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aronx
2021-02-23
$RLX科技(RLX)$
我感觉好多人(散户)割肉出局 这不是庄杀,而是散户自己踩踏。等财报出来吧,看看业绩增速再说吧。300亿的估值的确高了。但是一个高市占率的公司 总有自己的价值 看看市场给出的答案吧。
aronx
2021-02-23
$RLX科技(RLX)$
亏了17% 我也是服了!
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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