Likes Received👀 $Hermès(HESAY.US)。这么差的大环境，居然还能有个位数的增长。但是远低于预期的 18%。所以它现在的估值是跟它的增速是不配的。而且关税的效果还没显现。大跌，然后一路阴跌。
这个真的是奢侈品中的奢侈品，连路易威登都负增长的，它居然还能正增长。而且连中国在内的亚太区都能达到微增长。开云的财报好像还没出。。。估计也低于预期。
安全边际价格： 120 以下 目前太贵了
@宇智波带土（少年）@持续自闭
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