小龙先生|Oct 03, 2026 15:11
Buffett and Duan Yongping are not optimistic about Chinese real estate!
CITIC Securities says a new real estate cycle is here.
But today, Duan Yongping said one thing on Xueqiu:
'Buffett only bought U.S. real estate companies; he doesn’t understand Chinese real estate companies.'
Buffett doesn’t understand Chinese real estate companies, so he avoids them.
Duan Yongping also says to avoid them.
One is China’s top brokerage, bullish.
One is the Chinese person most like Buffett, avoiding.
Who do you believe?
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