Lou@安全邊際
"Go to bed smarter than when you woke up." — Charlie Munger
滬港通、藍籌股、AMC、收購合併
滬:微刺激、AH溢、證券商
藍:
aMC:內銀不良資產、地方債、華融上市、地方更多AMC成立、中國政府後援
收購合併:綠能、時富、賣殼、市值兩億、永享私有化
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