Rocky|3月 13, 2025 03:24
Many people say that China's CPI continues to decline and is already in a deflationary state, with no future for consumption! so 👇 How to explain these consumer stocks?
In fact, there are some differences in investment strategies between Chinese consumer stocks and American consumer stocks!
one ️⃣ Internet celebrity attributes (whether it's Bubble or Xiaomi, why did they release the Su7 Ultra first instead of other new car making forces launching an MPV or SUV? Young people's emotions pay the price, and the dreams of teenagers are the core)
two ️⃣ High moat (ecological sedimentation and IP building, not a one-day effort, this will form the Matthew effect, and we are optimistic that SOL also belongs to this logic)
three ️⃣ high-growth
four ️⃣ Go with the flow, in line with the cycle
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