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re3bb4

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- re3bb4re3bb4
  ·2017-11-23
  $阿里巴巴(BABA)$ 我看空，理由如下1.随着腾讯以零钱通腾讯微保等产品在金融领域全方位进击，阿里的护城河将进一步受到冲击。2.随着国内企业盈利能力的下降和通缩周期的到来，消费意愿将进一步下降，整体上对商户的冲击迟早会慢慢传导到网上。3.国内年轻人越来越少，与此同时政府对互联网的打压和管控却逐步加强，这两点对主打云计算的阿里来说都是长期利空
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- re3bb4re3bb4
  ·2017-10-24
  $融创中国(01918)$ 伺机而动逢高做空
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