早点撤吧
EricFu
2017-08-26
$阿里巴巴(BABA)$ 阿里这种公司无长久竞争力,也不是垄断,请感受一下垄断企业INTEL,上次泡沬后,至今17年的股价,类似还有中石油。
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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漠漠陛下
2017-08-26
漠漠陛下
说阿狸没有竞争力只能说明你不太懂技术,Intel也是江河日下了,其实没搭上智能终端这班船的,基本都死差不多了,Intel和微软要不是因为老本够足并且有其他营收线,这会儿也跟诺基亚一样土里埋啦
漠漠陛下
回复
T4856905
:
你懂阿狸≧◇≦未来的一切创新与服务都要依赖基础数据,京东之流只是把线下生意线上化,面上看着一般热闹内里可是大大不同,阿狸的坎儿目前看只有两个,一个是马云的寿数、一个是被迫国有化的隐忧
T4856905
回复
漠漠陛下
:
很多人都没有看透阿里是一个数据公司,这个领域阿里和腾讯就是垄断,没法撼动的。京东什么的真得靠边站,一个白条的信用评级都要找美国的三流公司做分析,真的呵呵了。
漠漠陛下
回复
EricFu
:
阿狸连着2天把BOLL的UP线踩脚下,回调的苗头就已经出来了但长期我还是看好它。
因为企业竞争的核心法门只有一个——让人类越过越好并愿意为之买单,如果说工业革命改善了生存环境,那么信息技术就是在全方位提高生活质量,看得懂这个才能拨云见日啊~
EricFu
:
点赞,按自己判断干吧
ly381307
2017-08-26
ly381307
能把您屏蔽了吗……看了您很多帖子 自己说的都矛盾 一会儿多一会空的 说什么是您的自由 但是来回来去的改变观点实在没什么参考价值
ly381307
回复
EricFu
:
总共一天跌了不到百分之二 就抛出了这么幼稚的观点 那明天涨个百分之三的话是不是又要上300了?再说了那阿里巴巴和intel中石油比总觉得没啥可比性
EricFu
:
多的都是口号式的
999大盗
2017-08-26
999大盗
阿里,咱们300美元见,一切用事实和实力说话。
EricFu
:
好,希望您能拿到300
卢律师 索尔古德曼
2017-08-26
卢律师 索尔古德曼
平台型的才最可怕吧,流量入口,况且阿里现在多线布局,金融、娱乐、物流,庄家是稳赚不赔的
EricFu
:
真正庄家只有一个ZF,上述各项都面临竞争,市场上的所谓庄家,份额会变小的趋势,像Google搜索市场占有率是慢慢减少.
EricFu
2017-08-26
EricFu
阿里目前是顶峰,建议撤的原因:
1竞争,支付电商都有竞争。支付没优势,基础资金账户在银行,政策网联。没有长期垄断优势。
2平台/中介型/不产生源价值企业,随着发展,会整合进业务平台,航空和大酒店都有电商平台,携程靠套路,合并同行还亏钱。小米,360等企业都有官网电商平台,结局与携程一样,以小商家为主,长期萎缩。
3.持续高增长难,5.22亿用户,抽水费100元/季度/人,还有多大空间?
西山竹
:
你说小米结局会跟携程一样,我不认同。小米对标的是apple+ 而且一直在增长
EricFu
:
当然可能拉到200,因为市场是不确定的,同时是可以被操控的。建议供参考!
明火
2017-08-26
明火
阿里现在更像一家投资公司,光炒陌陌就赚了10亿,这部分不知道算在那一块了。还有政治风险,水可载舟,亦可覆之。
EricFu
:
对,您比较客观
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但是来回来去的改变观点实在没什么参考价值","likeSize":3,"commentSize":2,"subComments":[{"id":423986,"commentId":"423986","gmtCreate":1503724912066,"gmtModify":1503724912066,"authorId":3458595743516899,"author":{"id":3458595743516899,"idStr":"3458595743516899","authorId":3458595743516899,"name":"ly381307","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":52583110281772,"repliedAuthor":{"id":52583110281772,"idStr":"52583110281772","authorId":52583110281772,"name":"EricFu","avatar":"https://static.laohu8.com/bb67819d8073615537f4d985864f5af6","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":89684,"objectIdStr":"89684","type":1,"supId":423973,"supIdStr":"423973","prevId":423981,"prevIdStr":"423981","content":"总共一天跌了不到百分之二 就抛出了这么幼稚的观点 那明天涨个百分之三的话是不是又要上300了?再说了那阿里巴巴和intel中石油比总觉得没啥可比性","text":"总共一天跌了不到百分之二 就抛出了这么幼稚的观点 那明天涨个百分之三的话是不是又要上300了?再说了那阿里巴巴和intel中石油比总觉得没啥可比性","html":"总共一天跌了不到百分之二 就抛出了这么幼稚的观点 那明天涨个百分之三的话是不是又要上300了?再说了那阿里巴巴和intel中石油比总觉得没啥可比性"},{"id":423981,"commentId":"423981","gmtCreate":1503724162151,"gmtModify":1503724162151,"authorId":52583110281772,"author":{"id":52583110281772,"idStr":"52583110281772","authorId":52583110281772,"name":"EricFu","avatar":"https://static.laohu8.com/bb67819d8073615537f4d985864f5af6","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":89684,"objectIdStr":"89684","type":1,"supId":423973,"supIdStr":"423973","prevId":0,"prevIdStr":"0","content":"多的都是口号式的","text":"多的都是口号式的","html":"多的都是口号式的"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":423947,"commentId":"423947","gmtCreate":1503718675823,"gmtModify":1503718675823,"authorId":339030301860540,"author":{"id":339030301860540,"idStr":"339030301860540","authorId":339030301860540,"name":"999大盗","avatar":"https://static.laohu8.com/4e0324027be1fd0ce4e3553d535fe0a1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":89684,"objectIdStr":"89684","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阿里,咱们300美元见,一切用事实和实力说话。","text":"阿里,咱们300美元见,一切用事实和实力说话。","html":"阿里,咱们300美元见,一切用事实和实力说话。","likeSize":5,"commentSize":1,"subComments":[{"id":423959,"commentId":"423959","gmtCreate":1503721667937,"gmtModify":1503721667937,"authorId":52583110281772,"author":{"id":52583110281772,"idStr":"52583110281772","authorId":52583110281772,"name":"EricFu","avatar":"https://static.laohu8.com/bb67819d8073615537f4d985864f5af6","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":89684,"objectIdStr":"89684","type":1,"supId":423947,"supIdStr":"423947","prevId":0,"prevIdStr":"0","content":"好,希望您能拿到300","text":"好,希望您能拿到300","html":"好,希望您能拿到300"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":423961,"commentId":"423961","gmtCreate":1503722017480,"gmtModify":1503722017480,"authorId":3463891062138591,"author":{"id":3463891062138591,"idStr":"3463891062138591","authorId":3463891062138591,"name":"卢律师 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而且一直在增长","text":"你说小米结局会跟携程一样,我不认同。小米对标的是apple+ 而且一直在增长","html":"你说小米结局会跟携程一样,我不认同。小米对标的是apple+ 而且一直在增长"},{"id":423900,"commentId":"423900","gmtCreate":1503709613946,"gmtModify":1503709613946,"authorId":52583110281772,"author":{"id":52583110281772,"idStr":"52583110281772","authorId":52583110281772,"name":"EricFu","avatar":"https://static.laohu8.com/bb67819d8073615537f4d985864f5af6","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":89684,"objectIdStr":"89684","type":1,"supId":423897,"supIdStr":"423897","prevId":0,"prevIdStr":"0","content":"当然可能拉到200,因为市场是不确定的,同时是可以被操控的。建议供参考!","text":"当然可能拉到200,因为市场是不确定的,同时是可以被操控的。建议供参考!","html":"当然可能拉到200,因为市场是不确定的,同时是可以被操控的。建议供参考!"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":423846,"commentId":"423846","gmtCreate":1503706051633,"gmtModify":1503706051633,"authorId":249286018811490,"author":{"id":249286018811490,"idStr":"249286018811490","authorId":249286018811490,"name":"明火","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":89684,"objectIdStr":"89684","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阿里现在更像一家投资公司,光炒陌陌就赚了10亿,这部分不知道算在那一块了。还有政治风险,水可载舟,亦可覆之。","text":"阿里现在更像一家投资公司,光炒陌陌就赚了10亿,这部分不知道算在那一块了。还有政治风险,水可载舟,亦可覆之。","html":"阿里现在更像一家投资公司,光炒陌陌就赚了10亿,这部分不知道算在那一块了。还有政治风险,水可载舟,亦可覆之。","likeSize":1,"commentSize":1,"subComments":[{"id":423856,"commentId":"423856","gmtCreate":1503706923316,"gmtModify":1503706923316,"authorId":52583110281772,"author":{"id":52583110281772,"idStr":"52583110281772","authorId":52583110281772,"name":"EricFu","avatar":"https://static.laohu8.com/bb67819d8073615537f4d985864f5af6","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":89684,"objectIdStr":"89684","type":1,"supId":423846,"supIdStr":"423846","prevId":0,"prevIdStr":"0","content":"对,您比较客观","text":"对,您比较客观","html":"对,您比较客观"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/89684"}
精彩评论
1竞争,支付电商都有竞争。支付没优势,基础资金账户在银行,政策网联。没有长期垄断优势。
2平台/中介型/不产生源价值企业,随着发展,会整合进业务平台,航空和大酒店都有电商平台,携程靠套路,合并同行还亏钱。小米,360等企业都有官网电商平台,结局与携程一样,以小商家为主,长期萎缩。
3.持续高增长难,5.22亿用户,抽水费100元/季度/人,还有多大空间?