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虎虎深深
告诉我你想看什么
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虎虎深深
虎虎深深
·
2024-12-01
都不看好。目前资本市场全部都在关注人工智能和大模型技术方面。市场已经见顶，你希望他能够怎样？还是回到芒格那句话：终究他们都只是零售商而已。零售商的本质：参考美国的沃尔玛、美国的Target、美国的各大零售商，起起伏伏，差不多就那样了。目前沃尔玛一家独大一己之力代表实体和线上对抗Amazon，貌似稳如老狗！所以，让我选：两个都不选，估计是2位数是他们合理的价位
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虎虎深深
虎虎深深
·
2022-11-03
熟悉的配方
非常抱歉，此主贴已删除
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虎虎深深
虎虎深深
·
2022-08-08
$3B家居(BBBY)$
你真是全华尔街最靓的仔。全美零售店都在清理库存，就你被WSB们在后面给你奏凯歌，一下子吹到天上。你的自有品牌，还有地方堆吗？就那么小的挤的水泄不通的店面！
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虎虎深深
虎虎深深
·
2022-08-08
$美国航空(AAL)$
你就是下一个BBBY，WSB们的最爱！
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1
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虎虎深深
虎虎深深
·
2022-08-08
走自动驾驶，从情感上，十分支持你！但是从市场角度、这是个无底洞，尤其是当你想一呼百应，却发现只是孤芳自赏的时候。
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虎虎深深
虎虎深深
·
2022-04-05
一句话概括。信息安全决定一切
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虎虎深深
虎虎深深
·
2022-03-31
拿下浙里办入口，解决政务网的交互设计bug，前途将会一片光明。
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虎虎深深
虎虎深深
·
2022-02-15
good，桥水走了，买个几手期权，坐等财报。去年至今连续这么大这么急的采购需求……..沃尔玛从来没让人失望过！
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虎虎深深
虎虎深深
·
2021-12-16
$贝壳(BEKE)$
正所谓看热闹不嫌事大，我是纯粹进来看空军和多军大战的。
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虎虎深深
虎虎深深
·
2021-11-30
$趣头条(QTT)$
在常规市场，文字媒体也很难干得过短视频，更何况下沉市场！
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