$iShares费城_老虎社区_美港股上老虎

$iShares费城交易所半导体ETF(SOXX)$ 卖出了，无法进一步加仓的票，还是止盈走人。换到$LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ ，这是一家高杠杆收购扩张的奢侈品集团，资产负债表不算很好看，估值比$爱马仕国际集团(0HV2.UK)$ 和$历峰集团(CFRUY)$ 便宜。先建个观察仓，接下来看完竞品数据再想想。

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

雷斯司机
02-28
雷斯司机
👏感谢分享投资经验，👍赞赏你的分析能力！加油！
- gugu:
  [握手][握手]
慕子
03-12
慕子
好久没刷你的信息，你居然有一篇关于LVMH的👍🏻
- gugu:
  买的不多，这票一直很贵。这轮调整幅度比较大，上个财报是中国奢侈品消费增速恢复一些。
慕子
03-12
慕子
请问你准备给LV多少仓位
- gugu:
  还在观察中，暂时不会加仓。最近看新东方，lv自身杠杠比较高，我对这个公司的了解还是太少。而新东方的资产和现金流更稳固，下个财报前希望能有80的价格

发表看法

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