昨天谈MU忘了一个关键点。

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      "A short note: 昨天谈MU忘了一个关键点。\n\n签了五年长协价大单。\n\n这个单子的意义，被市场解读为从周期股往成长股转..."
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  "content": "昨天谈MU忘了一个关键点。\n\n签了五年长协价大单。\n\n这个单子的意义，被市场解读为从周期股往成长股转变的标志事件。\n\n周期股经历过的都清楚，好年景的时候非常爽。\n差的时候，漫长的下行煎熬期，让人怀疑自己的投资逻辑。\n\n长协能平抑周期降低波动。\n\n周期转成长的甜蜜期，显然是一部分多方押注的点。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/e1ab2726a3fc69257f11b6816979dc6a6643c6e7ee73795d772a5618b7d7cfae.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/c12e84b89506cc5879dfd628b3951ceb9d134c081f68f65539718bfd43ba8458.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/67f180257fe0338950c98770a0bd0970d71f4fe94c7bad2866971e203d0c7ff1.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/c5edf0635851bcad4c2cfcc046489305edf03a7f537a69fbd5ac0f753e9e6efb.webp",
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