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IEObserve 國際經濟觀察@ieobserve P.1891
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頂級奢持品 HERMÈS 的財報也可以看出,真的都是靠亞洲人在買名牌,而且富人對奢侈品的價格敏感度低,尤其奢侈品越奢越買,愛馬仕的margin 就越來越高,淨利增速高過營收。

規模龐大的 LVMH operating margin 在26.6%,HERMÈS 則在 40.5%。這種或許就是貧富差距概念股,最頂的受景氣循環最小,P/E也是驚人的高,兩者股價都雙雙創歷史新高。

這波奢侈品大崛起靠中國新富階級的強大購買力,下一波可能就要靠印度。

LVMH的財報圖:https://www.instagram.com/p/Cq8W7mQPWPS/



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頂級奢持品 HERMÈS 的財報也可以看出,真的都是靠亞洲人在買名牌,而且富人對奢侈品的價格敏感度低,尤其奢侈品越奢越買,愛馬仕的margin 就越來越高,淨利增速高過營收。

規模龐大的 LVMH operating margin 在26.6%,HERMÈS 則在 40.5%。這種或許就是貧富差距概念股,最頂的受景氣循環最小,P/E也是驚人的高,兩者股價都雙雙創歷史新高。

這波奢侈品大崛起靠中國新富階級的強大購買力,下一波可能就要靠印度。

LVMH的財報圖:https://www.instagram.com/p/Cq8W7mQPWPS/

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It’s yet another bloodbath on Satoshi Street. As of press time, Bitcoin (BTC) and the broader cryptocurrency market have corrected another 10 percent amid a massive sell-off. Ethereum (EHT) is down a staggering 15 percent moving close to $1,000, down more than 42 percent on the weekly chart. Just at this time, Bitcoin and the broader crypto market have dropped to new 2022 lows. The Bitcoin price has tanked 10 percent dropping to $20,000. On the other hand, the altcoin space is witnessing even more brutal correction. Bitcoin has dropped nearly 60 percent year-to-date and more than 70 percent since its all-time high in November 2021. With the “Bear Market Screaming Therapy Group,” we’ve now transcended language. The channel also called on people to turn out for illegal assemblies and listed the things that participants should bring along with them, showing prior planning was in the works for riots. The messages also incited people to hurl toxic gas bombs at police and MTR stations, he added. “Hey degen, are you stressed? Just let it all out,” he wrote, along with a link to join the group.
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