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七七得几

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- 七七得几七七得几
  ·2020-02-27
  $特斯拉(TSLA)$ 美国中车
  930 评论
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- 七七得几七七得几
  ·2019-03-19
  $优信(UXIN)$为什么流通市值变小这么多？
  738 评论
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- 七七得几七七得几
  ·2019-03-19
  $优信(UXIN)$买买买
  926 评论
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- 七七得几七七得几
  ·2019-03-16
  $特斯拉(TSLA)$250再加
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- 七七得几七七得几
  ·2018-10-20
  $吉利汽车(00175)$ :)
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- 七七得几七七得几
  ·2018-09-07
  $华米科技(HMI)$11号发新品，接入米家。应该会有一轮增长
  1,029 评论
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- 七七得几七七得几
  ·2018-09-05
  $拼多多(PDD)$的产生有它的必然性。阿里一个平台已经容不下供给容量。尤其是不同层次供给，阿里必须要做出取舍。阿里着重发展天猫，淘宝被掏空。这就给拼多多的掘起提供了历史机会。我不认为拼多多会局限于现在的低端。往上打是必然的。其实阿里的护城河可能很深，但也不是没有弱点。只要拼多多有足够的流量和用户，已经存在的阿里商户在拼多多开店几乎没有成本。对于不适应阿里算法与流量的商户，也可以在拼多多发现新市场机会。对于阿里来说，多了一个平台，自己能收的租子就少了。拼多多现在完全低价野蛮增长，难受的是阿里。这是我的买入逻辑。目前同时持有阿里巴巴，拼多多，京东。重仓拼多多。27以下逢低加仓京东。
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