【关注新氧】建议持仓

SSally

2021-03-17

如果你没有耐心持有新氧至少2年.请不要跟我的单.

___sally 2021.03.17.

持仓理由如下：

1.所在赛道：中国医疗美容行业

2.行业地位：龙头平台

3.商业逻辑：B to C的平台，旱涝保收.其次该平台还带属于高暴利的美容相关商品.

4.市场预期：中国目前进入颜值即是正义的高爆期.

5.消费潜力预期：现在不止女人爱美，连男人都舍得给脸上砸钱.

7.平台发展预期：目前已有可观市场份额.且属于“被买量”的旱涝保收渠道方.且对平台内的“医美商户们”拓客成本定价权极高.

8.市值分析：中国医美龙头平台才13亿这不是开玩笑呢？

9.股价分析：流通股不到4亿，意味着极少资金即可拉动股价.来点炒作概念太容易上天，不知道翻几倍.

10.盈利预期：绝无倒闭可能.左手跟商户收拓客费，右手收客户会员费.完事还有广告费.稳赚不赔的好生意.

总结：尊重作者思维原创，拒绝伪抄袭.

时间会证明一切，无论成败

希望明年的今天大家能记得此贴，并看看目前日期对应的股价。2021.03.17 新氧股价12.7.

.$新氧(SY)$$老虎证券(TIGR)$$富途控股(FUTU)$$道琼斯(.DJI)$$蔚来(NIO)$

今天什么值得买？晒晒你的交易计划！

今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！

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

SSally
2021-03-23
SSally
$新氧(SY)$ 好家伙真香...财报美丽基本面没出问题.机构砸十几个点不是骗筹是在干嘛？且这么小的盘，太容易拉盘了，现在是杀多头.
杀多头总会伴随反杀空头，杀完多头后，空头踩踏行情.将在不久的将来出现.
默默按比例同比补仓.能拿到这么低的筹码还不错.希望价格能再低点.
- 宝宝呢:
  爱你
- 船长每日观察:
  同样看好医美行业，但爱美客华熙生物华东医药都太高了，等新氧一个8块钱买入机会。
- Ely1113回复SSally:
  单这么说也有道理。我先研究研究医美行业去。另外，好期待你发新帖呦！
- SSally回复Ely1113:
  有“平台”存在，消费者购买医美服务就有“比价”的便利场所，因此会降低消费者成本.
  随着行业逐渐成熟，以前的“见人下菜”会逐渐变为较为透明的收费，比拼的就是技术和服务
- SSally回复天父:
  我有call的持仓但流动性较低.会被因为低流动性而天然减少溢价
末代
2021-03-19
末代
感谢Sally分享，对于新氧也非常看好大概买了30000美金的观察仓，唯一担心的是新氧怎么解决二次收费的问题，感觉比较无解，因为一般用户通过新氧联系了医院和医生以后，更信任的是医院和医生，后续所有的消费都是从医院医生走，基本不太会在新氧上重复消费了
- SSally:
  随着行业完善.反而会在平台重复消费.因为平台对消费者有保障.尤其是医美这种有风险的.
  1.你记得淘宝先出来的时候，消费者通过平台来买产品后，前期也会出现私下买货.绕过淘宝.
  2.平台行业前期就是会这样的
  3.随着医院和医生这么多，消费者需要通过平台来筛选心仪的商户
  4.平台还会保障消费者.还有医美保险.如果直接买医院反而会心里慌
  总结：随着时间龙头最大
初吻给了奶嘴
2021-03-17
初吻给了奶嘴
医美行业除了平台，还有上游玻尿酸制造商，毛利率贼高，比如 $爱美客(300896)$ $华熙生物(688363)$ ，小姐姐怎么看
- 股盲穿街:
  新氧只是互联网信息分发平台，没有自己的护城河，医美的利润在最底层产品制造者，它跟爱美客等那些差好几个level，完全没法对比。
- 初吻给了奶嘴回复SSally:
  平台确实是旱涝保收 [财迷]
- SSally:
  就像电商平台能出阿里.生活服务平台能出美团。医美服务平台能出新氧。金融平台能出蚂蚁。平台的优秀之处就是旱涝保收.
- SSally:
  A股大盘高.且资金没有美股充裕.
成功大道
2021-03-19
成功大道
你说的都是行业因素，现在竞争激烈美团也到这个赛道，还有短视频的冲击线下本身的口碑营销新氧的核心竞争力在哪里，不要说先介入，去找下各个应用宝的APP下载量和评价好像都很差，问了不少医美店主对新氧也是颇有微词
- SSally:
  “问了不少医美店主对新氧颇有微词”
  证明她们都知道新氧，一个市场内很多人都知道的平台，会只有13亿吗？
  下载量和评价都可以刷，很多听都没听过的游戏下载量爆满且都是好评。这个不具有参考性
- SSally:
  因为它是赚商户钱的.走的是用户最大路线.总之市值13亿太低了
盘后交易员
2021-03-17
盘后交易员
这票子不行，没人拉，历史上涨幅没有超过16个点的，这种小盘子都没人拉
- SSally:
  蔚来在我2.6买它的时候.历史上只有跌都没涨过
- 呵呵呵_7437:
  充分说明没被人开发过
SSally
2021-04-21
SSally
看球赛时，一定要看球局本身，而不是盯着记分板.
不出2年将会迎来中国医美行业概念的爆发，新能源概念爆发后，我们需要耐心等待第二个大机会.
新氧作为医美行业的龙头平台，将会分到一杯羹
蔚来2-4块时期，我失去了很多信任，也受到了大量的嘲讽，但它一年半就证明了自己，也成就了我.
我无比欣喜的期待新氧。
无论它现在是9块、我也接受它未来到8块、甚至5块.
我们唯一能做的就是：在整个大盘、整个中概下行时期，控制仓位！慢慢补！慢慢慢慢补！
新氧平均成本为13.5块，我们现在已经拿到低于平均成本的筹码.
慢慢补，别急。手慢些，且耐心等待。
————————
如果你做不到持有新氧2年，请不要跟我的单.
我们做的不是投机，是耐心的长期价值投资，慢慢摊低成本，等待爆发.
且一旦爆发，多日的亏损很可能在一两天就消失.
做投资，比拼的就是心态和谁更耐心.
我们将用时间淘汰掉所有拿不住的韭菜，持股集中率将不断提升至临界值.
为什么市场内赚钱的总是少数，因为大量的人会在时间长跑中落败.
2021.04.20. sally
$新氧(SY)$

发表看法

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