年后一波股市的下跌,有几个股票已经非常接近高瓴资本定增的价格了。高瓴资本的持仓时间比较长,对于长期投资者来说具有很大的参考意义。我认为个人择股的能力和机构的择股能力差别还是很大的,有大机构背书,下跌也就没那么恐慌了。
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