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懒懒虫

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- 懒懒虫懒懒虫
  ·2024-08-29
  $英伟达(NVDA)$ 继续看多，感觉除了猴痘题材也没啥好抄的了。不过现在已经跌了快3%了。不过不换了，继续坚持。
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- 懒懒虫懒懒虫
  ·2022-08-20
  不评论孙洁是否合格，但是携程本身确实犯了很多明显错误。片面追求利润率，放弃客户体验（包括商户）。各事业部独立成立公司，但没有做好之间的协调工作。内部沟通甚至于比跟竞对沟通都难，效率极低。用人失策，喜欢用拍马屁的人。原来管理会简单高效，后来基本成了各种作秀和旅游。引进很多高技术，但是实际的逻辑跟市场反应并不符合，也没有及时调整。对于后来的威胁，没有足够的重视，以至于美团逐步侵占携程的传统市场。对于抖音、小红书的营销模式反应也够慢的。加之疫情的客观事实，导致国际市场的丧失。前期重点的投入都没有得到应有的回报。后疫情期间国企旅游行业的大规模布局，都将把携程的利润空间压缩的更小。如果没有改变，不看好这家公司。
  非常抱歉，此主贴已删除
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