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我每天收到大量的留言啊
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就是一方面是价值投资人
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一方面是小企业主
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还有一方面是刚毕业大学生
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这三个主题呢是目前最痛苦的
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因为他有直面目前的压力
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小企业在补税
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然后价值投资人在亏钱啊
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大学毕业生也找不到工作
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然后昨天呢还有一个兄弟呢
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他是买了这个啊
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国内某个知名基金的
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买了他五六千万吧
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很知名的啊
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那是排头部的基金公司的基金
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但是呢这5年过去啊
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亏了大概50%吧
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因为主要是中药类的嘛
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实际上中药大家也知道哈
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这几年无论中药白酒互联网都是暴跌的
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实际上所有人的亏损呢就有一条
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就是你下错注了
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就是下次做了什么意思呢
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要不就是你的房子占了你的资产比例太高
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比如说你的房子占了你资产80%
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那房价腰斩
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你的资产直接就腰斩了
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再比如说你的资产啊都在A股这些啊
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这些所谓的价值投资里面
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老登里面啊
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各路毛是吧
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然后今年看来也是要斩了啊
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这5年过去差不多要斩了吧
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然后再比如说啊
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你这个不然考了什么样的大学啊
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我看很多北大清华都去卖保险的
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那如果说你在大学里面仅仅是啊考上了以后呢
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死学烂学哈
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从本科研究生甚至读到博士
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现在来看也很难有好的对口的岗位
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实际上你这几类人为什么这几年最惨的呢
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因为你只是用过去的思维方式
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解决你过去的问题
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举个例子啊
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比如说一个大学毕业生啊
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你从初中高中啊
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然后大学一直是number one
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所以你两耳不闻窗外事
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一心只读圣贤书
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但结果是什么呢
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你学的所有知识在AIS都是过时的
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你没有什么好工作
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各位你要我自己创业
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创业了16年啊
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我从2019年开始
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我就不招聘供水员工
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从434百
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现在变成了四五十
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实际上我为什么不招呢
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我当时发现问题啊
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就是第一我肯定没有精力培养人了
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但我不可能说我天天耗在那里去
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像过去一样啊
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然后手把手的教没有精力了
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然后第二个呢
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就现在的人
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现在的学生他和过去也不一样
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比如我们刚毕业
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2006年毕业的时候
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月薪四百五百六百
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那个时候企业代价很低啊
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比如说那我去步步高
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那我给步步高卖一个学习机
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那步步高就赚500块钱
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那我一个月工资够了
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但现在我做不了
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我卖一个锅
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还挣一块钱
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但起薪就4000块
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我要卖4000口锅才能够赚一个人的工资
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我根本就不可能雇得起
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而且呢我还要去全额社保啊
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然后呢万一哈干的不好
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被他给裁掉
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还要赔偿
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不赔的话
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还要打官司
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那你如果说一个员工
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你的费用这个企业根本赚不回来
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那企业怎么招呀
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所以你看我的所有视频我都开始讲
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我说你们做企业一定要控制好人员
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因为你根本赚不回来对吧
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你看我还讲我还有一个税收的问题
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做电商的哪有几个不刷单的
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你看这两年补税补的刷单也要补啊
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然后呢收取要补
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补完之后你不但挣不到钱
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你还要道歉
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所以你这种局面下
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你你唯一的办法就是收缩
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所以我从2019年我就躺平
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躺平之后呢
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我后面再再去啊
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然后思考我说如果辛苦不赚钱
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那什么能赚钱呢对吧
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那就只能说选择赚钱
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选择谁呢
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那谁牛逼哈
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打不过加入
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所以你看我这几年我一直在思考
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选择每天爬山徒步哈五六个小时
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每天在思考我要选择我怎么选
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而不是怎么干
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因为你干根本就不赚钱了
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那你只能选
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那怎么选
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能赚钱呢
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那谁能赚钱
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那趋势在哪里
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对不对
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所以说你看我从22年讲投资以来
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我一直讲我说做好资产配置啊
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啊A股美股啊
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港股要做配置啊
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当时呢A和美啊
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当时最早的时候是五比五
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后来A和美四比六啊
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再往后三比七
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去年A和美啊
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我就讲一比九
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那实际上为什么这么逻辑
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你投资你首先你是估值逻辑
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你发现A股不是说我们不去配置科技
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是你下不了手啊
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台积电现在35倍PE1对吧
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那存储镁光西部数据
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三星海力士哈
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远期P15到20倍
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那现在A股你能下得了几百倍上千倍对吧
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GPUCPU那英伟达的对吧
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这个GPU动态25倍
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那你看看国内的寒武纪哈木星科技多少倍了呀
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所以实际上你不是说我们不去配这科技
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所以说我们对比完之后我下不了手
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我只能配那些便宜的
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这是我们对科技的理解
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各位
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所以实际上这些年我做的最重要的是一个配置
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你还有一个你比如说这个资产
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固定资产
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我在国内固定资产很多呀
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全部腰斩了呀
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我国内固定资产比在国内比在美国高多多了
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全部腰斩
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那腰斩是我的选择的问题吗
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我从201410年啊
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一啊应该是11年一二年买第一套房
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就买天桥区最好的位置
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明天春晓明天广场买了多少
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我累计在天桥
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在立夏
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在它最好的位置买了都是上千平上千万的
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买在立夏CBD1层2000平方
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那也是最好的位置
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最好的楼层有用吗
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不一样腰斩吗
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所以实际上这些年不是说你的你的能力问题
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是你所有的过去的投资逻辑全部失灵了
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那深圳的怎么卖
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那我为什么我们在美国买的房子
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从23年买的还涨了50%
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为什么
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那不能说我们的能力不足以再增值了吧
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那如果不能增值
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为什么在美国还能赚钱呢
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我们在美国做保健品
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做跨境电商做的所有东西
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为什么从202年之后从来没亏过
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一直赚钱
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为什么在是吧
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在淘宝天猫京东不赚钱的
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那我在国内的员工还有这么多呀
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四五十个人呀
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那我在美国就我一个人啊
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我们的助理帮的忙
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对不对
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就帮忙都不用发工资
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那为什么会赚钱了呢
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实际上这个事情那绝对不是我们个人能力问题
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它是一个市场竞争恶化
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包括呢过度扭曲
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包括过度抽血
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导致了你根本就没有办法去对吧
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而且他这个地域模式就是说大听点
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大家都是地狱的一个模式
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多点少点啊
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你多点他少点
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然后呢你稍微一一加码
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别人没饭吃
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别人就搞你
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所以你就发现投入产出根本就不成正比
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所以你看我从22年到现在
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我讲的是配置逻辑
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配置逻辑怎么配法对吧
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你怎么样把你的这个资产生意全球化
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全球布局是吧
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还是那句话
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就是芒格说的
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哪里有鱼去哪里钓
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对不对
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那你这个事情的核心在于说
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你能够在美股赚钱啊
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能够在亚马逊赚钱啊
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能够在这个啊美国市场
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美国渠道赚钱
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日本韩国菲律宾啊
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中中东任何地方啊
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你只要能赚钱
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哪里的钱不是钱啊
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对不对
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你赚了钱
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你再反哺也可以啊
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很多人还在那冷冷风热潮
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他就不知道我们在村子上赚了很多钱
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虽然说不多不多
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西部数据几10万刀
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翻了快四倍了
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一百四一百三买翻了快四了
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拿到现在就去年11月份我都讲过的呀
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美光虽然不多
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一个股票几10万刀
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你别忘了这几年无论是特斯拉
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无论是西部数据还是这个美国
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我们都有都拿住了
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只是说买的仓位不大
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AAMD23个点几10万刀
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实际上你架不住多呀对吧
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一个30万刀
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一个三刀刀
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五个也是一两百万刀
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实际上我们这些年确定性给了大仓位
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然后然后呢潜力给了小仓位
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但是也拿了一些公共事业持股息
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就是这个逻辑是本来就这么想的
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就是好了
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公共事业啊
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能源类的
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买了这个中国海洋石油之后呢
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就躺着股息
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股息还够你生活费
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然后呢潜力股呢增加你高收益
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然后大仓位给到谷歌这种躺平股呢
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就是就是稳定嘛
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他根本就不怎么暴跌嘛
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然后你就心态很平和
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对不对
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这个仓位配置它是一个绝对的很完美
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而且呢很舒服的玩法
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再说你国内你员工还正常做
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公司还正常经营是吧
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而且呢这个国内的资产腰斩
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但是呢你你美国的资产增长哪一覆盖
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总体还是增长的就可以了
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对不对
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这年头巴菲特都不挣钱
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巴菲特这几年都都去年到现在都亏的
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我们还能保持2%位数以上的增长
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很好啦
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各位这是什么带来的结果呢
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就是你的选择带来的一次一次的思考
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挫折碰壁之后选择带来的
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但是呢所有的亏损的人
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实际上你是没有看懂别人的逻辑的
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再说我从22年到现在
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我讲的所有的配置逻辑
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到今天我发现还是有用的
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但是多少人眼睛被蒙蔽了
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只盯着一个点啊
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说你啊
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你这讲的白酒啊
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你讲的这个啊多多呀
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拼多多呀
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不是的
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那些中概拉长时间也都是利润在玩
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而且在你的仓位比例越来越小了
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因为它不涨它不涨
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其他的都涨上来涨
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那你的仓位比例是越来越少
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反正也不会加
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所以从2019年之后呢
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当我开始思考的时候
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我找到了所有的财富的真相
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就是你要学会做好配置
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你要学会不要单一市场
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你要学会不要为别人的错误买单
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你要学会啊
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不要成为血包
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你要学会思考的长远一点
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你要学会说难听点
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找对正确价值观的人给他打交道
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你要学会识人识别对吧
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你不要去赌
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不要说单一的说
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我今天就看好科技
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我要梭哈科技
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各位但凡说话的人
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没有几个有好下场的
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你只有做配置的人
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只有做估值整体评估的人
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最终要你才有一个很好的结局
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这是哈我的建议啊
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巴菲特没有过时
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只是巴菲特他的理念永远都是对的
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他的实操你可以借鉴啊
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但是不要完全模仿啊
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你真的要模仿的话
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你要模仿自己
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修正自己的思路
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讲那么多呢
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还是希望给那些处于啊痛苦的徘徊的漩涡
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里面的人讲
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我说几个逻辑
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第一个站到未来看现在
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站到未来看当下
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你未来想成为什么人
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今天你该怎么一步步做到对吧
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第二个呢站到山顶
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站到山顶
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不要站到山底
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一定是要跳出来
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跳出圈子漩涡
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看漩涡
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我说我这些年做的所有选择就是站立者铁
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不为别人的错误买单对吧
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当我深陷论语的时候
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发现脚陷进去了
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脚都不要了
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然后轩膝盖陷进去
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膝盖都不要了
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就这样的才能得到一个结果
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所以我希望大家能听懂这个逻辑啊
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绝对会受益的