$百度(BIDU)$_老虎社区_美港股上老虎 - 老虎社区

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瑟兰资本
2021-05-13

$百度(BIDU)$谁能说说，为什么ARK狂卖百度

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carlzheng
·2021-05-14
基金缩水那么严重，资金被赎回太厉害，不抛怎么行?高子里面选矮子，肯定选百度啦。
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- carlzheng回复瑟兰资本:
  是木头姐抛出的逻辑没错。我说句实话，我就没看好百度造车。你知道他未来最大的对手是谁么?是华为。都是不自己造车，提供解决方案的，先不说哪家实力强，就说一点，华为是软硬一体化解决方案，而百度只有软件。你是汽车厂家，会选哪家合作?所以百度只有大幅下跌，才有买入价值。因为他本身业务也值个500亿美金。
  2021-05-14
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- 瑟兰资本:
  那就是说买入的逻辑没变喽
  2021-05-14
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DragonView
·2021-05-13
因为她自己被割韭菜了
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