如何快速了解一个行业17 看准行业估值版本号

用成熟期指标衡量初创公司=灾难。本期估值生命周期表：①导入期——市梦率，3人团队5000万估值，买的是极端不对称性；②成长前期——100倍PE不为过，滞后预期修正+交易拥挤度陷阱；③成长后期——推背感消失，估值见顶；④成熟期——现金流为王，腾讯13亿月活触顶后的估值收缩；⑤衰退期——供给侧收缩快于需求侧，"回光返照"垄断利润。AI时代周期从年压缩到月，你踩对节奏了吗？

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如何快速了解一个行业17 看准行业估值版本号

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