goog
2017-07-01
为什么你们都对京东$(JD)$这么乐观?
京东似乎是明星股啊,另一个类似的股票$(BABA)$就没那么热了
这是为什么?
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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aabb
2017-07-01
aabb
baba只有支付宝,还被剥离了,京东有实实在在的物流
aabb
回复
skywalker15
:
阿里云主机,看起来厉害,实际上是收购万网获得市场份额,也没啥说服力,还面临着腾讯华为竞争
不动如山
:
逗逼
skywalker15
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goog
:
不做研究哪敢上车
goog
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skywalker15
:
看样子你很有研究
skywalker15
回复
goog
:
天猫的市场份额在三年里已经被京东蚕食了15%,在可以预见的未来还会继续被蚕食,淘宝连阿里巴巴自己都要放弃了,菜鸟说好听是整合资源,说难听就是雁过拔毛加个收费站。而阿里巴巴的其他业务除了阿里云未来增长点比较明显其他基本不能看,所以阿里巴巴美股第一大空仓不是白喊的。
全部6条回复
aabb
2017-07-03
aabb
阿里巴巴收购的东南亚电商,交易额4000万………现在不知道如何了,国际化还是漫长的,想用国际化支撑市值吃力。还是京东实在点,不好做就不发力
做空分析师
2017-07-02
做空分析师
盘子小,涨跌的幅度就更大。同时现在的价位充满了争议,最适合做了
股市小老虎
2017-07-01
股市小老虎
国内非要给BABA找个对手,大的在港股,剩下也就京东可选啦
一只优雅的猪
2017-07-01
一只优雅的猪
BABA也热门,但是上两周一个大涨13%,所以没多少人敢买了
aabb
2017-07-01
aabb
阿里从最低59爬到现在,谁能拿的住呢?
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