aronx
2021-02-20
$RLX科技(RLX)$
等两会的税落地 然后看是不是利空出尽等反转…不过加了税会影响毛利率,后面就要看用户增长数能否保持高速增长弥补毛利的下跌。而且核心科技不在自己手上 所以长持的逻辑不算太好。
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