$Zepp Heal_老虎社区_美港股上老虎

中财股神
2021-06-23

$Zepp Health Corporation(ZEPP)$$亿通科技(300211)$分享一下，Zepp的投资逻辑，主要是看好可穿戴赛道前景的基础上，价值低估，虽然没有增长引擎带动，但是算是提前布局（但目前清仓，是因为明显公司产品力出现问题，已经开始负增），继续看好随着传感器价格下跌和多样化，在可穿戴设备上激发更大潜力，比如明年会可能出现的无创血糖传感器，对糖尿病的慢性病监测定会让这一代智能手表变成划时代的产品；亿通科技的投资逻辑是，产业链带动，Zepp去年营收46亿，亿通才8000万，大概率收购亿通的操作是要用来注入优质资产，并且将亿通作为A的融资媒介，所以投资相当于是看好对亿通注入优质资产，且大马拉小车，Zepp存量业务有实力拉动亿通。$老虎证券(TIGR)$

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·2021-10-29
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