$希迪智驾(0388_老虎社区_美港股上老虎

$希迪智驾(03881)$投资一家公司，最终是投资它创造未来现金流的能力。看希迪，就看三点：第一，赛道是不是在高速增长（智能商用车市场万亿空间）；第二，公司是不是赛道里的领先者（稳居头部）；第三，它赚钱的能力是不是在改善（毛利率从负转正至24.7%）。如果这三点都没问题，那么股价调整，只是历史长河中的一个小波澜。忘记成本价，专注公司价值本身的变化，心态会好很多

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楠竹先生
12-19
楠竹先生
三点没一点成立

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