继续做空美团，原因如_老虎社区_美港股上老虎

欧几里得的重狙

2019-08-04

继续做空美团，原因如下：

1. 大环境

2. 沈南鹏一直吹美团

3. 美团优惠券越来越多

4. 对mobike单车的调色和涨价，让人感觉这个公司现在都是形式主义，管理很烂。身边不少人都换哈罗单车了（虽然不是美团主业，但是给人感觉公司运营思维之差，其次主营也不断加大亏损，何好之有？）

5. 目前市值真的很高。

$美团瑞银零一沽A.P(20625)$ $美团点评-W(03690)$

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

神棍er
2019-08-12
神棍er
同样看空现在3700亿留个爪但我不会现在做空。中丐股有非常多故事可以讲，一定要等到故事都讲的差不多才会跌，现在主要筹码都在机构手里，控盘极其严重，不能与趋势为敌。公司刷数据很容易，比如现在直接开摩拜新车都必须通过美团，这种无脑的导流除了刷数据忽悠下资本市场，毫无意义。市场对美团的定位是没有边界的企业，结果现在就一外卖还勉强，而且商家体验度极差。
- 神棍er回复欧几里得的重狙:
  中丐股短线落袋为安最稳长线一般人扛不住其实最好是别碰中丐股老老实实买米股最优。
- 欧几里得的重狙:
  我已经获利离场了等待下一次机会
话题虎
2019-08-05
话题虎
可是，美团日均突破了3000万了 [可爱]
- 欧几里得的重狙:
  可是从消息和股价的关系看，看来资本市场对这个数字也无感啊。其次我个人也觉得没有参考价值。好比model 3卖的多了，tsl股价一样跌，因为s/x卖少了，mode 3 cover不过来少掉的部分。美团说超3000万订单，也要看他没有说得那些。
冲他
2019-08-05
冲他
说市值高并不同意，目前市销率才5倍，认为还有增长空间
Tony特别帅
2019-08-05
Tony特别帅
大环境必须排第一[吃瓜]
vision
2019-08-06
vision
哈哈哈
赌五天
2019-08-05
赌五天
呵呵

发表看法

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