我开仓了$京东(JD_老虎社区_美港股上老虎 - 老虎社区

静待花开的小C

我开仓了$京东(JD)$ ,

看财报好，挂单追了进去，马上就被套。还是不太敢追高，看美股盘前也不好，影响心态。

JD

03-06 18:03

US京东

方向	价格	已实现盈亏
买入开仓	46.95	-- 已结束

掘金交易单：你关注了哪些厉害的“宝藏投资者”？

欢迎来到【交易分享】功能专区。在这里，你能看到老虎社区众多“大神”的订单分享，挖掘意想不到的交易机会，也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦！

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

太空小飞侠
03-07
太空小飞侠
看券商写的财报数据超预期。但是业绩报只代表过去静态的业绩，我又看了一个深度分析，一份财报要当下超预期，且有明确第二增长的新业务。京东超预期的点在于国补带动了家电和3C的销售，国补替代了部分补贴，节省的成本变成了公司利润。而从历史数据看，一旦国补有所倒退，公司商品销量增速就不行。这种依赖外生刺激支撑公司核心业务增长不可持续，所以就算Q4超预期，也很难去线性外推25，26年就一定能超预期。所以这份财报超预期的点“国补”，也成为了市场对未来核心业务增长担忧的点。第二增长曲线，出海不行，即时零售还在亏损，开始跟美团、饿了么抢外卖市场，会发现京东定位的增长业务是在成熟的红海市场内卷，缺乏想想不说，外卖业务建立起来前期一定是亏损的，所以25年大概率看不到新业务释放业绩，同时加大投入，还可能拖累基本盘业绩。所以，24年营收利润略超预期，25年“国补”一旦退潮就不可持续，还有其他电商在跟他抢“国补”，第二增长曲线“外卖”没想象空间。确实处于非常尴尬的位置。昨天港股很嗨，有投机资金进入埋伏，中概股直接砸，说明机构资金是没看中这份业绩的。也就那样吧。AI的主线上，还是看阿里，小米，腾讯
- 静待花开的小C:
  感谢分析[爱你]
先宇宙
03-06
先宇宙
我跟你一样
丹尼尔加
03-06
丹尼尔加
气死人了😱

发表看法

4

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