$RLX科技(RLX_老虎社区_美港股上老虎

2021-09-14

$RLX科技(RLX)$电子烟其实比传统烟草吸引力更大更容易普及，这也许是被严加管理的根本原因。未来很有可能完全取代烟草的行业，这可能是全球上万亿美元的大生意。这么大的利益，不可能让厂商独占，各方势力必须分一杯羹，现在就卡在这里。监管与税收一定会不断加强，但这不见得是坏事，毕竟只有利益分出去才有光明的未来。所以不管是FDA不抓紧审核也好，还是民主党要收税也好，还是其他强监管也罢。其本质只有一个，那就是利益再分配。所以我的观点是很明确，电子烟不会死，反而会越活越好。厂商的利润会随着监管与税收不断压低，门槛会不断提高，市场会寡头化，最终形成类似现在烟草行业的垄断格局。对于头部大厂，现在不是危机，而是绝佳的机遇。

市场大事

宏观大事，市场动态

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

山头的小猪
2021-09-15
山头的小猪
联系到社交方面，传统烟可以发给人家表示敬意，电子烟就不行了，这也是一个问题
- Finback:
  你也可以发烟弹给人家表示敬意哈哈
- hzj666:
  你口袋里不能装一包烟？
哎呀呀小伙子
2021-09-15
哎呀呀小伙子
我也觉得电子烟会随着年轻人的成长而崛起。
宝宝金水_
2021-09-15
宝宝金水_
这确实是全球上万亿美元的大生意，但是跟政府税收抢食吃，你确定会有好日子？
特拉拉冲呀
2021-09-15
特拉拉冲呀
虽然我很希望传统烟草被完全取代，但是这简直是痴人说梦，你看看国家最近的政策就知道了，烟草不管，电子烟疯狂针对，就这态度，就是怕电子烟发展太快抢了烟草市场
小时候可帅了00
2021-09-15
小时候可帅了00
我前段时间抄底了悦刻，现在结果你看到了。
老夫的少女心_
2021-09-15
老夫的少女心_
一旦真的把真的烟草跟他放在一起，短线他还是可以忽略不计。

发表看法

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