芒格預警：2026最大陷阱？美聯儲降息埋雷，甲骨文崩盤揭開科技圈遮羞布，中國AI憑什麼笑到最後？#美聯儲 #芒格 #ai
芒格思想
•
December 13, 2025
芒格思想
@芒格思想About
👴🏻 深切追思投资界的精神巨匠查理・芒格先生！先生虽逝，但其逆向推演的深邃洞见、长期主义的价值坚守、跨学科的多元思维模型，早已超越投资本身，成为指引无数人穿越迷茫的人生罗盘。与巴菲特携手缔造的商业传奇、历经岁月沉淀的箴言哲思，永远照亮理性前行之路 —— 先生风骨永存，智慧薪火相传！ 🔹 账号定位：芒格思想的笃信传承者 & 实战拆解官，专注深挖大师的逆向投资逻辑、价值判断框架与多元思维工具箱。系统梳理先生公开演讲、股东信核心观点，拆解可口可乐、富国银行、比亚迪等经典投资案例，用接地气的语言转化为可落地的投资策略与生活决策指南，助力大家避开人性陷阱、实现长期稳健成长。 🔹 免责声明：本账号为芒格粉丝自发组建，仅用于缅怀先生、分享传播其思想智慧，与查理・芒格本人、伯克希尔·哈撒韦公司及相关机构无任何隶属关联。所有内容均基于公开信息整理，不构成任何投资建议。 🔔 痴迷芒格的“反人性”生存智慧？这才是穿越周期的底层密码！点赞收藏，锁定账号不迷路～ 后续将解锁先生未公开的思维训练方法、50年投资生涯的避坑实录、经典案例的深度复盘，跟着大师学理性决策！赶紧关注，硬核思想干货持续输出，与千万芒格信徒共学共进！
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Video Description
如果你現在關注科技圈，聞到的不是創新的煙火氣，而是傳統巨頭崩塌前的焦糊味。💥 甲骨文股價暴跌、IBM增長停滯，市場還在當個案看熱鬧。但在我看來，這就像是馬車時代撞見汽車的前兆——不是甲骨文做得不夠好，而是AI浪潮+貨幣政策動盪，已經把傳統科技巨頭的生存根基徹底衝垮了。這不是偶然，而是科技產業大洗牌的開場哨。 我是查理，今天要帶你戳穿一個殘酷真相： 🔍 為什麼甲骨文、IBM這些躺著賺錢的軟體巨頭，一夜之間就成了“時代棄子”？ 📉 AI時代的企業到底要什麼？雲計算平臺、新型資料庫為何能顛覆幾十年的市場格局？ 💸 普通人該怎麼避開傳統科技股的陷阱，抓住新格局下的機會？ 這不是危言聳聽，而是技術革命與週期疊加的必然。如果你不想把錢投在即將被淘汰的領域，不想在產業洗牌中被甩下車，務必看到最後。 👇 訂閱頻道開啟小鈴鐺，我用多元思維模型拆解科技格局顛覆的底層邏輯，給你普通人能落地的避坑與抓機會策略。
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