鹅厂小灵通
2024.10.30 11:48

$ASML(ASML.US) 科技这个东西很有意思,如果是你自己先突破了,或者掌握某种科技,能享受很长一段时间的红利。但是,如果竞争对手拼命追赶,甚至赶超,自己有可能一下就被影响了。曾经的诺基亚就是一个典型的例子。科技公司,一旦面对类似于诺基亚那种变化,过去的积累和优势可能一下就没了。腾讯好像在做出微信之前,也为自己捏了一把汗。科技股,就是成业科技,败也科技。

来源: 博实

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