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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.3K Followers
杰克船长宏观策略@macrotradecn
2026.05.05 22:29
三只松鼠，坚果成本涨价导致的利润-2亿，销售周期从56天，增加到68天 小米，内存屏幕上涨，利润下滑，周转率也下降，周期还有好几年😅 三星，有拍明年4000亿利润
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