投资烟草股的基本常识

2019-07-05

$中烟香港(06055)$ $英美烟草(BTI)$
国内烟草股才开始上市，股价远未定型，我讲讲我所了解的美股烟草股上涨下跌的逻辑

1.利率，由于烟草股几乎都属于高分红股，因此在降息周期中表现优秀，升息周期中表现弱势，这是美股烟草股最核心的逻辑。
2.电子烟，电子烟作为新产品在烟草类市场异军突起，电子烟销量结果对以稳定来说的烟草股是一针强心剂
3.并购价值，近几年$奥驰亚(MO)$ $英美烟草(BTI)$ 是烟草股里比较受关注的并购，有兴趣投资烟草股的股民可以研究一下其中的逻辑

最后还是强调一下，美股的烟草逻辑不一定能用在港股。[可爱]

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

韭菜们冲啊
2019-07-05
韭菜们冲啊
你要了解。。这个是子公司。。
- 三倍杠杆玩期权回复韭菜们冲啊:
  同意
- 韭菜们冲啊回复三倍杠杆玩期权:
  新股基本面没用的。就看炒作。。人家中金都疯狂减仓了
- 三倍杠杆玩期权:
  [惊讶]我知道啊，烟草股很多都百亿美金的，中烟这个价格不做评论，这是考基本功[鬼脸]
三倍杠杆玩期权
2019-07-05
三倍杠杆玩期权
最近有烟草公司向大麻行业进军，所以…你懂的
- 老法归来回复三倍杠杆玩期权:
  中烟百分之九十九不会碰娱乐用大麻，毕竟国内法规高压线摆在那。
- 三倍杠杆玩期权回复幸運A:
  不一定，中烟应该没有大麻
- 幸運A:
  不懂，所以大麻會上漲嗎？
三倍杠杆玩期权
2019-07-05
三倍杠杆玩期权
未完，有时间再写

发表看法

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