廖望
2019-02-21
$海底捞(06862)$海底捞,严重高估,凭什么呷哺呷哺$呷哺呷哺(00520)$147亿估值,而海底捞估值1123亿,已经做空63万。
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做多小能手
2019-02-22
做多小能手
总营收...利润..经营模式...城市覆盖..商圈层级...口碑...人均付费...而且现在走AI科技店了..俨然要朝科技公司变型....做得同样是火锅...经营差距完全不一样....就像同样做智能手机及其周边硬件...苹果估值与小米的区别..
不清楚现在是不是高估...我觉得可以一空..但要慎重
Jeffreytian
2019-02-25
Jeffreytian
你根本不懂什么是海底捞,你看看海底捞投资的公司和上下游的供应链就知道,这家公司的恐怖是呷哺能比的吗?
诗人说梦
2019-02-25
诗人说梦
两个消费都不是一个档次啊 一个走高端 一个走平民
爬山豆
2019-02-24
爬山豆
火锅没有能干过呷哺的。
小毅XY
2019-02-22
小毅XY
海底捞有南北市场,呷浦呷浦是场没那么大
风影Jason
2019-02-25
风影Jason
那你空早了吧
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一个走高端 一个走平民","text":"两个消费都不是一个档次啊 一个走高端 一个走平民","html":"两个消费都不是一个档次啊 一个走高端 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精彩评论
不清楚现在是不是高估...我觉得可以一空..但要慎重