段永平是中国著名的企业家和投资人，曾创办步步高、OPPO、vivo等知名品牌，并以长期价值投资理念著称。他多次在公开场合或社交媒体上表达对贵州茅台的看好。其中一句广为流传的话是：“有闲钱买茅台肯定赚钱。”这句话并非鼓励盲目投机，而是基于他对茅台品牌护城河、稀缺性、定价权以及长期盈利能力的深刻理解。段永平认为，茅台作为中国高端白酒的代表，具备极强的品牌壁垒和消费者忠诚度，其产品供不应求，且具备持续提价能力。在通胀环境下，这类优质资产不仅能保值，还能实现稳健增值。他强调“闲钱投资”的重要性，即只用短期内不需要动用的资金进行投资，避免因市场波动而被迫割肉离场。此外，段永平的投资哲学核心是“买股票就是买公司”，他看重企业的内在价值而非短期股价波动。在他看来，茅台是一家“看得懂、信得过、拿得住”的企业，适合长期持有。因此，“有闲钱买茅台肯定赚钱”实质上是他对优质资产长期复利效应的信心体现，也反映了其理性、耐心、聚焦本质的投资风格。
Duan Yongping is a renowned Chinese entrepreneur and investor, known for founding well-known brands such as BBK, OPPO, and vivo. He is also celebrated for his long-term value investing philosophy. On multiple occasions—both publicly and on social media—he has expressed strong confidence in Kweichow Moutai, famously stating, “If you have spare cash, buying Moutai will definitely make you money.”This remark isn’t a call for speculative trading but rather stems from his deep understanding of Moutai’s economic moat, scarcity, pricing power, and consistent profitability. Duan believes that as China’s premier premium liquor brand, Moutai enjoys an almost unassailable brand advantage, loyal customer base, persistent supply-demand imbalance, and the ability to raise prices over time. In an inflationary environment, such high-quality assets not only preserve value but also generate steady returns.Crucially, Duan emphasizes investing only with “spare cash”—money not needed in the short term—to avoid being forced to sell during market downturns. His core investment principle is: “Buying a stock means buying a business.” He focuses on intrinsic value rather than short-term price movements. To him, Moutai is a company that is understandable, trustworthy, and worth holding for the long term. Thus, his statement reflects confidence in the compounding power of high-quality assets and embodies his rational, patient, and fundamentals-driven investment approach.
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