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霍华德·马克斯再议泡沫:中国市场具有“反泡沫”特征,美股AI大牛 ...
1、投资的本质不是买入好公司,而是以合适的价格买入资产——如果你不明白这两者的区别,那你就不应该成为投资者。 2、认为“市场总是正确”的观点是荒谬的。 3、即使我对AI了解不多,我仍然认为,如今炙手可热的AI股票中,未来五年内可能有不少会大幅下跌。
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