以下视频是4月28日(周三)的直播回看,当天讲了2个题材,累死本小主了:亮点:1、二胎+医美龙头股事件:金发拉比,二胎+医美概念,11个交易日10个涨停板2、医美逻辑:1、成瘾性2、渗透率低,市场规模大,想象力无限3、行业壁垒高4、毛利率堪比茅台产业链:上游主要为医美原料、医用耗材与医美器械中游为整容医院和机构,私人诊所,以及各种美容院下游主要为各类终端消费者概念股:(仅供参考)3、辅助生殖逻辑:1、需求大,生育率大幅下滑(不孕不育、高龄产妇)2、门槛高,10%在民营医院产业链:概念股(仅供参考):4、回答问题1)中国外运2)捷捷微电讲了分红派息,填权如果有基本面的问题,在文章下方的留言区给我留言,下周三也会获得被翻牌子的机会哦!
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