VIPS

$唯品会(VIPS)$Q4业绩估计也就一般，没了流量红利，没有新业务贡献增长，回头客增长疲软，新客又大部分是低单价一次性消费，咂再多的市场费用也不见效. VIP应该到14左右坚决卖出.

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

rainyclp
2017-02-21
rainyclp
q4看上去还可以？
- rainyclp:
  明天回头来看看
- 韭菜割头:
  个人觉得，高开低走今天.
- 韭菜割头:
  Beat , 不过也就是略超guidance上限。总体上还是solid, 不过获客成本变化很大.
酒吧里喝饮料的boy11
2017-01-25
酒吧里喝饮料的boy11
到不了14

发表看法

5

1

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