冲！美股持有LV是正确的，买什么包包，买股票_老虎社区_美港股上老虎

冲！美股持有LV是正确的，买什么包包，买股票

天扬42
2023-03-27

LVMH（酩悦·轩尼诗-路易·威登集团） $路易威登(LVMUY)$

马斯克首富的椅子还没坐热，LVMH的掌舵人Bernard Arnault就接替马斯克成为了新的世界首富

首先看一眼LVMH最全的财报和13F中的基金持仓

图片

亮点

相比较其他奢侈品牌丰富的产品线，可以对冲经济下行风险
强大的并购能力，tiffany在被并购之后业绩不再

观点

科技的风向总是在变，前两年阿里和腾讯还代表着中国先进科技的代表，这两年一转身就成了基础设施，公用事业，不再被国家支持的产业。

所以到底什么是好生意，投资于那些不变的事物才是永恒的好生意，比如巴菲特喜欢的喜诗糖果，可口可乐，而人性更是永恒不变的主题，LVMH就是给人性中虚荣的一面创造的最好的梦。

# 美联储如期加息25点，你怎么看？

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日添一线
·2023-03-27
精彩
虚荣心的消费需求有其存在的必要，但在金融危机或全球卫生危机等极端情况下，人们更可能关注实用性和生存需求🤔
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- 天扬42:
  此话没毛病，欢迎多交流
  2023-04-24
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瓦特蒸汽机
·2023-03-27
精彩
Tiffany在被并购后业绩不佳，LVMH的强大并购能力并不意味着所有并购都会成功👎
回复
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- 天扬42:
  这话没毛病，欢迎多交流
  2023-04-24
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阿咕咕咕
·2023-03-27
精彩
投资于不变的事物才是永恒的好生意，但是消费者品味和喜好会发生变化🤔
回复
点赞
举报
收起
- 天扬42:
  这话没毛病，不过世界上唯一不变的就是变化，
  保持变化，虽然信我不见得永生欢迎多交流
  2023-04-24
  回复
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黑天鹅本人
·2023-03-27
精彩
LVMH的多元产品线能够抵御经济下行风险，对冲投资风险👍
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- 天扬42:
  对[强]欢迎多交流
  2023-04-24
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冲！美股持有LV是正确的，买什么包包，买股票

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