棋哥投研
12-10 14:29
$赛力斯(09927)$
看到有人说赛力斯毛利没空间,我是认同的,毕竟 M5/M7 都在扩二供压成本,但销售费率下降是实打实的预期,规模起来后渠道分摊成本,这部分利润弹性也不差
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