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第11集 | 中国经济的“双层结构”、“战略目标与时代代价”
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第 10 集｜系列收尾：从李录的思考，搭建自己的投资体系
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第 9 集｜演讲的局限：素材来源需要理性看待
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第 8 集｜读懂这场闭门午餐会，看清当下市场选择
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第 7 集｜李录持仓拆解：演讲观点与 13F 持仓相互印证
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第 6 集｜复利不止资本，人生复利更关键
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第 5 集｜加密货币：本质是虚假的东西
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第 4 集｜金融世界：教堂旁边，永远连着赌场
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第 3 集｜AI 只能是工具，而非独立造物
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第 2 集｜市场极端分化，不必追捧Anthropic的半神式IPO
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第 1 集｜李录提出的六条底层投资原则
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