世界资本：以人工智能简化金融决策和信息。 World Capital: Simplifying Financial Decisions with AI.
London, England
Joined May 2017
- Tweets5.2K
- Following155
- Followers71K
- Likes17K
世界资本 World Capital retweeted
OBAMA: THE POLITICAL BRAND THAT COULD SHAPE AMERICA FOR DECADES? Donald Trump is 80. Joe Biden is 83. Barack Obama is only 65.
Trump has just over two years left in his presidency. Obama, meanwhile, could continue shaping the Democratic Party for several more election cycles.
Could Obama eventually become the Democrats’ long-term political kingmaker, exercising influence behind the scenes?
Presidents may come and go, but Obama’s political brand could endure for decades.
Could he become the Democratic Party’s unofficial “shadow president”?
世界资本 World Capital retweeted
华尔街一片哀嚎！而 $INTC 陈立武，又以65美元的价格，增持1000万美元的因特尔股票。陈立武在8月份，刚以95美元价格购买1000万美元。陈立武增持的背景：英特尔刚创下1974年以来最糟糕的交易日，同时其数据中心和代工业务增长了78%和58%。未来5年内，INTC股价还能再涨10倍吗？
世界资本 World Capital retweeted
郑爽美颜后的素颜，像不像日赚208万的国产巨星？曾经风光无限的顶流小花，被税务部门确认，郑爽2019年出演《倩女幽魂》，约定片酬1.6亿元，实际取得1.56亿元。这笔天价片酬确实存在。2021年，郑爽被罚了2.99亿元，包含了补税、滞纳金和罚款。当时通报称税款和滞纳金已缴清，罚款仍在督促缴纳。娱乐圈的浮华与倾塌，往往只在一瞬间？时代的浪潮裹挟着所有人，不过看上去，郑爽倒是挺快乐的？
世界资本 World Capital retweeted
It was a terrible day for Donald Trump. Judging by these midterms, Trump’s political brand has suffered a major defeat. But it is too early to declare that brand finished. The greatest damage comes from the gap between his image as a strongman, a winner, and a skilled dealmaker and the results voters actually experience.
Trump canceled his public appearance following Republican losses in the midterm elections. The backlash reflects voters’ concerns about the cost of living, the war with Iran, and dissatisfaction with his leadership—all of which strike directly at his brand promises.
Democrats have won control of both the House and the Senate, making breakthroughs even in traditional Republican strongholds. That alone shows that Trump’s political appeal was insufficient to preserve Republican majorities.
世界资本 World Capital retweeted
GLOBAL HOTEL BRANDS: WHO RULES LUXURY? Aman and Four Seasons top Brand.com’s hotel hierarchy, while global giants like Marriott and Hilton rank lower. Size delivers reach; exclusivity builds prestige.
True luxury is about privacy, rarity, and exceptional experiences. Still, as @Brand notes, rankings are subjective: an outstanding property can outperform a higher-ranked brand.
Would you rather own 100 Aman resorts or 10,000 Marriott hotels?
世界资本 World Capital retweeted
之前，加密属于灰产，草台班子是大概率；如今，加密都准备颠覆银行，还是草台思维。虽然赵长鹏一夜白了头，被金正恩盗走63亿美元之后，还是没认识到币安自身风险，而是狡辩说银行更不安全，黑客优先打劫加密，是因回报最高，流动性最好。为何币安员工，能用公司电脑下载软件？
世界资本 World Capital retweeted
The Trump administration is entering its "garbage time" (lame-duck period). Democrats have achieved a clean sweep, taking control of both the House and Senate. The Republican collapse arguably began when the Trump administration sided with Russia and Putin while pressuring Ukraine and Zelensky.
Wall Street is shifting into risk-off mode, reacting to the Democratic “Blue Wave.” This could create additional headwinds for investment in AI and data centers, while increasing the likelihood of political gridlock, prolonged negotiations, and partisan battles over the debt ceiling and fiscal policy.
世界资本 World Capital retweeted
芒格为何痛骂马云？为何他不愿赌服输？芒格与马云的恩怨，是投资史上一个经典案例。芒格一方面公开批评马云，另一方面却在阿里股价大跌时不断加仓，最终遭受巨额账面亏损。芒格和巴菲特，多年来靠所谓内幕消息获胜，但这次提供内幕的，是一位中国投资者，消息并不准。值得研究的三个问题：芒格为什么认为马云犯了严重错误？芒格为什么在阿里暴跌时继续买入？一生强调理性、承认错误的芒格，为什么在这笔投资上显得如此固执？
芒格为何公开痛批马云？2021年，芒格在日报股东大会上批评马云傲慢，认为他不应该公开挑战金融监管体系。背景是2020年马云在上海外滩金融峰会上的讲话，以及随后蚂蚁集团IPO被叫停。芒格认为，马云不仅低估了金融风险，也严重误判了政治与监管环境。2023年，芒格再次批评马云，甚至用一个生动的比喻形容他的行为：这就像拿着尖棍去捅熊的鼻子。芒格认为，这种公开对抗不仅没有必要，而且直接伤害了阿里巴巴股东的利益。
芒格为什么越跌越买？芒格通过Daily Journal持有阿里巴巴股票。这里反映出芒格的两个判断：第一，他相信阿里巴巴拥有强大的商业护城河。 中国庞大的电商市场、平台网络效应和用户规模，让他相信公司价值远高于股价。第二，他低估了政治风险与竞争风险。 拼多多、京东等竞争对手，以及监管变化，都影响了阿里巴巴的增长预期。
芒格真的不愿赌服输吗？他最终公开认错了。2023年，99岁的芒格说：“我认为投资阿里巴巴是我犯过的最严重错误之一“。他还承认，自己过于迷恋阿里巴巴在中国互联网行业的地位，却忽略了它本质上仍然是一家竞争激烈的零售企业。所以，说芒格完全不愿认输并不准确。他确实经历了加仓、减仓和承认错误的过程。
最有讽刺意味的是，芒格一边批评马云高估自己的判断力，一边也在阿里巴巴投资中高估了自己的判断力。不过，两人的错误并不相同：马云面对的是企业经营与监管关系，芒格面对的是投资定价与风险判断。芒格并非输不起。他最终能够承认错误，但承认得比较晚。
世界资本 World Capital retweeted
BREAKING: NASDAQ-100 FUTURES PLUNGE! Nasdaq-100 futures tumble nearly 1.5% as the odds of a Democratic sweep surge to 95%. The S&P 500 has reportedly shed $500 billion in market value in just two hours. Wall Street is rattled as Democrats appear poised to capture both the House and Senate, with Cooper flipping North Carolina.
世界资本 World Capital retweeted
🚨 BREAKING: Victims of the Florida plane crash have been identified: Texas tech entrepreneur Adam Robinson, 45; his wife, Helen Robinson, 40; their two young children; their nanny; two family friends; and two pilots. As a serial entrepreneur, Robinson made the fatal mistake of putting his entire family on a single Learjet 60, a small business jet with a risk profile 40 times higher than a commercial airliner. The flight was en route from Austin to the Bahamas; they could have easily split up and taken commercial business class instead. Tragically, God has given Adam Robinson, the former Lehman Brothers credit trader, no second chance.
世界资本 World Capital retweeted
成熟决定了企业家的下限(合规/风控)，而童心决定了一家企业家的上限(创新/颠覆)。学步的幼儿跌倒无数次却不会沮丧，因为他们眼中只有“学会走路”的目标，没失败的包袱。具备童心的企业家和投资者，能够把失败当成一次试错，保持快速复原力。
世界资本 World Capital retweeted
金与正敲打川普？级别很高？朝鲜已经正式回应币安约63亿美元被盗事件，而且措辞相当强硬。朝鲜领导人金正恩的妹妹、劳动党中央委员会副部长金与正(Kim Yo-jong)发表声明，否认朝鲜参与黑客攻击。去年Bybit被盗，朝鲜没这么高调回应。这次FBI出动，朝鲜终于坐不住了？
世界资本 World Capital retweeted
佛罗里达西棕榈滩。一架里尔60公务机坠毁，机上通话录音刚被公布：“求救，求救！我们正以每分钟10,000英尺速度下坠…没时间了”。事发距离川普位于海湖庄园仅8英里。机上9名富人，已全部遇难。你永远不知道，生命何时是尽头。小飞机品牌，还有安全的吗？
世界资本 World Capital retweeted
Are adult influencer brands truly money-printing machines? At just 23 years old, Lily Phillips set a record by having sexual relations with 101 men within 14 hours, compressing the time per person from 5 minutes down to 2 minutes. She admitted that she could only remember about 10 of them.
Even a seven-figure annual income does not guarantee a place among the industry’s biggest earners. Sophie Rain, Bhad Bhabie, Corinna Kopf, Amouranth, and Camilla Araujo have all reported earnings reaching eight figures over a year, or figures implying that annual scale.
Phillips later announced an even more extreme ambition: 1,000 men in one day. The money makes headlines. So do the tears. In an economy that rewards attention, how much further will creators push themselves to keep people watching?
世界资本 World Capital retweeted
日本の愛知県・知多半島の先端部で、かつて1億円で販売されたマンションが500万円に。約95％の下落は、地方リゾート不動産の資産価値と流動性の厳しさを示しています。周辺には月額1万2,000円の賃貸物件も見られます。名古屋方面への鉄道や高速道路も利用でき、車があれば別荘としての魅力はあります。ただし、購入判断には価格だけでなく、管理費・修繕積立金などの保有コストと将来の売却可能性も織り込む必要があります。
世界资本 World Capital retweeted
突发：川普会抓捕金正恩吗？理由非常充分：FBI宣布，朝鲜是币安63亿美元黑客攻击的幕后黑手，这现已成为历史上最大的黑客攻击事件。朝鲜黑客此前已被FBI指控犯下一些最大的加密货币黑客攻击案。这包括去年对Bybit的15亿美元攻击，以及2022年窃取6.2亿美元加密货币的盗窃案。
世界资本 World Capital retweeted
中国经济怎么走？一边在讨伐姆巴佩，一边又对未来迷茫，房价和股价双重低迷。在理想汽车的战略会上，美团王兴提出，当下的经济形势起码持续到2030年，要做好长期应对的准备。他认为，降本增效应该成为理想汽车当前核心战略。这个观点，得到了现场与会人员的广泛认可。2018年的时候，王兴说2019年可能是过去10年最差的1年，但可能是未来10年最好的1年，可谓一语成谶？珠海国资已经债务爆雷的话，如果传导到其它省市？内陆大部分城市，财政不如珠海吧？
世界资本 World Capital retweeted
如是美女小V，建议学陈凯韵(甘比)，蹲守香港巨富刘銮雄，并嫁给他，成香港女首富。不要蹲守郭广昌，应该蹲守容易配合的名人富人，譬如张朝阳、潘石屹、王石。全球货币@GlobalMoney判断：郭广昌确实不好过，面临着债务压力、业绩暴跌以及漫长的断臂求生三大烦恼，没心思闲聊…