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我们将百货股近期的下跌理解为资金博弈的行为。我们认为如果对于未来长时间内较高增长率比较确定的企业,高估值是合理的,对于能够持续快速成长的企业,最好的办法就是长期的持有。
We will understand the recent decline in department store fund game behavior. We think that if the high valuation is reasonable for the enterprises with relatively high growth rates in the long run in the future, the best way to sustain the rapid growth is to hold them for a long time.