关于增值税发票
美股888
2017-10-11
$京东(JD)$
最近刘强东讲了个事眼光很准：天猫卖家现在唯一能比京东强的是不用开增值税发票。但是，国家早晚要规范这块。当相关法规出台时，就是阿里大跌京东大涨之时。中国需要更多正道成功的企业
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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luckie
2017-10-11
luckie
阿里巴巴所谓的优势都是来自于偷税漏税，所谓的技术储备牛逼都是浮云，他牛逼怎么没有搞赢微信？搜索没有搞赢百度？在老外眼里没有偷税这个概念，所以他们以为阿里巴巴牛逼，一旦京东打破了和阿里巴巴的平衡，马太效应显现，阿里巴巴的泡沫就会破灭！看好刘强东，看好京东！
美股888
:
同意，关键是看国家什么时候出台相关法规。貌似京东和上面关系不错😊
小川你好
2017-10-11
小川你好
不是吧，淘宝偷税漏税还差不多，天猫上都是大卖家，法律风险很大，就像实体店的国美苏宁一样，不太可能明目张胆的偷漏税。
顺便说一句，生产商肯定都倾向于在自己的旗舰店里销售，因为销售环节的利润很大而且是命门，京东唯一能够拼的只有物流和售后
美股888
:
天猫上很多卖家不开发票的
袁躺躺
2017-10-11
袁躺躺
逃税不可怕，价格降下来才好，纳了稅又落实不到群众
美股888
回复
WJH稳
:
云没有竞争壁垒，支付才有壁垒
美股888
回复
WJH稳
:
淘宝天猫是社交？马云所有的社交尝试都失败了
WJH稳
回复
美股888
:
支付宝，跟阿里就像是亲兄弟，但是支付宝不是阿里的王牌，阿里云才是。
WJH稳
回复
美股888
:
阿里云大过，电商增长
WJH稳
回复
美股888
:
这点我不得不说你错了，阿里不需要单独社交了，整个淘宝天猫可以说就是社交，去年淘宝天猫做的内容，视频少吗？没有去年的网红、内容、视频驱动，阿里去年电商也不会创新高。
全部20条回复
dearbing
2017-10-11
dearbing
这样京东优势又少了一项
dearbing
:
消费升级是大趋势没毛病，但是消费升级本质是大家愿意买性价比不怎么高的高品质产品，不代表愿意多花钱买一样的产品，而且线上苏宁京东切换购买真的没啥成本，京东必须找到非电商以外的盈利点
luckie
回复
Hunterhao
:
是的！
美股888
回复
Hunterhao
:
同意，消费升级是大势所趋
Hunterhao
回复
dearbing
:
当中产越来越多 价格差距不大 服务和售后就更重要了 法规迟早要规范
美股888
回复
dearbing
:
对啊，之所以天猫价格低，是因为发票的问题。京东的采购量和仓储物流成本业内最低。当相关法规出台时，天猫淘宝的这项优势就没有了
全部7条回复
离丶
2017-10-11
离丶
科技股十年前就全靠一张嘴一个理念来提高股价，现在虽然有企业盈利支撑，但原来的路子依然要走，东哥人太实在
美股888
:
嗯，嘴皮子和马爸爸比差多了
qpdb000
2017-10-11
qpdb000
嗯。等着好了。等双11.11😍😍😍
qpdb000
回复
美股888
:
嗯
美股888
回复
qpdb000
:
我一直半仓京东的远期期权
qpdb000
回复
美股888
:
正股还是期权你？
美股888
:
双十一是阿里的，京东只能蹭蹭热度，关键还是看财报。京东缺少一个好看的财报
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精彩评论
顺便说一句，生产商肯定都倾向于在自己的旗舰店里销售，因为销售环节的利润很大而且是命门，京东唯一能够拼的只有物流和售后