$陆金所(LU)$ _老虎社区_美港股上老虎

2021-02-21

$陆金所(LU)$
长期来看陆金所的逻辑在于
- 陆金所在fintech领域规模上仅次于蚂蚁金服, 且和腾讯财付通,蚂蚁金服不同的是, 陆金所已经逐步远离国家打压的消费贷和P2P, 而陆金所主页是国家政策大力倡导的小微企业帮扶借贷, 享受政策利好.

- 陆金所处在监管压力巨大的金融科技赛道, 有着灵活的政策合规能力, 从P2P领头羊成功转型为国内第一个以金融科技定位(不同于消费贷和P2P)上市的巨型企业, 未来受政策风险影响的几率非常小.

- 陆金所净盈利且随着国内理财意识增强, 会员数还在不断上升, 营收一直处于上升通道.

很多人把陆金所这种400亿体量的公司和360数科(40亿)之类的毛股比较, 无论从体量, 赛道, 和监管风险来说都是完全没有可比性的.

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

股怪
2021-02-22
股怪
哪个混蛋的逻辑啊？让高利贷帮助小微企业？除了瞎搞榨干这些小微企业，他们还能干什么？一群尸位素餐的货，
- 我是大狮子:
  存在即合理……所以
芭非特
2021-02-22
芭非特
更像传统金融放贷机构，和科技金融没什么关系
APM70
2021-02-21
APM70
国家准备放宽居民海外投资，利好陆金所旗下的陆香港和陆国际，陆金所每次布局都是快政策一步，不是那些小盘股可以比的。
Lydia758
2021-02-22
Lydia758
赞 [强]陆金所是不错，只可惜中签后在首日已卖出，因为要腾出子弹打新股
来自上海的老沈
2021-02-22
来自上海的老沈
早就抛了删了
幸福老猫
2021-02-22
幸福老猫
一直在逢低吸纳

发表看法

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