“断舍离”之后，郭广昌的资本版图虽有所收缩，但核心优质资产依然清晰。如今复星国际200亿的巨亏，究竟是黎明前的黑暗，还是更深调整的开始？对复星而言，答案或许藏在郭广昌曾说过的那句话里：“复星的战略调整不容易，需要有战略定力，需要时间一步步验证。”
And the fear factor is real in assessing the risk scenario and the debt the companies are taking on in issuing bonds. There’s economic debt versus balance-sheet debt to contend with, the shift from an asset-light model to an asset-heavy model, and the risk that this surge in spending won’t translate into revenues—or they won’t translate into revenues fast enough. The stock market appears to be moving on a hair-trigger any time there’s a spark of AI-related news, which means every quarter is a bit of a guessing game in terms of how stocks will respond.，详情可参考91吃瓜
。谷歌对此有专业解读
更值得注意的是，尚睿科技存货跌价准备的计提比例相对较低。报告期内，公司存货跌价准备金额分别为1,611.83万元、1,427.97万元、1,491.66万元和1,670.50万元，计提比例均在5%左右。与同行业的三态股份相比，这一比例明显偏低，同时也低于行业均值。
Terms & Conditions apply，这一点在超级权重中也有详细论述