8月22日隆基绿能最新发布的公告显示,高瓴HHLR管理有限公司在隆基绿能公司的持股比例已降至4.999999%,不再是公司持股5%以上股东。与几年前高光时刻相比,隆基的市值已经缩水了近八成。这样的跌幅足够让高瓴形成较大额度的亏损,但继续等待下一轮周期转向繁荣的意义似乎已经不大。当然这也引发了一些议论,有人怀疑其操作上自相矛盾,价值投资的理念崩塌。但如果人们无法感受高瓴对隆基介入和退出的内在逻辑,...
Source Link8月22日隆基绿能最新发布的公告显示,高瓴HHLR管理有限公司在隆基绿能公司的持股比例已降至4.999999%,不再是公司持股5%以上股东。与几年前高光时刻相比,隆基的市值已经缩水了近八成。这样的跌幅足够让高瓴形成较大额度的亏损,但继续等待下一轮周期转向繁荣的意义似乎已经不大。当然这也引发了一些议论,有人怀疑其操作上自相矛盾,价值投资的理念崩塌。但如果人们无法感受高瓴对隆基介入和退出的内在逻辑,...
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