我为什么特别看好京东？

2017-10-25

$京东(JD)$ 京东在过去十几年的电商生涯中，一直没法和阿里对标的是极高的毛利率。阿里本质是一家搜索公司，买流量。而京东更贴近真实的零售商，从进货、仓储、物流、售后全程把关。同时，这也给京东带来极大的成本。

但从2017年开始，新零售行业的发展，是我认为京东的逆袭成为可能。就拿最热无人超市来说，其实简单的可以分为几个模块，计算视觉、传感器、移动支付、采购、物流、仓储。cv、传感器、移动支付对于京东都不是什么硬壁垒，而物流和仓储才是。要知道沃尔玛的崛起其实本质是提升了物流和仓储的使用效率和流转率，才有了今天繁荣。这部分积累在即将爆发的新零售，京东会是比阿里和亚马逊强许多倍的地方，京东可能成为中国第一迅速崛起的新零售领头羊。

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。

精彩评论

言人哉
2017-10-25
言人哉
我猜你说JD2017年开始可能逆袭、准确说应该是跌到头破血流开始安慰自己说的！无人超市技术含量不高代表JD不可能垄断市场、甚至连市场10%份额都占不到！所以没意思！
言人哉
2017-10-25
言人哉
忘记告诉你！亚马逊主业不是网购！是云！
- 言人哉回复skywalker15:
  哦哦、是吗？我之前不知道、现在知道了！多谢阿！
- skywalker15回复言人哉:
  真逗，2016年亚马逊云营收只占总营收9%，这也叫主业？贝索斯自己说云只是三驾马车之一好么？你说云是亚马逊盈利大头没错，说云是亚马逊主业我就呵呵了
- 言人哉回复MGTZ:
  但是亚马逊现在好像仍然是世界云老大！反正不管、我们炒股就是了！其他看一下知道就好！
- MGTZ:
  亚马逊云是真贵，国内好多貌似换了阿里云。京东屁都没有😂
言人哉
2017-10-25
言人哉
问题是国家允许这样来吗？全部超市无人、人去干什么！没必要为了安慰自己这样赞美JD！阿里不单是搞网购、去了解一下阿里对你分析有帮助！
二饼
2017-10-25
二饼
新零售这概念啥时候能落地并普及还不好说
- MGTZ:
  至于真正的全自动化，很难。目前顶多算一个自动售货机😂
- MGTZ:
  按我理解其实就是个无人售货扫码付款的小超市，再配几个摆货的服务员。也没什么稀奇的。就目前国人的素质，发展很难。炒吧。都不是傻子，市场不买账😂
小红花
2017-10-25
小红花
新零售还是马云提出来的呢
- 言人哉:
  不可以当着别人的面打别人、懂吗？这个叫尊重！😄

发表看法

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