Post
xin7990
10月平均跌约35%，我想到在期货市场里，订单还在、融资却变贵的加工厂，生意没坏也可能先受资金挤压。
矿企不同，还要跨界做AI租赁。已签租约虽未取消，我却不急着认定错杀：如果扩张付款早于租金到账，那么长约也未必解近渴，我更担心资金衔接。
有没有同样从传统市场转来的朋友？看这类矿企，你会不会先核对租金到账与债务到期是否匹配？
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