有谁和我一样最近做空LVMH啊？ 
这次回国也发现 奢侈品的消费额在国内也在下跌
国内奢侈包是二手市场价格更是跌
但是 LV集团的盈利大头在亚洲特别是中国，感觉不行啊
今天 LVMUY 又暴跌
赶紧买两个lv包压压惊
宣布降的那天lv爆噴 連動性很大 歐美撐不起 亞洲少了中國 空的好
The world’s biggest luxury group posted on Tuesday €19.08-billion ($20.8-billion) in revenue for the three months ending in September, a 3 per cent fall on an organic basis, stripping out the effect of currencies, acquisitions and divestitures.
In Asia – excluding Japan – of which the Chinese market is a dominant share, the sales decline worsened to a 16 per cent slide from a 14 per cent drop in the prior quarter.
Investors have grown nervous about the luxury goods sector since a post-pandemic spending spree lost momentum last year, with Chinese appetite for high end fashion a major source of concern. The country’s property crisis has weighed on shoppers’ confidence, and hopes that government stimulus measures could quickly reignite enthusiasm for high-end merchandise have yet to be fulfilled.
In Japan, growth sharply slowed to 20 per cent from the previous quarter’s 57 per cent jump due to the stronger yen, LVMH said.
就是 中国 对奢侈品的消费 疲软， 日本这个季度也撑不起来，因为 日元升值，也是对奢侈品消费疲软
驴想再创新高除非再来波疫情。
debt增长太快了
門店確實空的不行 二手店反而還得排隊進去
大佬巨富 
OTC的怎么做空？
ADR 啊，当然可以 short
没给山羊老师的图片照个相！删图好快！
山羊一直这样… 
山羊老师惜毛如金丝啊！
这次发的是啥？ 
十位数的股票账户？
估计是亏了了0.3 %亏了了10万那种。今天大盘是亏的
有个ticker亏了一个LV.
我嚓，也不知道山羊有多少个几十上百万的ticker.
都差不多。
Estee Lauder 股票也是。癌股大涨， EL, L’Oréal这些跟中国关联的股票也大涨。
奢侈品股基本上跟东亚经济绑定了
他是直接 欧交所买的
EPA: MC
学习了！人家也是常跑法国看一下自己的资产！真羡慕！