利润率高的前提还得是壁垒深,才可持续
壁垒不深的行业,里面的公司利润率高就会导致大量新玩家涌入,最后竞争格局变差,大家都难赚钱
所以我现在看到一个行业或公司利润率高的时候,第一会想到的就是它的壁垒是否能够让它持续享受这么高的利润率
$中国海洋石油 (00883.HK)$拼多多 (PDD.US)$腾讯控股 (00700.HK)
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