Buffett vs. Duan Yongping: Latest Holdings Comparison Shows Striking Differences



One-year returns: Buffett 11.72%, Duan Yongping 19.43%, a gap of nearly 8 percentage points.

Both heavily hold Apple, but with completely different positional logic:
Buffett maintains balance and orthodoxy, with Apple at only 22.69%, complemented by established consumer finance giants;
Duan Yongping pursues extreme concentration, with Apple exceeding 60% of holdings, while simultaneously positioning in Chinese concepts and AI computing power.

No right or wrong, only different systems:
One seeks long-term stability, the other pursues era-driven beta.
Top-tier investors' decision-making power has never been about following trends, but about conviction.
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