只关心营收增速，这才是真正重点

2017-11-10

$京东(JD)$ 我们投资看什么还不是看个未来，什么是未来？更大的生意，更大的市场，有足够金矿开采更大利润。我们期待它能是未来电商第一名，能击败天猫，蚕食更多份额，那么我们应该需要的是什么，是营收和gmv增速，是市场份额，而不是它每次发个财报都看到它在努力证明了自己盈利水平，而且证明盈利水平时市场增速大降低，甚至低于了阿里营收的增速，这是非常不好的现象，自营的盈利水平这个亚马逊已经证明过了，根本不需要一个成长期的公司来证明，市场相信这个故事。但如果它这次gmv增速再次比阿里巴巴的营收增速还要慢上一大截的话，那就就难以看见美好未来了。

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。

精彩评论

马大头
2017-11-12
马大头
长期持有现在适合入手吗
- 涯月阁:
  看多长期，足够长，京东股价必然涨，基本点有1:中国整个市场增长。2:京东没有盈利被低估部分随着后续逐步盈利增强后的价值回归。最想听到的故事是超越天猫，那可是两千亿以上点的价值，可惜现在看着有一些遥远了，阿里体量大那么多，营收增速竟然比京东高了相对百分之五十（绝对百分之二十四），这个绝不是一个后起之秀，追赶者应该有的表现。
进击华尔街
2017-11-11
进击华尔街
未来第一？马云退休了再看强东能否实现
- 涯月阁:
  如果京东不犯战略错误，标品电商第一概率非常稳的。可惜了，机会已逝。上天不再还给它失去的几年。
涯月阁
2017-11-10
涯月阁
最让人难以接受的是，gmv增速在快速下滑的过程中，盈利能力是提升了却依然很弱难以盈利
- 涯月阁回复长线投资者:
  1.5倍个啥，哪都是啥时候的数据了。今年京东Q2才43%，一份及其丢人的数据，阿里Q3增速是百分之六十以上。Q2是百分之五十以上。体量小增速还比不上，这是追赶者应该有的姿态吗。不需要你盈利，至少速度你要更快才能是追赶者吧。
- 长线投资者:
  JD的GMV增速是BABA的1.5倍多
涯月阁
2017-11-10
涯月阁
觉着应该正股减仓，长期call期权埋伏
- 做空分析师回复涯月阁:
  哎。昨天一开盘就把我吓跑了。长期call更不敢了，暂时观望吧。
- 涯月阁回复做空分析师:
  我建议的，没坑人吧
- 涯月阁回复做空分析师:
  长期期权不着急，而且这波现在是盈利了的情况下减仓为何死？要么少赚要么少亏。
- 做空分析师:
  那这样死的更快。

发表看法

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