$RLX科技(RLX_老虎社区_美港股上老虎 - 老虎社区

$RLX科技(RLX)$还抱有幻想的人，我只需要问一个问题就可以了。传统烟草之所以赚钱是因为垄断，只有一家能做，别人都进不去。电子烟行业前几年也赚钱，因为刚起步，竞争比较小，现在各种品牌百花齐放，不可谓不热闹。假如以后还有电子烟这个行业，要么是个垄断的行业，要么就是个充分竞争的行业，不论是哪一种市场情况，请问悦刻就一定有优势吗？如果是垄断市场，基本等着凉凉。如果是充分竞争的市场，电子烟又不能做成奢侈品，利润只会越来越低。

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

华尔街赌侠
2021-08-10
华尔街赌侠
兄弟刚了解电子烟不久吧。。。百花齐放是18 19年，现在百花都凋谢了。而且悦刻的盈利能力是不需要证明的，问题是出在监管上而不是利润。悦刻的优势就在于市场份额和品牌认知度，再不允许任何广告宣传，明星代言的情况下，这就是最强悍的技术壁垒，试问你一下，不做任何推广和广告的前提下，新品牌如何让大众熟知？
- 华尔街赌侠回复史泰郎:
  而且从古到今，高成瘾性的商品背后的蛋糕都是巨大的，就看掌勺的给不给你吃了
- 史泰郎回复华尔街赌侠:
  怕的就是这个，直接垄断，谁都别惦记。
- 华尔街赌侠回复史泰郎:
  只是说悦刻比市面上所有品牌机会都大，并不是说悦刻一定会成功，说不定哪天中烟就自己做电子烟了呢
- 史泰郎:
  就像滴滴的情况一样，现在就盖棺定论说已经过了群雄逐鹿的时候未免太武断了。我可能不是特别深入了解电子烟。但是市场的情况我还是有些感觉的。有时候门店多未必代表经营得好，反而会预示着更大的危险。大街小巷都是店铺以后又马上销声匿迹的品牌实在太多了，凭什么悦刻就一定例外呢？
ccccccnz
2021-08-10
ccccccnz
如果国企烟草卷烟厂收购/兼容呢？
- 史泰郎:
  如果要收购，至少是控股，既然想要控股，当初上市之前就可以收了，何必等到现在，又贵还不好操作，美国上市公司换控股股东而且还是换成国企，未免也太天方夜谭了。
old_gun
2021-08-21
old_gun
没错，理智+冷静
大小龙
2021-08-23
大小龙
6

发表看法

10

46

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":896210039,"tweetId":"896210039","gmtCreate":1628584218621,"gmtModify":1628584218621,"author":{"id":3460032651246371,"idStr":"3460032651246371","authorId":3460032651246371,"authorIdStr":"3460032651246371","name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1090,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还抱有幻想的人，我只需要问一个问题就可以了。传统烟草之所以赚钱是因为垄断，只有一家能做，别人都进不去。电子烟行业前几年也赚钱，因为刚起步，竞争比较小，现在各种品牌百花齐放，不可谓不热闹。假如以后还有电子烟这个行业，要么是个垄断的行业，要么就是个充分竞争的行业，不论是哪一种市场情况，请问悦刻就一定有优势吗？如果是垄断市场，基本等着凉凉。如果是充分竞争的市场，电子烟又不能做成奢侈品，利润只会越来越低。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>还抱有幻想的人，我只需要问一个问题就可以了。传统烟草之所以赚钱是因为垄断，只有一家能做，别人都进不去。电子烟行业前几年也赚钱，因为刚起步，竞争比较小，现在各种品牌百花齐放，不可谓不热闹。假如以后还有电子烟这个行业，要么是个垄断的行业，要么就是个充分竞争的行业，不论是哪一种市场情况，请问悦刻就一定有优势吗？如果是垄断市场，基本等着凉凉。如果是充分竞争的市场，电子烟又不能做成奢侈品，利润只会越来越低。</p></body></html>","text":"$RLX科技(RLX)$还抱有幻想的人，我只需要问一个问题就可以了。传统烟草之所以赚钱是因为垄断，只有一家能做，别人都进不去。电子烟行业前几年也赚钱，因为刚起步，竞争比较小，现在各种品牌百花齐放，不可谓不热闹。假如以后还有电子烟这个行业，要么是个垄断的行业，要么就是个充分竞争的行业，不论是哪一种市场情况，请问悦刻就一定有优势吗？如果是垄断市场，基本等着凉凉。如果是充分竞争的市场，电子烟又不能做成奢侈品，利润只会越来越低。","highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":10,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/896210039","repostId":0,"isVote":1,"tweetType":1,"viewCount":17729,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["RLX"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":394,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":5482337,"commentId":"5482337","gmtCreate":1628588485310,"gmtModify":1628588485310,"authorId":3556107184919133,"author":{"id":3556107184919133,"idStr":"3556107184919133","authorId":3556107184919133,"name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"兄弟刚了解电子烟不久吧。。。百花齐放是18 19年，现在百花都凋谢了。而且悦刻的盈利能力是不需要证明的，问题是出在监管上而不是利润。悦刻的优势就在于市场份额和品牌认知度，再不允许任何广告宣传，明星代言的情况下，这就是最强悍的技术壁垒，试问你一下，不做任何推广和广告的前提下，新品牌如何让大众熟知？","text":"兄弟刚了解电子烟不久吧。。。百花齐放是18 19年，现在百花都凋谢了。而且悦刻的盈利能力是不需要证明的，问题是出在监管上而不是利润。悦刻的优势就在于市场份额和品牌认知度，再不允许任何广告宣传，明星代言的情况下，这就是最强悍的技术壁垒，试问你一下，不做任何推广和广告的前提下，新品牌如何让大众熟知？","html":"兄弟刚了解电子烟不久吧。。。百花齐放是18 19年，现在百花都凋谢了。而且悦刻的盈利能力是不需要证明的，问题是出在监管上而不是利润。悦刻的优势就在于市场份额和品牌认知度，再不允许任何广告宣传，明星代言的情况下，这就是最强悍的技术壁垒，试问你一下，不做任何推广和广告的前提下，新品牌如何让大众熟知？","likeSize":0,"commentSize":4,"subComments":[{"id":5482497,"commentId":"5482497","gmtCreate":1628589583704,"gmtModify":1628589583704,"authorId":3556107184919133,"author":{"id":3556107184919133,"idStr":"3556107184919133","authorId":3556107184919133,"name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3460032651246371,"repliedAuthor":{"id":3460032651246371,"idStr":"3460032651246371","authorId":3460032651246371,"name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":5482337,"supIdStr":"5482337","prevId":5482453,"prevIdStr":"5482453","content":"而且从古到今，高成瘾性的商品背后的蛋糕都是巨大的，就看掌勺的给不给你吃了","text":"而且从古到今，高成瘾性的商品背后的蛋糕都是巨大的，就看掌勺的给不给你吃了","html":"而且从古到今，高成瘾性的商品背后的蛋糕都是巨大的，就看掌勺的给不给你吃了"},{"id":5482476,"commentId":"5482476","gmtCreate":1628589409254,"gmtModify":1628589409254,"authorId":3460032651246371,"author":{"id":3460032651246371,"idStr":"3460032651246371","authorId":3460032651246371,"name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3556107184919133,"repliedAuthor":{"id":3556107184919133,"idStr":"3556107184919133","authorId":3556107184919133,"name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":5482337,"supIdStr":"5482337","prevId":5482467,"prevIdStr":"5482467","content":"怕的就是这个，直接垄断，谁都别惦记。","text":"怕的就是这个，直接垄断，谁都别惦记。","html":"怕的就是这个，直接垄断，谁都别惦记。"},{"id":5482467,"commentId":"5482467","gmtCreate":1628589323225,"gmtModify":1628589323225,"authorId":3556107184919133,"author":{"id":3556107184919133,"idStr":"3556107184919133","authorId":3556107184919133,"name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3460032651246371,"repliedAuthor":{"id":3460032651246371,"idStr":"3460032651246371","authorId":3460032651246371,"name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":5482337,"supIdStr":"5482337","prevId":5482453,"prevIdStr":"5482453","content":"只是说悦刻比市面上所有品牌机会都大，并不是说悦刻一定会成功，说不定哪天中烟就自己做电子烟了呢","text":"只是说悦刻比市面上所有品牌机会都大，并不是说悦刻一定会成功，说不定哪天中烟就自己做电子烟了呢","html":"只是说悦刻比市面上所有品牌机会都大，并不是说悦刻一定会成功，说不定哪天中烟就自己做电子烟了呢"},{"id":5482453,"commentId":"5482453","gmtCreate":1628589230796,"gmtModify":1628589230796,"authorId":3460032651246371,"author":{"id":3460032651246371,"idStr":"3460032651246371","authorId":3460032651246371,"name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":5482337,"supIdStr":"5482337","prevId":0,"prevIdStr":"0","content":"就像滴滴的情况一样，现在就盖棺定论说已经过了群雄逐鹿的时候未免太武断了。我可能不是特别深入了解电子烟。但是市场的情况我还是有些感觉的。有时候门店多未必代表经营得好，反而会预示着更大的危险。大街小巷都是店铺以后又马上销声匿迹的品牌实在太多了，凭什么悦刻就一定例外呢？","text":"就像滴滴的情况一样，现在就盖棺定论说已经过了群雄逐鹿的时候未免太武断了。我可能不是特别深入了解电子烟。但是市场的情况我还是有些感觉的。有时候门店多未必代表经营得好，反而会预示着更大的危险。大街小巷都是店铺以后又马上销声匿迹的品牌实在太多了，凭什么悦刻就一定例外呢？","html":"就像滴滴的情况一样，现在就盖棺定论说已经过了群雄逐鹿的时候未免太武断了。我可能不是特别深入了解电子烟。但是市场的情况我还是有些感觉的。有时候门店多未必代表经营得好，反而会预示着更大的危险。大街小巷都是店铺以后又马上销声匿迹的品牌实在太多了，凭什么悦刻就一定例外呢？"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5483601,"commentId":"5483601","gmtCreate":1628598114166,"gmtModify":1628598114166,"authorId":3573239869387956,"author":{"id":3573239869387956,"idStr":"3573239869387956","authorId":3573239869387956,"name":"ccccccnz","avatar":"https://static.tigerbbs.com/5033d1a4ad94d7fac33fa50736217f4e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"如果国企烟草 卷烟厂收购/兼容呢？","text":"如果国企烟草 卷烟厂收购/兼容呢？","html":"如果国企烟草 卷烟厂收购/兼容呢？","likeSize":1,"commentSize":1,"subComments":[{"id":5489227,"commentId":"5489227","gmtCreate":1628643539781,"gmtModify":1628643539781,"authorId":3460032651246371,"author":{"id":3460032651246371,"idStr":"3460032651246371","authorId":3460032651246371,"name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":5483601,"supIdStr":"5483601","prevId":0,"prevIdStr":"0","content":"如果要收购，至少是控股，既然想要控股，当初上市之前就可以收了，何必等到现在，又贵还不好操作，美国上市公司换控股股东而且还是换成国企，未免也太天方夜谭了。","text":"如果要收购，至少是控股，既然想要控股，当初上市之前就可以收了，何必等到现在，又贵还不好操作，美国上市公司换控股股东而且还是换成国企，未免也太天方夜谭了。","html":"如果要收购，至少是控股，既然想要控股，当初上市之前就可以收了，何必等到现在，又贵还不好操作，美国上市公司换控股股东而且还是换成国企，未免也太天方夜谭了。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5600106,"commentId":"5600106","gmtCreate":1629534186498,"gmtModify":1629534186498,"authorId":3561622693123331,"author":{"id":3561622693123331,"idStr":"3561622693123331","authorId":3561622693123331,"name":"old_gun","avatar":"https://static.tigerbbs.com/186dd9a253fd0b299e3220a50422e728","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"没错，理智+冷静","text":"没错，理智+冷静","html":"没错，理智+冷静","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5610450,"commentId":"5610450","gmtCreate":1629669016278,"gmtModify":1629669016278,"authorId":3548820591552468,"author":{"id":3548820591552468,"idStr":"3548820591552468","authorId":3548820591552468,"name":"大小龙","avatar":"https://static.tigerbbs.com/3f28b450a3f1edc6c16c5627835c3c69","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":896210039,"objectIdStr":"896210039","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<u>6</u>","text":"<u>6</u>","html":"<u>6</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/896210039"}