徐源:战略应时刻保持清醒市场是理性和非理性两个因素的混合体,中国市场非理性的成分多一些,这就使得一些中国企业热衷于炒概念。所谓炒概念就是刺激人们的非理性需求。单纯从市场来看,这是一个很好的增长点,短期可以成功。如果过于依赖甚至沉迷于这个层面,那就很危险了。 Xu Yuan: Strategy should always be sober The market is a mixture of rational and irrational factors. There are more irrational components in the Chinese market, which makes some Chinese companies keen to speculate on the concept. The so-called speculation is to stimulate people’s irrational needs. Simply from the market point of view, this is a good growth point, the short term can be successful. If you rely too much or even indulge in this level, it is very dangerous.