小米好惨

总干事@2¹⁰

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hex

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nevent

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Kind-1 (TextNote)

2026-06-24T13:30:33Z

↳ Reply to 87e02be9... (npub1slszh6dw8z28g23lahdzu6envadkg2qqvvat33avrgcx7yr6eqwq3jhazx)

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。 https:/...

小米好惨

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