---
title: "Recent investment views of Duan Yongping"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/28686715.md"
description: "1 Believes that "Trump" is not actually knowledgeable, but many people think he is, and "Trump" himself also thinks he understands. However, it is acknowledged that Trump's antics can bring many investment opportunities. 2 Regarding the tariff war, the view is that China should "subdue the enemy without fighting." 3 Believes that Google has deep foundations and should not be underestimated, and has recently been increasing positions in Google. In the AI era, none of these seven companies should be overlooked, emphasizing the strength and monopoly position of U.S. tech giants. Combined with Duan Yongping's previous holdings..."
datetime: "2025-04-07T04:21:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/28686715.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/28686715.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/28686715.md)
author: "[段永平今天说了什么](https://longbridge.com/en/profiles/14730467.md)"
---

# Recent investment views of Duan Yongping

1 Believes that "Know-it-all" Trump isn't actually knowledgeable—it's just that many people think he is, and Trump himself believes he knows everything. But admits that his antics could create many investment opportunities.

2 On the tariff war, believes China should "subdue the enemy without fighting."

3 Thinks Google has deep reserves and shouldn't be underestimated, recently increasing positions in GOOGL. In the AI era, none of these seven companies should be overlooked, emphasizing the strength and monopoly of U.S. tech giants. Based on Duan Yongping's previous holdings, it's speculated that his AI giant holdings are likely AAPL, GOOGL, NVDA...$Apple(AAPL.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)

4 Believes TSMC remains irreplaceable for now.$Taiwan Semiconductor(TSM.US)

5 Thinks Apple's stock is a bit expensive; if the P/E reaches 25, it would be a more reasonable price.$Apple(AAPL.US)

6 Used put options to build positions in Apple and Nvidia...

7 Believes investing is the only industry where "professionals" might not outperform "amateurs."

8 Thinks ASML has always been and remains an impressive company.$ASML(ASML.US)

9 Compared to previously being fully invested, now holds some cash.

10 Regarding the currently trending Pang Donglai, believes supermarkets are a tough business.

### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [DJT.US](https://longbridge.com/en/quote/DJT.US.md)
- [DJTWW.US](https://longbridge.com/en/quote/DJTWW.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (6)

- **雷神Raymond · 2025-07-11T05:07:59.000Z**: Newbie here to observe.
- ***烟火声* · 2025-04-07T15:13:45.000Z**: Qualified broadcast
- **[已注销] · 2025-04-07T11:08:46.000Z**: A big drop means staying out of the market.
- **马大红不fomo · 2025-04-07T07:05:09.000Z**: Why can't I see his posts on Weibo?
  - **kx。** (2025-04-07T07:18:36.000Z): Posted by Snowball
- **猎猫猗 · 2025-04-07T06:35:37.000Z**: This...