东吴旅客
2020-03-04
$美团点评-W(03690)$
美股的逻辑是公司的盈利能力，盈利增加就上升，下降就跌，所以现在不可能上涨。美团的逻辑却已经内地化了，没有盈利能力只是很多信心喊话就顶住了，到头来便宜了大投行甩货。
美团Q4财报来袭！你看好吗？
美团将于3月30日港股盘后发布2019Q4财报，疫情期间美团买菜逆袭，你看好本次财报吗？
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。
分享至
微信
复制链接
精彩评论
如来脚掌
2020-03-04
如来脚掌
亚马逊十几年才盈利，为什么股价一直涨？
Tim_7564
回复
lilyma
:
按这个逻辑，请搜索美团无人配送，分布式实时配送系统，门槛还是需要有的，京东现在连市场都占不全(快递市场公司比京东优秀的也有)，还谈什么未来?
lilyma
回复
Tim_7564
:
请自行搜索京东超级智能物流。门槛还是需要有的，美团现在只有市占门槛，不足以支撑未来，生态感也还只是逐步孵化，不加速可就真的要升天了。
Tim_7564
回复
东吴旅客
:
额，这种逻辑，说实话，物流也谁都能做了，有啥门槛？
东吴旅客
回复
我是阿亮
:
看看最新的那个评论吧，真的是门槛不高。
如来脚掌
回复
我是阿亮
:
我也看傻了 [笑哭]
全部7条回复
跌跌跌888
2020-03-05
跌跌跌888
这门槛低吗？做一个城市也许低，全国铺下来就知道了
东吴旅客
:
有地头蛇开始做了，个别城市会有挑战。
翻身农奴把歌唱
2020-03-05
翻身农奴把歌唱
兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 [捂脸]
曾经一番寒彻骨
2020-03-04
曾经一番寒彻骨
所以巴菲特会说内地投资者是赌徒。
投机份子
2020-03-05
投机份子
这是港股
查看全部13条评论
APP内打开
发表看法
13
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":983500646,"tweetId":"983500646","gmtCreate":1583308249085,"gmtModify":1704349407516,"author":{"id":3517546596272657,"authorId":3517546596272657,"authorIdStr":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39,"starInvestorFlag":false},"themes":[{"themeId":"21239dfc1093409086860f3b73e655ef","categoryId":"dfb621be5c8343ed8b1b54f82c69c3be","name":"美团Q4财报来袭！你看好吗？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":21239dfc1093409086860f3b73e655ef}&rnconfig={\"headerBarHidden\": true}","description":"美团将于3月30日港股盘后发布2019Q4财报，疫情期间美团买菜逆袭，你看好本次财报吗？","image":"https://static.tigerbbs.com/33d55565bfafe6b2f8c568dd26c301d1"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>美股的逻辑是公司的盈利能力，盈利增加就上升，下降就跌，所以现在不可能上涨。美团的逻辑却已经内地化了，没有盈利能力只是很多信心喊话就顶住了，到头来便宜了大投行甩货。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>美股的逻辑是公司的盈利能力，盈利增加就上升，下降就跌，所以现在不可能上涨。美团的逻辑却已经内地化了，没有盈利能力只是很多信心喊话就顶住了，到头来便宜了大投行甩货。</p></body></html>","text":"$美团点评-W(03690)$美股的逻辑是公司的盈利能力，盈利增加就上升，下降就跌，所以现在不可能上涨。美团的逻辑却已经内地化了，没有盈利能力只是很多信心喊话就顶住了，到头来便宜了大投行甩货。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/983500646","repostId":0,"isVote":1,"tweetType":1,"viewCount":1768,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":174,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2193367,"gmtCreate":1583311062751,"gmtModify":1583311062751,"authorId":3505194629650546,"author":{"id":3505194629650546,"authorId":3505194629650546,"name":"如来脚掌","avatar":"https://static.tigerbbs.com/c5b08e1491a7bf43834e692752d5aeaa","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":983500646,"type":1,"supId":0,"prevId":0,"content":"亚马逊十几年才盈利，为什么股价一直涨？","text":"亚马逊十几年才盈利，为什么股价一直涨？","html":"亚马逊十几年才盈利，为什么股价一直涨？","likeSize":0,"commentSize":7,"subComments":[{"id":2200204,"gmtCreate":1583471685773,"gmtModify":1583471685773,"authorId":3530439199536219,"author":{"id":3530439199536219,"authorId":3530439199536219,"name":"Tim_7564","avatar":"https://static.tigerbbs.com/dea3968924a0658f848423290f87e2e8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3505902139415729,"repliedAuthor":{"id":3505902139415729,"authorId":3505902139415729,"name":"lilyma","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":983500646,"type":1,"supId":2193367,"prevId":2200093,"content":"按这个逻辑，请搜索美团无人配送，分布式实时配送系统，门槛还是需要有的，京东现在连市场都占不全(快递市场公司比京东优秀的也有)，还谈什么未来?","text":"按这个逻辑，请搜索美团无人配送，分布式实时配送系统，门槛还是需要有的，京东现在连市场都占不全(快递市场公司比京东优秀的也有)，还谈什么未来?","html":"按这个逻辑，请搜索美团无人配送，分布式实时配送系统，门槛还是需要有的，京东现在连市场都占不全(快递市场公司比京东优秀的也有)，还谈什么未来?"},{"id":2200093,"gmtCreate":1583467636458,"gmtModify":1583467636458,"authorId":3505902139415729,"author":{"id":3505902139415729,"authorId":3505902139415729,"name":"lilyma","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3530439199536219,"repliedAuthor":{"id":3530439199536219,"authorId":3530439199536219,"name":"Tim_7564","avatar":"https://static.tigerbbs.com/dea3968924a0658f848423290f87e2e8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":983500646,"type":1,"supId":2193367,"prevId":2195643,"content":"请自行搜索京东超级智能物流。门槛还是需要有的，美团现在只有市占门槛，不足以支撑未来，生态感也还只是逐步孵化，不加速可就真的要升天了。<br>","text":"请自行搜索京东超级智能物流。门槛还是需要有的，美团现在只有市占门槛，不足以支撑未来，生态感也还只是逐步孵化，不加速可就真的要升天了。<br>","html":"请自行搜索京东超级智能物流。门槛还是需要有的，美团现在只有市占门槛，不足以支撑未来，生态感也还只是逐步孵化，不加速可就真的要升天了。<br>"},{"id":2195643,"gmtCreate":1583368650078,"gmtModify":1583368650078,"authorId":3530439199536219,"author":{"id":3530439199536219,"authorId":3530439199536219,"name":"Tim_7564","avatar":"https://static.tigerbbs.com/dea3968924a0658f848423290f87e2e8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3517546596272657,"repliedAuthor":{"id":3517546596272657,"authorId":3517546596272657,"name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":983500646,"type":1,"supId":2193367,"prevId":2195636,"content":"额，这种逻辑，说实话，物流也谁都能做了，有啥门槛？","text":"额，这种逻辑，说实话，物流也谁都能做了，有啥门槛？","html":"额，这种逻辑，说实话，物流也谁都能做了，有啥门槛？"},{"id":2195636,"gmtCreate":1583368312833,"gmtModify":1583368312833,"authorId":3517546596272657,"author":{"id":3517546596272657,"authorId":3517546596272657,"name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3494725382353351,"repliedAuthor":{"id":3494725382353351,"authorId":3494725382353351,"name":"我是阿亮","avatar":"https://static.tigerbbs.com/f67ae7164cb38379ace42b6d39260609","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":983500646,"type":1,"supId":2193367,"prevId":2194334,"content":"看看最新的那个评论吧，真的是门槛不高。","text":"看看最新的那个评论吧，真的是门槛不高。","html":"看看最新的那个评论吧，真的是门槛不高。"},{"id":2194355,"gmtCreate":1583333532698,"gmtModify":1583333532698,"authorId":3505194629650546,"author":{"id":3505194629650546,"authorId":3505194629650546,"name":"如来脚掌","avatar":"https://static.tigerbbs.com/c5b08e1491a7bf43834e692752d5aeaa","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3494725382353351,"repliedAuthor":{"id":3494725382353351,"authorId":3494725382353351,"name":"我是阿亮","avatar":"https://static.tigerbbs.com/f67ae7164cb38379ace42b6d39260609","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":983500646,"type":1,"supId":2193367,"prevId":2194334,"content":"我也看傻了 [笑哭]","text":"我也看傻了 [笑哭]","html":"我也看傻了 [笑哭]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2196200,"gmtCreate":1583381083286,"gmtModify":1583381083286,"authorId":11965178738539,"author":{"id":11965178738539,"authorId":11965178738539,"name":"跌跌跌888","avatar":"https://static.tigerbbs.com/b29056b74f08abbc89687e10a0bf2f02","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":983500646,"type":1,"supId":0,"prevId":0,"content":"这门槛低吗？做一个城市也许低，全国铺下来就知道了","text":"这门槛低吗？做一个城市也许低，全国铺下来就知道了","html":"这门槛低吗？做一个城市也许低，全国铺下来就知道了","likeSize":0,"commentSize":1,"subComments":[{"id":2196246,"gmtCreate":1583382574174,"gmtModify":1583382574174,"authorId":3517546596272657,"author":{"id":3517546596272657,"authorId":3517546596272657,"name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":983500646,"type":1,"supId":2196200,"prevId":0,"content":"有地头蛇开始做了，个别城市会有挑战。","text":"有地头蛇开始做了，个别城市会有挑战。","html":"有地头蛇开始做了，个别城市会有挑战。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2196357,"gmtCreate":1583386455467,"gmtModify":1583386455467,"authorId":3489272202088110,"author":{"id":3489272202088110,"authorId":3489272202088110,"name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":983500646,"type":1,"supId":0,"prevId":0,"content":"兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 [捂脸]","text":"兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 [捂脸]","html":"兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 [捂脸]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2193320,"gmtCreate":1583309565966,"gmtModify":1583309565966,"authorId":3538690197734169,"author":{"id":3538690197734169,"authorId":3538690197734169,"name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":983500646,"type":1,"supId":0,"prevId":0,"content":"所以巴菲特会说内地投资者是赌徒。","text":"所以巴菲特会说内地投资者是赌徒。","html":"所以巴菲特会说内地投资者是赌徒。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2197046,"gmtCreate":1583403690013,"gmtModify":1583403690013,"authorId":3528950133233806,"author":{"id":3528950133233806,"authorId":3528950133233806,"name":"投机份子","avatar":"https://static.tigerbbs.com/7827923fad45f4ffe46cb4973af48c0d","vip":1,"hat":"https://static.tigerbbs.com/e1c01e958f63198f5d9648b59135f687","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":983500646,"type":1,"supId":0,"prevId":0,"content":"这是港股","text":"这是港股","html":"这是港股","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/983500646"}
精彩评论