I believe the gap between people and the gap between companies mainly lies in the size of their vision. That is, when dealing with the same thing, whether one focuses more on long-term gains and losses or more on immediate income, whether one pays attention to the whole or just a part, whether one thinks in multiple dimensions or just a single dimension, and so on. Taking mobile phones as an example, many years ago, Huawei clearly valued the long-term more. Huawei's mobile phones paid more attention to basic research and development, and had their own chips very early on. At that time, many domestic mobile phone manufacturers were still competing in marketing and became mobile phone assembly factories.

Therefore, Huawei can now become the most successful high-end mobile phone in the country, surpassing its peers. This gap is definitely not accidental. It is the result of Huawei's larger vision. Long-term value investment is to look at the long-term, that is, the development of the company's fundamentals in ten or twenty years. Long-term value investors often don't care about the current stock price fluctuations and temporary personal gains and losses, and put a lot of time and energy into researching the future development of the company and the industry.

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Short-term trading generally only cares about the success or failure of the current transaction and does not pay much attention to the company's future development. Due to short-sightedness, the long-term investment returns of short-term traders are mostly poor. Quantitative trading, although part of it belongs to short-term trading, fully considers the results of tens of thousands or even hundreds of thousands of transactions before trading. From a certain perspective, it also pays attention to long-term planning from the beginning. Therefore, the final result of the quantitative trading model is better than that of ordinary short-term trading.

All successful endeavors in the world come from overall, long-term, and multi-dimensional considerations, without exception. Many of our ordinary investors operate based on feelings, looking at the present, and taking one step at a time when trading stocks, which is doomed to have no good results. They feel worried and even fearful when stocks or funds are stuck - this itself indicates that they did not consider how to sell, how to deal with being stuck, and how to control risks before buying. This is obviously caused by a lack of long-term consideration, no overall layout, and a single-dimensional view of the problem when investing in stocks.

People without long-term considerations will have short-term worries. The various troubles and worries people have when trading stocks are essentially due to the lack of long-term thinking and layout before buying. There are always fans who say that I am always so optimistic no matter how the market is. I am indeed very optimistic about the stock market. Because every time I buy, it is a layout for ten or twenty years later, and deep thinking and planning are the fundamental reasons why I always have a good attitude when investing.

Playing chess is easy to develop the good habit of deep thinking and planning. Every move is a move made after a comprehensive view of the whole situation, and it is a long-term planning. Stock investment has reached this level to be a qualified investor.

On May 29, the State Council issued the "Energy Conservation and Carbon Reduction Action Plan for 2024-2025", which mentioned that the first key task is the reduction and substitution of fossil energy consumption. The meaning is to control the consumption of coal. How to control it? Carry out low-carbon transformation of coal power, and eliminate those that cannot be transformed. Control the consumption of oil and guide it to the consumption of natural gas. The purpose is to protect the environment.

Think about it, after "reasonable control", what development prospects can oil and coal have in the next ten or twenty years? The surge in the oil and coal sectors of A-shares is actually just benefiting from global price inflation. If it were not for the over-issuance of the US dollar, how could they have the opportunity to surge in the past few years?

The second is the action to increase the consumption of non-fossil energy. With the development of the economy, people's demand for energy can only increase more and more. After reasonable control of oil and coal, there will inevitably be a huge demand gap. Who will fill this gap? It is new energy. The document emphasizes the need to accelerate the construction of large wind and photovoltaic power bases focusing on deserts, Gobi, and deserts. Reasonably and orderly develop offshore wind power, and vigorously develop new technologies and new models such as microgrids, virtual power plants, and vehicle-to-grid interaction.It is quite evident that, from a long-term strategic perspective, although the oil and coal sectors in the A-share market are currently showing strong momentum, they do not align with the long-term industrial development trends. Although the photovoltaic and wind power sectors, which are part of the new energy in the A-share market, are currently showing weaker performance, they represent the long-term trend of China's economic development. At present, the new energy sector in the A-share market is at the bottom of the market cycle with relatively low valuations, making it an excellent opportunity to invest in new energy.