京东的公司本质变了

看上去京东涨势如虹，分拆业务估值提升的驱动是一方面。

注意到物流、金融科技、健康都分拆了，零售也独立了。这样的话，变成了一个投资平台。

从投资角度看，持有京东，不如持有其下的子公司。

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

幸运的卢克
2020-08-27
幸运的卢克
拆分是因为阿里拆分了，主要的组织架构还是在抄作业。

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":973174298,"tweetId":"973174298","gmtCreate":1598494277114,"gmtModify":1704219132878,"author":{"id":3561587388102790,"authorId":3561587388102790,"authorIdStr":"3561587388102790","name":"麻山看客","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/2a18b86322cbd07874b54251825c2d0e","width":"560","height":"360"}],"coverImages":[{"img":"https://static.tigerbbs.com/2a18b86322cbd07874b54251825c2d0e","width":"560","height":"360"}],"title":"京东的公司本质变了","extraTitle":"","html":"<html><head></head><body><p>看上去京东涨势如虹，分拆业务估值提升的驱动是一方面。</p><p>注意到物流、金融科技、健康都分拆了，零售也独立了。这样的话，变成了一个投资平台。</p><p>从投资角度看，持有京东，不如持有其下的子公司。</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a18b86322cbd07874b54251825c2d0e\" tg-width=\"560\" tg-height=\"360\"></p></body></html>","htmlText":"<html><head></head><body><p>看上去京东涨势如虹，分拆业务估值提升的驱动是一方面。</p><p>注意到物流、金融科技、健康都分拆了，零售也独立了。这样的话，变成了一个投资平台。</p><p>从投资角度看，持有京东，不如持有其下的子公司。</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a18b86322cbd07874b54251825c2d0e\" tg-width=\"560\" tg-height=\"360\"></p></body></html>","text":"看上去京东涨势如虹，分拆业务估值提升的驱动是一方面。 注意到物流、金融科技、健康都分拆了，零售也独立了。这样的话，变成了一个投资平台。 从投资角度看，持有京东，不如持有其下的子公司。 $京东(JD)$","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/973174298","repostId":0,"isVote":1,"tweetType":1,"viewCount":3352,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":177,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2796946,"gmtCreate":1598524340672,"gmtModify":1598524340672,"authorId":3555670024093008,"author":{"id":3555670024093008,"authorId":3555670024093008,"name":"幸运的卢克","avatar":"https://static.tigerbbs.com/857addad447989023edc1a245d2b990c","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.93%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":973174298,"type":1,"supId":0,"prevId":0,"content":"拆分是因为阿里拆分了，主要的组织架构还是在抄作业。","text":"拆分是因为阿里拆分了，主要的组织架构还是在抄作业。","html":"拆分是因为阿里拆分了，主要的组织架构还是在抄作业。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/973174298"}