厉害解决了
2020-02-05
$瑞幸咖啡(LK)$
这股票我是做多的，你们凭感性的做空我很佩服，理性的我告诉你们卖饮料就是卖广告，瑞幸广告做的好获客便宜就行了
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看看你们
2020-02-05
看看你们
获客便宜还远远没有做到。
SiriusLee
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厉害解决了
:
有道理，你坚定做多吧！别跑就行
厉害解决了
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SiriusLee
:
他们也没说只卖咖啡啊。。。
SiriusLee
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厉害解决了
:
饮品不只有咖啡
厉害解决了
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SiriusLee
:
😂不跟竞品比跟啥比，长尾市场又不能垄断，做流量投放就是要快速试错，他们的打法成本比较低，别人试错成本比他大多了，最后谁流量便宜谁就占大头啊
SiriusLee
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厉害解决了
:
别喝咖啡比呢？
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养蜂绝地反击战
2020-02-05
养蜂绝地反击战
人家要的是流量 根本不是再卖咖啡
养蜂绝地反击战
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金钱指挥官
:
专门弄流量的拼多多都成了骚扰小广告的APP了 什么流量具有区分度 只有抓住消费者层面才可以
金钱指挥官
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厉害解决了
:
所以为啥不专门弄流量，非要卖咖啡？
厉害解决了
:
流量还可以分发的，哈哈赚两道钱，分发流量比卖咖啡赚多了
Keith007
2020-02-05
Keith007
先把房租算一算
厉害解决了
:
房租啊送券啊，最后换算单个用户获客成本他们很有优势，投放roi高啊
三头狗
2020-02-05
三头狗
做多的唯一依据是三季度财报. 财报数据如果有水分 加上Q1的营业状态 加上Q2的不确定性预期 怎么想都是理性做空 感性做多.
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