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Wolfer
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Wolfer
Wolfer
·
2018-06-06
$虎牙(HUYA)$ 追涨追涨!
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Wolfer
Wolfer
·
2018-06-06
$携程网(CTRP)$ 美团上不了市,吹牛逼应该不能持续。上市的话ctrip反而轻松了,想像贝佐斯一样,你得有一个全人类级别的故事,且保证持续稳定的接近垄断。在中国,难! 那现在携程被看空的点肯定不是盈利能力,pr连环炮应该也差不多过去了,毕竟机票利润都已经放弃了。还有啥呢,国际化进展不ok?纵观中国互联网出海,如此有节奏,进展迅速,逻辑清晰的,恐怕不多吧? 问题应该还是增长上,创新不少,能代表未来的不多。火车票,金融,打车,这些发展都不错,但是收益都不明显,应该是哪儿有点问题,或许真应该静下心来看看美团,头条把戏的是怎么饥渴的同时all in好几个事,且迅速占领细分领域top位置的。
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Wolfer
Wolfer
·
2018-06-05
$京东(JD)$ 狗东跑的真快,这几天不停给狗东贡献gmv了。
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Wolfer
Wolfer
·
2018-06-05
$爱奇艺(IQ)$ 做空时机不好把握,流通股还是少,妖股破除估计得2年时间,那时候盈利也远不止现在规模了。
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5,906
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Wolfer
Wolfer
·
2018-05-29
$波动率短期期货指数ETF(VIXY)$ 出早了
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Wolfer
Wolfer
·
2018-05-25
$携程网(CTRP)$ 看来是准备突破50了
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Wolfer
Wolfer
·
2018-05-24
$携程网(CTRP)$ 看好这个超级PR的加盟!
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Wolfer
Wolfer
·
2018-05-23
$携程网(CTRP)$ 让老子把货出了吧,哭……
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2,814
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Wolfer
Wolfer
·
2018-05-11
$爱奇艺(IQ)$ 空头来吧,轮到你们发炎拉
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Wolfer
Wolfer
·
2018-05-10
$爱奇艺(IQ)$ 解套,撤一半出来
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