8月29日,顺丰控股财报刚落地,股价即上演“高处不胜寒”:A股收跌7.91%,H股大跌11.62%,带着板块一同走弱。表面看,顺丰营收、利润“双增”,并宣布中期分红,按理说不该出现“利好出尽”的尴尬走势。可资本市场比财报更敏感的是趋势和结构——价格战是否真的缓和?盈利质量有没有水分?持股计划意味着什么样的长期费用与抛压?这些问题,比一季的漂亮数字更让投资者耿耿于怀。从大的行业背景看,快递行业监管...
Source Link8月29日,顺丰控股财报刚落地,股价即上演“高处不胜寒”:A股收跌7.91%,H股大跌11.62%,带着板块一同走弱。表面看,顺丰营收、利润“双增”,并宣布中期分红,按理说不该出现“利好出尽”的尴尬走势。可资本市场比财报更敏感的是趋势和结构——价格战是否真的缓和?盈利质量有没有水分?持股计划意味着什么样的长期费用与抛压?这些问题,比一季的漂亮数字更让投资者耿耿于怀。从大的行业背景看,快递行业监管...
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