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半斤现实八两梦

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半斤现实八两梦

07-29

$京东集团-SW(09618)$ 外卖叫的最大声，结果最玩不起，今年有国补增速还在，明年国补停了拿什么和多多打，自营商品国补后价格又贵服务又缩水，当然京东的客群一直会在，但是极致性价比的时代京东注定不可能扩张市场，期间的时间就看京东刘强东说的供应链生意了，不看好京东的未来

半斤现实八两梦

05-29

坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续

半斤现实八两梦

05-27

$拼多多(PDD)$ 抄底抄底，只恨自己马内不够多

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