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持续看空，但不做空

卫斯理鑫
2016-03-05

$微博(WB)$ 赌财报亏了，但是我依然看空它，逻辑是用户数多数是僵尸粉水军粉，还有被禁言
但是现在阿里搞广告，流量还是可以，阿里是老千，巴巴在美一只是马云心爱，其他什么阿里健康都可以是打酱油角色，港股阿里健康借壳成功后一路跌

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番茄豆浆
·2016-03-05
嗯现在在200MA附近财报拉完后暂时没发现啥动力下周多仓准备出来考虑换一下陌陌
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- 番茄豆浆回复顺势杀手冷:
  嗯，是的，看看这两天大盘回调给不给机会吧。
  2016-03-06
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- 顺势杀手冷:
  陌陌还是私有化套利？可是最近已经涨不少了
  2016-03-06
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- 番茄豆浆回复卫斯理鑫:
  哈哈，估计没啥效果
  2016-03-06
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T7486957
·2016-03-05
总感觉微博现在很微妙
之前大家或者微博自身老是跟微信比较，这两年微博终于找准自己的定位：实时信息的分发平台
所以基于这一点最近财报日活在提升表明微博在变好，至于未来是否会一直好下去我还不敢断言
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- 卫斯理鑫:
  微信在于朋友圈熟人社交，微博像是淘宝，只能对陌生人做生意，未来营销为主
  2016-03-06
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