预见何问书
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Recently, I have discussed many interviews with Duan Yongping with everyone. Whether it’s the conversations with Fang Sanwen, Xueqiu, or Wang Shi, this is definitely not casual chatting; it is a clear signal — overseas funds are going to return to RMB assets! But everyone needs to understand that overseas funds do not act on a whim; they won't decide today to buy tomorrow. Their planning is long-term, and they might need to observe for a month, two months, or even a quarter or a year before taking action. Moreover, their investment cycle starts at least at 4 years, and there will definitely be ups and downs during the process; it won't be smooth sailing. However, the general direction is the return to RMB assets, and this is something everyone must be clear about. #人民币##资金流向##资产#
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Those with awareness can see industry trends and know what to plan for and what to hold; those without awareness can only chase after price increases and decreases, ultimately complaining that "the rich get richer." In investing, we must first enhance our understanding, grasp policy directions and industry logic, so that we can establish ourselves in the market and achieve wealth growth. #Industry# #Investment# #Awareness#
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Once smart electric vehicles combine with AI, they are no longer just simple 'cars', but a whole new species! 90% of the cars on the market will be replaced, just like how smartphones swept away traditional feature phones back in the day, unstoppable. Some say electric vehicles don’t work well in the north, but range-extended models can always solve that, right? Energy supply can be diverse, but intelligence is the core—traditional fuel vehicles are like a grasshopper trying to stop a car in front of smart electric vehicles. Whether it’s China’s Huawei system, Changan, BAIC, or America’s Tesla, they are all competing for this huge market. #Autonomous driving technology##Smart robots##New energy vehicle technology#
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美股暴跌，中概跳水，今日A股能否独立行情再逆美跌？转折月正是检验好时候。日加息不过是小丑唱跳和狗主子血包，美降息周期的延续和完整才是关键。保守季度出底部，是V是U又何妨。光模块，成长确定双高性，最低难买但底部长在，长持26没毛病。不唱空币股，买在无人问津的底部，买在群体抱怨的恐投，机会何愁没有？海南封港，对接东盟零壁垒，长线投资好机会。挫折教育铸就人生弹性，从光伏天之骄女与奶茶乞丐王子的爱情童话拆析光伏与硅业的发展方向。#预见私享会#
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Many people say that consumption cannot keep up, thinking that the government giving out money to stimulate the economy is useless! Once the money is spent, it’s gone, and without an increase in productivity to support it, consumption simply cannot be sustained. The real boost in domestic demand lies in wealth transfer and upgrading to new sectors. In the past, wealth was concentrated in real estate and traditional industries, but now it needs to shift towards high-tech fields like AI, smart electric vehicles, and new energy—if people in these fields earn money, they will naturally consume, and it will be sustained consumption. This is not only an opportunity for consumption but also an opportunity for investment; by following the direction of wealth transfer, we can reap the benefits. #AutonomousDriving##AIIntelligence##Upgrade#
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In the optical module sector, I want to emphasize once again that it will definitely explode in 2026! It's not at an absolute low right now, but it is at a phase bottom, and the industry demand is too strong—AI servers, data centers, and these fields all rely on it; the demand will only grow larger. Yesterday, the optical module sector fell, but this is just normal fluctuation. If everyone wants to invest, either choose ETFs related to optical modules to diversify risk; or like me, focus on a few key stocks and hold them until they explode. #cpo##opticalmodule##computingpower#
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Why is investing difficult? The difficulty lies in timing— you never know when an asset will take off; by the time it starts to rise, you can't grab the shares; if it allows you to buy in easily, it's likely just going sideways or dropping. So for the vast majority of ordinary people, don't think about frequent trading or chasing highs and cutting losses; holding long and being cautious about investing are the better options.
The logic of holding long is simple: we don't need to guess which asset will rise first or when it will rise, but we know that industries like AI and smart electric vehicles will definitely rise; this is common sense. Holding onto this belief for the long term is much more reliable than blindly fidgeting; the same goes for being cautious about investing, avoiding those trends that are heading downward and controlling risk should be the priority. #AI智能##行业产业##ai##人工智能机器人#
The logic of holding long is simple: we don't need to guess which asset will rise first or when it will rise, but we know that industries like AI and smart electric vehicles will definitely rise; this is common sense. Holding onto this belief for the long term is much more reliable than blindly fidgeting; the same goes for being cautious about investing, avoiding those trends that are heading downward and controlling risk should be the priority. #AI智能##行业产业##ai##人工智能机器人#
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I repeatedly emphasize that the focus must be on AI and the field of artificial intelligence, and smart electric vehicles are one of the core scenarios for the implementation of AI! Yesterday, the Ministry of Industry and Information Technology approved the L3 level autonomous driving models from Changan and BAIC Arcfox for pilot launch in designated areas of Beijing and Chongqing, which is no small matter—this marks our country's transition of L3 autonomous driving from testing to commercialization. #AutonomousDriving#
Looking globally, only China and the United States can achieve this step. In the U.S., it's mainly Tesla, but Tesla hasn't increased in a year, so the opportunities are limited. Our L3 commercialization in China has just begun, and there is great potential ahead; this track must be closely monitored. #Tesla##ArtificialIntelligence#
Looking globally, only China and the United States can achieve this step. In the U.S., it's mainly Tesla, but Tesla hasn't increased in a year, so the opportunities are limited. Our L3 commercialization in China has just begun, and there is great potential ahead; this track must be closely monitored. #Tesla##ArtificialIntelligence#
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A few days ago, I told everyone that December is the turning month for the market, and the core idea is bottom oscillation—right now, regardless of the weakness in A-shares, Hong Kong stocks, or other markets, it is a normal manifestation of the oscillation period. But everyone should remember, after the oscillation comes the opportunity. From January to March 2026, there will be a gradual rise, and the first and second quarters of next year are likely to follow an upward trend. Now is the time to consolidate the bottom, don't be scared off by short-term fluctuations, and you can gradually layout your favored targets. #TurningPoint##Bottom##Opportunity#
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Recently, when looking at the macro situation, we focus on three key points: the United States, China, and Japan. The United States has already begun to cut interest rates and expand its balance sheet, and will continue to do so for another 26 years, but they are most afraid of a rebound in inflation, which is why the Federal Reserve keeps saying "only one cut next year" and is pressuring Japan to raise interest rates. But how can Japan have the confidence to raise rates? The economy is weak, and the population is small; raising interest rates is simply self-inflicted suffering. However, due to inflation pressure, they can only follow the United States.
We in China are different; we have just slowly emerged from deflation and are not afraid of inflation with moderate monetary easing. Instead, it can help enhance productivity and promote industrial transformation, which gives us confidence. Japan's interest rate hike on the 19th may cause short-term fluctuations in Crypto, A-shares, and Hong Kong stocks, but for us true investors, it is not a major negative and there is no need to panic. #JapanInterestRateHike##ChinaUSRelations##ChinaJapanRelations#
We in China are different; we have just slowly emerged from deflation and are not afraid of inflation with moderate monetary easing. Instead, it can help enhance productivity and promote industrial transformation, which gives us confidence. Japan's interest rate hike on the 19th may cause short-term fluctuations in Crypto, A-shares, and Hong Kong stocks, but for us true investors, it is not a major negative and there is no need to panic. #JapanInterestRateHike##ChinaUSRelations##ChinaJapanRelations#
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The panic of interest rate hikes is spreading, but there is no major sell-off in the market. By the end of December, the bottom is oscillating upward, and the release of funds on the 26th is pushing prices up. The bottom cycle for blue chips or the growth phase bottom should be bought during the panic selling phase; do not panic, maintain patience and confidence to fully welcome the new year with new prospects. In what industry did Duan Yongping capture a hundredfold target? What new trends are indicating what direction now? What exactly is AI investing in? Is the high-growth CPO still worth buying? How to choose the right timing and conditions to make good investments? The strongest AI application sector is calculating new odds for intelligent electric vehicles L3, Huawei system, small birds, and the new forces of global intelligent driving resonating together. Bottom assets are waiting to explode; enduring short-term speculation is necessary to gain long-term value. #VisionPrivateMeeting#
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Dear students, we live for a lifetime, but truly quality days that we can enjoy well are only about thirty or forty years. Never treat investment as the entirety of life. The original intention of investment is to make life better, not to be bound by investment in return—watching the market every day anxiously and losing sleep, thus losing the very meaning of life itself, which would be a loss. Enjoy life well, maintain a peaceful mindset, and you can walk more steadily and further in investment. #anxiety##investment##life#
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Regardless of whether it's smart electric vehicles, optical modules, or Xiaoxing, the core logic behind my investment choices is technology-driven. We are now in an era where technology empowers all industries, and companies without technological attributes are unlikely to have growth potential in the long run. The core of smart electric vehicles is AI large models and autonomous driving technology, the core of optical modules is computing power support technology, and the core of Xiaoxing is computing power and server technology. These are all key factors that can drive long-term development for enterprises. Only companies with the potential for technological breakthroughs can continuously create value in a bull market and withstand pressure during adjustment periods. Therefore, investment should not only focus on short-term performance, but also consider the technological strength and technological iteration capability of the company, as this is the foundation for long-term profitability. #Technology##Technology Trend Indicator##Technology Changes Life#
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The trend of the silicon industry sector is very clear: there is a wave of rise followed by a wave of correction, but the bottom is gradually being lifted, which is a typical stage of bottom oscillation. Now the price of organosilicon has risen to 13600, heading towards 14000. Although industrial silicon is still under some pressure, the overall trend is upward. Moreover, the issue of internal competition in the industry will gradually be resolved, and the supply-demand relationship will become healthier. Don't think that if it doesn't rise now, there are no opportunities. The bottom layout is originally about making long-term money; just hold on patiently without rushing to realize short-term gains. #Silicon##Organosilicon#
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Bottom oscillation period, 12 turning months, hang in there, endure, good news will come in the first quarter of 26. L3 will launch two more models, a new round of smart electric vehicles is about to begin, and the current heat is still in the Huawei system. Who will take the lead in the L3 admission event? Experience in today's trial trading. The optical module 26 will be a breakout period, either hang in there or exit. Silicon demand is increasing, if it hasn’t taken off, one must endure. Domestic consumption is accompanied by wealth transfer and industry upgrading, consumption is gradually recovering, and Chinese assets are undergoing a comprehensive reassessment. Cognition determines wealth, whether one can seize opportunities depends on the improvement of cognition, rather than the amount of funds. Based on industry trends, adhere to upward-compatible cognition, firmly hold on to the counter-cyclical investment in the long term, and insist on doing difficult yet correct things. #Future Private Meeting#
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The core of investment in smart electric vehicles lies in technological genes rather than in the vehicles themselves. Many people feel that the electric vehicle industry is heavily saturated and lacks good investment opportunities; this is because they only see the 'car' as a vehicle and fail to recognize the core value behind it. What I seek is never just the ability to manufacture cars, but the AI large models, autonomous driving, smart driving, and future humanoid robot technologies that electric vehicles carry. Companies like Jianghuai, Seres, and BAIC lack core competitiveness without Huawei's technical support because they lack technological genes and are merely traditional car manufacturers. #AutonomousDrivingTechnology #SmartRobots #AutonomousDriving #AIIntelligence#
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The market has plummeted, and this morning I was busy analyzing smart electric vehicles and didn't buy enough. Now the market is in a wail, I like it! December is a very good turning point. Let the news of Japan's interest rate hike come more fiercely.
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L3 access license, who is strong and who is weak? Against the trend of the market, how can it not be seen as a manifestation of strength, especially with the strongest backing from "Huawei group".
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The overall demand in the liquor industry is declining, but the demand for high-end liquor remains strong. Don't think that liquor prices will continue to rise; overall consumption demand will certainly not increase in the future as everyone is now focused on health and will not indulge as they did before. However, high-end liquor is different; it has long ceased to be just a drink; it is a symbol of status and class. If you have a nice house and a nice car, you need to have consumer goods that reflect your taste, right? High-end liquor has low costs and can be controlled on the supply side, and it becomes increasingly valuable over time. These advantages cannot be matched by other consumer goods, so the demand for high-end liquor will remain strong and will not be affected by the overall industry decline. #白酒 ##酒#
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The real estate market is currently at the bottom. There may be minor fluctuations from 2025 to 2027, but there is no need to worry; a new 10-year Juglar cycle will begin in 2028-2029. Everyone should not treat real estate as a tool for getting rich quickly; it is mainly used to hedge against inflation. If you make money in the stock market in the coming years, you can definitely buy a good house, whether for self-occupation or as an investment in prime locations. The current housing conditions for ordinary people, such as tube buildings and high floors, have design and spatial shortcomings. In the future, the demand for high-end improvements will only increase. As long as market confidence returns, the real estate market will surely gradually recover. #RealEstate #RealEstateInvestment
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