effortless
04-30
对于老铺黄金来说,等回调后一定会上车,源于黄金溢价叠加品牌效应,涨幅过大,目前如果美元还能继续强劲,黄金下跌,不知道我们这个打造的奢饰品黄金能不能弥补金价下跌的恐慌;对于泡泡玛特,毛利巨大,但是看不懂它的需求,我选择不做这条线;对于蜜雪冰城而言,现在奶茶股集体IPO,我认为竞争过于激烈,没有故事可讲。
看不起到买不起!港股“三姐妹”暴涨,看好吗?
短短数月,大家经历了从看不起,到看不懂,再到买不起的全过程-“三姐妹”吊打港股互联网龙头,今年截止4月29日收盘, $老铺黄金(06181)$ 股价+215%, $泡泡玛特(09992)$ +120%, $蜜雪集团(02097)$ 自三月上市,两个月+92%。【新兴“港股三姐妹”,大家觉得是好公司吗?拥有比科技股还高的估值,如果给你一次上车机会,你会选择做多or做空?】
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。
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