1MillionUSD
2020-01-02
$瑞幸咖啡(LK)$
只花3块钱,喝了一杯,然后又送一堆券,获客太不精准了,我肯定不是用户,主要是不好喝。不好喝确实是个硬伤,美式咖啡简直不能喝,这个拿铁还算可以,但是足够甜和辅料加进去,哪有咖啡的味道。年轻人的口味变化这么大么,像我这样的用户有多少?烧多少钱都留不住。你只要做得好喝点,我天天来,不用你烧钱。#这个公司值95亿美金
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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空头小王子
2020-01-02
空头小王子
你把瑞幸的核心问题全部都展开了,如果一家咖啡店的美式不好,就意味这家咖啡店开不长久,喝花式咖啡的都不是主流咖啡消费人群,瑞幸唯有不断创新,出新品花式留住客户,还得用大量的优惠券,小鹿茶彻底翻车了,把高毛利的奶茶拉到了10块每杯,问题消费者还不买账。。。 [捂脸]
1MillionUSD
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空头小王子
:
腾讯一亿已经用完了,马上用李斌的一亿。这都是站在9.30的时点看问题。你想想现在呢
空头小王子
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1MillionUSD
:
nio不太敢空正股,不过做空了前几天被爆炒的认购期权,nio股东太疯狂了,等这波热度下去,再融不到资,nio就差不多了,2亿新融资看看够他烧多久。
1MillionUSD
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空头小王子
:
还有nio,一起空
空头小王子
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1MillionUSD
:
必须空
1MillionUSD
:
空他吗?小王子
Elvis_
2020-01-02
Elvis_
哈哈,看第一张图觉得眼熟,看第二张图知道了应该与楼主擦肩而过很多次。
Lady_Susu
:
同样擦肩而过[笑哭]
1MillionUSD
:
绝对的
2倍杠杆做空瑞幸已爆仓
2020-01-02
2倍杠杆做空瑞幸已爆仓
空它,兄弟,不过要系好安全带。准备打一场一个月以上的攻坚战。我从卖call到开put,从19年战到20年了。 [捂脸]
2倍杠杆做空瑞幸已爆仓
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1MillionUSD
:
原来还有这样的算法。说实话,我对期权也只是了解一些。受教了,我会继续学习,多研究的
1MillionUSD
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2倍杠杆做空瑞幸已爆仓
:
我说的杠杆是:卖call的premium跟盈亏:股价变动不是1:1关系。卖空正股跟股价变动是1:1,前者有个倍数且大于1
2倍杠杆做空瑞幸已爆仓
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1MillionUSD
:
没有加杠杆,就算到期,价位也理想,还吃下了时间价值。曾经吃过加高杆杠的亏。仓位管理还是稳健的
1MillionUSD
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2倍杠杆做空瑞幸已爆仓
:
是的,而其实加了杠杆的正股卖空,兄弟风险很大,cover一下我建议
2倍杠杆做空瑞幸已爆仓
回复
1MillionUSD
:
裸卖,干翻它 [愤怒]相当于正股做空嘛
全部7条回复
雨宝天华
2020-01-03
雨宝天华
人家本身就没把你这样的定位进去,你不过是打酱油的,兄弟多虑了[笑哭]
1MillionUSD
2020-01-02
1MillionUSD
早上喝了半杯拿铁,现在还不消化。这垃圾为啥要喝。美式根本不好喝,为啥要买这股票
mudou
2020-01-02
mudou
咖啡口味还需要完善
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