Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
加入 April 2017
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@BigbirdflyChan 低PE泡沫的Earning的E是虚幻的
E是上游巨额资金“冤大头”涨价冲出来的，等“冤大头”缺货了会忽然断水
“冤大头”不缺货Earning就一直很好，市场天天担心断水不会给太高multiple
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