清仓阿里巴巴

2017-11-10

$阿里巴巴(BABA)$ 双十一的神话将在今年达到巅峰，而后，从明年开始逐渐陷入衰落。。。为什么？因为线上成本已开始逐渐超越线下。据前两天网易一篇文章调查，网商各种费用已达50%，这是非常惊人的。而贝恩公司和凯撒消费指数在对26大类产品经过对比后，也得出17年线下17类便宜，线上仅9类便宜结论，另外，中国快递已达世界40%以上。。。具体到双十一，很多实体店打出同享网购价，或比网购更低口号。而网商，则陷入进退维谷地步。。。中国，始终是穷人多，富人少。过去，网商飞速发展，是得益于网上不收钱，东西便宜。如今，网上已不便宜了，当人们明白过来之后。。。首先，许多穷人就跑了。。。

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

WilliamLiu
2017-11-10
WilliamLiu
如果你依然觉得阿里巴巴只是一家电商公司，那你确实该清仓了
- 江南小磊:
  这种人对大数据云计算无人驾驶人工智能阿里生态一个都不知道的人你何必和他说呢？
- WilliamLiu回复董事局主席:
  如果你只知道支付宝，天猫和淘宝，还是建议你清仓
- 爱叮当的哆啦A梦回复董事局主席:
  笑出声
- 董事局主席:
  支付宝跟阿里没关系的
- 林北我:
  +1
Hsuhsuhsu
2017-11-10
Hsuhsuhsu
阿里布局不如腾讯
- 阿野一也:
  确实不如腾讯
- Emilyz回复林北我:
  +1
- 林北我:
  第一次听到这个说法
西雅图小伞兵
2017-11-10
西雅图小伞兵
阿里巴巴已经转型云端和新金融科技方向了，零售企业最近崩溃的原因就是不会转型，这点阿里巴巴做的很好，根本不用担心电商，电商弱了别的自然要创新。当然要是阿里巴巴方向走错了或者被别人在云端完全超越了那跌了也没话说。
Longterm
2017-11-10
Longterm
有些道理，但是我觉得线下比线上便宜是不是不太科学？因为线下成本项就比线上多，穷人多富人少是没错，但这只会驱使穷人去消费更廉价的商品，网上不便宜，网下只会更贵，穷人还是离不开网购
- Danazy:
  好多东西加上邮费就更贵了。包邮都是噱头，实际上现在所谓的包邮都是把邮费加价格上了。现在淘宝的优势我觉得主要还是买一些本地买不到的东西，小众品之类的。
阳光11
2017-11-10
阳光11
我个人感觉。明显就是中方政府在做多阿里巴巴。美国政府在做多苹果。这都是双方舰旗标志的企业。否则天天涨能是小散的行为吗？昨天一个大砸盘。当天就拉上来了。谁敢做空这两股，就是跟钱过不去。
宁夏银川大学研究生
2017-11-10
宁夏银川大学研究生
楼主，我建议你4倍杠杆做空阿里巴巴，既然那么有把握，何不发个全仓做空的免费交易帖！🤓😎

发表看法

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