Alibaba 和JD 转换

2017-08-18

$京东(JD)$ 昨日大跌是有分析觉得阿里出现了赢家通吃的苗头，京东追赶的梦想迟早破灭完蛋。本人觉得阿里绝无可能赢家通吃，然后全中国人买东西以后基本只能去小马的阿里一家。即使我们同意让我们的生活如此无聊，D都不会同意。以后的格局, 势同今日的支付宝和微信。支付宝曾经如此不可一世，势如一统天下，然而份额到了一定程度，微信自然而然就起来平衡。不是支付宝不努力，也不是微信比支付宝更牛逼，平衡是自然规律。除非Ali介入政府权利，短期改变规律。

昨晚之前半仓阿里正股和看涨期权，无一分京东。虽没有卖到最高点，盘中已全部调仓换为京东，满仓。如继续下跌，加杠杆至2倍，持有至年底。

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

Zhouzqbb
2017-08-18
Zhouzqbb
这其实是JD潜在价值所在.现有电商业务会逐渐稳定下来以后会赚钱,但有Ali 等充分竞争下发财已不可能,JD的未来如阿里般来自电商延伸领域的整合,这点确实现在做的没阿里显山露水,但重要的是京东已拿到门票,跟阿里一样,虽然阿里腾讯等是贵宾座,京东可能只是二等座,但至少已有玩的资格.联通混改即一明显例子,京东和BAT一起作为综合服务商被引入.另外一个例子就是网联,JD如果纯粹被认定一网商,就没它啥事了。
- Zhouzqbb回复五月的青涩苹:
  有道理
- 林北我回复五月的青涩苹:
  👍🏻有道理
- 五月的青涩苹回复Zhouzqbb:
  还有泡沫，整个纳斯达克都有20%的泡沫，现在选股，必须好好选，万一泡沫破灭，这种没市盈率的公司，可能会很惨。阿里好歹业绩50%的增长，市盈率摆死的，收复价位还可能。京东呢，不盈利，市值可高可低了，危机关头就不好说了。
- Zhouzqbb:
  所以，跌了才买入，之前估值相比现在的状态有些泡沫。
OwenLee
2017-08-18
OwenLee
你换个角度去思考：如果巴巴和亚马逊都只是纯电商，靠着电商的营收和获利，股价应该到多少？公司可以不赚钱，但是未来梦要编织的精彩而且可行，京东先前股价一路飙升如今滑落，你可以视为技术性回调，也可以看作电商之路越做越窄，供你参考
不玩中概股
2017-08-18
不玩中概股
杠杆利息高吗我也觉得半仓正股下跌到一定价位再半仓补仓降低成本再下跌再用杠杆补仓
- 香香姐:
  你这样风险好大！活着最重要啊
EricFu
2017-08-20
EricFu
有道理，4.66亿活跃用户了，增长确实有限
心如止风
2017-08-18
心如止风
分析的有道理，但是短期内不会实现，除非你打算长期持有
RobertoHu
2017-08-18
RobertoHu
对冲基金2季度减持$京东(JD)$ 了

发表看法

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"prevIdStr":"0","content":"杠杆利息高吗 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