The three levels of investor thinking behind "Carrot Run", see which level you are at:
Leek level: Stay on the surface. Hearing that "Carrot Run" is awesome, buy Baidu stocks directly.
Mature investors: Have the ability to know the autumn from a single leaf. Seeing the launch and operation of "Carrot Run" not only represents the success of Baidu, but also the rise of the entire autonomous driving industry. "Carrot Run" should be disassembled to study which core component manufacturers are high-profit, high-threshold, and have moats, and then invest in these manufacturers.
High-level investors: Have the ability to go from point to surface. Understand that the core technology of "Carrot Run" is not only used for autonomous driving, but also can greatly improve production efficiency. Which companies are testing these technologies? What is the success rate? Make long-term, low-cost investments.
In addition to cognition, high-level investors also need high-level research ability, learning ability and fund management ability. In the currency circle, the gap in cognition also exists objectively.
So, at which level is your cognition?
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