立个贴子
龙月
2016-08-19
今天19号 空几支股票吧 $阿里巴巴(BABA)$ $51Talk(COE)$ $58同城(WUBA)$ $宜人贷(YRD)$ 中长期（一年至二年）必是下跌趋势 而且风险不会很大 一年后看看对不对吧
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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看好阿里
2016-08-19
看好阿里
感觉阿里不会，阿里正在高速发展，业绩会突飞猛进，业绩能支撑股价向上，另外技术上看 ，两次触底，盘整带量突破前高，消化套牢获利盘后，重新向上。
火锅德鲁伊
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龙月
:
5月开始炒股.......你的路还长，咱们不是一个频道，退下吧，好好修炼
龙月
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火锅德鲁伊
:
我五月份开始炒股，第一支买的欢聚时代 ，我知道这只股票会涨上去，但却看不出应该在多低的位置买，多高的位置卖，只赚了百分之十...
火锅德鲁伊
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龙月
:
不知道你给你的策略做了什么保护，不过从技术分析上你确实是个菜鸟
龙月
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火锅德鲁伊
:
说不过你 真心的
火锅德鲁伊
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龙月
:
没错，你就是蛋疼了
全部18条回复
小红花
2016-08-20
小红花
老马要套现了
kissoswan
:
跟腾讯比还是差了10万八千里，一夜之间让一个产品损失4亿用户的公司怎么能靠谱，马云其实挺村的，就和淘宝一样
点我就能取名啦啦啦啦
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龙月
:
你是阿里前员工？说的那么笃定？
当局者迷
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龙月
:
政治怎么玩的，第一次听说
龙月
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小红花
:
呵呵
小红花
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龙月
:
阿里的竞争力跟腾讯有得一拼 不要瞎猜
全部6条回复
圐圙
2016-08-20
圐圙
就是一种主观臆断式的猜测！数据分析拿出来？支持你说这话的理论依据拿出来？做单都像你这样，猜谁跌谁涨，那还要数据干什么？没有依据的东西，以后就不要说了！
圐圙
:
永远不要如猜测市场，只看技术分析！把握当下一段时间的波动就很不错了！猜测就好比赌博，赌大赌小，没有实战意义的！
dafeng
:
其实他说的政治因素却是阿里的潜在危机之一，有些话却是不能说。在国內呆的时间一长，信息不对等啊！
龙月
:
比如$宜人贷(YRD)$ 个人判断，其涨这么高并不完全仅仅是因为庄家想坑小散的钱，还与其国内本体企业的需求有关。投资机构？银行贷款？甚至政府方面的因素？不得而知，但从全局看，小散的股票占比在增多，庄家也因此赚了更多的钱。但我认为这家公司后续有什么大的发展，业绩始终是硬伤。庄想让你涨就涨，想让你跌，就跌。实在太过吓人
龙月
:
本人新手一个，判断股票的方法可能跟主流不太一样。$欢聚时代(YY)$ 虽然犯了一些新手的低级错误，但总体判断基本正确，这样，我最近买空51talk，四个月内（也就是俩次财报的时间），见分晓吧
2dd33e9
2016-08-19
2dd33e9
啥都不懂就在这里大言不惭。
看好阿里
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龙月
:
这里有一个国家安全的问题，国家不会同意云计算交给国外公司掌管，会出台n多措施限制，而对阿里会大力支持，这就是强龙压不过地头蛇，当年的亚马逊就是例子。
索罗斯嗦螺蛳粉
:
赞同您的观点！
龙月
回复
2dd33e9
:
始终你认为阿里云无法跟亚马逊的云相类比，再看吧
2dd33e9
回复
龙月
:
企业客户才是大头啊。整个互联网，基本上是被中美瓜分了，美国有技术，加上文化的因素，可以产品输入欧洲，中国有人，有gfw，可以培养孕育自己的互联网企业。你可以细数下全球互联网公司，国内占多少。国内好多大的互联网公司都是阿里云的客户，更不用说各种创业公司了。云服务是一个边际成本很低的东西。
龙月
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2dd33e9
:
阿里云貌似主要客户是面向企业的......但个人认为竞争激烈加上中国市场规模有限，阿里云根本无法与亚马逊进行类比。
全部7条回复
今晚打老虎丶
2016-08-23
今晚打老虎丶
当你能把你的想法量化的时候才来发这种贴吧。
龙月
:
一年之内 量化不了啊
稳妥
2016-08-19
稳妥
阿里就一个电商就够了。长线做空阿里不是找死吗？
龙月
回复
稳妥
:
价值的体现并不全在pe pb上，阿里巴巴坐着网购的顺风车走了这么多年，一只没能在其他领域突破，反观腾讯呢？
这其实是反映了俩家公司竞争实力的差距，这种实力看不见摸不到，却至关重要。整个阿里的管理真心不行，鄙人一直不看好马云
龙月
回复
稳妥
:
请打开自己的手机，看看腾讯的软件有多少，再回想一下今年自己支付宝与微信支付的使用频率。
稳妥
:
你说腾讯低估，知道腾讯的PE和PB是多少吗？阿里的是多少？
龙月
:
这么说吧，腾讯的价值要远远大于阿里，或者阿里被高估或者腾讯被低估 ，更可能的是，阿里在被高估的同时腾讯被低估了
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pb上，阿里巴巴坐着网购的顺风车走了这么多年，一只没能在其他领域突破，反观腾讯呢？\n<br>这其实是反映了俩家公司竞争实力的差距，这种实力看不见摸不到，却至关重要。整个阿里的管理真心不行，鄙人一直不看好马云"},{"id":175802,"commentId":"175802","gmtCreate":1471622030357,"gmtModify":1471622030357,"authorId":227378437525746,"author":{"id":227378437525746,"idStr":"227378437525746","authorId":227378437525746,"name":"龙月","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":7895790521636,"repliedAuthor":{"id":7895790521636,"idStr":"7895790521636","authorId":7895790521636,"name":"稳妥","avatar":"https://static.laohu8.com/tiger_upload_file_1449070444147-651380069.tmp","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":25411,"objectIdStr":"25411","type":1,"supId":175713,"supIdStr":"175713","prevId":175745,"prevIdStr":"175745","content":"请打开自己的手机，看看腾讯的软件有多少，再回想一下今年自己支付宝与微信支付的使用频率。","text":"请打开自己的手机，看看腾讯的软件有多少，再回想一下今年自己支付宝与微信支付的使用频率。","html":"请打开自己的手机，看看腾讯的软件有多少，再回想一下今年自己支付宝与微信支付的使用频率。"},{"id":175745,"commentId":"175745","gmtCreate":1471619787733,"gmtModify":1471619787733,"authorId":7895790521636,"author":{"id":7895790521636,"idStr":"7895790521636","authorId":7895790521636,"name":"稳妥","avatar":"https://static.laohu8.com/tiger_upload_file_1449070444147-651380069.tmp","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":25411,"objectIdStr":"25411","type":1,"supId":175713,"supIdStr":"175713","prevId":0,"prevIdStr":"0","content":"你说腾讯低估，知道腾讯的PE和PB是多少吗？阿里的是多少？","text":"你说腾讯低估，知道腾讯的PE和PB是多少吗？阿里的是多少？","html":"你说腾讯低估，知道腾讯的PE和PB是多少吗？阿里的是多少？"},{"id":175725,"commentId":"175725","gmtCreate":1471618278150,"gmtModify":1471618278150,"authorId":227378437525746,"author":{"id":227378437525746,"idStr":"227378437525746","authorId":227378437525746,"name":"龙月","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":25411,"objectIdStr":"25411","type":1,"supId":175713,"supIdStr":"175713","prevId":0,"prevIdStr":"0","content":"这么说吧，腾讯的价值要远远大于阿里，或者阿里被高估或者腾讯被低估 ，更可能的是，阿里在被高估的同时腾讯被低估了","text":"这么说吧，腾讯的价值要远远大于阿里，或者阿里被高估或者腾讯被低估 ，更可能的是，阿里在被高估的同时腾讯被低估了","html":"这么说吧，腾讯的价值要远远大于阿里，或者阿里被高估或者腾讯被低估 ，更可能的是，阿里在被高估的同时腾讯被低估了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/25411"}
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