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大懒猫_2337
2021-04-12
$Sundial Growers Inc.(SNDL)$
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大懒猫_2337
2021-03-31
$Sundial Growers Inc.(SNDL)$
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大懒猫_2337
2021-04-11
$Sundial Growers Inc.(SNDL)$
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大懒猫_2337
2021-03-29
$Sundial Growers Inc.(SNDL)$
反弹
大懒猫_2337
2021-04-16
$Sundial Growers Inc.(SNDL)$
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大懒猫_2337
2021-04-10
$ORGANIGRAM HOLD(OGI)$
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大懒猫_2337
2021-04-09
$ORGANIGRAM HOLD(OGI)$
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大懒猫_2337
2021-04-07
$Zomedica Pharmaceuticals Corp.(ZOM)$
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大懒猫_2337
2021-03-30
$Sundial Growers Inc.(SNDL)$
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大懒猫_2337
2021-03-30
$Sundial Growers Inc.(SNDL)$
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Corp.(ZOM)$go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343452880","isVote":1,"tweetType":1,"viewCount":2206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340720230,"gmtCreate":1617496205820,"gmtModify":1617496205820,"author":{"id":"3578519176061519","authorId":"3578519176061519","name":"大懒猫_2337","avatar":"https://static.tigerbbs.com/7f0ad8a9a119c1cd522338d9ef5476b8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578519176061519","idStr":"3578519176061519"},"themes":[],"htmlText":"sndl何时涨回来。。","listText":"sndl何时涨回来。。","text":"sndl何时涨回来。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340720230","isVote":1,"tweetType":1,"viewCount":2175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357966490,"gmtCreate":1617233290510,"gmtModify":1617233290510,"author":{"id":"3578519176061519","authorId":"3578519176061519","name":"大懒猫_2337","avatar":"https://static.tigerbbs.com/7f0ad8a9a119c1cd522338d9ef5476b8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578519176061519","idStr":"3578519176061519"},"themes":[],"htmlText":"-----","listText":"-----","text":"-----","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357966490","repostId":"355221004","repostType":1,"repost":{"id":355221004,"gmtCreate":1617077070105,"gmtModify":1750507843639,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"新疆棉事件，对NIKE有多大影响？国货会崛起吗？","htmlText":"收到新疆棉事件的冲击，HM在全国已有多家店铺关闭，即使没关闭的，客户也大幅下降，HM在中国市场的溃败似乎已成定局。但是，同样参合进来的<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a> ，是否会受到冲击，仍有较大争议。 作为全球运动服饰的老大哥NIKE，在中国具有众多忠实的粉丝，尤其是在一些人眼中，是带着信仰去穿NIKE的。在体育界、运动圈，耐克的影响力尤其巨大。 比如国足、中超、男篮，签约的独家赞助商全是耐克：所以，有些人认为，这事最后大概率会慢慢淡化。 HM作为主攻对象，大概会失去中国市场，但其他大部分品牌最终还是会留在中国，继续做生意。最后的结果，有可能是BCI放弃抵制新疆棉花，也可能是这些厂商悄悄退出BCI。而像耐克这种行业龙头，只要不在做过激的事情，还是会继续统治中国市场的。 但也有些人认为，这次的关键意义在于，很多人开始思考尝试国货，有时候一旦尝试了，“真香”定律就来了，国服就像国电一样，将迎来一次腾飞的机会。 据了解，2019年中国运动服装的市场格局如下： 耐克，市占率第一，为22.9%； <a href=\"https://laohu8.com/S/ADDYY\">$阿迪达斯(ADDYY)$</a> ，20.4%； <a href=\"https://laohu8.com/S/02020\">$安踏体育(02020)$</a> ，16.4%； <a href=\"https://laohu8.com/S/02331\">$李宁(02331)$</a> ，6.3%； <a href=\"https://laohu8.com/S/01368\">$特步国际(01368)$</a> ，4.9%； <a href=\"https://laohu8.com/S/01361\">$361度(01361)$</a> ，3.1%。 …… 最后，大家","listText":"收到新疆棉事件的冲击，HM在全国已有多家店铺关闭，即使没关闭的，客户也大幅下降，HM在中国市场的溃败似乎已成定局。但是，同样参合进来的<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a> ，是否会受到冲击，仍有较大争议。 作为全球运动服饰的老大哥NIKE，在中国具有众多忠实的粉丝，尤其是在一些人眼中，是带着信仰去穿NIKE的。在体育界、运动圈，耐克的影响力尤其巨大。 比如国足、中超、男篮，签约的独家赞助商全是耐克：所以，有些人认为，这事最后大概率会慢慢淡化。 HM作为主攻对象，大概会失去中国市场，但其他大部分品牌最终还是会留在中国，继续做生意。最后的结果，有可能是BCI放弃抵制新疆棉花，也可能是这些厂商悄悄退出BCI。而像耐克这种行业龙头，只要不在做过激的事情，还是会继续统治中国市场的。 但也有些人认为，这次的关键意义在于，很多人开始思考尝试国货，有时候一旦尝试了，“真香”定律就来了，国服就像国电一样，将迎来一次腾飞的机会。 据了解，2019年中国运动服装的市场格局如下： 耐克，市占率第一，为22.9%； <a href=\"https://laohu8.com/S/ADDYY\">$阿迪达斯(ADDYY)$</a> ，20.4%； <a href=\"https://laohu8.com/S/02020\">$安踏体育(02020)$</a> ，16.4%； <a href=\"https://laohu8.com/S/02331\">$李宁(02331)$</a> ，6.3%； <a href=\"https://laohu8.com/S/01368\">$特步国际(01368)$</a> ，4.9%； <a href=\"https://laohu8.com/S/01361\">$361度(01361)$</a> ，3.1%。 …… 最后，大家","text":"收到新疆棉事件的冲击，HM在全国已有多家店铺关闭，即使没关闭的，客户也大幅下降，HM在中国市场的溃败似乎已成定局。但是，同样参合进来的$耐克(NKE)$ ，是否会受到冲击，仍有较大争议。 作为全球运动服饰的老大哥NIKE，在中国具有众多忠实的粉丝，尤其是在一些人眼中，是带着信仰去穿NIKE的。在体育界、运动圈，耐克的影响力尤其巨大。 比如国足、中超、男篮，签约的独家赞助商全是耐克：所以，有些人认为，这事最后大概率会慢慢淡化。 HM作为主攻对象，大概会失去中国市场，但其他大部分品牌最终还是会留在中国，继续做生意。最后的结果，有可能是BCI放弃抵制新疆棉花，也可能是这些厂商悄悄退出BCI。而像耐克这种行业龙头，只要不在做过激的事情，还是会继续统治中国市场的。 但也有些人认为，这次的关键意义在于，很多人开始思考尝试国货，有时候一旦尝试了，“真香”定律就来了，国服就像国电一样，将迎来一次腾飞的机会。 据了解，2019年中国运动服装的市场格局如下： 耐克，市占率第一，为22.9%； $阿迪达斯(ADDYY)$ ，20.4%； $安踏体育(02020)$ ，16.4%； $李宁(02331)$ ，6.3%； $特步国际(01368)$ ，4.9%； $361度(01361)$ ，3.1%。 …… 最后，大家","images":[{"img":"https://static.tigerbbs.com/758614d9289cecc6cca3d98f447806c2","width":"662","height":"419"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355221004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357966643,"gmtCreate":1617233275882,"gmtModify":1617233275882,"author":{"id":"3578519176061519","authorId":"3578519176061519","name":"大懒猫_2337","avatar":"https://static.tigerbbs.com/7f0ad8a9a119c1cd522338d9ef5476b8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578519176061519","idStr":"3578519176061519"},"themes":[],"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357966643","repostId":"354023398","repostType":1,"repost":{"id":354023398,"gmtCreate":1617113123514,"gmtModify":1747905751667,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483341938884489","idStr":"3483341938884489"},"themes":[],"title":"一位韩国人用日本券商在美股买中概股，一天亏了1000亿！","htmlText":"这是岳云鹏，大家都很熟悉了，德云社著名相声演员，原名叫做：岳龙刚，没错，你没看错，这是真的，岳云鹏是他艺名，他的俗家真名就是：岳龙刚，很有反差萌是吧？今天我们的主角不是他，而是这位长得很像岳云鹏的韩国人。他叫Bill Hwang，不过他不是相声演员，他是一位股神，字面意思，就是股神，和在奥马哈小镇喝着可乐的那位巴菲特一样的股神。不过，同样作为股神，Bill Hwang的操盘风格很刚，比岳龙刚还刚，就因为他刚硬的操盘风格，上周五，一天就亏了1000亿！1988年，Bill Hwang在加州大学洛杉矶分校获得经济学学位，随后又在卡内基梅隆获得了MBA学位。毕业后，刚刚在业内崭露头角的Bill Hwang就引起了传奇基金经理无冕之王老虎基金创始人朱利安·罗伯逊(Julian Robertson)的注意，这位罗伯逊可是当年与索罗斯齐名的牛人。罗伯特看中了这位年轻人，随即向他抛出了橄榄枝，BillHwang就开启了自己在老虎基金的职业生涯。由于罗伯特在老虎基金的优异表现，2001年Bill Hwang成立了老虎亚洲基金，罗伯逊给了他2500万美元作为初始资金。到2007年，这位Bill Hwang就将老虎亚洲基金管理资产上升到了80亿美元，同时年化收益率超过40%。不过随后到来的2008年，Bill Hwang也遭到了经济危机的毒打，由于他预判失误，过早的转多，开始大肆抄底雷曼兄弟、做空大众，导致全年不仅没有盈利，反而亏损23%。到2009年，被市场教育之后，Bill Hwang一改做多的风格，反向做空，但是处在全球央行放水救市和世界经济复苏大环境下，坚持做空的Bill Hwang再次被市场上了一课，一直到2012年，他管理的老虎亚洲基金的资金规模已经下降到了12亿美元。期间，在2010年，因为老虎亚洲基金涉嫌中国银行股票的内幕交易，被香港证监会禁止在香港市场交易，而在2012年4月","listText":"这是岳云鹏，大家都很熟悉了，德云社著名相声演员，原名叫做：岳龙刚，没错，你没看错，这是真的，岳云鹏是他艺名，他的俗家真名就是：岳龙刚，很有反差萌是吧？今天我们的主角不是他，而是这位长得很像岳云鹏的韩国人。他叫Bill Hwang，不过他不是相声演员，他是一位股神，字面意思，就是股神，和在奥马哈小镇喝着可乐的那位巴菲特一样的股神。不过，同样作为股神，Bill Hwang的操盘风格很刚，比岳龙刚还刚，就因为他刚硬的操盘风格，上周五，一天就亏了1000亿！1988年，Bill Hwang在加州大学洛杉矶分校获得经济学学位，随后又在卡内基梅隆获得了MBA学位。毕业后，刚刚在业内崭露头角的Bill Hwang就引起了传奇基金经理无冕之王老虎基金创始人朱利安·罗伯逊(Julian Robertson)的注意，这位罗伯逊可是当年与索罗斯齐名的牛人。罗伯特看中了这位年轻人，随即向他抛出了橄榄枝，BillHwang就开启了自己在老虎基金的职业生涯。由于罗伯特在老虎基金的优异表现，2001年Bill Hwang成立了老虎亚洲基金，罗伯逊给了他2500万美元作为初始资金。到2007年，这位Bill Hwang就将老虎亚洲基金管理资产上升到了80亿美元，同时年化收益率超过40%。不过随后到来的2008年，Bill Hwang也遭到了经济危机的毒打，由于他预判失误，过早的转多，开始大肆抄底雷曼兄弟、做空大众，导致全年不仅没有盈利，反而亏损23%。到2009年，被市场教育之后，Bill Hwang一改做多的风格，反向做空，但是处在全球央行放水救市和世界经济复苏大环境下，坚持做空的Bill Hwang再次被市场上了一课，一直到2012年，他管理的老虎亚洲基金的资金规模已经下降到了12亿美元。期间，在2010年，因为老虎亚洲基金涉嫌中国银行股票的内幕交易，被香港证监会禁止在香港市场交易，而在2012年4月","text":"这是岳云鹏，大家都很熟悉了，德云社著名相声演员，原名叫做：岳龙刚，没错，你没看错，这是真的，岳云鹏是他艺名，他的俗家真名就是：岳龙刚，很有反差萌是吧？今天我们的主角不是他，而是这位长得很像岳云鹏的韩国人。他叫Bill Hwang，不过他不是相声演员，他是一位股神，字面意思，就是股神，和在奥马哈小镇喝着可乐的那位巴菲特一样的股神。不过，同样作为股神，Bill Hwang的操盘风格很刚，比岳龙刚还刚，就因为他刚硬的操盘风格，上周五，一天就亏了1000亿！1988年，Bill Hwang在加州大学洛杉矶分校获得经济学学位，随后又在卡内基梅隆获得了MBA学位。毕业后，刚刚在业内崭露头角的Bill Hwang就引起了传奇基金经理无冕之王老虎基金创始人朱利安·罗伯逊(Julian Robertson)的注意，这位罗伯逊可是当年与索罗斯齐名的牛人。罗伯特看中了这位年轻人，随即向他抛出了橄榄枝，BillHwang就开启了自己在老虎基金的职业生涯。由于罗伯特在老虎基金的优异表现，2001年Bill Hwang成立了老虎亚洲基金，罗伯逊给了他2500万美元作为初始资金。到2007年，这位Bill Hwang就将老虎亚洲基金管理资产上升到了80亿美元，同时年化收益率超过40%。不过随后到来的2008年，Bill Hwang也遭到了经济危机的毒打，由于他预判失误，过早的转多，开始大肆抄底雷曼兄弟、做空大众，导致全年不仅没有盈利，反而亏损23%。到2009年，被市场教育之后，Bill Hwang一改做多的风格，反向做空，但是处在全球央行放水救市和世界经济复苏大环境下，坚持做空的Bill Hwang再次被市场上了一课，一直到2012年，他管理的老虎亚洲基金的资金规模已经下降到了12亿美元。期间，在2010年，因为老虎亚洲基金涉嫌中国银行股票的内幕交易，被香港证监会禁止在香港市场交易，而在2012年4月","images":[{"img":"https://static.tigerbbs.com/d07ed4e7a0b91d4acef4715e4d6dcc3f","width":"500","height":"378"},{"img":"https://static.tigerbbs.com/5a1ffd53e7c04907be1f4a3ac0617954","width":"1080","height":"1209"},{"img":"https://static.tigerbbs.com/75175ab60aab9c861274f1d059533bd9","width":"1002","height":"529"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354023398","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354351631,"gmtCreate":1617146824023,"gmtModify":1617146824023,"author":{"id":"3578519176061519","authorId":"3578519176061519","name":"大懒猫_2337","avatar":"https://static.tigerbbs.com/7f0ad8a9a119c1cd522338d9ef5476b8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578519176061519","idStr":"3578519176061519"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>任务","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>任务","text":"$Sundial Growers Inc.(SNDL)$任务","images":[{"img":"https://static.tigerbbs.com/5fd90b6ec19c47d13f7a59bcb43b8ed0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/354351631","isVote":1,"tweetType":1,"viewCount":3063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355861409,"gmtCreate":1617061255001,"gmtModify":1617061255001,"author":{"id":"3578519176061519","authorId":"3578519176061519","name":"大懒猫_2337","avatar":"https://static.tigerbbs.com/7f0ad8a9a119c1cd522338d9ef5476b8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578519176061519","idStr":"3578519176061519"},"themes":[],"htmlText":"不错[呆住] [财迷] ","listText":"不错[呆住] [财迷] ","text":"不错[呆住] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355861409","repostId":"353063756","repostType":1,"repost":{"id":353063756,"gmtCreate":1616432190975,"gmtModify":1616434046261,"author":{"id":"3455010204124761","authorId":"3455010204124761","name":"李欧成","avatar":"https://static.tigerbbs.com/ca120355c405db235eddc584efe7eb06","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455010204124761","idStr":"3455010204124761"},"themes":[],"title":"从业6年的电子烟投资人告诉你如何看待电子烟监管风暴","htmlText":"Hello!各位虎友，我是博派资本的李欧成，作为6年的老虎友第一次在老虎社区内跟大家交流。我本人是国内最早的电子烟投资人，早在2015年我就开始投资电子烟的上下游产业，并且我也是RLX和思摩尔的重仓长期持有者，今天工信部发布关于电子烟监管的征求意见稿，各位虎友对于电子烟行业监管风暴议论纷纷，我来讲下我的看法。 1.监管的直接影响 本次征求意见稿最引人注目的就是“电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行”，最为市场担心的就是，将电子烟纳入烟草管理条例由烟草专卖行政主管进行管理。但这种风险我认为不大，首先由发文机构来分析，本次征求意见稿的是由工信部提交而非烟草专卖局，基本可以确定未来电子烟的行政管理权归属工信部与烟草专卖局和工商管理部门联合管理。 我们业内其实最担心的是将电子烟纳入烟草专卖法进行管理，而现在是“参照”现有有关规定执行，说明在现有情况下新型烟草并未完全视同为烟草制品，利用现有法律条例进行依法监管，未来不排除针对新兴烟草进行新的立法。目前对于我们电子烟业内的共识是利好，因为是“依法监管”而非禁止。 而将电子烟纳入监管范围有4大环节，分别为烟油烟弹的生产加工、烟具的生产加工、产品流通、销售。烟油里只有4种成分（尼古丁盐、丙二醇、丙三醇、香精香料），丙二醇、丙三醇属于基础化工产品，香精香料属于食品添加剂，尼古丁属于危险化学品，目前只有尼古丁和尼古丁盐是有可能会被监管的成分，但我个人认为监管不会完全切断尼古丁的生产，因为目前尼古丁已经有人工合成尼古丁了，参照烟草管理核心资料对生产、运输、经营都需要取得资质。 我认为比较有可能的监管措施是限制尼古丁含量/浓度，像欧盟TPD一样要求将烟油的尼古丁浓度限制为2%（目前常规产品为3.5-5%）。上游工厂和品牌对尼古丁浓进行调整，下游消费者需求仍可以满足，电子烟产业链整体合规化经营发展。而烟弹烟具的生产加工，更像是电子","listText":"Hello!各位虎友，我是博派资本的李欧成，作为6年的老虎友第一次在老虎社区内跟大家交流。我本人是国内最早的电子烟投资人，早在2015年我就开始投资电子烟的上下游产业，并且我也是RLX和思摩尔的重仓长期持有者，今天工信部发布关于电子烟监管的征求意见稿，各位虎友对于电子烟行业监管风暴议论纷纷，我来讲下我的看法。 1.监管的直接影响 本次征求意见稿最引人注目的就是“电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行”，最为市场担心的就是，将电子烟纳入烟草管理条例由烟草专卖行政主管进行管理。但这种风险我认为不大，首先由发文机构来分析，本次征求意见稿的是由工信部提交而非烟草专卖局，基本可以确定未来电子烟的行政管理权归属工信部与烟草专卖局和工商管理部门联合管理。 我们业内其实最担心的是将电子烟纳入烟草专卖法进行管理，而现在是“参照”现有有关规定执行，说明在现有情况下新型烟草并未完全视同为烟草制品，利用现有法律条例进行依法监管，未来不排除针对新兴烟草进行新的立法。目前对于我们电子烟业内的共识是利好，因为是“依法监管”而非禁止。 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1.监管的直接影响 本次征求意见稿最引人注目的就是“电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行”，最为市场担心的就是，将电子烟纳入烟草管理条例由烟草专卖行政主管进行管理。但这种风险我认为不大，首先由发文机构来分析，本次征求意见稿的是由工信部提交而非烟草专卖局，基本可以确定未来电子烟的行政管理权归属工信部与烟草专卖局和工商管理部门联合管理。 我们业内其实最担心的是将电子烟纳入烟草专卖法进行管理，而现在是“参照”现有有关规定执行，说明在现有情况下新型烟草并未完全视同为烟草制品，利用现有法律条例进行依法监管，未来不排除针对新兴烟草进行新的立法。目前对于我们电子烟业内的共识是利好，因为是“依法监管”而非禁止。 而将电子烟纳入监管范围有4大环节，分别为烟油烟弹的生产加工、烟具的生产加工、产品流通、销售。烟油里只有4种成分（尼古丁盐、丙二醇、丙三醇、香精香料），丙二醇、丙三醇属于基础化工产品，香精香料属于食品添加剂，尼古丁属于危险化学品，目前只有尼古丁和尼古丁盐是有可能会被监管的成分，但我个人认为监管不会完全切断尼古丁的生产，因为目前尼古丁已经有人工合成尼古丁了，参照烟草管理核心资料对生产、运输、经营都需要取得资质。 我认为比较有可能的监管措施是限制尼古丁含量/浓度，像欧盟TPD一样要求将烟油的尼古丁浓度限制为2%（目前常规产品为3.5-5%）。上游工厂和品牌对尼古丁浓进行调整，下游消费者需求仍可以满足，电子烟产业链整体合规化经营发展。而烟弹烟具的生产加工，更像是电子","listText":"Hello!各位虎友，我是博派资本的李欧成，作为6年的老虎友第一次在老虎社区内跟大家交流。我本人是国内最早的电子烟投资人，早在2015年我就开始投资电子烟的上下游产业，并且我也是RLX和思摩尔的重仓长期持有者，今天工信部发布关于电子烟监管的征求意见稿，各位虎友对于电子烟行业监管风暴议论纷纷，我来讲下我的看法。 1.监管的直接影响 本次征求意见稿最引人注目的就是“电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行”，最为市场担心的就是，将电子烟纳入烟草管理条例由烟草专卖行政主管进行管理。但这种风险我认为不大，首先由发文机构来分析，本次征求意见稿的是由工信部提交而非烟草专卖局，基本可以确定未来电子烟的行政管理权归属工信部与烟草专卖局和工商管理部门联合管理。 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而将电子烟纳入监管范围有4大环节，分别为烟油烟弹的生产加工、烟具的生产加工、产品流通、销售。烟油里只有4种成分（尼古丁盐、丙二醇、丙三醇、香精香料），丙二醇、丙三醇属于基础化工产品，香精香料属于食品添加剂，尼古丁属于危险化学品，目前只有尼古丁和尼古丁盐是有可能会被监管的成分，但我个人认为监管不会完全切断尼古丁的生产，因为目前尼古丁已经有人工合成尼古丁了，参照烟草管理核心资料对生产、运输、经营都需要取得资质。 我认为比较有可能的监管措施是限制尼古丁含量/浓度，像欧盟TPD一样要求将烟油的尼古丁浓度限制为2%（目前常规产品为3.5-5%）。上游工厂和品牌对尼古丁浓进行调整，下游消费者需求仍可以满足，电子烟产业链整体合规化经营发展。而烟弹烟具的生产加工，更像是电子","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353063756","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352289897,"gmtCreate":1616978336919,"gmtModify":1616978336919,"author":{"id":"3578519176061519","authorId":"3578519176061519","name":"大懒猫_2337","avatar":"https://static.tigerbbs.com/7f0ad8a9a119c1cd522338d9ef5476b8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578519176061519","idStr":"3578519176061519"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers 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