andrewlee李刚_
05-31
割肉清空了,跟open door说再见。生存危机未解除,商业模式被证伪,此股的困境绝非短期波动,是商业模式与宏观环境的根本冲突。即便降息带来反弹,其高负债重资产模式在衰退周期中仍可能崩溃。持股如同接飞刀。
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