对于快速消费品来说，_老虎社区_美港股上老虎 - 老虎社区

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

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吞金巨兽利维坦
2021-07-21
吞金巨兽利维坦
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
Fianus
2021-07-21
Fianus
难得有明白人。快消品行业要啥技术壁垒 rlx从来就不是科技公司

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