衝！美股持有LV是正確的，買什麼包包，買股票

58dc8d2b

2023-03-27

LVMH（酩悅·軒尼詩-路易·威登集團） $路易威登(LVMUY)$

馬斯克首富的椅子還沒坐熱，LVMH的掌舵人Bernard Arnault就接替馬斯克成爲了新的世界首富

首先看一眼LVMH最全的財報和13F中的基金持倉

圖片

亮點

相比較其他奢侈品牌豐富的產品線，可以對衝經濟下行風險
強大的併購能力，tiffany在被併購之後業績不再

觀點

科技的風向總是在變，前兩年阿里和騰訊還代表着中國先進科技的代表，這兩年一轉身就成了基礎設施，公用事業，不再被國家支持的產業。

所以到底什麼是好生意，投資於那些不變的事物纔是永恆的好生意，比如巴菲特喜歡的喜詩糖果，可口可樂，而人性更是永恆不變的主題，LVMH就是給人性中虛榮的一面創造的最好的夢。

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