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@alexlee：$宝尊电商(BZUN)$ $宝尊电商-W(09991)$ 这是一个被大众忽略甚至打入冷宫的宝藏股票。从67美元的高光时刻一路跌至2-3美元附近徘徊，总市值不到2亿美元。宝尊电商是中国电商代运营的龙头老大，随着电商红利的退潮，以及代运营业务的低毛利特性，其股价长期受到压制和冷落。然而，这只股票有可能上演十倍乃至20倍的疯涨行情，理由如下： 1:股价大跌原因是随着阿里基于自身战略调整而对其撤资，加之其历史上对爱点击和复星复朗的失败投资导致的亏损（折合人民币4.5亿左右，减值90%，现值4500万人民币左右，再减值风险和空间较小） 2:获得GAP、hunter大中华区独家经营权。从低毛利电商代运营业务向高毛利47%左右的品牌管理业务转型 3:资产负债表健康，账上的现金和市值差不多； 4:市销率0.13，严重低估 5:今年可能实现盈利，将成为催化剂

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