6.5（日记）继续看好网易。至330$

2017-06-05

$网易(NTES)$

看好网易游戏业增长。并看好电商业务。

都说网易自带中产气质，严选、考拉我体验过几次，发货快货品正。电商业的根基命门是流量，其它的都是其次。看好网易系流量。

另：小红书、洋码头、及唯品会、聚美这些目前均不看好。因为没流量。

京东有微信流量，阿里系有流量。网易电商，只要走出与京东、天猫的差异化定位即可。其它电商垂直平台均没有流量背景、难以长期存活（收购并购是唯一出路）。

说说唯品会，17年看好收购并购，否则唯品物流、唯品金融没有做下去的价值。记住，垂直电商唯一需要的就是长久源源不断的流量，其它的事情都好办。

所以去年腾讯$腾讯控股(00700)$ 入手京东，接入微信，这才是京东长期发展的基石。否则京东也只是干吆喝。

看问题要抓命门、抓决定性的主要矛盾。

$唯品会(VIPS)$ $网易(NTES)$ $京东(JD)$ $阿里巴巴(BABA)$ $聚美优品(JMEI)$

#什么值得买#

今天什么值得买？晒晒你的交易计划！

今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！

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

吃喝嫖赌欠下三点五个亿
2017-06-05
吃喝嫖赌欠下三点五个亿
说实话，微信和QQ的京东入口对京东的流量真没贡献多少，主要靠京东App
- 1加1回复吃喝嫖赌欠下三点五个亿:
  花呗
- 吃喝嫖赌欠下三点五个亿回复1加1:
  白条
- 1加1回复吃喝嫖赌欠下三点五个亿:
  还是有一定用的，我用京东就是货到付款+微信支付。京东金融吸引力不是很大，毕竟已经有支付宝和财付通了。
- 吃喝嫖赌欠下三点五个亿回复1加1:
  微信支付也会被京东弱化，京东已经有了京东支付，微信支付只是一个补充。
- 1加1回复金三主:
  我也认为微信app里的入口对京东没多少实际作用，更多的是表态、站队，微信支付对京东但是有很大用。
九格
2017-06-06
九格
如果不算腾讯的话，网易是中概里我感觉最靠谱的一只股
- 金三主:
  格格说的是^_^
赏金建立者
2017-06-05
赏金建立者
去年，曾经传出腾讯收购唯品会的消息被否认，在分析师会议上，公司管理层也再次否认了这种说法。但时至今日，身处窘境的唯品会，也许是时候考虑这个问题了。据中新社电
1加1
2017-06-07
1加1
物流很重要，网易不是自建物流，有人曾说顺丰有可能会成为中国最大的电子商务平台，我感觉不是没道理。
- 1加1:
  新零售
小煤球不是我啦
2017-06-06
小煤球不是我啦
楼主是什么时候买的网易？
NBTraders
2017-06-05
NBTraders
先看到320美元

发表看法

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