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看懂公司未来",[398,467,62],{"href":468},"\u002Fxianjinliu",[392,470,471],{},[383,472,473,474,476],{},"所谓能看懂公司就是能看懂其未来",[398,475,62],{"href":468},"（做对的事情）。\n——投资问答录",[379,478,479],{"id":479},"实战案例",[383,481,482,485,486,488],{},[387,483,484],{},"超级VCD诚信决策","：2003年北大演讲中，段永平讲述了一个具体案例。",[387,487,407],{},"推出500线超级VCD时，竞争对手虚标800线。是否跟风虚标？段永平选择坚持真实标注500线，短期吃亏，但坚持了诚信这一\"对的事情\"。",[383,490,491,494,495,498],{},[387,492,493],{},"离开","小霸王****：1995年，段永平在",[387,496,497],{},"小霸王","做得很成功时选择离开，原因是\"不开心，好多想法不能实现\"。他答应原老板一年内不做同类产品，为守信赔钱做俄罗斯生意。这是选择\"做对的事情\"的典型案例。",[383,500,501,504,505,508,509,449],{},[387,502,503],{},"投资","网易****：段永平在2001-2002年",[387,506,507],{},"网易","股价低至不到1美元时大量买入，因为他看懂了游戏行业的未来。这是在投资领域\"做对的事情\"——看懂了公司未来",[398,510,62],{"href":468},[383,512,513,514,517,518,520],{},"****步步高",[387,515,516],{},"企业文化三十年","：2025年与王石对谈中，段永平说：\"坚持做对的事情，发现错了赶紧改，几十年一直这样持续下来，它确实有很大威力。\"",[387,519,407],{},"系企业三十年持续践行这一理念。",[379,522,523],{"id":523},"常见误解",[383,525,526],{},[387,527,528],{},"误解一：\"做对的事情意味着永远不犯错\"",[383,530,531,532,534],{},"段永平明确指出，",[398,533,18],{"href":400},"的过程中犯错是不可避免的。关键是方向（做对的事情）不能错，而执行中的错误可以容忍和纠正。",[392,536,537],{},[383,538,539,540,542],{},"你要坚持什么？错的事情一定不能坚持，必须改；对的事情，要坚持。坚持的意思就是你在做对的事情，在",[398,541,18],{"href":400},"的过程当中，你会犯很多错误，会吃很多亏，这也是一个学习的过程。\n——2016年 浙大60周年专访",[383,544,545],{},[387,546,547],{},"误解二：\"做对的事情是关于利益的判断\"",[383,549,550],{},"段永平反复强调，做对的事情是关于\"是非\"而非\"利益\"的判断：",[392,552,553],{},[383,554,555],{},"任何事情大部分人都会讨论有没有钱赚，我们会经常讨论，这是不是一件对的事情。\n——2025年 与王石对谈",[383,557,558],{},[387,559,560],{},"误解三：\"最重要的是做了什么\"",[383,562,563,564,567],{},"段永平纠正说，最重要的其实是",[398,565,26],{"href":566},"\u002Fbuzuoshenme","：",[392,569,570],{},[383,571,572],{},"最重要的要选择做对的事情，也就是发现错了的事情要改，不管多大的代价可能都是最小的代价。\n——2013-04-15",[379,574,575],{"id":575},"思想演变",[420,577,579],{"id":578},"_1980年代大学时期的初始感悟","1980年代：大学时期的初始感悟",[383,581,582,583,585],{},"大三时接触到\"做对的事情，",[398,584,18],{"href":400},"\"这句话，成为一生的思想基石。这一时期主要是个人层面的感悟。",[420,587,589],{"id":588},"_1990-2000年代企业经营的核心原则","1990-2000年代：企业经营的核心原则",[383,591,592,593,595,596,598,599,601],{},"在",[387,594,497],{},"和",[387,597,407],{},"的经营中，\"做对的事情\"被转化为企业经营哲学。2003年北大演讲中，段永平用\"聪明与智慧\"的区别来阐释：聪明人知道如何",[398,600,18],{"href":400},"，有智慧的人知道要做对的事情。",[420,603,605],{"id":604},"_2010年代投资领域的延伸","2010年代：投资领域的延伸",[383,607,608,609,611,612,615],{},"段永平将\"做对的事情\"延伸到投资领域，等同于\"看懂公司未来",[398,610,62],{"href":468},"\"。同时与",[387,613,614],{},"巴菲特","的投资理念融合，形成了完整的投资哲学框架。",[420,617,619,620,623],{"id":618},"_2020年代与本分完全融合","2020年代：与",[398,621,5],{"href":622},"\u002Fbenfen","完全融合",[383,625,626,627,629,630,632],{},"2025年段永平将\"做对的事情\"定义为",[398,628,5],{"href":622},"的核心内涵：\"本分就是做你该做的事情，就是理性、想长远。\"做对的事情从一个独立的原则变成了",[398,631,5],{"href":622},"文化的有机组成部分。",[379,634,635],{"id":635},"原话引用",[392,637,638],{},[383,639,396,640,401],{},[398,641,18],{"href":400},[392,643,644],{},[383,645,646,647,649],{},"一般来讲，聪明人似乎都知道如何",[398,648,18],{"href":400},"，但有智慧指的是要做对的事情。往回看个几十年，你会看到很多很\"聪明\"的\"聪明人\"成就很小，原因可能在他们大概没把聪明放在做对的事情上。\n——2003年 北大总裁班演讲",[392,651,652],{},[383,653,654],{},"很多人一辈子自认为很聪明……几十年来一直在挣扎，做每一个选择的时候看的都是眼前的利益，所以一直在来来回回兜圈子，没有长远的考虑，没有对错，没有是非，只有利益。\n——2016年 浙大60周年专访",[392,656,657],{},[383,658,461],{},[392,660,661],{},[383,662,663],{},"坚持做对的事情，发现错了赶紧改，几十年一直这样持续下来，它确实有很大威力。\n——2025年 与王石对谈",[392,665,666],{},[383,667,572],{},[392,669,670],{},[383,671,672,673,675],{},"在学校里，最重要的不是你学到的知识，而是你掌握的学习方法和人生感悟……比如，你要做对的事情，",[398,674,18],{"href":400},"，这个比什么都重要。\n——2016年 浙大60周年专访",[392,677,678],{},[383,679,473,680,476],{},[398,681,62],{"href":468},{"title":683,"searchDepth":12,"depth":12,"links":684},"",[685,686,693,694,695,702],{"id":381,"depth":12,"text":381},{"id":418,"depth":12,"text":418,"children":687},[688,689,690,691],{"id":422,"depth":16,"text":423},{"id":440,"depth":16,"text":441},{"id":455,"depth":16,"text":456},{"id":464,"depth":16,"text":692},"4. 在投资中，做对的事情 = 看懂公司未来现金流",{"id":479,"depth":12,"text":479},{"id":523,"depth":12,"text":523},{"id":575,"depth":12,"text":575,"children":696},[697,698,699,700],{"id":578,"depth":16,"text":579},{"id":588,"depth":16,"text":589},{"id":604,"depth":16,"text":605},{"id":618,"depth":16,"text":701},"2020年代：与本分完全融合",{"id":635,"depth":12,"text":635},null,"\"做对的事情\"这一概念最早可追溯到段永平大学时期。他在2016年浙大60周年专访中回忆：","md",{},true,"\u002Fdao\u002Fconcepts\u002Fzuoduideshiqing",{"title":14,"description":704},"段永平谈做对的事情：\"做对的事情\"这一概念最早可追溯到段永平大学时期。他在2016年浙大60周年专访中回忆：","做对的事情｜大道总纲","dao\u002Fconcepts\u002Fzuoduideshiqing","ZBZ19Nija4if24TxoaCJRo-epIKUm9Kn36K5veUSGKg","dao",1778608453449]