回家卖菜
2021-08-09
$360数科(QFIN)$
印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路
@回家卖菜:
$360数科(QFIN)$可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35
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我想做个好学生
2021-08-09
我想做个好学生
现在的这些诉讼会有影响吗?求教
我想做个好学生
回复
回家卖菜
:
好的👍
回家卖菜
:
不会,那就是一些律师在给自己揽活
我想做个好学生
2021-08-20
我想做个好学生
财报公布了,看来回归路难呀
我想做个好学生
2021-08-09
我想做个好学生
希望能如愿,加油💪
什么也没有了~
APP内打开
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