其他其他的芯片业务啊

317
00:08:13,589 --> 00:08:14,810
能不能支撑他这个下滑

318
00:08:14,810 --> 00:08:17,910
因为我是通过这个查数据呢倒推出来

319
00:08:17,910 --> 00:08:19,189
哎我说高通这家公司哎

320
00:08:19,189 --> 00:08:21,389
胜率啊是是大于赔率的啊

321
00:08:21,389 --> 00:08:22,790
80%到90的胜率啊

322
00:08:22,790 --> 00:08:24,029
10%到15的赔率啊对吧

323
00:08:24,029 --> 00:08:25,250
我们就给了一个大仓位

324
00:08:25,250 --> 00:08:26,810
所以呢哎很轻松的赚了大钱

325
00:08:26,810 --> 00:08:30,160
就这个呢都是我们在长时间啊这种思考

326
00:08:30,160 --> 00:08:31,029
观察之后呢

327
00:08:31,029 --> 00:08:32,389
得出来一个结论就是什么呢

328
00:08:32,389 --> 00:08:33,789
就是哎投资这个事呢

329
00:08:35,710 --> 00:08:36,830
赚钱其实并不难对吧

330
00:08:36,830 --> 00:08:38,230
这个呢也是给所有兄弟讲

331
00:08:40,169 --> 00:08:41,549
你赚钱也很容易的对吧

332
00:08:43,259 --> 00:08:46,259
你身边全是那些啊就完全没有价值观的人呢

333
00:08:46,259 --> 00:08:47,700
你亏大钱也很容易的对

334
00:08:47,700 --> 00:08:49,370
所以呢就是物以类聚

335
00:08:49,370 --> 00:08:50,350
人以群分对吧

336
00:08:50,350 --> 00:08:52,149
最终呢就是每一个人呢

337
00:08:52,149 --> 00:08:54,049
他一定会成为本该成为的人对吧

338
00:08:54,049 --> 00:08:56,269
所以说你从开始想好是吧

339
00:08:56,269 --> 00:08:56,869
谁是可以的

340
00:08:56,869 --> 00:08:57,609
谁是不可以的

341
00:08:57,609 --> 00:09:00,240
然后呢永远不要去那个地方就行了对吧

342
00:09:00,240 --> 00:09:01,559
不好的人不要交往啊

343
00:09:01,559 --> 00:09:02,580
你知道会死在哪里

344
00:09:02,580 --> 00:09:03,220
你不要去

345
00:09:03,220 --> 00:09:06,320
这就是当今的智慧的思考方法
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菡_意 现在还能进群吗[doge] 0 0 2026-05-02 22:31
李松桂 说说五粮液业绩大修改 0 0 2026-05-02 17:18
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