独立投资人
2020-01-10
$瑞幸咖啡(LK)$
Luckin的最大问题是没有网络效应. 现在市场追捧一个是因为资本长期支持，一个是团队执行力强。但是这个生意的底层逻辑没走通，食物最重要的还是要好吃，开店要单位经济模型要跑痛，如果一旦发生踩踏就会疯狂踩踏.
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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刘东宝
2020-01-10
刘东宝
说的没毛病。所以大家都准备空它，就是他有钱，自己在扛着。我们就等着踩踏哪天呢，长的越高，跌的越惨。就给他的时间不多了
恭喜发财799
2020-01-10
恭喜发财799
你应该换个名字，你的这些毫没有看到商业模式真正价值的言论，还不太配这个名字
独立投资人
2020-02-01
独立投资人
踩踏已经开始，浑水做空加了一把火
看山不是海
2020-01-10
看山不是海
你都知道资本支持了，资本的本性是逐利
长期投资
2020-01-10
长期投资
你压根没看财报 全是感觉
F浮生
2020-01-11
F浮生
[微笑]
什么也没有了～
APP内打开
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6
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