【FINAiUS】纪录片——猎杀赚$20亿，卡尔·伊坎，华尔街最令人生畏的男人

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二十世纪八十年代经济的蓬勃发展催生了一个新的投资者阶层

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卡里康在皇后区拜萨德长大

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但他通过暴力和恐吓

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成为了企业界最令人畏惧的人物

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卡尔·伊科恩

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童年生活再正常不过

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他有慈爱但严格的犹太父母

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他们住在皇后区拜萨德的一栋普通房子里

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但他的父母以身为普通劳动者而自豪

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从小卡里康就渴望更多

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更好的东西

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他知道不会轻易得到

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他是个聪明的孩子

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但他完全是个独行者

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整天只看书做作业

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伊科恩成为班级顶尖学生

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并获得精英私立高中的奖学金

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这是更美好未来的机会

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父母拒绝了这个机会

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卡里康的父母担心私立学校会宠坏儿子

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脱离现实

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当然他必须听从父母去公立学校就读

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卡里康感到无法掌控命运

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那是一所相当严苛的学校

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现在已关闭了

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我住在拜萨特

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远离洛克威

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那里是个相当危险的街区

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我仍能继续追逐梦想

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他保持沉默

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更加刻苦学习

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因为他的梦想是常春藤联盟

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他的抱负被老师迅速扼杀

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那些

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提醒他

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如果你听卡里康说话

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他带有黑帮口音

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这源于他在高中必须生存

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必须变得街头老练

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这对未来成功至关重要

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他的决心得到回报 伊科恩被普林斯顿大学录取

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该校历史上首次有毕业生

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尽管全家为儿子骄傲

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伊科恩父母无力承担费用

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我父亲说

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你知道儿子

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我在想你

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如果你坚持要去普林斯顿

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我们决定支付学费

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我说太好了

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谢谢爸爸

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我真的很感激

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但不包括住宿费

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所以我说道

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嗯

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等等，等等

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我怎么生活

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我怎么吃饭

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他说

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你是个聪明的孩子

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我一直观察你

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你会想出办法的

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我可以想办法赚钱

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每周打牌就能赚到钱

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我一定能赢

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我不确定

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四五百美元

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三百美元

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到了夏天结束时

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我有两千块

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那时住宿费才七十五美元

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在普林斯顿

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这个社交孤立的汽车图标再次感到格格不入

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他整天钻研哲学

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晚上则玩扑克和棋类

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最终成为校园最佳玩家

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我们想传达的是

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毕业论文是这里男性最宝贵的机会之一

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如果让访客看到这些标题就能明白

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他的努力没有白费

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他的毕业论文获年度最佳

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最重要的是学会依靠自己的思考

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在听取他人意见前

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我认为这是许多伟大投资者的共同特质

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我们很少花时间静下心问

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我们为何有充分理由

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哲学引导我们进行这样的反思

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涉及对我们基本信念的批判性审视

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关于现实本质

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关于知识

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关于价值

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但图标陷入求职困境

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他加入预备役

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还在梅西百货当收银员

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每小时二十五美元

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在叔叔帮助下出售公司

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图标成为股票经纪人

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撰写二十世纪六十年代初的批发市场

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图标

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当我进入华尔街时事业腾飞

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我有十二到十五万美元

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这是一笔巨额储蓄

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你知道我开始投资了

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并且我在买入

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将会被储存

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我在挑选这个和那个

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我拥有一群愿意听我建议的人

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哦哇

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但所有人都在赚钱

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于是我走出去

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我记得我曾买了一辆银河敞篷车

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那是一辆漂亮的车

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我有一位美丽的女友

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她是个模特

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那真是太棒了

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像往常一样

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他把所有空闲时间都花在读书和学习股市上

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随后市场给了他一生难忘的教训

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发生了什么

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1962年的崩盘发生了

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我在一天内倾家荡产

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甚至连扑克 winnings 都没了

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这是被称为闪崩后的第二天

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当天道指暴跌5点

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百分之八

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当时

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这是自大萧条以来最大的单日跌幅

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当然那时人们还没有彭博终端、互联网或电视台

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这些能即时获取股价

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只有 ticker tapes 能做到

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当天交易量巨大

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导致行情单

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在收盘后数小时才打印出来

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所有交易

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人们不知道

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收盘后大概三小时

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当天实际亏损了多少

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可以想象他们的感受

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必须承受痛苦

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必须经历这一切

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市场不是赌博赌场

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但这类市场中

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太多人认为它是赌博来重新入场

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他需要找到自己的优势

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这将来自意想不到的地方

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二十世纪五十年代末经济繁荣空前

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但繁荣之下危机正在酝酿

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而美国将永远陷入混乱

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决心要变得富有

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我可以加入华尔街

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但当泡沫破裂时

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他失去了所有积蓄

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但卡尔·伊科恩是个坚韧不拔的人

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他知道还有重返游戏的方法

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很快他就发现一个即将爆发的细分市场

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我只剩下一小笔钱几乎所剩无几

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我说我必须学点东西

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于是我大量阅读认沽和认购期权

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在那些日子里这简直像金融西部荒野

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这些认沽和认购期权

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我意识到期权市场有潜力革新金融业

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并在过程中让投资者致富

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呃

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当你为房子买保险时

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就像为房子购买认沽期权

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虽然这并不直接关联房屋价值

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但当你购买房屋保险后房子被烧毁时

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你可以获得保险赔偿

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呃

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嗯

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你的房子价格跌至零

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如果你买入该房屋的认沽期权

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结果也会一样对吧

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你可以以高价卖出现在一文不值的房产

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他成为一家名为gruntal的不知名公司期权经纪人

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就像今天的加密货币

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期权市场充斥着欺诈和价格操纵

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总是标新立异

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伊科恩决定要做第一个诚实经纪人

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将客户利益放在首位并兑现承诺

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这里有很多期权

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经纪人

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如果你还记得

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他们都在逃离所有人

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所以我成了诚实经纪人

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说起来

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我来告诉大家

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发布周三期权策略

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我会每晚熬夜

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致电我的报告咨询者

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从加州致电加州

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我在期权领域拥有庞大追随者

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我给予他们超出预期的内容

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这

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我简直不敢相信

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这里有个我不认识的人

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从纽约打电话给这位富翁

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他会出售

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在这只股票上卖出十个看涨期权

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我愿意出价五万美元

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我赚到六万美元

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那人简直不敢相信

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伊康在几年内掘到了第一桶金

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卡伊康将期权业务打造为格林塔尔最盈利部门

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在积累了一批富裕客户后

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伊康决定创立自己的经纪公司

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我们在六十年代末建立了庞大客户群

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为了获得证券交易所席位

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在一位叔叔的帮助下

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那时我已经存下了相当可观的积蓄

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在二十世纪六十年代末

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卡尔·伊奇的职业生涯迎来新高峰

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而普通中产家庭如他父母年收入仅一万

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他的个人年收入飙升至三十五万美元

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曾经是富人丛林

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如今成了富人侄子

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他的生活方式也水涨船高

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开始在长岛周末度假

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与时尚模特约会

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金钱对他已不再成问题

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但卡伊康的野心更受权力与控制欲驱动

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首先

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他掌控了自己的人生

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现在他在思考还有何事可控

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掌控经纪业务创造了稳定收入流

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卡卡现在想投资利润

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随后我涉足套利交易

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可以购买不同可转债

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并做空对应股票

230
00:09:54,969 --> 00:09:56,328
毫无风险

231
00:09:56,328 --> 00:09:57,828
却能赚取丰厚收益

232
00:09:57,828 --> 00:10:00,068
最终我们在这方面做得非常成功

233
00:10:00,068 --> 00:10:01,308
在短短几年间

234
00:10:01,308 --> 00:10:04,210
套利成为最盈利部门

235
00:10:04,210 --> 00:10:06,269
但随后我开始质疑

236
00:10:06,269 --> 00:10:09,690
如果能通过可转债套利

237
00:10:09,690 --> 00:10:14,379
能否对被低估企业实施相同策略

238
00:10:15,960 --> 00:10:17,500
在追求先知者的过程中

239
00:10:17,500 --> 00:10:23,120
洛克菲勒、卡内基等先驱最早拥抱现代企业

240
00:10:23,120 --> 00:10:28,139
股东与管理层为共同目标协作

241
00:10:28,379 --> 00:10:29,700
但到二十世纪六十年代

242
00:10:29,700 --> 00:10:34,859
斯卡伊康发现许多公司已不再如此

243
00:10:34,859 --> 00:10:37,619
但核心在于寻找他们

244
00:10:37,619 --> 00:10:38,099
他们

245
00:10:38,099 --> 00:10:39,458
他们实在很便宜

246
00:10:39,458 --> 00:10:44,379
主要原因通常是管理不善

247
00:10:44,379 --> 00:10:47,929
因此，从某种意义上说，这就像一种套利行为

248
00:10:47,929 --> 00:10:50,009
你大量购入公司的股票

249
00:10:50,009 --> 00:10:53,970
然后试图对公司进行改革

250
00:10:53,970 --> 00:10:56,179
一旦掌控公司

251
00:10:56,179 --> 00:10:59,220
他可以更换管理层以释放更多价值

252
00:11:00,220 --> 00:11:01,539
这是一个简单命题

253
00:11:01,539 --> 00:11:05,019
却极难执行

254
00:11:07,259 --> 00:11:12,149
Icon的第一个目标是一家日本小家电公司

255
00:11:12,149 --> 00:11:17,240
Icon发现其账面价值是市价的两倍

256
00:11:17,240 --> 00:11:20,600
如果能找到接近账面价值的买家

257
00:11:20,600 --> 00:11:23,110
他就能翻倍获利

258
00:11:23,110 --> 00:11:26,210
记住Icon是个精明的棋手和扑克玩家

259
00:11:26,210 --> 00:11:27,549
他总能

260
00:11:27,549 --> 00:11:29,950
比所有人多走几步

261
00:11:29,950 --> 00:11:32,850
他会考虑各种可能性和不同结果

262
00:11:32,850 --> 00:11:34,990
以及如何应对

263
00:11:41,659 --> 00:11:45,068
Cargan开始悄悄增持日本公司的股份

264
00:11:45,469 --> 00:11:49,139
然后他致电公司总裁

265
00:11:49,299 --> 00:11:49,860
Icon

266
00:11:49,860 --> 00:11:51,879
当然做了大量功课

267
00:11:51,879 --> 00:11:54,899
但通话中他假装非常天真

268
00:11:54,899 --> 00:11:59,289
公司总裁以为他是个傻有钱的富二代

269
00:11:59,289 --> 00:12:03,529
这一切让Icon悄然建仓三百万股控股权

270
00:12:04,610 --> 00:12:07,769
不暴露真实意图

271
00:12:10,820 --> 00:12:15,639
此时Icon已持有足够股份成为最大股东

272
00:12:15,639 --> 00:12:16,720
突然之间

273
00:12:16,720 --> 00:12:21,309
他通知管理层希望公司被收购

274
00:12:21,750 --> 00:12:24,830
但又想保持被动投资者身份

275
00:12:26,149 --> 00:12:27,629
这到底什么意思

276
00:12:27,629 --> 00:12:30,110
这是经典Carl Icon策略

277
00:12:30,110 --> 00:12:32,450
他从不显露真实意图

278
00:12:32,450 --> 00:12:35,330
目的是制造对手的挫败感

279
00:12:35,330 --> 00:12:38,129
让对手犯错

280
00:12:38,129 --> 00:12:41,610
但Icon暗中仍在积极购入更多股份

281
00:12:41,610 --> 00:12:44,649
并寻找愿意收购的公司

282
00:12:50,639 --> 00:12:54,139
当管理层意识到Icon的敌意意图

283
00:12:54,139 --> 00:12:58,950
他们决定通过稀释Icon股份制造毒丸防御

284
00:12:58,950 --> 00:13:04,649
所谓毒丸计划是公司与托管机构的协议

285
00:13:04,649 --> 00:13:05,669
若触发

286
00:13:05,669 --> 00:13:09,070
对恶意收购方造成巨大经济稀释

287
00:13:09,070 --> 00:13:11,460
或试图收购公司的个人

288
00:13:11,460 --> 00:13:15,759
或以董事会不认可的方式增持股份

289
00:13:15,759 --> 00:13:17,059
这是个错误

290
00:13:17,059 --> 00:13:19,080
使用毒丸计划让Icon

291
00:13:19,080 --> 00:13:24,169
有了完美理由说服其他股东管理层无能

292
00:13:24,169 --> 00:13:26,769
只顾自身利益

293
00:13:27,100 --> 00:13:29,139
由于股东大会即将召开

294
00:13:29,139 --> 00:13:33,700
他动员股东投票支持他成为董事

295
00:13:34,320 --> 00:13:36,679
Carl Icon成为董事后

296
00:13:36,679 --> 00:13:39,379
他威胁要罢免其他所有董事

297
00:13:39,379 --> 00:13:41,809
除非他们完全按照他说的去做

298
00:13:41,809 --> 00:13:42,549
到了这个阶段

299
00:13:42,549 --> 00:13:47,409
伊康制造了如此恐怖的威慑，所有董事会成员都在自保

300
00:13:47,409 --> 00:13:49,490
董事会随即找到了买家

301
00:13:49,490 --> 00:13:54,519
另一家电器公司同意以每年十八美元收购日本

302
00:13:54,519 --> 00:13:56,320
这意味着不到一年时间

303
00:13:56,320 --> 00:14:02,000
卡尔在这次收购中获利两千七百万美元

304
00:14:02,279 --> 00:14:03,779
这次胜利让伊康

305
00:14:03,779 --> 00:14:08,809
意识到美国资本主义体系中蕴含着巨大价值

306
00:14:08,809 --> 00:14:15,109
这些价值被隐藏起来，因为缺乏敢于挑战既得利益者的勇气

307
00:14:15,708 --> 00:14:16,528
卡伊康

308
00:14:16,528 --> 00:14:17,749
一位常春藤名校

309
00:14:17,749 --> 00:14:19,369
教育背景和街头智慧兼具

310
00:14:19,369 --> 00:14:22,950
比任何人都更有能力对抗美国企业

311
00:14:22,950 --> 00:14:26,129
时机再完美不过

312
00:14:27,779 --> 00:14:31,700
八十年代成为收购艺术家的黄金十年

313
00:14:32,129 --> 00:14:37,620
国家当前首要任务是恢复经济繁荣

314
00:14:41,979 --> 00:14:43,298
每当面临威胁时

315
00:14:43,298 --> 00:14:46,099
公司只需通过

316
00:14:46,099 --> 00:14:46,339
绿色

317
00:14:46,339 --> 00:14:47,499
马

318
00:14:48,039 --> 00:14:49,320
所以我跟着他们出去

319
00:14:49,320 --> 00:14:49,960
他说看

320
00:14:49,960 --> 00:14:50,600
他说

321
00:14:50,600 --> 00:14:51,759
他们根本不喜欢你

322
00:14:51,759 --> 00:14:54,490
如果你继续增持股票

323
00:14:54,850 --> 00:14:56,750
我们会彻底稀释你的股份

324
00:14:56,750 --> 00:14:58,570
现在换到另一面

325
00:14:58,570 --> 00:14:59,490
我们会给你

326
00:14:59,490 --> 00:15:00,529
你别持有太久

327
00:15:00,529 --> 00:15:02,960
我们将支付十万美元让你退出

328
00:15:02,960 --> 00:15:03,679
他看着我

329
00:15:03,679 --> 00:15:03,960
他说

330
00:15:03,960 --> 00:15:05,320
需要时间考虑吗

331
00:15:05,320 --> 00:15:05,940
他说不

332
00:15:05,940 --> 00:15:07,720
我要十万美元

333
00:15:09,519 --> 00:15:11,480
随着卡伊康瞄准更多企业

334
00:15:11,480 --> 00:15:15,159
他积累了前所未有的财富

335
00:15:17,299 --> 00:15:18,379
普通家庭

336
00:15:18,379 --> 00:15:20,639
如果丈夫工作

337
00:15:20,639 --> 00:15:25,009
总会有至少财务上的盼头在前头

338
00:15:25,009 --> 00:15:25,610
他们确实

339
00:15:25,610 --> 00:15:26,669
我说这里

340
00:15:26,669 --> 00:15:27,309
这其实

341
00:15:27,309 --> 00:15:28,200
呃

342
00:15:28,200 --> 00:15:29,299
我说

343
00:15:29,299 --> 00:15:30,840
如果他赚更多

344
00:15:30,840 --> 00:15:33,000
这没什么区别

345
00:15:33,320 --> 00:15:35,620
但最聪明的人也会犯错

346
00:15:35,620 --> 00:15:38,960
卡尔·伊科即将面临他最大的挑战

347
00:15:38,960 --> 00:15:40,200
然而

348
00:15:42,759 --> 00:15:52,629
引领前行，TWA展示了与养狗脱身不同之处在于引领方向

349
00:15:55,940 --> 00:15:58,200
在男性竞争与工会化之间

350
00:15:58,200 --> 00:16:01,450
航空公司已无法实现盈利

351
00:16:02,049 --> 00:16:02,509
这确实

352
00:16:02,509 --> 00:16:04,210
这对资本来说是一场灾难

353
00:16:04,210 --> 00:16:04,970
我是认真的

354
00:16:04,970 --> 00:16:06,049
这充满魅力

355
00:16:06,049 --> 00:16:06,610
所以你可以

356
00:16:06,610 --> 00:16:10,809
你总能说服人们为航空公司出资

357
00:16:10,809 --> 00:16:12,669
伊科即将成为那个人

358
00:16:12,669 --> 00:16:15,009
他认为TWA被低估了

359
00:16:15,009 --> 00:16:17,110
因为它现金流强劲

360
00:16:17,110 --> 00:16:19,009
如果他掌控航空公司

361
00:16:19,009 --> 00:16:20,970
他能找到降低成本的方法

362
00:16:20,970 --> 00:16:22,549
使其盈利

363
00:16:22,549 --> 00:16:25,269
这将提升股价

364
00:16:25,919 --> 00:16:28,879
伊科开始以9.5美元每股买入股票

365
00:16:28,879 --> 00:16:30,220
每股9.5美元

366
00:16:30,220 --> 00:16:32,919
低于公司账面价值

367
00:16:33,239 --> 00:16:34,719
短短几个月内

368
00:16:34,719 --> 00:16:38,269
我已收购TWA 20%股权

369
00:16:38,269 --> 00:16:39,549
如同他一贯的操作

370
00:16:39,549 --> 00:16:42,029
伊科显得无辜无害

371
00:16:42,029 --> 00:16:45,750
承诺着眼于公司长期发展

372
00:16:47,360 --> 00:16:48,240
此时此刻

373
00:16:48,240 --> 00:16:53,639
伊科已建立起掠夺者般的恶名

374
00:16:55,919 --> 00:17:01,620
管理层立即反击，当时TWA是大型航空公司

375
00:17:01,620 --> 00:17:05,200
因此具备影响政治的能力

376
00:17:05,200 --> 00:17:11,059
TWA的第一波反击是说服政府阻止伊科行使股份

377
00:17:11,059 --> 00:17:13,519
但出乎意料的转折

378
00:17:14,000 --> 00:17:16,220
立法者对TWA表现不满

379
00:17:16,220 --> 00:17:21,368
他们决定不阻挠伊科收购公司

380
00:17:21,969 --> 00:17:26,449
但TWA管理层同样顽强

381
00:17:27,019 --> 00:17:30,809
他们迅速发起第二波反击

382
00:17:30,809 --> 00:17:33,569
寻找白衣骑士

383
00:17:33,569 --> 00:17:35,250
更友好的买家

384
00:17:35,250 --> 00:17:37,339
经过几轮筛选

385
00:17:37,500 --> 00:17:38,640
他们找到得州耳公司

386
00:17:38,640 --> 00:17:40,539
由另一名企业掠夺者运营

387
00:17:40,539 --> 00:17:43,660
由另一名企业掠夺者运营，创始人来自皇后区的弗兰克·洛伦佐

388
00:17:43,660 --> 00:17:47,940
他们以每股22美元收购TWA

389
00:17:48,619 --> 00:17:54,779
以约10美元每股收购公司

390
00:17:54,779 --> 00:17:57,039
现在可退出获利百倍

391
00:17:57,039 --> 00:18:00,369
但这已不关乎金钱

392
00:18:00,369 --> 00:18:02,289
这是关于胜利

393
00:18:02,289 --> 00:18:03,470
这是关于掌控

394
00:18:03,470 --> 00:18:05,309
这永远如此

395
00:18:05,710 --> 00:18:06,190
始终

396
00:18:06,190 --> 00:18:07,170
战略家

397
00:18:07,170 --> 00:18:13,519
伊科知道自己的敌人之敌将成为自己的朋友

398
00:18:13,519 --> 00:18:14,519
成功获得了一些东西

399
00:18:14,519 --> 00:18:18,130
特威航空管理层未能争取到劳工让步

400
00:18:18,130 --> 00:18:19,009
工会

401
00:18:19,009 --> 00:18:23,789
飞行员和机械师同意削减约20%薪资

402
00:18:23,789 --> 00:18:26,009
作为换取公司小部分股权

403
00:18:26,009 --> 00:18:27,894
如果伊科接管

404
00:18:27,900 --> 00:18:29,500
他们希望伊科加入

405
00:18:29,500 --> 00:18:33,019
因为特威宣布与德州航空合并

406
00:18:33,019 --> 00:18:37,369
弗兰克·洛伦佐以强硬对抗工会著称

407
00:18:37,369 --> 00:18:40,309
在工会支持下伊科接触洛伦佐

408
00:18:40,309 --> 00:18:43,349
并成功接管特威

409
00:18:43,750 --> 00:18:45,410
我这个不懂管理的人

410
00:18:45,410 --> 00:18:47,079
也能在ACF做到我所做之事

411
00:18:47,079 --> 00:18:47,720
再次

412
00:18:47,720 --> 00:18:48,099
我不是

413
00:18:48,099 --> 00:18:48,920
我不是员工

414
00:18:48,920 --> 00:18:49,160
我自己

415
00:18:49,160 --> 00:18:50,559
我说这些是为了评论

416
00:18:50,559 --> 00:18:51,079
其实

417
00:18:51,079 --> 00:18:53,589
我告诉你我并不擅长管理

418
00:18:53,589 --> 00:18:56,410
伊科即将违背自身角色

419
00:18:56,410 --> 00:18:59,880
他成为特威首席执行官

420
00:18:59,880 --> 00:19:02,200
我可以幻想成为巨头

421
00:19:02,200 --> 00:19:04,920
像洛克菲勒或霍华德

422
00:19:04,920 --> 00:19:05,579
休斯

423
00:19:05,579 --> 00:19:08,640
他让这些想法占据脑海

424
00:19:12,579 --> 00:19:14,400
我开始削减薪资

425
00:19:14,400 --> 00:19:18,568
一年后却停飞陷入危机

426
00:19:18,568 --> 00:19:21,569
特威实现利润改善

427
00:19:21,569 --> 00:19:23,549
我们让特威从亏损中走出

428
00:19:23,549 --> 00:19:24,750
而今天我们正在创造

429
00:19:24,750 --> 00:19:26,950
我们刚刚创下3亿美元创纪录利润

430
00:19:26,950 --> 00:19:29,089
但这代价高昂

431
00:19:29,089 --> 00:19:34,170
伊科削减空乘薪资引发不满

432
00:19:34,170 --> 00:19:37,210
我认为这不符合特威最佳利益

433
00:19:37,210 --> 00:19:40,069
他从未真正考虑过最佳利益

434
00:19:40,069 --> 00:19:42,949
但目前业务似乎蓬勃发展

435
00:19:42,949 --> 00:19:46,469
这对伊科套现足够有利

436
00:19:46,469 --> 00:19:48,240
公司现已实现

437
00:19:48,240 --> 00:19:50,200
伊科将公司私有化

438
00:19:50,200 --> 00:19:55,019
这意味着他用公司资金回购所有公众股份

439
00:19:55,019 --> 00:19:58,579
这也意味着他给自己支付了巨额报酬

440
00:19:59,619 --> 00:20:03,690
若伊科曾能靠每周105美元生活

441
00:20:03,690 --> 00:20:05,450
却让公司再次陷入困境

442
00:20:05,450 --> 00:20:06,049
我可以

443
00:20:06,049 --> 00:20:07,150
但这些女孩确实

444
00:20:07,150 --> 00:20:08,089
哦好吧

445
00:20:09,569 --> 00:20:13,170
她们是十八岁的人却乐于从事这份工作

446
00:20:13,170 --> 00:20:16,220
他们喜欢这次你接手

447
00:20:16,220 --> 00:20:17,119
所有人都反对

448
00:20:20,388 --> 00:20:25,809
尽管如此我仍能赚回数倍于原始投资

449
00:20:25,809 --> 00:20:31,329
但他继续挣扎并于1997年申请破产

450
00:20:32,700 --> 00:20:33,220
第八十

451
00:20:33,220 --> 00:20:36,019
 booming经济催生了一类特殊投资者

452
00:20:37,180 --> 00:20:38,940
接管艺术家

453
00:20:40,430 --> 00:20:47,420
卡里康通过无数对抗企业之战成为并购不二之王

454
00:20:47,420 --> 00:20:50,180
卡兰成为美国最公正的狙击手

455
00:20:50,180 --> 00:20:52,859
从TWA攫取数百亿后

456
00:20:52,859 --> 00:20:55,099
他打造了令人畏惧的个人品牌

457
00:20:55,099 --> 00:20:59,380
提及他的名字便能引发股市震荡

458
00:21:01,500 --> 00:21:02,920
但时光已改变

459
00:21:02,920 --> 00:21:08,480
企业评级如今已被广泛视为股东 activism

460
00:21:08,799 --> 00:21:09,160
嗯

461
00:21:09,160 --> 00:21:12,859
我认为现在发生的主要变化是

462
00:21:12,859 --> 00:21:15,039
对冲基金 activism的兴起

463
00:21:15,039 --> 00:21:18,130
这其中很大程度上源于

464
00:21:18,609 --> 00:21:19,170
你知道的

465
00:21:19,170 --> 00:21:22,990
幕后默许的被动投资者

466
00:21:22,990 --> 00:21:24,369
大型机构

467
00:21:24,369 --> 00:21:25,369
突然间

468
00:21:25,369 --> 00:21:30,150
人们意识到伊康所做之事对美国企业有益

469
00:21:30,509 --> 00:21:32,710
2008年金融危机后

470
00:21:32,710 --> 00:21:34,730
伊康展开收购狂潮

471
00:21:34,730 --> 00:21:36,869
他于2003年收购了Netflix

472
00:21:36,869 --> 00:21:41,039
并促成eBay同年分拆PayPal

473
00:21:41,200 --> 00:21:43,720
但他将目标锁定更大目标

474
00:21:43,720 --> 00:21:46,920
他要挑战蒂姆·库克

475
00:21:48,640 --> 00:21:53,369
蒂姆·库克是否让苹果被低估了

476
00:21:53,369 --> 00:21:54,650
我曾与蒂姆·库克会面

477
00:21:54,650 --> 00:21:57,630
当时有人联系我说

478
00:21:57,630 --> 00:21:59,329
我们必须赶走这个蒂姆·库克

479
00:21:59,329 --> 00:22:00,369
我见到了他

480
00:22:00,369 --> 00:22:03,838
我说这人很出色，钦佩蒂姆·库克

481
00:22:03,838 --> 00:22:06,038
我开始大幅投资苹果

482
00:22:06,038 --> 00:22:09,359
当他2016年退出持仓时

483
00:22:09,359 --> 00:22:13,400
我在苹果投资中获利20亿美元

484
00:22:15,339 --> 00:22:18,339
卡里康赚钱变得太容易了

485
00:22:18,339 --> 00:22:19,559
凭借他的声誉

486
00:22:19,559 --> 00:22:23,900
仅凭要收购的假象就能推高股价

487
00:22:24,730 --> 00:22:27,970
但我更享受胜利本身

488
00:22:27,970 --> 00:22:30,369
有时他寻找激烈对抗

489
00:22:31,369 --> 00:22:34,799
他即将面对最强对手

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