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今天，闻泰科技涨停了。然鹅，在此之前，我们已经讨论了半个多月了。我们认为，他可以翻倍（当然不是短期而言）。我整理了一下我和我的人生导师的聊天音频，他给我讲了很多逻辑的东西，怎样做有想象力的公司，怎样跟踪公司情况，怎样给一家企业做估值。我觉得跟他聊天收益颇丰，发出来跟大家分享一下。聊天内容就是最近的二级市场，跟大家很贴近。10.30周五晚上市场担心闻泰科技的几个问题：1、现金流，拿出钱买理财产品；2、印度工厂，解决就业。北向资金狂买，机构在出货11.3周二中午闻泰科技的三季报情况天风证券的调研报告，看完后有个重新的认识发债90亿，产业链：无锡、印度、昆明
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