@曹孟德投資:
20211015-電(dian)(dian)(dian)子投資(zi)沙龍 會議紀要(yao)
今天下午我們(men)參加(jia)了ax電(dian)(dian)(dian)子投資(zi)沙龍,主要(yao)就上(shang)海貝嶺和萬(wan)業企業這兩家公司進行了交流,上(shang)海貝嶺的看(kan)點(dian)比萬(wan)業企業要(yao)多(duo)一些,邏輯(ji)點(dian)在于它車(che)規級電(dian)(dian)(dian)源管理和ADC(用于電(dian)(dian)(dian)網繼電(dian)(dian)(dian)保(bao)護器)未來的業務發展,估值對比可比公司較低,不過短期對業績(ji)的貢獻有(you)限,后續可跟蹤進行深度研究
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