《贾宁财务讲义》的读者笔记
共 11 条公开笔记
财务高手会先把信息分为两类：一类是决策相关信息——会随着不同的方案而发生变化的信息；另一类是决策不相关信息——无论在哪个方案里都不会变的信息
l***[email protected] 2026-04-15财务高手不仅要会算财务账，而且要能结合战略视角进行综合考虑。判断信息是否影响决策的标准判断信息在决策中是否相关，有两个标准。一个是上文提到的，这则信息必须会随所选方案变化。另一个是，这则信息必须是对未来的预测，而不是历史数据。
l***[email protected] 2026-04-15可以看两个核心因素：（1）市场需求。企业主营业务所满足的需求，预计在未来会增加、持平，还是下降？（2）商业模式。企业主营业务是以销售商品或项目为主，还是通过运营服务持续产生收入？
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LSH 2026-04-13