我虽然远期看好悦刻，_老虎社区_美港股上老虎

2021-07-21

我虽然远期看好悦刻，但建议现阶段仅做观察，目前政策非常不明朗，盲目抄底等同于赌博。看好电子烟远期的，可以考虑先买上游制造企业，或小额买点远期看涨期权避免出现大额亏损//@吞金巨兽利维坦:对于快速消费品来说，最重要的就是品牌。不是所有行业都需要技术壁垒，饮料食品难道有技术壁垒么？小家电类似电吹风和剃胡刀有技术壁垒么？可能有，但快速消费品的核心并不是他的生产技术，当然有技术可以走的更远。悦刻的品牌心智已经建成了，这个才是他的核心资产。
周末有时间后续我也搞篇文章聊一下这块的思路 [吃瓜]

@名字取得好股票天天涨：$RLX科技(RLX)$这种企业，没有任何技术壁垒，甚至连资金门槛都不大，它唯一的优势只有渠道，但随着新政落地渠道优势将当然无存。所以未来它到底什么值钱？市值10亿以内，不能再多了

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

淘气小宝
2021-07-24
淘气小宝
饮料食品没有技术壁垒？你以为谁都可以做出养乐多那个口味吗？
- 茉莉狐:
  确实很多山寨养乐多味道都一样。。。养乐多的壁垒本来就是不口味，而是封装技术和益生菌保鲜技术。。。 [喷血]
和我在一起就是传奇
2021-07-26
和我在一起就是传奇
我给作者的建议是做空，买put，量越大越好，此股基本可以跌到1块钱，过于依赖中国市场了。政策一封杀就没救了。
韭菜永动机
2021-07-26
韭菜永动机
估计要国家要杀到低！！！！动了军费了！
SKYGOLD
2021-07-25
SKYGOLD
感觉这个市场已经是完全竞争的市场了。

发表看法

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