③ CapEx增长太_老虎社区_美港股上老虎

③ CapEx增长太快，未来利润率和自由现金流值得警惕

当大家都不甘落后各自疯狂投入资金而无视利率上行的情况下就应该担心现金流或收入是否支撑开支的问题一旦其中一家企业资金链断裂破产就会出现信心危机没有人愿意再持续投入继而出现骨牌效应

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