f6XF on Nostr: ...
寻找被当前（以及未来几个月）上游能源和运费等暴涨而毛利实质性影响不大，但已经被市场恐慌放大下跌，由此估值跌到5年内几乎最低点附近，且内在回报率（业绩+股息率）大于15%（所以绝对估值也要低于15PE），行业格局非常稳定，产业依然有中长逻辑，有持续提价能力的公司。
f6XF
npub19y…8djan
2026-03-24 07:33:52 UTC
in reply to nevent1q…6gw3
Author Public Key
npub19ymyv276scfw9y83wgclmh9f5evtgungpjmxrdfhkyfp6keadqasy8djanPublished at
2026-03-24 07:33:52 UTCEvent JSON
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