鸡排哥走红并非偶然 鸡排哥走红并非偶然 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 【#鸡排哥走红并非偶然#】#鸡排哥爆火出圈后变化大吗# 鸡排哥从"从容炸鸡"到"连滚带爬"，到底变 了啥呢？有人找出了"鸡排哥"三年前的视频，一下就对比出来了，鸡排哥从安静从容地炸鸡排，到如今 说个不停、忙得连滚带爬，变化太大了！首先，他自己给自己设置了特殊的经营规则，原先是谁来都 卖，现在是主动放弃所有客户群，16:30后专供学生，并给予学生价格优惠，精准锚定了核心客户群。 而且还要求"刚炸好的鸡排必须敞开袋子递送"、"12点后购买涨价1元"等被网友称为"规则怪谈"的体 系，构建了独特的竞争壁垒，提升了运营效率。更重要的，是鸡排哥提供了满满的情绪价值。你看三年 前鸡排哥被拍的时候，还有些羞涩腼腆，现在则是说个不停，提供满满的情绪价值，风趣幽默"脱口秀 式"的销售风格，以及与顾客朋友般的唠嗑，这谁能不爱呢？6元的鸡排，60元的情绪价值。当物超所值 的时候，能没人卖吗？能没人排队吗？但是，有人也在问，鸡排哥的火爆有没有隐忧呢？首先，工 ...

Core Viewpoint - The Hong Kong stock market has shown strong performance this year, with sectors like internet, new consumption, and innovative pharmaceuticals leading the way [1][9]. Group 1: Investment Strategy - The investment framework prioritizes competitive barriers, followed by growth potential and valuation, which remains consistent across various market conditions [3]. - Competitive barriers are deemed essential for a company's long-term value and its ability to maintain market share against new entrants [3]. - Growth potential is influenced by the industry in which a company operates, with some industries offering more opportunities for scale and new growth avenues [3]. - Valuation is approached flexibly, with the understanding that market conditions can alter perceptions of what constitutes a fair price [3]. Group 2: Portfolio Management - The investment strategy has evolved from a "bottom-up" stock selection approach to incorporating macro and meso factors, reflecting a sensitivity to policy and capital flow impacts [4]. - The portfolio has been adjusted to a "high dividend + quality growth" strategy, which has helped mitigate losses during market downturns [5]. - The current holdings reflect a balanced approach, including both trendy and traditional sectors, showcasing a unique stock selection style [6]. Group 3: Market Insights - The Hong Kong market is characterized by institutional dominance and is less prone to bubbles, as large shareholders can quickly finance through placements if prices rise excessively [8]. - The market is currently in a phase of value recovery, with key sectors like internet and innovative pharmaceuticals still undervalued [8]. - The influence of southbound capital is significant in the dividend stock sector, while growth stocks remain a battleground for domestic and foreign investors [8]. Group 4: Company Performance - The fund managed by the company has achieved a nearly 45% return over the past year, ranking highly among peers [2][9]. - Notable holdings include companies like Pop Mart, Inspur Digital, and NetEase Cloud Music, indicating a focus on high-quality growth stocks [2][6].