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qinbafrank
@qinbafrank
Investor in AI、Crypto、TMT，跟踪最前沿科技趋势、野生宏观政经观察、研究全球资本流动性、周期趋势投资。记录个人学习和思考，经常出错常态掉坑爬坑。Runner🏃
Joined December 2020
1.1K Following    143.1K Followers
qinbafrank@qinbafrank
2026.06.12 01:16
@success_cw 这两年你按传统估值体系都没法去下手，按照成长来看，核心是看业绩增速，业绩增速的本质用高速增长来消化估值。
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