前段时间某位知名投资人再次抄底消费品龙头的新闻又上热搜了。评论区照例很热闹——有人说他"被套进去了，现在出来割韭菜"；也有人酸"成本才那么点，换我也能行"。

看着这些评论，我真的有点无语。

仔细想想这些人的逻辑：行吧，人家的确因为低成本赚到了。某些科技股涨了一百倍，原因也是买得早。但这里有个问题——既然你们都明白关键是"抄底"，那当初市场最绝望、所有人都在骂这哥们傻的时候，你们在哪儿呢？

低成本从来不是凭空掉下来的馅饼，而是当资产被所有人唾弃、踩在烂泥里的时候，用冷静的头脑 и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и и