$京东(JD)$ 美_老虎社区_美港股上老虎

2019-10-27

$京东(JD)$ 美国一边说中国经济57年最差，一边把一群没落和新贵的中概股炒上天。
拉回来，看PDD超越JD市值，25日末日轮认购，我和夫人讨论后，下跌过程购入CALL，31发出，直接加入11.15的CALL。
双11，天猫已经开始走政府合作路线，定位开始往上走。
JD，腾讯是股东，可是最近朋友圈却是PDD每日一刷。夫人说，JD销售额不是靠玩具，快消拉动。深以为然。
结论：BABA今年大概率是最后一个高增长年度，JD，本季财报，在JD物流强劲报表下，可能双BEAT，所以看好在11月夺回位置。
大家探讨

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

点击我就能取名哦
2019-10-27
点击我就能取名哦
京东最大的毛病不是在于模式(中国的亚马逊，看看人家股价)，而是在于人，从老板到员工。如果没有革命性变化，很难突破。短期涨跌不好说，长期来看比较难破局。
- 飞雪T回复猫头鹰爱吃西洋菜:
  看看亚马逊的当日送到逻辑，看看JD
- 猫头鹰爱吃西洋菜回复飞雪T:
  are you ok?
- 点击我就能取名哦回复可曾听闻丶Sy:
  赞同，老板太强，员工就只能是来打工的，这种心态
- 可曾听闻丶Sy:
  京东的管理风格有点像百度和网易，我也不是很喜欢这种个人风格太强的企业
- 飞雪T:
  京东值钱的是物流，这个是PDD搞不来的。阿里菜鸟也不如。
点击我就能取名哦
2019-10-27
点击我就能取名哦
同样的理论，可以不做多京东，做空PDD即可。
聽風觀雲
2019-10-28
聽風觀雲
这才正常，要出货啊！
行走在路上
2019-10-28
行走在路上
牛
2c730220
2019-10-28
2c730220
其实很多中概业绩不错的，相信明年会好
A胜天半子
2019-10-28
A胜天半子
这样的夫人我要😁

发表看法

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","text":"同样的理论，可以不做多京东，做空PDD即可。 ","html":"同样的理论，可以不做多京东，做空PDD即可。 ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1913960,"gmtCreate":1572219543929,"gmtModify":1572219543929,"authorId":3444369484028128,"author":{"id":3444369484028128,"authorId":3444369484028128,"name":"聽風觀雲","avatar":"https://static.tigerbbs.com/abae2e5b940e264edbf0523e6fcfc58b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":936875442,"type":1,"supId":0,"prevId":0,"content":"这才正常，要出货啊！","text":"这才正常，要出货啊！","html":"这才正常，要出货啊！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1913936,"gmtCreate":1572216626567,"gmtModify":1572216626567,"authorId":143319329837328,"author":{"id":143319329837328,"authorId":143319329837328,"name":"行走在路上","avatar":"https://static.tigerbbs.com/a7b18598dde639a3294f2ba8e27aa520","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":936875442,"type":1,"supId":0,"prevId":0,"content":"牛 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