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2022-06-23

这篇文章不错，转发给大家看

@价值投资为王:隐形正畸黄金坑已现！

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href=\"https://www.laohu8.com/post/197958698\" target=\"_blank\">时代天使IPO：乘医美东风，享牙科黄金赛道，上市即王者！</a>》《<a href=\"https://www.laohu8.com/post/118936918\" target=\"_blank\">拒绝内卷，眼馋时代天使的朋友可曲线救国！</a>》《<a href=\"https://www.laohu8.com/post/610406672\" target=\"_blank\">牙套VS植发，2021医美股业绩哪家强？</a>》《<a href=\"https://www.laohu8.com/post/699910644\" target=\"_blank\">背靠高瓴，曾是炙手可热的医美股，如今大跌，能否捡便宜？</a>》本文聊几个关于竞争、行业及估值方面的内容。隐形正畸本身的护城河并非牢固，在阿莱技术的核心专利到期之后，这个行业的对手越来越多。从时代天使和SmileDirectClub的崛起上也不难看出，隐形正畸产品本身不构成门槛。但是，医生资源却是稀缺的。整个隐形正畸术，需要牙套本身及其他设备进行建模，一套流程走下来，医生有较大的行为依赖，即一旦熟悉了某款产品，后续如无必要，医生没有动力更换品牌。因此，国内的口腔诊所中，一般也只是3-4家隐形正畸品牌，太多了，医生未必能适应。其中，阿莱技术因为先发优势及品牌积累，占据","listText":"隐形正畸，正宗的医美赛道，投资者曾经趋之若鹜，而大幅下跌之后，关注的人似乎已不多了。但越是冷清，股价反而充满机遇。如时代天使，近期的一波反弹，接近翻倍。而全球霸主阿莱技术（ALGN），市盈率更是低至25倍，创10年来的新低。或许，隐形正畸的黄金坑已现！关于时代天使和阿莱技术的分析，本号已发布多篇，重复内容不再赘述，虎友可以参考以下文章阅读：《<a href=\"https://www.laohu8.com/post/197958698\" target=\"_blank\">时代天使IPO：乘医美东风，享牙科黄金赛道，上市即王者！</a>》《<a href=\"https://www.laohu8.com/post/118936918\" 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