冲！美股持有LV是正确的，买什么包包，买股票

天扬42

2023-03-27

LVMH（酩悦·轩尼诗-路易·威登集团） $路易威登(LVMUY)$

马斯克首富的椅子还没坐热，LVMH的掌舵人Bernard Arnault就接替马斯克成为了新的世界首富

首先看一眼LVMH最全的财报和13F中的基金持仓

图片

亮点

相比较其他奢侈品牌丰富的产品线，可以对冲经济下行风险
强大的并购能力，tiffany在被并购之后业绩不再

观点

科技的风向总是在变，前两年阿里和腾讯还代表着中国先进科技的代表，这两年一转身就成了基础设施，公用事业，不再被国家支持的产业。

所以到底什么是好生意，投资于那些不变的事物才是永恒的好生意，比如巴菲特喜欢的喜诗糖果，可口可乐，而人性更是永恒不变的主题，LVMH就是给人性中虚荣的一面创造的最好的梦。

美联储如期加息25点，你怎么看？

美联储宣布加息25个基点，在这次会议中，美联储发出加息行动即将结束的信号，鲍威尔表示美联储仍致力于将通胀率压低至2%。如果需要将利率上调至高于预期的水平，他们会那样做，决策者们预计今年不会降息。你认为此次加息能拯救美国的银行危机吗？欢迎大家来聊一聊~

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

日添一线
2023-03-27
日添一线
虚荣心的消费需求有其存在的必要，但在金融危机或全球卫生危机等极端情况下，人们更可能关注实用性和生存需求🤔
- 天扬42:
  此话没毛病，欢迎多交流
瓦特蒸汽机
2023-03-27
瓦特蒸汽机
Tiffany在被并购后业绩不佳，LVMH的强大并购能力并不意味着所有并购都会成功👎
- 天扬42:
  这话没毛病，欢迎多交流
阿咕咕咕
2023-03-27
阿咕咕咕
投资于不变的事物才是永恒的好生意，但是消费者品味和喜好会发生变化🤔
- 天扬42:
  这话没毛病，不过世界上唯一不变的就是变化，
  保持变化，虽然信我不见得永生欢迎多交流
黑天鹅本人
2023-03-27
黑天鹅本人
LVMH的多元产品线能够抵御经济下行风险，对冲投资风险👍
- 天扬42:
  对[强]欢迎多交流

发表看法

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