$BABA 2025_老虎社区_美港股上老虎 - 老虎社区

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网约车经纪人
05-15

$BABA 20250620 120.0 CALL$ 已满仓！

赌的不是业绩，赌的是研发费用和资本开支是否增大，是否能够带来规模效应

零售消费天天喊天天吵，都不如实打实的科技改变生产力

最近在读【什么是资本主义】

马克思说，资本主义生产实质上是剩余价值生产

怎么生产？给谁生产？为什么生产？还是得回归到产端的改善

在1货币-2商品-3货币的流通模式，在2到3的过程如果出现问题，势必会引发业绩增长的陷阱，那就回头解决1到2的过程，重新定义新模式和新内容

# 晒晒更赚钱

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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小菜菜啊
·05-19
兄弟还好吗？
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- 网约车经纪人:
  还好，略超过隐波一点点
  05-19
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