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搞研究的前提,是你得能找到验证自己idea的数据,你的每一个观点都要有确凿的不同视角的数据多方验证才有价值,否则就是民科瞎猜瞎猜,没用。为什么很多人只能从宏观经济入手?因为他们能找到数据。他们也想研究细分行业,但搜集数据太难。张五常要去街头卖桔子就是搜集验证性数据。

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