所长照例复盘,看完复星的盈警公告,想到一句话:“最重要的不是盲目相信市场总是有效,而是认识到市场情绪的极端波动往往带来最好的机会。”说到底,预计2025财年归母净亏损在215亿至235亿元人民币,这笔账,不是亏在经营上,而是亏在账本上。透过盈警看本质:NAV才是衡量复星价值的核心标尺复星的投资价值,核心就在它的NAV(净资产价值)。复星的NAV计算其实不复杂,就是各项资产公允价值之和减去归母净负债...
Source Link所长照例复盘,看完复星的盈警公告,想到一句话:“最重要的不是盲目相信市场总是有效,而是认识到市场情绪的极端波动往往带来最好的机会。”说到底,预计2025财年归母净亏损在215亿至235亿元人民币,这笔账,不是亏在经营上,而是亏在账本上。透过盈警看本质:NAV才是衡量复星价值的核心标尺复星的投资价值,核心就在它的NAV(净资产价值)。复星的NAV计算其实不复杂,就是各项资产公允价值之和减去归母净负债...
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