看到一则关于朋友股价的新闻，我最大的感触是企业在赛道的选择，也就是指投资标的行业的选择，首先要选择成长空间大的行业，至少1000亿以上的市场规模；其次，要选择未来增长性好的行业，考虑在未来3-5年后行业增长性达到最佳状态的行业；最后，要选择有政策扶持的行业。
I read a piece of news about one of my friends’ stock price, and my biggest feeling is the how the enterprise chooses its track, that is, the choice of the investment target industry; first of all, they should choose a industry with a large space for development and a market size of at least 100 billion; secondly, we should choose industries with good growth in the future and consider the industries with the best growth in the next 3-5 years; finally, choose industries with policy support.