阿里第3次冲击4000亿市值思考

五月的青涩苹

$阿里巴巴(BABA)$
19**近4000亿市值，因回调而告终。
原本26日已经站上4000亿大关，被突如其来的大盘跳水而跌入悬崖。
如今第三次冲击4000亿，我只希望4000亿来的再晚一些，这样牛市才能长久，真如
@黑天鹅90度说的，大盘股应该负起健康股市责任。

毋庸置疑，如今的纳斯达克已经略为高估状态，摆在前面两条路，一是盘整一阵软着陆，另一种现实暴涨然后崩盘。

期待赚暴涨暴跌的波动，机遇也大，风险也大。

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

OwenLee
2017-07-29
OwenLee
目前感觉投资者的想法是：$亚马逊(AMZN)$ 都可以快突破5000亿大关，那$阿里巴巴(BABA)$ 有何理由不突破4000亿大关？亚马逊此次财报盈利差主要是继续投资，而投资者也相当程度的买单相信它这么做是为了往后攻占更大、更多的市场，所以财报发布后只小跌了1%多，由此可知投资者目前普遍觉得亚马逊还有向上冲刺的动力，而巴巴则还是在被低估的状态
- aok回复五月的青涩苹:
  亚马逊有自营，怎么好比较营收？
- OwenLee回复五月的青涩苹:
  贝索斯曾经不只一次说过：他不在意亚马逊的股价高低，所以只要是他认为合适的投资，出手一向快、狠、准，自然而然利润会下降许多，而股价本来就是对于未来的体现，因此特斯拉、JD、AMD这类目前仍处于亏损或者勉强持平的企业，股价仍然活跃，而IBM、美孚石油这类现金充裕、每股盈余高的企业，却不受投资者青睐，股价每况愈下，可见一斑
- 五月的青涩苹:
  最近公布的500强榜单有没有留意阿里和亚马逊？有意思的是亚马逊营收远超阿里，利润却不如阿里。
EricFu
2017-07-29
EricFu
只有接盘资金不够了，才会下跌的！

发表看法

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1

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