$贝壳(BEKE)$_老虎社区_美港股上老虎 - 老虎社区

暴力唐老鸭

$贝壳(BEKE)$上周五上海积分漏洞封死，房贷利率提高，现在传出要打压二手房交易费，对贝壳是重大利空，中介会主动辞职的，原因很简单，养不活自己了。打压房产这次政府是认真的，八部委联合发文，一线城市房产交易后面会断崖式下跌，没量，中介门店起码倒闭1/3，这个时候我们能做到就是做空垄断之王贝壳，享受价值回归的乐趣。

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精彩评论

国窖2021
2021-07-28
国窖2021
感觉反倒是贝壳是利好，行业里面的小中介会被贝壳这种大公司挤压掉。越是到行业变革，大公司越能熬过来
- 暴力唐老鸭:
  那你可以尝试做多，认知不一样
吴间道
2021-07-28
吴间道
打压房价不是应该从土拍入手么，搞这种不痛不痒的中介，房价能跌才怪，所以不是真心希望房价跌
- 暴力唐老鸭:
  土拍早就下手了
白熊bx
2021-07-26
白熊bx
目前价位可以空了吗，怕暴力反弹
- ujuj2010:
  20%的跌幅已经说明是基本面发生了质的变化
- 暴力唐老鸭:
  完全可以空，下跌空间还很大
蜗牛慢跑
2021-07-26
蜗牛慢跑
暴利反弹，可能行小吧
- 暴力唐老鸭:
  很小
Titanwang
2021-07-28
Titanwang
贝壳刚上市的时候就看空

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