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@yanhaijin 的微博备份桃子圈-微博全数据
m.peachring.com › weibo › user
回复@繁星ooooooo:结论是还早但方向不可逆。以后这票就是暴跌后的贝塔,源于宏观复苏等。新增投资低ROIC也是我很早就说过的,降低roe和nm是必须的加强壁垒的方式。