七海游侠
2020-02-16
刚看了一个新闻，说美帝要限制GE给919配套发动机；第一反应就是买RR，和当时制裁华为时买ERIC的逻辑一样，而且我坚信英国人不会听美国的，计划周一伦敦开盘后买入。
@小虎说英股
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宏观大事，市场动态
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小虎说英股
2020-02-16
小虎说英股
你说的话有道理、
$劳斯莱斯(RR..UK)$
的发动机业务已经很大、在最近12月公司的总收入为161亿英镑💷。明天下午四点期待看一看伦敦人做什么，但是对劳斯莱斯来说这个新闻应该是好的
小虎说英股
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七海游侠
:
点赞。英国公司在中国市场有特殊优点
七海游侠
:
三个核心逻辑：商业航发是类似电信设备的高门槛寡头市场，这也是制裁华为后第一时间买ERIC的逻辑；英国人比较成熟，独立性强，是西方主要国家里第一个承认亚投行和允许华为参与5G的国家（成熟的标志就是为了利益给美国背后捅刀子）；大陆自力更生取得成绩需要时间，所以必须分仓给RR或俄国人的PD14，这和华为力挺自己独立产业链一个道理。
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