高ROE是我投资海底捞看重的一大原因。有多高呢?45%左右。茅台都才36%左右啊。当然,茅台的杠杆低得多。但是像海底捞这么高的,想必还是挺罕见的。于是我决定用AI研究下:海底捞的ROE为什么这么高?关联交易影响多少?未来是否能保持?注:以下的ROE数据跟我算的不太一样,一方面算法有差异(我直接用期末净资产,不严谨),另一方面也可能AI有点幻觉——而且我看它引用了一些自媒体的数据——但是我让它自查了...
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