看到一个有趣的理论-_老虎社区_美港股上老虎 - 老虎社区

看到一个有趣的理论-“口红指数”：大概就是说当经济不好的时候，女性买口红的频率会增加，而买衣服、包包的频率会降低。巴菲特买 $Ulta美容(ULTA)$ 可能会有防御性的考虑

佩服他一直都按照自己的计划和规则执行[微笑]

ULTA涨超10%！巴菲特“新宠”要不要跟？

“股神”巴菲特的最新调仓出炉，正如此前披露的文件显示，减持最多的苹果持仓被砍半，但出人意料的是新增对今年暴跌美妆股Ulta Beauty的持股。Ulta Beauty在2024年表现不佳，股价下跌了32%。截至周四收盘，$Ulta美容 (ULTA.US)$ 上涨11.17%，【二季度伯克希尔建仓Ulta Beauty 69万股，巴菲特是觉得ULTA跌到位了吗？你会抄底这只巴菲特“新宠”吗？】

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