瞬间百万
2019-06-03
$瑞幸咖啡(LK)$ 营收1.3亿美金左右，市值50亿美金左右，市销率39倍.星巴克差不多才3.9. LK增速是非常快，但要大量抢占星巴克市场，有难度，星巴克是一种文化了.贝莱德入股，后期大盘继续回调，跌到一定程度，可以考虑建仓.现在可惜没有空卷.
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。
分享至
微信
复制链接
精彩评论
王抖抖
2019-06-03
王抖抖
扪心自问，你喝瑞幸是因为它好喝？逼格高？还是仅仅因为便宜？如果只是因为便宜，那显然补贴是不可能永远持续的。
瞬间百万
:
中国未来的咖啡市场是值得期待的，和星巴克比还有很长路要走.短期个人觉得目前这价格做空好于追高，后期跌到一定程度是值得长期持有的
tms
:
比星巴克好喝
金尺金融煦元
2019-06-03
金尺金融煦元
少考虑一条，国家可以加星巴克 麦当劳的税
瞬间百万
回复
老陆点五
:
全世界的互联网科技公司，都有溢价过高的估值，特别是知名的.咖啡目前在中国确实不是刚需，大多数人也不会经常喝，但是随着经济的发展，未来中国市场的咖啡还是值得期待.
老陆点五
回复
瞬间百万
:
滴滴，美团打车都疯狂补贴抢占市场过，最后两者分别逐步取消补贴，为何？烧钱不可持续。而且用户粘性不够。
而且出行属于刚需，喝咖啡☕️对大多数人，不是刚需，当然，某些小资除外。
瞬间百万
:
国人模仿复制堪称一流，近代文明的创新还是继续努力学习欧美.星巴克在中国的运营还是符合中国人消费习惯的.不像曾经的谷歌，亚马逊等不符合国人审美，才有了如今的百度，阿里，京东等模仿者.瑞幸，要想未来大量占据中国市场，不容易.还有这LK大股东，神州系不行.至于加税，行政手段过于恶劣的限制外资，那只会加速外资的逃跑.毛衣战，全世界都知道谁是弱者
老陆点五
:
开在国内的连锁店你也加关税，真狠啊
开心趋势
2019-06-03
开心趋势
短期来说跟它的业绩是一毛钱的关系都没有，跟庄家的资金运作有关系，长期来说不看好
瞬间百万
:
中国的咖啡市场未来潜力很大的，欧美韩日发达经济体人均咖啡消费，远远大于国人，随着经济的发展，以后增速会很快，所以长期是值得期待，短期运作确实跟承销商的护盘行为有关系
瞬间百万
2019-06-03
瞬间百万
持股最关键的一点，大股东是真辣鸡，出名的上市套现离场高手，神州系
小火炖鸡丁
2019-06-04
小火炖鸡丁
不仅能蚕食星巴克的市场，更能挖掘市场
查看全部12条评论
APP内打开
发表看法
12
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":902884366,"tweetId":"902884366","gmtCreate":1559575201355,"gmtModify":1704698560838,"author":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"authorIdStr":"3510053142723927","name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":130,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n $瑞幸咖啡(LK)$ 营收1.3亿美金左右，市值50亿美金左右，市销率39倍.星巴克差不多才3.9. LK增速是非常快，但要大量抢占星巴克市场，有难度，星巴克是一种文化了.贝莱德入股，后期大盘继续回调，跌到一定程度，可以考虑建仓.现在可惜没有空卷.</body></html>","htmlText":"<html><head></head><body>\n $瑞幸咖啡(LK)$ 营收1.3亿美金左右，市值50亿美金左右，市销率39倍.星巴克差不多才3.9. LK增速是非常快，但要大量抢占星巴克市场，有难度，星巴克是一种文化了.贝莱德入股，后期大盘继续回调，跌到一定程度，可以考虑建仓.现在可惜没有空卷.</body></html>","text":"$瑞幸咖啡(LK)$ 营收1.3亿美金左右，市值50亿美金左右，市销率39倍.星巴克差不多才3.9. LK增速是非常快，但要大量抢占星巴克市场，有难度，星巴克是一种文化了.贝莱德入股，后期大盘继续回调，跌到一定程度，可以考虑建仓.现在可惜没有空卷.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":12,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/902884366","repostId":0,"isVote":1,"tweetType":1,"viewCount":3641,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LKNCY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":213,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1610318,"commentId":"1610318","gmtCreate":1559576022671,"gmtModify":1559576022671,"authorId":3496359699029206,"author":{"id":3496359699029206,"idStr":"3496359699029206","authorId":3496359699029206,"name":"王抖抖","avatar":"https://static.tigerbbs.com/b3fff439951b5c5151cea853e63bd23e","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"扪心自问，你喝瑞幸是因为它好喝？逼格高？还是仅仅因为便宜？如果只是因为便宜，那显然补贴是不可能永远持续的。","text":"扪心自问，你喝瑞幸是因为它好喝？逼格高？还是仅仅因为便宜？如果只是因为便宜，那显然补贴是不可能永远持续的。","html":"扪心自问，你喝瑞幸是因为它好喝？逼格高？还是仅仅因为便宜？如果只是因为便宜，那显然补贴是不可能永远持续的。","likeSize":1,"commentSize":2,"subComments":[{"id":1610395,"commentId":"1610395","gmtCreate":1559576664429,"gmtModify":1559576664429,"authorId":3510053142723927,"author":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610318,"supIdStr":"1610318","prevId":0,"prevIdStr":"0","content":"中国未来的咖啡市场是值得期待的，和星巴克比还有很长路要走.短期个人觉得目前这价格做空好于追高，后期跌到一定程度是值得长期持有的","text":"中国未来的咖啡市场是值得期待的，和星巴克比还有很长路要走.短期个人觉得目前这价格做空好于追高，后期跌到一定程度是值得长期持有的","html":"中国未来的咖啡市场是值得期待的，和星巴克比还有很长路要走.短期个人觉得目前这价格做空好于追高，后期跌到一定程度是值得长期持有的","disclaimerType":0},{"id":1610376,"commentId":"1610376","gmtCreate":1559576475195,"gmtModify":1559576475195,"authorId":3506784182690771,"author":{"id":3506784182690771,"idStr":"3506784182690771","authorId":3506784182690771,"name":"tms","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610318,"supIdStr":"1610318","prevId":0,"prevIdStr":"0","content":"比星巴克好喝","text":"比星巴克好喝","html":"比星巴克好喝","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1610197,"commentId":"1610197","gmtCreate":1559575310467,"gmtModify":1559575310467,"authorId":3468923012044072,"author":{"id":3468923012044072,"idStr":"3468923012044072","authorId":3468923012044072,"name":"金尺金融煦元","avatar":"https://static.tigerbbs.com/8f8af7d84f606ae9b21e3fe78fde15c0","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.29","exceedPercentage":"80.09%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"少考虑一条，国家可以加星巴克 麦当劳的税","text":"少考虑一条，国家可以加星巴克 麦当劳的税","html":"少考虑一条，国家可以加星巴克 麦当劳的税","likeSize":0,"commentSize":4,"subComments":[{"id":1610431,"commentId":"1610431","gmtCreate":1559576950679,"gmtModify":1559576950679,"authorId":3510053142723927,"author":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":80690914587468,"repliedAuthor":{"id":80690914587468,"idStr":"80690914587468","authorId":80690914587468,"name":"老陆点五","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610197,"supIdStr":"1610197","prevId":1610335,"prevIdStr":"1610335","content":"全世界的互联网科技公司，都有溢价过高的估值，特别是知名的.咖啡目前在中国确实不是刚需，大多数人也不会经常喝，但是随着经济的发展，未来中国市场的咖啡还是值得期待.","text":"全世界的互联网科技公司，都有溢价过高的估值，特别是知名的.咖啡目前在中国确实不是刚需，大多数人也不会经常喝，但是随着经济的发展，未来中国市场的咖啡还是值得期待.","html":"全世界的互联网科技公司，都有溢价过高的估值，特别是知名的.咖啡目前在中国确实不是刚需，大多数人也不会经常喝，但是随着经济的发展，未来中国市场的咖啡还是值得期待.","disclaimerType":0},{"id":1610335,"commentId":"1610335","gmtCreate":1559576167363,"gmtModify":1559576167363,"authorId":80690914587468,"author":{"id":80690914587468,"idStr":"80690914587468","authorId":80690914587468,"name":"老陆点五","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3510053142723927,"repliedAuthor":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610197,"supIdStr":"1610197","prevId":1610263,"prevIdStr":"1610263","content":"滴滴，美团打车都疯狂补贴抢占市场过，最后两者分别逐步取消补贴，为何？烧钱不可持续。而且用户粘性不够。 \n<br>而且出行属于刚需，喝咖啡☕️对大多数人，不是刚需，当然，某些小资除外。","text":"滴滴，美团打车都疯狂补贴抢占市场过，最后两者分别逐步取消补贴，为何？烧钱不可持续。而且用户粘性不够。 \n<br>而且出行属于刚需，喝咖啡☕️对大多数人，不是刚需，当然，某些小资除外。","html":"滴滴，美团打车都疯狂补贴抢占市场过，最后两者分别逐步取消补贴，为何？烧钱不可持续。而且用户粘性不够。 \n<br>而且出行属于刚需，喝咖啡☕️对大多数人，不是刚需，当然，某些小资除外。","disclaimerType":0},{"id":1610263,"commentId":"1610263","gmtCreate":1559575715250,"gmtModify":1559575715250,"authorId":3510053142723927,"author":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610197,"supIdStr":"1610197","prevId":0,"prevIdStr":"0","content":"国人模仿复制堪称一流，近代文明的创新还是继续努力学习欧美.星巴克在中国的运营还是符合中国人消费习惯的.不像曾经的谷歌，亚马逊等不符合国人审美，才有了如今的百度，阿里，京东等模仿者.瑞幸，要想未来大量占据中国市场，不容易.还有这LK大股东，神州系不行.至于加税，行政手段过于恶劣的限制外资，那只会加速外资的逃跑.毛衣战，全世界都知道谁是弱者","text":"国人模仿复制堪称一流，近代文明的创新还是继续努力学习欧美.星巴克在中国的运营还是符合中国人消费习惯的.不像曾经的谷歌，亚马逊等不符合国人审美，才有了如今的百度，阿里，京东等模仿者.瑞幸，要想未来大量占据中国市场，不容易.还有这LK大股东，神州系不行.至于加税，行政手段过于恶劣的限制外资，那只会加速外资的逃跑.毛衣战，全世界都知道谁是弱者","html":"国人模仿复制堪称一流，近代文明的创新还是继续努力学习欧美.星巴克在中国的运营还是符合中国人消费习惯的.不像曾经的谷歌，亚马逊等不符合国人审美，才有了如今的百度，阿里，京东等模仿者.瑞幸，要想未来大量占据中国市场，不容易.还有这LK大股东，神州系不行.至于加税，行政手段过于恶劣的限制外资，那只会加速外资的逃跑.毛衣战，全世界都知道谁是弱者","disclaimerType":0},{"id":1610253,"commentId":"1610253","gmtCreate":1559575666579,"gmtModify":1559575666579,"authorId":80690914587468,"author":{"id":80690914587468,"idStr":"80690914587468","authorId":80690914587468,"name":"老陆点五","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610197,"supIdStr":"1610197","prevId":0,"prevIdStr":"0","content":"开在国内的连锁店你也加关税，真狠啊","text":"开在国内的连锁店你也加关税，真狠啊","html":"开在国内的连锁店你也加关税，真狠啊","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1610307,"commentId":"1610307","gmtCreate":1559575935151,"gmtModify":1559575935151,"authorId":20604286299717,"author":{"id":20604286299717,"idStr":"20604286299717","authorId":20604286299717,"name":"开心趋势","avatar":"https://static.tigerbbs.com/212b5f3bd27e61665898b0ea10c73b1d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"短期来说跟它的业绩是一毛钱的关系都没有，跟庄家的资金运作有关系，长期来说不看好","text":"短期来说跟它的业绩是一毛钱的关系都没有，跟庄家的资金运作有关系，长期来说不看好","html":"短期来说跟它的业绩是一毛钱的关系都没有，跟庄家的资金运作有关系，长期来说不看好","likeSize":0,"commentSize":1,"subComments":[{"id":1610362,"commentId":"1610362","gmtCreate":1559576337336,"gmtModify":1559576337336,"authorId":3510053142723927,"author":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":1610307,"supIdStr":"1610307","prevId":0,"prevIdStr":"0","content":"中国的咖啡市场未来潜力很大的，欧美韩日发达经济体人均咖啡消费，远远大于国人，随着经济的发展，以后增速会很快，所以长期是值得期待，短期运作确实跟承销商的护盘行为有关系","text":"中国的咖啡市场未来潜力很大的，欧美韩日发达经济体人均咖啡消费，远远大于国人，随着经济的发展，以后增速会很快，所以长期是值得期待，短期运作确实跟承销商的护盘行为有关系","html":"中国的咖啡市场未来潜力很大的，欧美韩日发达经济体人均咖啡消费，远远大于国人，随着经济的发展，以后增速会很快，所以长期是值得期待，短期运作确实跟承销商的护盘行为有关系","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1610202,"commentId":"1610202","gmtCreate":1559575329415,"gmtModify":1559575329415,"authorId":3510053142723927,"author":{"id":3510053142723927,"idStr":"3510053142723927","authorId":3510053142723927,"name":"瞬间百万","avatar":"https://static.tigerbbs.com/06507848fb08d17c5977942e12bd2e9b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"持股最关键的一点，大股东是真辣鸡，出名的上市套现离场高手，神州系","text":"持股最关键的一点，大股东是真辣鸡，出名的上市套现离场高手，神州系","html":"持股最关键的一点，大股东是真辣鸡，出名的上市套现离场高手，神州系","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":1610801,"commentId":"1610801","gmtCreate":1559581953692,"gmtModify":1559581953692,"authorId":3499854092430640,"author":{"id":3499854092430640,"idStr":"3499854092430640","authorId":3499854092430640,"name":"小火炖鸡丁","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":902884366,"objectIdStr":"902884366","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不仅能蚕食星巴克的市场，更能挖掘市场","text":"不仅能蚕食星巴克的市场，更能挖掘市场","html":"不仅能蚕食星巴克的市场，更能挖掘市场","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/902884366"}
精彩评论