投资老友记
05-15
先说结论,饿了么作为行业第二,仍在维持高速增长,并持续减亏,按照这个趋势,饿了么距离盈利上岸不远。“上岸”后饿了么何处去?——IPO资本化与否皆有可能,但不管如何,之前传出卖给第三方是没有可能的。服务和供应链做得更优质些,饿了么对于阿里沉淀近场用户资产和品牌资产就是重要抓手,妥妥的优势业务。
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":305997944172760,"tweetId":"305997944172760","gmtCreate":1715741100735,"gmtModify":1715741102716,"author":{"id":3579221820606734,"idStr":"3579221820606734","authorId":3579221820606734,"authorIdStr":"3579221820606734","name":"投资老友记","avatar":"https://static.tigerbbs.com/9ff9078cd2a9967fa6f0cfa968969b29","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>先说结论,饿了么作为行业第二,仍在维持高速增长,并持续减亏,按照这个趋势,饿了么距离盈利上岸不远。“上岸”后饿了么何处去?——IPO资本化与否皆有可能,但不管如何,之前传出卖给第三方是没有可能的。服务和供应链做得更优质些,饿了么对于阿里沉淀近场用户资产和品牌资产就是重要抓手,妥妥的优势业务。\n<br><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>\n<br></body></html>","htmlText":"<html><head></head><body>先说结论,饿了么作为行业第二,仍在维持高速增长,并持续减亏,按照这个趋势,饿了么距离盈利上岸不远。“上岸”后饿了么何处去?——IPO资本化与否皆有可能,但不管如何,之前传出卖给第三方是没有可能的。服务和供应链做得更优质些,饿了么对于阿里沉淀近场用户资产和品牌资产就是重要抓手,妥妥的优势业务。\n<br><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>\n<br></body></html>","text":"先说结论,饿了么作为行业第二,仍在维持高速增长,并持续减亏,按照这个趋势,饿了么距离盈利上岸不远。“上岸”后饿了么何处去?——IPO资本化与否皆有可能,但不管如何,之前传出卖给第三方是没有可能的。服务和供应链做得更优质些,饿了么对于阿里沉淀近场用户资产和品牌资产就是重要抓手,妥妥的优势业务。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/305997944172760","repostId":0,"isVote":1,"tweetType":1,"viewCount":534,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":308,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/305997944172760"}
精彩评论