针对具体品种，叶培培有着明确的判断。对于铝板块，她认为其具备极强的风险收益比，一方面，铝行业企业具备持续高分红能力，为投资者提供稳定回报；另一方面，需求端具备充足增长弹性，其中储能与AI基建领域的需求爆发，成为铝需求增长的明确增量来源。
Thomas Selfridge: The First Airplane Fatality
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Over time, the community splits. One group doubles down on belief, becoming increasingly vocal about the coming transformation. The other group goes quiet, then gradually disappears. Critics get reframed not as signal for thesis refinement, but as outsiders and eventually as adversaries. The culture selects for optimism and penalizes pattern recognition.