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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.1K Followers
杰克船长宏观策略@macrotradecn
2026.05.11 23:56
2026年一季报股东名单公布，曾豪掷158.4亿元入主隆基绿能的高瓴资本，彻底消失在前十大流通股东行列。这场历时6年的投资，从账面浮盈百亿到含资金成本净亏约140亿元，高瓴用真金白银，为光伏行业的残酷周期写下了悲壮注脚，也打破了“长期价值投资”的神话滤镜
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