段长
2021-02-24
足够的耐心
@红色的老韭菜:
$京东(JD)$说说为何全仓买入京东。 很早之前的拼多多,哔哩哔哩,小米都卖了,并不是他们不好,只是暂时京东稳。 第一,宏观分析,城市化进程还没有结束,京东还有无限可能,得益于京东的超一流服务体验,现在京东也深入了很多,三四线城市的,基本能次日达。 第二,京东基本面开始从2019好转,我感觉后续都是爆发,和解?得益于京东的护城河。虽说京东重资产,但是慢慢的好转,有点赘婿的感觉,龙王归来,哈哈哈! 第三,京东多点开花,稳扎稳打!它内部能孵化出很多好企业,证明企业管理没有问题,那么后续,京东金融,京东的云服务也能崛起。后续京东护城河越来越深。生活服务也能做。 第四,京东还算可以。
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