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Margin Ordo

Margin Ordo

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09:42

$腾讯控股(00700)$ 这走势有点假，股价要下来

09:39

$梅卡曼德机器人(09615)$ 现在半年2.37亿，全年撑满5亿。5亿收入对应30倍PS，150亿市值，这泡沫还得靠人形机器人故事继续吹

09-21

$小米集团-W(01810)$ 30上去始终很难

09-21

$梅卡曼德机器人(09615)$ 上市首日PS约29-30倍，隐含未来数年持续40%以上增速并最终规模化盈利。高增速可以解释一点溢价，但30倍PS已经明显把未来几年增长提前吃干榨净

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