东吴旅客
2020-03-04
$美团点评-W(03690)$
美股的逻辑是公司的盈利能力，盈利增加就上升，下降就跌，所以现在不可能上涨。美团的逻辑却已经内地化了，没有盈利能力只是很多信心喊话就顶住了，到头来便宜了大投行甩货。
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如来脚掌
2020-03-04
如来脚掌
亚马逊十几年才盈利，为什么股价一直涨？
Tim_7564
回复
lilyma
:
按这个逻辑，请搜索美团无人配送，分布式实时配送系统，门槛还是需要有的，京东现在连市场都占不全(快递市场公司比京东优秀的也有)，还谈什么未来?
lilyma
回复
Tim_7564
:
请自行搜索京东超级智能物流。门槛还是需要有的，美团现在只有市占门槛，不足以支撑未来，生态感也还只是逐步孵化，不加速可就真的要升天了。
Tim_7564
回复
东吴旅客
:
额，这种逻辑，说实话，物流也谁都能做了，有啥门槛？
东吴旅客
回复
我是阿亮
:
看看最新的那个评论吧，真的是门槛不高。
如来脚掌
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我是阿亮
:
我也看傻了 [笑哭]
全部7条回复
跌跌跌888
2020-03-05
跌跌跌888
这门槛低吗？做一个城市也许低，全国铺下来就知道了
东吴旅客
:
有地头蛇开始做了，个别城市会有挑战。
翻身农奴把歌唱
2020-03-05
翻身农奴把歌唱
兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 [捂脸]
曾经一番寒彻骨
2020-03-04
曾经一番寒彻骨
所以巴菲特会说内地投资者是赌徒。
投机份子
2020-03-05
投机份子
这是港股
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[捂脸]","text":"兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 [捂脸]","html":"兄弟如果看不懂强行分析的话会掉粉的，老老实实的做你的米粉不好吗 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