谁能解读京东的投资逻_老虎社区_美港股上老虎 - 老虎社区

温柔的降服

谁能解读京东的投资逻辑！继续⚙️重资产？$京东(JD)$ @我是股神的小腿毛 $微博(WB)$

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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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麦麦卢
2019-05-09
麦麦卢
阿里也很重，你了解阿里的投资的话。其实电商已经早就发觉了，是否电，不是最重要，最重要是商，可控的强，满足目标客户的全部需求，赚每一分钱。所以有了全产业链的布局，无论是渠道，还是上游。天下大事，分久必合，合久必分，等这一代创业的走了，以后会差分，以为公司太大，治理很困难，不容易聚焦，市值也不容易做大，分开满足公司，个人，投资者的利益。
Woods
2019-05-09
Woods
你可以看一下宋鸿兵关于中国电商的节目，就会理解京东的逻辑了。
grootxxx
2019-05-09
grootxxx
拼轻资产拼不过阿里靠现在手上的资源感觉是想转型做一些不可替代是保本产业
woohia
2019-05-09
woohia
自营卖货吧

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