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FFoverseas

to the sea of stars.

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- FFoverseasFFoverseas
  ·2021-02-05
  个人浅见。业绩开始兑现后，估值逻辑或转变，从为梦想估转变为为实在的产出前景估。一路从微末逆转再成就为巨头后，宏大叙事能讲的东西不太能有显著超预期的成分了。激进就找个短线疲态空，稳健就跌后踩着反抽空。二零二零二月五日晨
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