捡漏的扫地僧
2021-07-11
$滴滴(DIDI)$
从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了
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老韭
2021-07-12
老韭
蔚来还没盈利呢,都涨到60多
捡漏的扫地僧
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晚风作酒
:
国际化跟uber就很尴尬了,自动驾驶以后都是汽车公司成熟的组建,跟didi关系不大,英伟达啊这些的市场
晚风作酒
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捡漏的扫地僧
:
滴滴的国际化空间,自动驾驶空间,还有社区团购。你们怕是不知道
捡漏的扫地僧
:
一码归一码,蔚来增长空间多大
资本打工仔
2021-07-11
资本打工仔
笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?
捡漏的扫地僧
:
好有意思的算数题,按照现在0.1543的汇率计算,PE=20.8
2555a472
2021-07-12
2555a472
滴滴处于行业垄断地位。垄断的好处多多,比如提高产品价格。不然虎牙斗鱼也不会拼命合并,来谋求垄断了。
最嫩的韭菜
:
这次事件之后你再看看,我之前都不知道有高德打车,美团打车,这次滴滴帮他们免费做了广告
人民币美元一起赚
:
垄断个毛线,我最近一年打车大头是曹操专车,享道用车
远东索罗斯
2021-07-11
远东索罗斯
滴滴增速已到天花板,不被查股价也很难向上,首日破发,收盘勉强翻红
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