AsyncMan
10-23
$Vertiv Holdings LLC(VRT)$
这行本来没有什么高科技,也谈不上门槛。股价上涨是因为进入的早抢占了先机,现在已经有更多竞争对手进入,难道nvda的合作伙伴永远只有一家不成?接下来的毛利率下降是必然的
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