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- 虎虎深深虎虎深深
  ·2024-12-01
  都不看好。目前资本市场全部都在关注人工智能和大模型技术方面。市场已经见顶，你希望他能够怎样？还是回到芒格那句话：终究他们都只是零售商而已。零售商的本质：参考美国的沃尔玛、美国的Target、美国的各大零售商，起起伏伏，差不多就那样了。目前沃尔玛一家独大一己之力代表实体和线上对抗Amazon，貌似稳如老狗！所以，让我选：两个都不选，估计是2位数是他们合理的价位
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- 虎虎深深虎虎深深
  ·2022-08-08
  $3B家居(BBBY)$你真是全华尔街最靓的仔。全美零售店都在清理库存，就你被WSB们在后面给你奏凯歌，一下子吹到天上。你的自有品牌，还有地方堆吗？就那么小的挤的水泄不通的店面！
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- 虎虎深深虎虎深深
  ·2022-08-08
  $美国航空(AAL)$你就是下一个BBBY，WSB们的最爱！
  4,955 评论
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- 虎虎深深虎虎深深
  ·2022-04-05
  一句话概括。信息安全决定一切
  非常抱歉，此主贴已删除
  4,683 评论
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- 虎虎深深虎虎深深
  ·2021-12-16
  $贝壳(BEKE)$正所谓看热闹不嫌事大，我是纯粹进来看空军和多军大战的。
  4,458 评论
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- 虎虎深深虎虎深深
  ·2021-11-30
  $趣头条(QTT)$在常规市场，文字媒体也很难干得过短视频，更何况下沉市场！
  4,742 评论
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