更新几支票的观点

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更新几支票的观点
珀莱雅 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。 价格再打折并做降格处理。
小米 数据持续恶化,剔除追踪。
美的
机器人业务提高关注,特别是集团内部占比变化。
虽有通过资本运作管理层套现的动作,至少表现还算良心。
潜在风险在接班问题。

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