《Five Reasons the Bubble Will Burst in 2027 | WAYT?》
思科基本面强劲,年增长 20%,但估值过高导致业绩不佳,这一教训在今天仍有借鉴意义。
未明确方向
思科确实每年增长20%,对吧?确实如此,对吧?你在基本面方面是对的,但你付了太多钱,这非常适用于当前时刻。
Cisco really did grow 20% a year, right? It really did, right? The you were right on the fundamentals, but you paid too much and and uh this is very apppropo of of the current moment.