$新氧(SY)$长期_老虎社区_美港股上老虎

2021-03-24

$新氧(SY)$长期绝对看好，国内除了美团，没有竞争对手。医美这个赛道就是平台和上游厂商赚钱，上游是医药逻辑，平台是互联网逻辑，现在处于圈地阶段，没必要看净利润，要看的是MAU、GMV。公司管理层很强，10亿美金的估值感觉是一级市场的价格了，真的很低。以后开帖分析

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小破
2021-03-25
小破
就是被这种理论PUA，亏了一堆钱
- 14109e0e:
  pua不是这么用的大哥...不是说跟你认识不一样的理论都叫pua额

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