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博尔投资笔记
05-14

个人感觉即时电商才是饿了么等外卖平台想押注的价值洼地，即时服务市场至少还有1万亿的增长空间，等着去开发。看看阿里财报中的本地生活部分，这三年来，饿了么在高质量增长的基础上持续实现经营效率优化，确实来到了新台阶。关键指标持续向好，减亏卓有成效，上岸之后是不是就可以开启IPO了？营收接近千亿级别，估值应该不低。$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$

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韭啡特
·05-14
这里面的本地生活怕是高德贡献的吧
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湖计划
·05-14
什么时候到业绩的拐点？？？？
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