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Skydancer
选举夜，市场先投了一次票。
纳指100期货一度跌2.4%，11/4收盘却是纳指100+0.91%、道指+3.03%。
巴菲特1969年合伙人信：“我一直觉得，评估由基本面决定的「重量」比评估由心理决定的「选票」容易。”
该问的是：哪项新政策会改变公司的定价权、监管或税负？
按巴菲特框架分析，不构成投资建议
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