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只做投资,拒绝投机!!!
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赢股
2019-08-13
$Kirkland Lake Gold Ltd.(KL)$
为什么3点半之后没有交易了
赢股
2019-02-08
$融创中国(01918)$给力
赢股
2018-05-21
这篇文章不错,转发给大家看
抱歉,原内容已删除
赢股
2018-05-21
这篇文章不错,转发给大家看
抱歉,原内容已删除
赢股
2018-03-21
这篇文章不错,转发给大家看
抱歉,原内容已删除
赢股
2018-02-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
赢股
2018-02-15
这篇文章不错,转发给大家看
@蓝天白云:阿里财报:成本剧增的背后
赢股
2018-01-29
《好了歌》一切欲望都是浮云看淡便好!
世人都晓神仙好,惟有功名忘不了! 古今将相在何方?荒冢一堆草没了。 世人都晓神仙好,只有金银忘不了! 终朝只恨聚无多,及到多时眼闭了。 世人都晓神仙好,只有娇妻忘不了! 君生日日说恩情,君死又随人去了。 世人都晓神仙好,只有儿孙忘不了! 痴心父母古来多,孝顺儿孙谁见了?
《好了歌》一切欲望都是浮云看淡便好!
赢股
2018-01-03
目标完成,还有遗憾!!!
#2017投资大复盘#做错两支股 恒腾网络 BBI生命科学 #我的投资Style#
目标完成,还有遗憾!!!
去老虎APP查看更多动态
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阿里的电商部分依然是核心,无论是国内还是国外似乎进展良好。尤其是代表着阿里未来希望的阿里云业务始终保持着高速增长 - 104%的同比增幅。数字媒体娱乐虽没赚钱,业务发展的也是非常快速。 但是在表面的光环背后,成本开支剧增导致毛利率下降的阴影也悄然笼罩着投资者。这个阴影的背后是“马化腾”一双阴沉沉的眼睛:我让你跑来我的媒体社交业务圈捣乱,现在我要把你的电商搞乱! 阿里在很早就开始布局电商之外的方方面面。例如,社交媒体娱乐:收购微博,土豆视频,优酷视频,搞阿里影业。阿里总是高瞻远瞩,居安思危,几乎每步都领先竞争者很多。在阿里的电商根基稳固之后,阿里更是野心勃勃的建立一个大的液态圈,从把电商的人脉流量在方方面面兑现成收益。这势必会进入腾讯的领地,对腾讯的业务形成巨大的威胁。 腾讯有微信支付,但是早先要比起阿里电商为根基的支付宝,支付宝有着更为宽泛的支付场景,和支付使用人群。腾讯的微商本身是无法和阿里的电商抗衡的。所以,这形成了一个对阿里一边倒的有利局面:阿里有自己稳固的电商城池,在此基础上毫无顾忌的向着腾讯的领地侵蚀。而腾讯却无有力反扑阿里核心业务的手段。 怎么办?马化腾苦思冥想!马化腾不愧是中国最赚钱的IT公司的老大,终于想到了打击阿里核心业务的手段:先拉不死不活的京东。两年前的京东可以说并不会让阿里有任何觉得不爽的地方。京东无论在业运作务思路上,还是经济实力上,都比阿里差太多! 这么搞下去,重模式的京东举步维艰,而且小刘比较木呐点,也无良策。 马化腾看中了京东这个棋子,牺牲部分自己微商的利益(反正自己也不是搞电商的人),全面支持京东。首先入股表态站在京东一边,同时导流量给京东。当然,腾讯也得到巨大的看得见的好处:微信支付走进了京东商城!暗藏的好","listText":"$(BABA)$阿里发财报了。各项指标看起来都很好,但是成本开支增幅明显,这里发生了什么? 阿里的电商部分依然是核心,无论是国内还是国外似乎进展良好。尤其是代表着阿里未来希望的阿里云业务始终保持着高速增长 - 104%的同比增幅。数字媒体娱乐虽没赚钱,业务发展的也是非常快速。 但是在表面的光环背后,成本开支剧增导致毛利率下降的阴影也悄然笼罩着投资者。这个阴影的背后是“马化腾”一双阴沉沉的眼睛:我让你跑来我的媒体社交业务圈捣乱,现在我要把你的电商搞乱! 阿里在很早就开始布局电商之外的方方面面。例如,社交媒体娱乐:收购微博,土豆视频,优酷视频,搞阿里影业。阿里总是高瞻远瞩,居安思危,几乎每步都领先竞争者很多。在阿里的电商根基稳固之后,阿里更是野心勃勃的建立一个大的液态圈,从把电商的人脉流量在方方面面兑现成收益。这势必会进入腾讯的领地,对腾讯的业务形成巨大的威胁。 腾讯有微信支付,但是早先要比起阿里电商为根基的支付宝,支付宝有着更为宽泛的支付场景,和支付使用人群。腾讯的微商本身是无法和阿里的电商抗衡的。所以,这形成了一个对阿里一边倒的有利局面:阿里有自己稳固的电商城池,在此基础上毫无顾忌的向着腾讯的领地侵蚀。而腾讯却无有力反扑阿里核心业务的手段。 怎么办?马化腾苦思冥想!马化腾不愧是中国最赚钱的IT公司的老大,终于想到了打击阿里核心业务的手段:先拉不死不活的京东。两年前的京东可以说并不会让阿里有任何觉得不爽的地方。京东无论在业运作务思路上,还是经济实力上,都比阿里差太多! 这么搞下去,重模式的京东举步维艰,而且小刘比较木呐点,也无良策。 马化腾看中了京东这个棋子,牺牲部分自己微商的利益(反正自己也不是搞电商的人),全面支持京东。首先入股表态站在京东一边,同时导流量给京东。当然,腾讯也得到巨大的看得见的好处:微信支付走进了京东商城!暗藏的好","text":"$(BABA)$阿里发财报了。各项指标看起来都很好,但是成本开支增幅明显,这里发生了什么? 阿里的电商部分依然是核心,无论是国内还是国外似乎进展良好。尤其是代表着阿里未来希望的阿里云业务始终保持着高速增长 - 104%的同比增幅。数字媒体娱乐虽没赚钱,业务发展的也是非常快速。 但是在表面的光环背后,成本开支剧增导致毛利率下降的阴影也悄然笼罩着投资者。这个阴影的背后是“马化腾”一双阴沉沉的眼睛:我让你跑来我的媒体社交业务圈捣乱,现在我要把你的电商搞乱! 阿里在很早就开始布局电商之外的方方面面。例如,社交媒体娱乐:收购微博,土豆视频,优酷视频,搞阿里影业。阿里总是高瞻远瞩,居安思危,几乎每步都领先竞争者很多。在阿里的电商根基稳固之后,阿里更是野心勃勃的建立一个大的液态圈,从把电商的人脉流量在方方面面兑现成收益。这势必会进入腾讯的领地,对腾讯的业务形成巨大的威胁。 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