礁石
2019-05-22
$拼多多(PDD)$ 希望大家理性看待拼多多，拼多多的利润架构很不成熟，一家没有完整且成熟的盈利模式的公司，一家没有利润成天填窟窿的公司，其价值恐无法支撑其两百多亿美元的市值。$可口可乐(KO)$ $道琼斯(.DJI)$ $阿里巴巴(BABA)$ $京东(JD)$ $陌陌(MOMO)$ $爱奇艺(IQ)$ $百度(BIDU)$ $拍拍贷(PPDF)$ $趣店(QD)$
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AI新青年
2019-05-22
AI新青年
那也不一定
礁石
:
它想要盈利，必然会失去其价格优势，和拼团利刃，它的下沉市场将会逐渐减缓和失去，到时失去唯一优势的它，未来堪忧
思念悠悠在远方
2019-05-23
思念悠悠在远方
这是股票，与市值有时候没关系的
礁石
:
……市值才是本质，无语
高岗
2019-05-22
高岗
你觉得架构不成熟，没有盈利模式的公司，能撑起多少美元的市值呢？一百亿？几十亿？几亿？你根据什么估算呢？
技术性调整
2019-05-22
技术性调整
那些个投行都**？
一颗小草
2019-05-22
一颗小草
那你做空
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