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快高涨大
IP属地：广东
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快高涨大
快高涨大
·
2025-12-27
$叮咚买菜(DDL)$
$叮咚买菜(DDL)$
对于收购传闻，媒体的说法是向双方求证，但都不予置评，这就有点意思了，既然没有对这种可能影响股价的传闻断然否认，那代表双方确实有过沟通，从当前市场看，京东应该确实想通过收购来扩大即时零售的份额，那么有两个潜在的收购对象，朴朴和叮咚，朴朴目前业务集中在华南，而且开仓的城市太少，没有上市，收购效果不如叮咚，而且这两家名字还这么像，感觉本来就是一家人
[捂脸]
。 假设收购成功，估值会到多少？很难判断，但可以肯定的是凭借京东超强的供应链和口碑（对于食品来说，口碑尤其重要），应该很快可以覆盖全国一二线城市，最后的估值要看全面铺开后的盈利状况。 如果传闻为假，股价肯定会跌，个人感觉会在两块五左右，因为就算这次收购失败了，将来还有别的收购可能会出现的，而且企业还是盈利的嘛，不会扑街的。
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编组 21备份 2
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快高涨大
快高涨大
·
2025-12-17
发什么神经啊？
[惊讶]
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214
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1
编组 21备份 2
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快高涨大
快高涨大
·
2025-08-14
$叮咚买菜(DDL)$
唯一的解释是即将发布的二季报数据超预期，但能超多少呢？够呛啊！
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776
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1
编组 21备份 2
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快高涨大
快高涨大
·
2025-05-12
$叮咚买菜(DDL)$
一季报再不发，要跌到两块以下了，不过发了也没用了，看样子肯定是季报数据很难看。
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1,623
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2
编组 21备份 2
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快高涨大
快高涨大
·
2025-04-17
$叮咚买菜(DDL)$
高管一直在减持，这股价怎么可能涨上去？
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编组 21备份 2
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快高涨大
快高涨大
·
2025-03-04
$叮咚买菜(DDL)$
看来是财报扑街了，有人提前知道了
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编组 21备份 2
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快高涨大
快高涨大
·
2025-01-06
$叮咚买菜(DDL)$
关联方减持杀伤力太大了，还有得跌呢。
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2,678
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1
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编组 21备份 2
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快高涨大
快高涨大
·
2024-11-26
$叮咚买菜(DDL)$
被京东的价格战打残了
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1,505
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编组 21备份 2
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快高涨大
快高涨大
·
2024-10-24
$叮咚买菜(DDL)$
看来市场对三季报期望值较高，应该是净利润有大幅增长。
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2,117
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1
编组 21备份 2
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快高涨大
快高涨大
·
2024-03-15
$叮咚买菜(DDL)$
315晚会曝光有的预制菜厂家赚黑心钱，对预制菜行业整体上是偏利空的，但如果叮咚能在品质上严格把控，却又能变成对自己的利好，所以就看叮咚自己能不能做好了。
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对于收购传闻，媒体的说法是向双方求证，但都不予置评，这就有点意思了，既然没有对这种可能影响股价的传闻断然否认，那代表双方确实有过沟通，从当前市场看，京东应该确实想通过收购来扩大即时零售的份额，那么有两个潜在的收购对象，朴朴和叮咚，朴朴目前业务集中在华南，而且开仓的城市太少，没有上市，收购效果不如叮咚，而且这两家名字还这么像，感觉本来就是一家人[捂脸] 。 假设收购成功，估值会到多少？很难判断，但可以肯定的是凭借京东超强的供应链和口碑（对于食品来说，口碑尤其重要），应该很快可以覆盖全国一二线城市，最后的估值要看全面铺开后的盈利状况。 如果传闻为假，股价肯定会跌，个人感觉会在两块五左右，因为就算这次收购失败了，将来还有别的收购可能会出现的，而且企业还是盈利的嘛，不会扑街的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515236498346344","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511828763112576,"gmtCreate":1765985234489,"gmtModify":1765986194144,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"title":"","htmlText":"发什么神经啊？<a href=\"\">[惊讶] </a>","listText":"发什么神经啊？<a href=\"\">[惊讶] </a>","text":"发什么神经啊？[惊讶] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511828763112576","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467624731050192,"gmtCreate":1755183425206,"gmtModify":1755183426482,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>唯一的解释是即将发布的二季报数据超预期，但能超多少呢？够呛啊！","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>唯一的解释是即将发布的二季报数据超预期，但能超多少呢？够呛啊！","text":"$叮咚买菜(DDL)$ 唯一的解释是即将发布的二季报数据超预期，但能超多少呢？够呛啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467624731050192","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434278266388792,"gmtCreate":1747058796805,"gmtModify":1747058798302,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>一季报再不发，要跌到两块以下了，不过发了也没用了，看样子肯定是季报数据很难看。","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>一季报再不发，要跌到两块以下了，不过发了也没用了，看样子肯定是季报数据很难看。","text":"$叮咚买菜(DDL)$ 一季报再不发，要跌到两块以下了，不过发了也没用了，看样子肯定是季报数据很难看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/434278266388792","isVote":1,"tweetType":1,"viewCount":1623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"股市指路明灯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"content":"中概股的财报大多数集中在5月的中下旬，或者6月初","text":"中概股的财报大多数集中在5月的中下旬，或者6月初","html":"中概股的财报大多数集中在5月的中下旬，或者6月初"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425212566114896,"gmtCreate":1744821676639,"gmtModify":1744821678097,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>高管一直在减持，这股价怎么可能涨上去？","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>高管一直在减持，这股价怎么可能涨上去？","text":"$叮咚买菜(DDL)$ 高管一直在减持，这股价怎么可能涨上去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425212566114896","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409982688579824,"gmtCreate":1741103217278,"gmtModify":1741105281144,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 看来是财报扑街了，有人提前知道了","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 看来是财报扑街了，有人提前知道了","text":"$叮咚买菜(DDL)$ 看来是财报扑街了，有人提前知道了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409982688579824","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389661837541784,"gmtCreate":1736176068654,"gmtModify":1736176069851,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>关联方减持杀伤力太大了，还有得跌呢。","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>关联方减持杀伤力太大了，还有得跌呢。","text":"$叮咚买菜(DDL)$ 关联方减持杀伤力太大了，还有得跌呢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389661837541784","isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"content":"虽然三个公告加起来拟减持64万股，根本不算多大的量，但对信心的打击太大了。","text":"虽然三个公告加起来拟减持64万股，根本不算多大的量，但对信心的打击太大了。","html":"虽然三个公告加起来拟减持64万股，根本不算多大的量，但对信心的打击太大了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374972332921224,"gmtCreate":1732587033624,"gmtModify":1732588210909,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 被京东的价格战打残了","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 被京东的价格战打残了","text":"$叮咚买菜(DDL)$ 被京东的价格战打残了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374972332921224","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363466182418632,"gmtCreate":1729779452585,"gmtModify":1729779453921,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a><v-v data-views=\"1\"></v-v> 看来市场对三季报期望值较高，应该是净利润有大幅增长。","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a><v-v data-views=\"1\"></v-v> 看来市场对三季报期望值较高，应该是净利润有大幅增长。","text":"$叮咚买菜(DDL)$ 看来市场对三季报期望值较高，应该是净利润有大幅增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363466182418632","isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4119142612662340","authorId":"4119142612662340","name":"经典富士山下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4119142612662340","idStr":"4119142612662340"},"content":"这几天涨幅这不小，业绩这么乐观吗？叮咚的生意一直不错","text":"这几天涨幅这不小，业绩这么乐观吗？叮咚的生意一直不错","html":"这几天涨幅这不小，业绩这么乐观吗？叮咚的生意一直不错"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284711022919976,"gmtCreate":1710515235736,"gmtModify":1710515237762,"author":{"id":"3478514391259268","authorId":"3478514391259268","name":"快高涨大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478514391259268","idStr":"3478514391259268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 315晚会曝光有的预制菜厂家赚黑心钱，对预制菜行业整体上是偏利空的，但如果叮咚能在品质上严格把控，却又能变成对自己的利好，所以就看叮咚自己能不能做好了。","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a> 315晚会曝光有的预制菜厂家赚黑心钱，对预制菜行业整体上是偏利空的，但如果叮咚能在品质上严格把控，却又能变成对自己的利好，所以就看叮咚自己能不能做好了。","text":"$叮咚买菜(DDL)$ 315晚会曝光有的预制菜厂家赚黑心钱，对预制菜行业整体上是偏利空的，但如果叮咚能在品质上严格把控，却又能变成对自己的利好，所以就看叮咚自己能不能做好了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284711022919976","isVote":1,"tweetType":1,"viewCount":4136,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"股市指路明灯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"content":"叮咚在品控方面做的还是到位的，预制菜品控应该也会严控","text":"叮咚在品控方面做的还是到位的，预制菜品控应该也会严控","html":"叮咚在品控方面做的还是到位的，预制菜品控应该也会严控"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}