【2017年最看好的牛股】京东
润润爸爸
2017-02-15
#2017年最看好的牛股#
京东$(JD)$,电商快速增长,金融业务看好。目前市值仅仅是阿里一个零头,从体量上讲被严重低估,况且与阿里的差距正在快速缩小。
一起来薅“虎毛”
老虎又双叒有活动啦!举起你的剪刀吧!
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。
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Jack Ma
2017-02-16
Jack Ma
亚马逊十年JD模式一直亏损,如果只是靠电商就完蛋了!它的成长靠AWS,那jd靠什么呢?
润润爸爸
回复
Jack Ma
:
静观其变吧,我只是代表个人观点
Jack Ma
:
那是你不太懂baba的电商模式和jd的自营模式有什么不同,一个模型可以简单告诉你:如果有朝一日jd想把销售规模做到baba的一半,它需要从现在10万员工扩展至100万,这是一个超乎想象的重模式,这也是之前亚马逊一直不被投资人看好的原因,而我完全不认为jd会比亚马逊能做的更好。再告诉你一个秘密:你以为刘强东是在藏利润,其实它的财报已经把吃奶劲都花上了,才勉强做到不亏损的。
润润爸爸
:
电商不是不能盈利,只是刘强东想什么时候盈利的问题,规模上去了其他的东西水到渠成
趋势为王
2017-02-17
趋势为王
直接告诉你吧,京东亏成狗了,所以要在股市上挣钱!把京东快递和金融都测分了,运费一年调3次,原来会员制度作废,叫你付费买会员。这都是一年内京东做的。京东财报水分很大,这次财报绝对超预期,不过我不买,超过27取消关注!
九格
2017-02-16
九格
哪里看出正在快速缩小距离啊?
九格
:
另外不管潜力多深,事情都是靠人来做的,京东的管理层不怎么让人信任
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