三藏大法师
04-23
$美团-W(03690)$
今天第一次试苹果手机配件闪购，17:23下单，17:31就收到货了，体验超棒！美团闪购直接插到京东3C的地盘了。我挺美团！在商言商，最看不惯道德绑架。
京东开卷酒旅！建议买入携程？
花旗：维持携程(TCOM.US)、同程(00780.HK)“买入”评级，料可控制供应链反击京东竞争；高盛：京东建立酒店供应链面临挑战，建议买入携程（09961.HK）和同程（00780.HK）。 近日京东炫耀三年0佣金，开卷酒旅业务，美团、携程、同程等股价齐跌。大家看好京东的业务扩张吗？这次进军酒旅，能否打赢其他玩家？
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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袋鼠哥量化交易
04-24
袋鼠哥量化交易
东子这番操作在推广端是有效的，但东子的团队内部非常拉垮，特别是软件研发和内部流程，就像国企一样固化，且走且看吧。短期波动会很大，长期不看好京东，术业有专攻，外卖是蜂窝网络，不是互联网，京东会为此投入高昂代价！
三藏大法师
:
精辟啊！东子搞配送确实猛，但别的方面真要命…
韭啡特
04-24
韭啡特
你有点上头了，网络购物看的还是性价比，没有忠诚度的
三藏大法师
:
那倒是，体验感也很重要
子寒念冰
04-24
子寒念冰
这不是道德绑架，这是资本运作方式， [贱笑]
三藏大法师
:
美团这波本地生活护城河挖得够深
什么也没有了～
APP内打开
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