我为什么选择做空百度

2019-06-11

其实今年年初的时候就已经在考虑做空百度了，主要基于几个数据，百度的财报和同业对比。

看近3年的营业收入增长率,只有15.51%， $百度(BIDU)$ 也就比在日本上市的4689高一点，远远落后于 $阿里巴巴(BABA)$ $陌陌(MOMO)$ $腾讯控股(00700)$ $欢聚时代(YY)$ $新浪(SINA)$ $网易(NTES)$

再看股东权益报酬率，也就是大名鼎鼎的ROE：

ROE，只有10.57% 同业倒数第二，近3年EPS 成长率更是-14.66%

很多时候，一些数据只要同业对比下就不难发现一家公司长远是不是适合做空

分享我的交易策略

交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！

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

大熊先走
2019-06-11
大熊先走
我觉得应该逆向思维一下，阿里的生意会不会也向百度看齐呢，比较的其它大部分公司跟百度不在一个级别没有可比性！有核心竞争力产品的公司不敢轻易做空，你不知道市场多难做！
- 老衲爱炒股:
  阿里今年的增长不会再那么大了
你回来了
2019-06-11
你回来了
美股可能放水，短期空单风险大
- 老衲爱炒股:
  行情好就做阿里，行情不好就做空百度[开心]
老陆点五
2019-06-11
老陆点五
我短期看空百度到100
- 老衲爱炒股:
  我长期看空到100以下
财神爷的小海牛
2019-06-11
财神爷的小海牛
数据比较很不错。另外，主营收成长不仅不增长，还在下滑吧
老衲爱炒股
2019-06-11
老衲爱炒股
好的，没问题
老虎发威了
2019-06-11
老虎发威了
恭喜你，过段时间把你的空单晒出来

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":905898055,"tweetId":"905898055","gmtCreate":1560259798777,"gmtModify":1704699788825,"author":{"id":3437681200658222,"idStr":"3437681200658222","authorId":3437681200658222,"authorIdStr":"3437681200658222","name":"老衲爱炒股","avatar":"https://static.tigerbbs.com/36d54c287b50475f4623939eacd5a407","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":42,"starInvestorFlag":false},"themes":[{"themeId":"5f4e0a7185a74ed196abff08008266de","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"分享我的交易策略","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5f4e0a7185a74ed196abff08008266de}&rnconfig={\"headerBarHidden\": true}","description":"交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[{"img":"https://static.tigerbbs.com/b1b6519dabadcf3948df7e5aa37c1431"},{"img":"https://static.tigerbbs.com/41782d99f7e9adfa6c9881bb6938a9b8"}],"coverImages":[{"img":"https://static.tigerbbs.com/b1b6519dabadcf3948df7e5aa37c1431"}],"title":"我为什么选择做空百度","extraTitle":"","html":"<html><head></head><body>其实今年年初的时候就已经在考虑做空百度了，主要基于几个数据，百度的财报 和 同业对比。 <img src=\"https://static.tigerbbs.com/41782d99f7e9adfa6c9881bb6938a9b8\"> 看近3年的营业收入增长率,只有15.51%， $百度(BIDU)$ 也就比在日本上市的4689高一点，远远落后于 $阿里巴巴(BABA)$ $陌陌(MOMO)$ $腾讯控股(00700)$ $欢聚时代(YY)$ $新浪(SINA)$ $网易(NTES)$ 再看股东权益报酬率，也就是大名鼎鼎的ROE： <img src=\"https://static.tigerbbs.com/b1b6519dabadcf3948df7e5aa37c1431\"> ROE，只有10.57% 同业倒数第二， 近3年EPS 成长率更是-14.66% 很多时候，一些数据只要同业对比下就不难发现一家公司长远是不是适合做空</body></html>","htmlText":"<html><head></head><body>其实今年年初的时候就已经在考虑做空百度了，主要基于几个数据，百度的财报 和 同业对比。 <img src=\"https://static.tigerbbs.com/41782d99f7e9adfa6c9881bb6938a9b8\"> 看近3年的营业收入增长率,只有15.51%， $百度(BIDU)$ 也就比在日本上市的4689高一点，远远落后于 $阿里巴巴(BABA)$ $陌陌(MOMO)$ $腾讯控股(00700)$ $欢聚时代(YY)$ $新浪(SINA)$ $网易(NTES)$ 再看股东权益报酬率，也就是大名鼎鼎的ROE： <img src=\"https://static.tigerbbs.com/b1b6519dabadcf3948df7e5aa37c1431\"> ROE，只有10.57% 同业倒数第二， 近3年EPS 成长率更是-14.66% 很多时候，一些数据只要同业对比下就不难发现一家公司长远是不是适合做空</body></html>","text":"其实今年年初的时候就已经在考虑做空百度了，主要基于几个数据，百度的财报 和 同业对比。 看近3年的营业收入增长率,只有15.51%， $百度(BIDU)$ 也就比在日本上市的4689高一点，远远落后于 $阿里巴巴(BABA)$ $陌陌(MOMO)$ $腾讯控股(00700)$ $欢聚时代(YY)$ $新浪(SINA)$ $网易(NTES)$ 再看股东权益报酬率，也就是大名鼎鼎的ROE： ROE，只有10.57% 同业倒数第二， 近3年EPS 成长率更是-14.66% 很多时候，一些数据只要同业对比下就不难发现一家公司长远是不是适合做空","highlighted":1,"essential":1,"paper":2,"likeSize":15,"commentSize":9,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/905898055","repostId":0,"isVote":1,"tweetType":1,"viewCount":9471,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BIDU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":406,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1631330,"commentId":"1631330","gmtCreate":1560265841116,"gmtModify":1560301638945,"authorId":3440125854488097,"author":{"id":3440125854488097,"idStr":"3440125854488097","authorId":3440125854488097,"name":"大熊先走","avatar":"https://static.tigerbbs.com/be32af8d12f83641989ca7c63b8da3a7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我觉得应该逆向思维一下，阿里的生意会不会也向百度看齐呢，比较的其它大部分公司跟百度不在一个级别没有可比性！有核心竞争力产品的公司不敢轻易做空，你不知道市场多难做！","text":"我觉得应该逆向思维一下，阿里的生意会不会也向百度看齐呢，比较的其它大部分公司跟百度不在一个级别没有可比性！有核心竞争力产品的公司不敢轻易做空，你不知道市场多难做！","html":"我觉得应该逆向思维一下，阿里的生意会不会也向百度看齐呢，比较的其它大部分公司跟百度不在一个级别没有可比性！有核心竞争力产品的公司不敢轻易做空，你不知道市场多难做！","likeSize":0,"commentSize":1,"subComments":[{"id":1632122,"commentId":"1632122","gmtCreate":1560301709935,"gmtModify":1560301709935,"authorId":3437681200658222,"author":{"id":3437681200658222,"idStr":"3437681200658222","authorId":3437681200658222,"name":"老衲爱炒股","avatar":"https://static.tigerbbs.com/36d54c287b50475f4623939eacd5a407","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":1631330,"supIdStr":"1631330","prevId":0,"prevIdStr":"0","content":"阿里今年的增长不会再那么大了","text":"阿里今年的增长不会再那么大了","html":"阿里今年的增长不会再那么大了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1630990,"commentId":"1630990","gmtCreate":1560262445377,"gmtModify":1560262445377,"authorId":308905755440330,"author":{"id":308905755440330,"idStr":"308905755440330","authorId":308905755440330,"name":"你回来了","avatar":"https://static.tigerbbs.com/f9061e992a4cc91a571d1826e0058583","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"美股可能放水，短期空单风险大","text":"美股可能放水，短期空单风险大","html":"美股可能放水，短期空单风险大","likeSize":0,"commentSize":1,"subComments":[{"id":1631375,"commentId":"1631375","gmtCreate":1560266488252,"gmtModify":1560301638993,"authorId":3437681200658222,"author":{"id":3437681200658222,"idStr":"3437681200658222","authorId":3437681200658222,"name":"老衲爱炒股","avatar":"https://static.tigerbbs.com/36d54c287b50475f4623939eacd5a407","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":1630990,"supIdStr":"1630990","prevId":0,"prevIdStr":"0","content":"行情好就做阿里，行情不好就做空百度[开心]","text":"行情好就做阿里，行情不好就做空百度[开心]","html":"行情好就做阿里，行情不好就做空百度[开心]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1630845,"commentId":"1630845","gmtCreate":1560261542615,"gmtModify":1560261542615,"authorId":80690914587468,"author":{"id":80690914587468,"idStr":"80690914587468","authorId":80690914587468,"name":"老陆点五","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我短期看空百度到100","text":"我短期看空百度到100","html":"我短期看空百度到100","likeSize":0,"commentSize":1,"subComments":[{"id":1630878,"commentId":"1630878","gmtCreate":1560261724799,"gmtModify":1560261724799,"authorId":3437681200658222,"author":{"id":3437681200658222,"idStr":"3437681200658222","authorId":3437681200658222,"name":"老衲爱炒股","avatar":"https://static.tigerbbs.com/36d54c287b50475f4623939eacd5a407","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":1630845,"supIdStr":"1630845","prevId":0,"prevIdStr":"0","content":"我长期看空到100以下","text":"我长期看空到100以下","html":"我长期看空到100以下"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1630839,"commentId":"1630839","gmtCreate":1560261517797,"gmtModify":1560261517797,"authorId":3522806691450087,"author":{"id":3522806691450087,"idStr":"3522806691450087","authorId":3522806691450087,"name":"财神爷的小海牛","avatar":"https://static.tigerbbs.com/39b3cde361502400a835a06e18bfffb1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"数据比较很不错。另外，主营收成长不仅不增长，还在下滑吧","text":"数据比较很不错。另外，主营收成长不仅不增长，还在下滑吧","html":"数据比较很不错。另外，主营收成长不仅不增长，还在下滑吧","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1630723,"commentId":"1630723","gmtCreate":1560260544432,"gmtModify":1560260544432,"authorId":3437681200658222,"author":{"id":3437681200658222,"idStr":"3437681200658222","authorId":3437681200658222,"name":"老衲爱炒股","avatar":"https://static.tigerbbs.com/36d54c287b50475f4623939eacd5a407","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好的，没问题","text":"好的，没问题","html":"好的，没问题","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1630684,"commentId":"1630684","gmtCreate":1560260218586,"gmtModify":1560260218586,"authorId":3455710583930825,"author":{"id":3455710583930825,"idStr":"3455710583930825","authorId":3455710583930825,"name":"老虎发威了","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":905898055,"objectIdStr":"905898055","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"恭喜你，过段时间把你的空单晒出来","text":"恭喜你，过段时间把你的空单晒出来","html":"恭喜你，过段时间把你的空单晒出来","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/905898055"}