$Jumia Tec_老虎社区_美港股上老虎 - 老虎社区

东十里堡路之狼

$Jumia Technologies AG(JMIA)$我不知道为什么大家看好这个股票。听上去业务确实是独角兽级别的。但是网购对基础设施建设和企业管理，物流仓储要求都很高。黑人能做好吗？如果你网购产品比去超市慢，甚至经常买到劣质货你还会网购吗？这个业务本身很好，但是我觉得选错地方了。另外这个股票控盘成本并不高，跟着庄做做波段就挺美。

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。

精彩评论

无式
2020-12-03
无式
等建好了你再来投？还有这么低的价位吗反正我就逢低买入
- 无式回复东十里堡路之狼:
  好的
- 东十里堡路之狼:
  那你可买的真不是时候好歹等每次财报大跌再入。
mayshang
2020-12-07
mayshang
人类文明就没黑人什么事
- mayshang:
  教育也没用，美国教育条件够好了吧，黑人的骨密度比其他人种密20%
- 东十里堡路之狼:
  哈哈哈别这样。如果去过非洲你会发现黑人普遍还是挺友好的。只是多少都有点懒惰，还有期望不劳而获。这个东西只能是教育来改善。而教育需要具有一定经济实力的政府来推进。
七仙子
2020-12-04
七仙子
贵州茅台就是一直在质疑声中股价年年创新高的，阿里巴巴初创期也是困难重重、质疑声不断，淘宝刚成立时没有几个人相信电商，很多人质疑假货横行。但看看茅台和阿里，股价是不是在质疑声中不断创新高？Jumia也会在质疑声中股价不断创新高，不信5年或者十年以后再来看看，到那时非洲的基础设施肯定大大改善，但那时Jumia的股价早已高不可攀！
- 七仙子:
  为什么我坚信Jumia也会在质疑声中股价不断创新高呢？有两条根本原因已经足够：第一，电商是黄金赛道。第二，Jumia是非洲电商中规模最大，市场增值空间巨大，但股价目前仍然处于相对低位。

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