中钙大灰狼
2017-08-08
$Snap Inc(SNAP)$有种跌倒8块
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蓝雨
2017-08-10
蓝雨
一个个装得跟专家似的、去年汽车之家跌到20以下一大帮专家看空、本人抄底、涨到25卖了、今年50了，这帮孙子看多。就你们空狗这点水平能在能看透斯皮格尔？
中钙大灰狼
:
哈哈，很犀利
别闹
2017-08-08
别闹
做梦吧你，
skywalker15
回复
中钙大灰狼
:
所以看看美图，陌陌，欢聚时代的市值就知道snap被高估了多少，微博和腾讯业务的侧重点还不同，之前搜狐，腾讯都有微博，只有新浪活了下来。
中钙大灰狼
回复
skywalker15
:
其实腾讯是自己革了自己的命，fb同理，但不代表就没有了美图、陌陌、yy、微博之类的生存空间，我的逻辑是不作死有创新就不会死。btw,snap未来的定位和苹果接近，是一家设备＋平台的公司。他除了眼镜还试图收购杭州的某个无人机厂商。
skywalker15
:
除非你能看到未来它能够掀翻FB一统社交圈的可能，否则建议你别赌，玩社交没有第二名的位置，社交领域更趋向于强者恒强，赢者通吃。腾讯建立在多少有创新的公司尸骨上？
中钙大灰狼
回复
skywalker15
:
是的，这就是当前市场情绪的主逻辑。但是，从live的角度讲，这家公司自然有在直播和玩法上创新的可能，加上他加强了专利保护能力，可以赌一把
skywalker15
回复
中钙大灰狼
:
FB和微博在当时都没有有效竞争者，一直在各自领域是龙头，snapchat不同，他出现时已经有fb在前，它靠的是阅后即焚的新idea吸引了一批用户，但很难持久，社交比其他领域更会趋向于自然垄断。fb整合了网络社交，fb massager WhatsApp.Instagram。已经满足了绝大多数用户的社交需求，大多数人不会在手机里装两个社交软件，经营两个朋友圈，想想多少小公司被腾讯干挺。
全部6条回复
不动如山
2017-08-09
不动如山
你这性格不适合炒股
中钙大灰狼
:
我是长期持有的， 现在这个位置不好补仓
蓝雨
2017-08-10
蓝雨
买上5000股、十年后很可能就是100万美元了
大pp虾
2017-08-08
大pp虾
不好说
大宝天天见
2017-08-08
大宝天天见
It’s no
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现在这个位置不好补仓","text":"我是长期持有的， 现在这个位置不好补仓","html":"我是长期持有的， 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