WINDBT
2019-04-22
$Jumia Technologies AG(JMIA)$ 依然长期看好,有兴趣的可以参照$MercadoLibre(MELI)$ 这个公司。
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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瞬间百万
2019-04-22
瞬间百万
拉美这家电商平台,已经上市10年了,营收15亿美元左右,亏损3500万左右.非洲的电商平台成交额1.3亿左右,亏损1.7亿左右,一个拉美的电商平台,再最近10年既金融危机后,全球货币大宽松,高速发展的时候,10年了都无法盈利,而且拉美的基础设施,经济环境,国家安全,文盲等等环境,比非洲好太多了.目前那家电商平台的股票也是高处不胜寒了.至于非洲阿里,长期是看好,但是得耐得住寂寞
瞬间百万
2019-04-22
瞬间百万
非洲阿里短期经过爆炒,机构一般不会轻易建仓了,几个亿的流动资金,基本上很多散户高处被套牢了.长期看好,非洲阿里务必保持高增速了,但同比17到18年百分之30多的增速,非洲阿里的增速比起巴西支付宝 或者东南亚电商的增速,慢太多了.我不看多 或者看空,就是个人的一些见解
守一村
2019-04-22
守一村
中线做空[捂脸]
什么也没有了~
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