AI 导读
也就是说，投资者对这些中国公司的每一美元当前经常性收入给出了高得多的估值，实际上是在定价一个规模大得多的未来变现增长。
正文
i.e. investors are assigning far more valuation to each dollar of current recurring revenue for these Chinese companies, effectively pricing in a much larger future monetization ramp.
https://t.co/suHDSIT3Gj
来源：@rohanpaul_ai · x.com