2026-03-10 · 个股论点

类比META和HOOD，看好HIMS全球DTC网络变现潜力。

中文翻译

难道没人看到 $HIMS、$META 和 $HOOD 之间的相似之处吗？ $HIMS 真的刚刚收购了全球最大的几家竞争对手： - Zava（欧洲/英国） - Livewell（加拿大） - Eucalyptus（澳大利亚/日本）而且没有被反垄断阻止？ $META 十年前收购 WhatsApp 和 Instagram 这类公司时，也是几乎没有遇到阻力。如今，由于 $META 最终成为万亿美元级垄断企业后留下的监管 PTSD，社交媒体公司已经不能再四处大举收购。而 $HIMS 在这一轮并购之后，已经成为全球最大的独立零售 DTC（直接面向消费者）分销网络。现在它只需要弄清楚，如何像 $HOOD 面向金融产品那样做交叉销售？ $HOOD 此前也遇到过 SEC 和 Gary 试图阻止其所有加密产品的情况。但自从监管麻烦清除后，他们通过向零售用户交叉销售金融科技产品，成功扩张成了一家700亿美元公司。我看到了 $NVO / 监管机构试图阻止 $HIMS 产品供应之间的强烈相似之处。不过，在 $NVO 与 $HIMS 达成合作、FDA 也撤回威胁后，这种监管不确定性已经消除。潜力是存在的？我不可能是唯一一个看到 $HIMS 全球 DTC 零售分销网络及其潜在收入变现机会的人吧？

英文原文

Does nobody else see the parallels to $HIMS and $META and $HOOD? $HIMS literally just bought out the largest players around the world: - Zava (Europe/UK) - Livewell (Canada) - Eucalyptus (Australia/Japan) Without antitrust blocking it? $META did that a decade ago with companies like WhatsApp and Instagram with minimal friction. Now no social media company anymore can go on buying sprees due to regulator PTSD after $META ended up a trillion dollar monopoly. $HIMS now is the largest independent global retail DTC distribution network in the world, after their M&A spree. And just needs to figure out how to cross-sell products like what $HOOD did for financial products? $HOOD previously had the SEC + Gary trying to block all their crypto offerings. But ever since they got regulatory headaches cleared up, they managed to scale to become a $70B company off cross-selling fintech products to their retail audience. I'm seeing strong parallels to $NVO / Regulators trying to block $HIMS product offerings. However, that regulatory uncertainty is now cleared up after $NVO partnered with $HIMS and FDA dropped their threats. The potential is there? I can't be the only one who sees potential from $HIMS global DTC retail distribution network and latent revenue monetization?

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