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我与夏风皆过客

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- syrinxsyrinx
  ·2023-05-25
  厉害了呀 [微笑]
  2,232 评论
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- syrinxsyrinx
  ·2023-02-21
  有个问题，如果按照你的观点，京东做补贴也不会改变什么，为什么今天盘前拼多多也跌了6%以上呢。如果进一步假设是市场认为价格战会拉低行业的利润率，那这么简单的道理一路从亏损厮杀出来的电商巨头们难道会不知道吗。补贴可能只是一个要为消费者创造更大价值的开始，后面会在什么具体品类和行业上有差异化现在判断都为时过早。感觉在目前的局势下，有动作比没动作强。
  非常抱歉，此主贴已删除
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- syrinxsyrinx
  ·2021-10-28
  额。。。滴滴的政策面风险还不明确现在确实可能被低估但是滴滴没有像王兴这样的商业判断力在大佬里面也很独特的高管呀受管理层影响美团是学习型组织核心员工都非常爱学习希望思维和能力上都很卓越这不是每个互联网公司都可以做到的呢
  非常抱歉，此主贴已删除
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- syrinxsyrinx
  ·2021-10-27
  $DoubleVerify Holdings, Inc.(DV)$哇之前搜集广告行业报告看到这家公司对公司信息做了简单整理公司的愿景是提高广告生态的透明度和有效性客户是广告主产品是数字化测量和分析工具这次看到snap和facebook财报均提到广告定位和有效性问题会对向广告主定价带来负面影响感觉第三方监测分析平台更容易得到广告主信任这个领域有成长空间果断买入两天时间涨了7% 开心继续好好做功课
  3,723 评论
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- syrinxsyrinx
  ·2020-11-03
  理想汽车上市第一天就买了这只股票，财务模型比蔚来和小鹏都好，加上CEO在圈内的经历，一度非常看好，谁料到断轴事故频发，从24快跌下来以后一直增长乏力了，昨天出了认错新闻后，10月的交付量环比只是微增，股价一下子给力了起来，看来只要有正面的态度和解决方案，资本市场还是买账的
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