$京东(JD)$ 稳_老虎社区_美港股上老虎 - 老虎社区

$京东(JD)$ 稳定币应该可以的

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

Sacred Rabbit
07-24
Sacred Rabbit
稳定咱倒是不聊，就看京东的布局，以后一定是中国最大的消费平台，无可撼动
- Sacred Rabbit:
  [强]
- 半斤现实八两梦回复Sacred Rabbit:
  有多处不实，我修正一下，京东早期做过外卖配送，京东到家➕达达，是完全打不过把 C 端停掉，现在换个姿势拿舆论高地喊口号打，供应链话语权不是只有自营才能有，可以看看山姆和 costco，时代不一样了，销量为王，另外京东的家电品类仍然以第三方旗舰店为主而不是自营，而且已经到头了，挤压第三方反而会削减品类和价格竞争力，如果你在天猫超市购买商品会发现菜鸟物流这几年持续的投入体验已经非常好了，还是之前的观点京东只有在3C 家电确实让人留下全新正品心智，但是服务和相对他的高溢价的确不那么印象深刻，再看看现在的生活服务类你觉得拿什么和美团携程竞争，京东超市和京东养车等这些做供应链生意的加盟店哪个非常成功呢，京东的增长抛开国补不可持续，其他业务的不成功总归会被迫回到高投入➕低增长的周期。
- Sacred Rabbit回复半斤现实八两梦:
  细细去品一下京东历来跟，现在的所有布局，就把它最开始跟阿里淘宝的思路，都不是竞争关系，你再虽然京东最先开始外卖，但是后来看看阿里跟美团在大战之际京东在做什么，完全不是一样的事情，京东在扎基地，不管是仓储物流，还是外卖每一步不是竞争而是在稳地基，再看看大家都在维护商家的时候京东在做自营很多东西都在往自营发展而且在慢慢的缩小第三方参与者，一个平台只有在产品服务有绝对话语权的时候这个平台才能走的更稳，这点只有京东具备，阿里以后一定会在科技方面大放光彩，两个分工明确。
- 半斤现实八两梦回复爱热巴:
  京东是贪多嚼不烂，在国补的前提下除了自营3C 零售，物流有竞争优势，我实在想不出还有哪一个业务让人下意识想到京东，明年国补停了现有业务不论是规模，利润应该都会大幅度下滑，(只是看到了随便回复一下，友好交流，期待洗耳恭听为什么京东会成为最大的消费平台)
- 爱热巴:
  比如说？
Sacred Rabbit
07-24
Sacred Rabbit
稳定币前会不会大回调

发表看法

7

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":459800734294808,"tweetId":"459800734294808","gmtCreate":1753293098969,"gmtModify":1753302611090,"author":{"id":263972861263548,"idStr":"263972861263548","authorId":263972861263548,"authorIdStr":"263972861263548","name":"爱热巴","avatar":"https://static.tigerbbs.com/8eea707a402323b3ba9ccb6b7b3471aa","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.72%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":337,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 稳定币应该可以的</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 稳定币应该可以的</body></html>","text":"$京东(JD)$ 稳定币应该可以的","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/459800734294808","repostId":0,"isVote":1,"tweetType":1,"viewCount":837,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JD","09618"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":460088615469344,"commentId":"460088615469344","gmtCreate":1753335870990,"gmtModify":1753340634951,"authorId":4199543189920392,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":"60.68%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"稳定咱倒是不聊，就看京东的布局，以后一定是中国最大的消费平台，无可撼动","text":"稳定咱倒是不聊，就看京东的布局，以后一定是中国最大的消费平台，无可撼动","html":"稳定咱倒是不聊，就看京东的布局，以后一定是中国最大的消费平台，无可撼动","likeSize":0,"commentSize":5,"subComments":[{"id":461887180738784,"commentId":"461887180738784","gmtCreate":1753783957248,"gmtModify":1753784303610,"authorId":4199543189920392,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":"60.68%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":460088615469344,"supIdStr":"460088615469344","prevId":0,"prevIdStr":"0","content":"[强]","text":"[强]","html":"[强]","disclaimerType":0},{"id":461883596333320,"commentId":"461883596333320","gmtCreate":1753783110837,"gmtModify":1753783550077,"authorId":3534838231204759,"author":{"id":3534838231204759,"idStr":"3534838231204759","authorId":3534838231204759,"name":"半斤现实八两梦","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4199543189920392,"repliedAuthor":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":"60.68%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":460088615469344,"supIdStr":"460088615469344","prevId":461777799319720,"prevIdStr":"461777799319720","content":"有多处不实，我修正一下，京东早期做过外卖配送，京东到家➕达达，是完全打不过把 C 端停掉，现在换个姿势拿舆论高地喊口号打，供应链话语权不是只有自营才能有，可以看看山姆和 costco，时代不一样了，销量为王，另外京东的家电品类仍然以第三方旗舰店为主而不是自营，而且已经到头了，挤压第三方反而会削减品类和价格竞争力，如果你在天猫超市购买商品会发现菜鸟物流这几年持续的投入体验已经非常好了，还是之前的观点京东只有在3C 家电确实让人留下全新正品心智，但是服务和相对他的高溢价的确不那么印象深刻，再看看现在的生活服务类你觉得拿什么和美团携程竞争，京东超市和京东养车等这些做供应链生意的加盟店哪个非常成功呢，京东的增长抛开国补不可持续，其他业务的不成功总归会被迫回到高投入➕低增长的周期。","text":"有多处不实，我修正一下，京东早期做过外卖配送，京东到家➕达达，是完全打不过把 C 端停掉，现在换个姿势拿舆论高地喊口号打，供应链话语权不是只有自营才能有，可以看看山姆和 costco，时代不一样了，销量为王，另外京东的家电品类仍然以第三方旗舰店为主而不是自营，而且已经到头了，挤压第三方反而会削减品类和价格竞争力，如果你在天猫超市购买商品会发现菜鸟物流这几年持续的投入体验已经非常好了，还是之前的观点京东只有在3C 家电确实让人留下全新正品心智，但是服务和相对他的高溢价的确不那么印象深刻，再看看现在的生活服务类你觉得拿什么和美团携程竞争，京东超市和京东养车等这些做供应链生意的加盟店哪个非常成功呢，京东的增长抛开国补不可持续，其他业务的不成功总归会被迫回到高投入➕低增长的周期。","html":"有多处不实，我修正一下，京东早期做过外卖配送，京东到家➕达达，是完全打不过把 C 端停掉，现在换个姿势拿舆论高地喊口号打，供应链话语权不是只有自营才能有，可以看看山姆和 costco，时代不一样了，销量为王，另外京东的家电品类仍然以第三方旗舰店为主而不是自营，而且已经到头了，挤压第三方反而会削减品类和价格竞争力，如果你在天猫超市购买商品会发现菜鸟物流这几年持续的投入体验已经非常好了，还是之前的观点京东只有在3C 家电确实让人留下全新正品心智，但是服务和相对他的高溢价的确不那么印象深刻，再看看现在的生活服务类你觉得拿什么和美团携程竞争，京东超市和京东养车等这些做供应链生意的加盟店哪个非常成功呢，京东的增长抛开国补不可持续，其他业务的不成功总归会被迫回到高投入➕低增长的周期。","disclaimerType":0},{"id":461777799319720,"commentId":"461777799319720","gmtCreate":1753757146938,"gmtModify":1753758204778,"authorId":4199543189920392,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":"60.68%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3534838231204759,"repliedAuthor":{"id":3534838231204759,"idStr":"3534838231204759","authorId":3534838231204759,"name":"半斤现实八两梦","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":460088615469344,"supIdStr":"460088615469344","prevId":461764440768632,"prevIdStr":"461764440768632","content":"细细去品一下京东历来跟，现在的所有布局，就把它最开始跟阿里淘宝的思路，都不是竞争关系，你再虽然京东最先开始外卖，但是后来看看阿里跟美团在大战之际京东在做什么，完全不是一样的事情，京东在扎基地，不管是仓储物流，还是外卖每一步不是竞争而是在稳地基，再看看大家都在维护商家的时候京东在做自营很多东西都在往自营发展而且在慢慢的缩小第三方参与者，一个平台只有在产品服务有绝对话语权的时候这个平台才能走的更稳，这点只有京东具备，阿里以后一定会在科技方面大放光彩，两个分工明确。","text":"细细去品一下京东历来跟，现在的所有布局，就把它最开始跟阿里淘宝的思路，都不是竞争关系，你再虽然京东最先开始外卖，但是后来看看阿里跟美团在大战之际京东在做什么，完全不是一样的事情，京东在扎基地，不管是仓储物流，还是外卖每一步不是竞争而是在稳地基，再看看大家都在维护商家的时候京东在做自营很多东西都在往自营发展而且在慢慢的缩小第三方参与者，一个平台只有在产品服务有绝对话语权的时候这个平台才能走的更稳，这点只有京东具备，阿里以后一定会在科技方面大放光彩，两个分工明确。","html":"细细去品一下京东历来跟，现在的所有布局，就把它最开始跟阿里淘宝的思路，都不是竞争关系，你再虽然京东最先开始外卖，但是后来看看阿里跟美团在大战之际京东在做什么，完全不是一样的事情，京东在扎基地，不管是仓储物流，还是外卖每一步不是竞争而是在稳地基，再看看大家都在维护商家的时候京东在做自营很多东西都在往自营发展而且在慢慢的缩小第三方参与者，一个平台只有在产品服务有绝对话语权的时候这个平台才能走的更稳，这点只有京东具备，阿里以后一定会在科技方面大放光彩，两个分工明确。","disclaimerType":0},{"id":461764440768632,"commentId":"461764440768632","gmtCreate":1753753808554,"gmtModify":1753755142015,"authorId":3534838231204759,"author":{"id":3534838231204759,"idStr":"3534838231204759","authorId":3534838231204759,"name":"半斤现实八两梦","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":263972861263548,"repliedAuthor":{"id":263972861263548,"idStr":"263972861263548","authorId":263972861263548,"name":"爱热巴","avatar":"https://static.tigerbbs.com/8eea707a402323b3ba9ccb6b7b3471aa","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.72%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":460088615469344,"supIdStr":"460088615469344","prevId":461673089777856,"prevIdStr":"461673089777856","content":"京东是贪多嚼不烂，在国补的前提下除了自营3C 零售，物流有竞争优势，我实在想不出还有哪一个业务让人下意识想到京东，明年国补停了现有业务不论是规模，利润应该都会大幅度下滑，(只是看到了随便回复一下，友好交流，期待洗耳恭听为什么京东会成为最大的消费平台)","text":"京东是贪多嚼不烂，在国补的前提下除了自营3C 零售，物流有竞争优势，我实在想不出还有哪一个业务让人下意识想到京东，明年国补停了现有业务不论是规模，利润应该都会大幅度下滑，(只是看到了随便回复一下，友好交流，期待洗耳恭听为什么京东会成为最大的消费平台)","html":"京东是贪多嚼不烂，在国补的前提下除了自营3C 零售，物流有竞争优势，我实在想不出还有哪一个业务让人下意识想到京东，明年国补停了现有业务不论是规模，利润应该都会大幅度下滑，(只是看到了随便回复一下，友好交流，期待洗耳恭听为什么京东会成为最大的消费平台)","disclaimerType":0},{"id":461673089777856,"commentId":"461673089777856","gmtCreate":1753731628850,"gmtModify":1753731923606,"authorId":263972861263548,"author":{"id":263972861263548,"idStr":"263972861263548","authorId":263972861263548,"name":"爱热巴","avatar":"https://static.tigerbbs.com/8eea707a402323b3ba9ccb6b7b3471aa","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.72%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":460088615469344,"supIdStr":"460088615469344","prevId":0,"prevIdStr":"0","content":"比如说？","text":"比如说？","html":"比如说？","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":459919441178816,"commentId":"459919441178816","gmtCreate":1753321991520,"gmtModify":1753322243647,"authorId":4199543189920392,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.25","exceedPercentage":"60.68%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459800734294808,"objectIdStr":"459800734294808","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"稳定币前会不会大回调","text":"稳定币前会不会大回调","html":"稳定币前会不会大回调","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/459800734294808"}