$ENTREPREN_老虎社区_美港股上老虎

2022-08-02

$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$国泰君安发布研究报告称，互联网平台投资逻辑正从需求端切换到供给侧，收益来源将从渗透率提升的行业Beta切换为龙头Alpha以及第二曲线拐点，现阶段估值拐点将来自于格局改善以及对新市场/增长曲线拓展。该行认为，优秀的产品，大空间赛道，以用户为中心且长期主义价值观的企业会在这个阶段拥有更强抵抗增速“地心引力”能力，并在中长期获得持续性更长的超额增长。互联网平台凭借自身媒介优势及灵活组织架构、更先进管理方法论，探索第二增长曲线成功率更高，因而超级周期延续时间往往更长。推荐标的：$美团-W(03690.HK)$、$阿里巴巴-SW(09988.HK)$、$京东集团-SW(09618.HK)$智勤控股(09913.HK)、$EUBG

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

3059d545
2022-08-09
3059d545
一个割完韭菜的垃圾粉单市场股票，一点价值没有，都没有邮票值钱
- 3059d545回复梦想518:
  常识就是粉单市场99％都是骗局，不服看数据说话
- 梦想518回复3059d545:
  一口气能吃成胖子？，常识问题都不了解吗？
- 3059d545回复梦想518:
  我说的很客观，只是你们还抱有一夜暴富的幻想而已，从哪个方面来说这个都没有价值
- 佛光照祥云回复梦想518:
  还在抱着幻想自欺欺人的梦，清醒一下吧，回头是岸
- 梦想518:
  你就尽情的诋毁吧消极人。
类似
2022-08-09
类似
垃圾股，不用捧赚到钱才是王道，让我白白放了几年，裤衩都没有了

发表看法

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