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anonymous
@youyouAllen
Nothing
Joined August 2014
1.1K Following    3.1K Followers
anonymous@youyouAllen
2026.05.07 10:40
感觉段永平彻底转向了消费领域。手里股票除了伯克希尔，西方石油，基本上都是消费股。苹果，腾讯是数字消费，pdd，阿里是电商消费，ppmt和茅台是情绪消费
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