知名投资人段永平再发声，坚定看好茅台

茅台时空2025-07-22

据上海证券报报道，知名投资人段永平于7月19日在社交平台发声，再度表达对茅台的坚定信心。他发文表示，买茅台、腾讯等优质企业股票，长期来看肯定比把钱存在银行更划算。7月18日，有投资者向段永平提问，称自己买不起茅台股票，转而关注神华，询问持有十年是否比存银行合算。段永平回应指出，在自己看来，神华虽然不如茅台，但大概率也比存银行好。他同样强调：买腾讯肯定也比存银行好。段永平近日回复网友一直以来，段永平...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722235902a45cd60e&s=b><strong>茅台时空</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据上海证券报报道，知名投资人段永平于7月19日在社交平台发声，再度表达对茅台的坚定信心。他发文表示，买茅台、腾讯等优质企业股票，长期来看肯定比把钱存在银行更划算。7月18日，有投资者向段永平提问，称自己买不起茅台股票，转而关注神华，询问持有十年是否比存银行合算。段永平回应指出，在自己看来，神华虽然不如茅台，但大概率也比存银行好。他同样强调：买腾讯肯定也比存银行好。段永平近日回复网友一直以来，段永平...</p>\n\n<a 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Moutai","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600519":1},"content_text":"据上海证券报报道，知名投资人段永平于7月19日在社交平台发声，再度表达对茅台的坚定信心。他发文表示，买茅台、腾讯等优质企业股票，长期来看肯定比把钱存在银行更划算。7月18日，有投资者向段永平提问，称自己买不起茅台股票，转而关注神华，询问持有十年是否比存银行合算。段永平回应指出，在自己看来，神华虽然不如茅台，但大概率也比存银行好。他同样强调：买腾讯肯定也比存银行好。段永平近日回复网友一直以来，段永平都十分看好贵州茅台。自2012年首次重仓贵州茅台以来，段永平对这家白酒龙头的投资已跨越三次行业危机，期间股价最高涨幅超20倍，但他始终未减仓，甚至在行业低谷期逆势加仓。结合段永平关于茅台的公开言论，可以发现，段永平坚守茅台的核心逻辑是：“卖出茅台的前提是找到比它更具确定性的标的，否则相当于用黄金换铜。”这一逻辑建立在对茅台商业模式不可替代性的认知上。段永平认为，茅台是A股唯一同时满足“品牌垄断、定价权、抗通胀”三要素的企业，其稀缺性远超其他资产类别。茅台作为白酒行业龙头，拥有强大的品牌壁垒和稳定的现金流，在行业中占据主导地位，抗风险能力较强，长期来看具备持续创造价值的潜力。正如他在2025年加仓时所言：“今天买了腾讯，也买了茅台”——真正伟大的企业，从不需要用短期操作证明价值。来源：上海证券报、雪球网","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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