别把它当消费股看，也_老虎社区_美港股上老虎 - 老虎社区

金牌炒家投资记

别把它当消费股看，也别纯当科技股看。SHEIN 是"消费+供应链科技+平台"的三栖物种，港股没对标，美股也没完全对标的。没有对标，才有定价想象。$希音-W(00625)$

@散人逍遥游：$希音-W(00625)$LATR模式被说成“这个行业的基础设施”，这话有点大，但方向是对的。把供应链能力开放出去，收服务费，这是平台化的思路

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