更新几支票的观点

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      "A short note: 更新几支票的观点\n\n珀莱雅\n本来价格趋近合理区间，考虑预埋困境反转，结果出了准备港股上市这事。\n价格..."
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  "content": "更新几支票的观点\n\n珀莱雅\n本来价格趋近合理区间，考虑预埋困境反转，结果出了准备港股上市这事。\n价格再打折并做降格处理。\n\n小米\n数据持续恶化，剔除追踪。\n\n美的\n机器人业务提高关注，特别是集团内部占比变化。\n虽有通过资本运作管理层套现的动作，至少表现还算良心。\n潜在风险在接班问题。 https://primal.bostr.online/2399dc0a85795e23193307d7ccbf3663fde5ade85076fbdf91f5aeef73d42da8.jpg https://primal.bostr.online/72ca988d90481f9d42ecf1437093c6c4c0f0405defafd0e8e30506db53b4c782.jpg https://primal.bostr.online/52a8777ddaa4454161f98f734a21011f2041bdf4600bd7fa3dc1fd2ac14e6a72.jpg https://primal.bostr.online/e11f6268912a21acb1300dfb7a78133ba967c25ab991eb226774e7e5587f7096.jpg",
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