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科技股投资专家
坚持持有阿里，小米10年不动摇。
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科技股投资专家
科技股投资专家
·
2024-07-10
继续，不要停，公司治理效能持续提高，股东价值持续提升。
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科技股投资专家
科技股投资专家
·
2024-07-04
去年同期每平代建费约290元，今年新拓每平代建费240元，应该可以这么理解。
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科技股投资专家
科技股投资专家
·
2024-07-04
新拓代建费每平均价240元
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科技股投资专家
科技股投资专家
·
2023-03-28
参考伯克希尔和腾讯，阿里能否继续保持高增长，其一是各独立公司的运营结果，这一点我是保持乐观的，独立出来去中心化的结果往往都是正向的；其二是总部的投资能力，这一点也是长期股东最担心的事，阿里近些年的投资不能说好，可以用很差来形容[捂脸] ，多个投资都是买在高点并且消耗公司现金流，所以阿里未来能否成为一家世界级的顶级公司主要就是看总部的投资是带来更多的价值，还是继续蚕食主营业务产品的现金流。
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科技股投资专家
科技股投资专家
·
2023-03-28
这次变革无疑是巨大的利好，经营层面上来说是去中心化，各部门独立会更有活力和效率，人员会更有干劲和自住性，以前背靠大树好乘凉的心态导致了阿里长期以来核心业务的现金流不断的被蚕食。其次是阿里以总部为中心的多个投资大多是巨额亏损的，不断消耗阿里的主营业务产品的现金流，这也是阿里股价长期低迷的主要原因，也是阿里只有腾讯一半市值原因所在，因为两者核心业务的盈利能力不相上下，但是腾讯的投资业务带来的盈利远远高于阿里，所以这次变革将使腾讯和阿里重新回到同一起跑线。
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科技股投资专家
·
2022-11-16
于7月8月9月10月通过港股通合计买入腾讯24000股，有分红权的吧？
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科技股投资专家
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2021-08-25
垃圾
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科技股投资专家
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2021-07-13
把初恋娶回家的雷总
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科技股投资专家
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2021-05-12
你的消息比机构还及时，机构还没反应过来呢
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科技股投资专家
科技股投资专家
·
2021-04-08
$小米集团-W(01810)$
不敢想象如果不回购，小米最近会跌到哪个位置，不过长期还是坚定看好小米集团
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