🐦 推特SemiAnalysisV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-02 17:00:58时区推断·⟳ 抓取 06-08 14:34:54回填·⚡ 决策 06-16 20:02:37·132.9 天前
SemiAnalysis称三星与SK海力士员工奖金带动韩国园区周边奢侈品销售大增
📄 原文SemiAnalysis↗ 原文
Samsung & SK Hynix bonus season just hit different in Korea Luxury sales near their campuses: 🟠 Jewelry: +146% YoY 🟠 Wa…
不做 005930.KS
员工奢侈品消费外溢对半导体巨头营收与利润无实质影响，属于纯噪音，无交易价值
不做 000660.KS
同上，员工周边消费对SK海力士基本面毫无影响，纯噪音
不做 005380.KS
标的归一化错误，推文受益方为现代百货(069960.KS)而非现代汽车(005380.KS)；且单一区域轶事数据对百货整体业绩拉动有限，缺乏交易价值
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原文全文
展开原文 · 301 字
Samsung & SK Hynix bonus season just hit different in Korea
Luxury sales near their campuses:
🟠 Jewelry: +146% YoY
🟠 Watches: +85% YoY
🟠 Overall luxury: +53.6% YoY
Quiet beneficiaries: Shinsegae, Lotte, and Hyundai department stores near their campuses are reportedly all seeing luxury sales up 40%+
Luxury sales near their campuses:
🟠 Jewelry: +146% YoY
🟠 Watches: +85% YoY
🟠 Overall luxury: +53.6% YoY
Quiet beneficiaries: Shinsegae, Lotte, and Hyundai department stores near their campuses are reportedly all seeing luxury sales up 40%+
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