$新氧(SY)$这个_老虎社区_美港股上老虎 - 老虎社区

投行里的币姥爷

$新氧(SY)$这个赛道的老大，行业很多美容产品毛利率90%，大把钱引流投平台，灌内容。平台现金流不缺，美容用户现在低龄化，高中毕业就有美容激励。美容又是慢性成瘾毒药，一旦沾上就很难戒掉！不涨？那是不可能的

晒晒我的复盘笔记

交易复盘是每个投资者的必修课，分享复盘笔记，可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易，总结自己的交易得失。欢迎大家积极参与！

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

Fisher2021
2021-01-29
Fisher2021
新氧做平台做不过美团，直接下场做医美又不好拿牌照，日记的影响力也在下降，建议楼主再好好分析一下
- 投行里的币姥爷:
  嗯对的。我说的是B端导流收入，直接下场开诊所中期看也不可能也没必要。医美盘子很大，而且用户重决策需要大量ugc支持决策，来回跳端做功课非常普遍。我就是本地生活负责重决策业务的，同时医美市场线上还有很大发展空间足够新氧增长。
投行里的币姥爷
2021-01-28
投行里的币姥爷
今年财报出来不会差今年财报出来不会差
鸭狗
2021-01-28
鸭狗
可能有三倍

发表看法

4

8

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