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杰克船长宏观策略
@macrotradecn
Joined September 2011
96 Following    162.4K Followers
杰克船长宏观策略@macrotradecn
2026.05.16 02:39
一方面，（通胀）食品etf剔除白酒 另一方面，精品茅台提价 So，资产定价，应该取决于，销售价格，利润，还是资金面，资金渠道？ 20年买房=傻X的一致预期😅
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