眼光要放远

$阿里巴巴(BABA)$中国线上电商接近饱和(不管是阿里还是京东增速都在下滑，除非发展国外市场，国外市场京东反而是短板，而且亚马逊这个巨无霸还在前面挡路)，阿里还是很有前瞻性的提出了新零售，其他人只能跟着屁股后面玩。而京东花重金打造的仓储，物流新零售下帮不上什么忙，而阿里是轻装上阵，发展迅速，甩开其他人几条街，等你跟上了都是我玩剩下的。

再者说，天猫是阿里的亲儿子。京东对腾讯来说只是别人家的儿子，这是不一样的。虽然沃尔玛有入股京东，但不是京东入股沃尔玛，这可完全不一样。

仅供参考交流，不喜勿喷。

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

OwenLee
2017-12-19
OwenLee
京東真的和巴巴不是同一個量級的，亞馬遜和巴巴，投資者現階段較關心的都是「雲」的佔比和增長幅度，電商這塊對於股價貢獻度早已見頂，個人淺見
- riven回复OwenLee:
  5g和ai在民生上的应用可能大到颠覆
- 韭菜特别香回复冰点:
  简体字是繁体字演化过来的，他们不一定全认识。
- 冰点回复OwenLee:
  👍❤
- OwenLee回复冰点:
  之前用iphone7，輸入完畢後長按字串有一個簡繁字體轉換的功能，但是現在換iphoneX，這個功能卻不見了😺！還請多多見諒
- OwenLee:
  5G、區塊鍊技術（虛擬貨幣）、AI（人工智能）以及無人駕駛技術，是我個人判斷科技股接下來股價上漲動能
MyWay
2017-12-19
MyWay
当然最重要的还是中国经济增长，这样京东和阿里盈利都会增长。如果中国经济出问题，谁先死大家都明白。

发表看法

10

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