$RLX科技(RLX_老虎社区_美港股上老虎

2021-08-03

$RLX科技(RLX)$这只股不能参考瑞幸经历的股价过程，那是投资者一厢情愿的想法。股价反映的是未来，而财报只反映过去，等着看财报没有特别大的意义，在政策监管面前，如果一个公司已经没有未来，那它过去一年表现再好又有何用，悦刻和教育股都是这样的问题，比如在教培政策出台前夕，告诉你好未来去年学生又增加了多少、利润增加了多少，有意义吗？监管政策一出直接改变它的业务模式，让它的生意换一种做法，那么财报对未来就没啥指导意义了。而瑞幸就是卖咖啡的，它的业务本身没有政策风险，财务欺诈是资本市场的事，与消费者没有直接关系，消费者该喝还是喝，瑞幸能走出低谷甚至重回主板，而悦刻和教育股并不具备这样的逻辑，我不能说悦刻一定就不涨了，但悦刻仍然存在巨大的政策风险

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。

精彩评论

色神仙
2021-08-04
色神仙
政策已经见底了，还能怎么样专卖制度？许可证制度？税率的调整？政策没有明朗之前就是最悲观的时候，现在就是最悲观的时候。所以，接下去只要不是不允许买，就不会比现在差。只会越来越好。毕竟渠道优势，品牌优势，规模优势都在，吸惯电子烟的年轻人，很难回到纸烟了。
- 鸿运东来回复奔驰的小野马:
  为什么替代不了？是因为电子烟加的配料不够吗？
- 中国华尔街之狼:
  电子烟就是比纸烟有希望，而且是年轻人的潮流，只要允许卖就是跟卖毒品一个样。
- 奔驰的小野马:
  作为烟民我得反驳你了，什么吸惯电子烟回不到纸烟，现在电子烟销量高是因为大家都是在尝鲜，加上人口红利，这波增长可以持续挺长时间，一旦大家都尝过鲜了回归纸烟是必然。我身边朋友抽电子烟的都是没多久就把烟杆都丢了，这玩意儿压根无法替代纸烟
- 黑色火焰:
  同意
- 锦衣夜行陈先生:
  我投你一票，基本现在就是最差的情况了[呆住]
不离亦不弃
2021-08-03
不离亦不弃
楼主持仓多少？
- 价值投资20年后留给娃:
  我美股基本全仓瑞幸
价值的漫步
2021-08-03
价值的漫步
政策风险是所有风险里面最大的风险，就像前几天的双减政策，直接改变了一些公司的质地。先不谈未来，眼下来看都充满了很多不确定性。所以谨慎是正确的。
XBBa
2021-08-04
XBBa
锤了教育和游戏，对rlx反而有利，不涉互联网不涉大数据，行业垄断更没毛线可能，难道吸电子烟会影响生育？！
电子乔斯达
2021-08-03
电子乔斯达
财务报表嘛，常规操作，只可意会不可言传。
影子作手2049
2021-08-03
影子作手2049
小心一点的好。

发表看法

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