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躺平指数
2023-11-14

$DiDi Global Inc.(DIDIY)$ 滴滴究竟还有没有预期反转的大机会？

滴滴今天发财报了，朋友第一时间转给我说滴滴太让他失望了，恢复上架后第二个财报并没有如他所预期的大幅增长。

我都不想搭理他，我说你想怎么大幅增长呢，出行领域竞品那么多，其中高德占大头，这些固有的品牌也不能凭空消失吧，价格战总得打一段时间啊。

滴滴从一开始上市到现在退市到粉单市场交易，在二级市场上可以说一天好日子都没过过，股价被打得稀巴烂，如今依然在极低极低的位置徘徊，只要他的业绩在持续稳定恢复，股价就有一定反弹的空间。像人家经营性现金流那不是一直增加吗，环比也是稳定的。至于GTV、营收和平台收入的波动，是竞争的阶段性结果，只能说这个竞争还在持续。

We will see.

# 一句话点评财报

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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AAA建材王总已爆仓版
·2023-11-16
只能说滴滴的基本面在逐步的好转
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每天只看一次账户
·2023-11-16
当初如果不带病上市，不会是现在的样子
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弹力绳22
·2023-11-16
只要行业地位还在，滴滴不会有问题
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奔跑吧美股
·2023-11-16
我要说我手中还有滴滴的股票，你信不信？
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老当益壮铁树开花
·2023-11-14
偷工减料了啊，雪球上的图呢？
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