首先~减肥药肯定后面还会增长的,放心.....绝对没到头,还早。然后我来冒昧揣测一下老美那边投资者的心态,说得不对,欢迎批评和补充。两个GLP-1环比都没有增长了,确实是可以用产能、渠道的问题解释过去,但大家似乎不买账了。因为估值确实很不合群了,所以都在想到底该什么时候跑。二季度公司猛增30亿收入指引,再加上去年就一直承诺今年年底1.5X,所以还在车上的人虽然一顿狂喜,直喊刺激。但刺激的背后是正在...
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