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2021-02-18

亚洲内的马来西亚人均GDP也高于1万美金10几年了。我国新加坡人均GDP更是高达6.5万美金，还略高于美国。亚洲发达国家不只有日韩。新加坡人均GDP远高于日韩。建议作者多研究，参考一下维基百科:https://en.m.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)_per_capita

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2021-01-27

$RLX科技(RLX)$RLX目前在中国的市场占有率超过60%。电子烟在中国市场渗透率不足3.5%，而在成熟市场美国是50%以上。RLX已经在和美国FDA申请PMTA准备进入美国市场。一旦成功获批，对中国政府政策依赖度将大幅降低。而美国市场的巨大规模将提供非常大的增长空间。https://www.tobaccoasia.com/chinese-e-cig-producers’-dutifully-file-us-fda’s-pmtas/目前的估值应该是反应投资者对该公司未来在中国市场进一步快速增加盈利和进入美国市场的信心。您可以看看在中国市场盈利的增速。

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