韩国美妆股,尤其是APR(278470.KS),表现远超NVDA和INTC等科技巨头,这得益于全球女性人口带来的强劲结构性需求。
韩国美妆股,尤其是APR(278470.KS),表现远超NVDA和INTC等科技巨头,这得益于全球女性人口带来的强劲结构性需求。
“Apparently, Korean Beauty was where all the alpha is. APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC. Every female I know talks about their "Medicube" stick, then buying products... where you put a whole salmon's family tree on your face for better skin. The world's female population creates a bigger structural demand than hyperscalers for memory or lasers? Should have known...”原帖:X / @aleabitoreddit ↗