把那肥皂捡起来
2018-09-20
$美团点评-W(03690)$ 什么?4000亿?妈的,不用做实业了,炒股比做美团老板还赚钱。
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一定要赢
2018-09-20
一定要赢
小米最高时刻5500亿
DestinyJoker
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一定要赢
:
饿了吗是阿里的...美团打死也不会和阿里合并的,本身就是从阿里叛逃的
一定要赢
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DestinyJoker
:
滴滴开始也是这个模式呀,美团现在就是一个对手饿了么,等他们合并了,基本外卖市场就会被美团垄断了,资本肯定会往这个方向考虑
DestinyJoker
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一定要赢
:
美团不盈利的吧,逻辑就是超大规模的营收和数据,但极其低的利率,美团如果成功还是历史上第一个按这种商业模式成功的
一定要赢
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Meedly
:
出财报那几天没怎么涨,其实都是看投行的估值
一定要赢
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DestinyJoker
:
这就看个人理解了,小米有实体支撑,但是在手机市场里却不是龙头的地位,始终被华为压了一头。而美团在外卖和点评上确实国内独一无二的龙头,龙头往往可以获得更高的估值
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把那肥皂捡起来
2018-09-20
把那肥皂捡起来
有预感,会破发
华尔街泽连斯基
2018-09-20
华尔街泽连斯基
72块真的太高了 4000亿无法想象
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