$SKHY 2026_老虎社区_美港股上老虎 - 老虎社区

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Victor0408
11-04

$SKHY 20261106 150.0 CALL$ 表面睇系「消费转机」，实情系科技股回撤下，资金揾低估值、有回购、有自由现金流嘅防御位。Crocs 季内回购 2.5 亿美元、剩 17 亿额度，债务微降，毛利扩 180bp 到 60.3%——市场买嘅系「确定性」，唔系「消费景气反转」。

# 晒晒更赚钱

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