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全球供应链因病毒变异和灾难袭击而崩溃

全球供应链因病毒变异和灾难袭击而崩溃
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乱套了！全球供应链因病毒变异和灾难袭击崩溃 | www.wenxuecity.com

乱套了！全球供应链因病毒变异和灾难袭击崩溃 | www.wenxuecity.com
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李录逃顶比亚迪？-商业-金融界


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李录逃顶比亚迪？ ....

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李录逃顶比亚迪？|巴菲特|芒格|股价|王传福_网易订阅


2021-07-19 09:41:18　来源: 阿尔法工场研究院
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导语：李录减持比亚迪，让人不禁想起当年巴菲特卖出中石油。
如果说，美国是车轮上的国家，那四个车轮就是在底特律安装的。
底特律，除了拥有通用、福特、克莱斯勒三大车企外，还肩负着拉开每年车展大片序幕的使命。
底特律车展，被称作燃油车的天堂，大马力后驱è ....

United States , Hong Kong , Qin Chuan , Ali Baba , Ford Chrysler , Warren Buffett , Fund It , Fund To It , Research Department , China The Fund , Mission Detroit , Warren Buffett School , Bank Ali Baba , Universal Ford Chrysler , God Warren Buffett , Bullets Warren Buffett , Bankh Shares , Aspect Sina , Masters Warren Buffett , Guizhou Maotai , Shanghai Airport , Chang Habitat United States , Industrial Start , Xi An Qin Chuan , Research Department Director Zheng , ஒன்றுபட்டது மாநிலங்களில் ,

李录逃顶比亚迪？- DoNews专栏


而同一时期，李录却选择重金买入比亚迪，至于原因，我们在他的《文明、现代化、价值投资与中国》一书中找到了答案：
比亚迪恰好拥有天时地利人和，处在对的行业和环境中，在恰当的时候得到了政府的支持。公司的工程师文化让比亚迪拥有解决重大难题的能力，投资比亚迪的时候，我们在价格上是有很大安全边际的……
除了李录的书，在复盘他的整个投资之路后，我们发现大概只有两种情况会让他选择卖出股票：一是大逻辑变了，二是觉得估值实在太高。
我们先来看看大逻辑，早在去年年末，《新能源汽车产业发展规划（2021-2035 年）》与《节能与新能源汽车技术路线图2.0》就为行业奠定了基调：行业长期成长趋势。
日前，华夏基金投资研究部总监郑泽鸿也公开表示：新能源板块是一个长期向上的赛道，行业天花板很高。� ....

United States , Hong Kong , Qin Chuan , Ali Baba , Ford Chrysler , Warren Buffett , Fund It , Fund To It , Research Department , China The Fund , Mission Detroit , Warren Buffett School , Bank Ali Baba , Universal Ford Chrysler , God Warren Buffett , Bullets Warren Buffett , Bankh Shares , Aspect Sina , Masters Warren Buffett , Guizhou Maotai , Shanghai Airport , Chang Habitat United States , Industrial Start , Xi An Qin Chuan , Research Department Director Zheng , ஒன்றுபட்டது மாநிலங்களில் ,