$贝壳(BEKE)$_老虎社区_美港股上老虎 - 老虎社区

$贝壳(BEKE)$对贝壳看空的分析

1 灵魂人物的离去，无论如何都是巨大缺失，毋庸置疑。这两天资金借著纪念左老板而拉高炒作股价，吸引散户入场，丧事喜办，太无耻。

2 美国疫情趋于缓和，中概股和高成长股都资金净流出，股价跌到折半，贝壳想回到好点困难重重。

3 国家政策对平台经济的压制，最近有目共睹。

4 最大利空则是左老板离去后续问题，包括原有战略的不确定性，决策层失去灵魂人物后的争斗，左老板遗产股权的处理甚至减持等。

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

勿追涨杀跌
2021-05-22
勿追涨杀跌
没啥利空老左癌症好多年了几年前就知道晚期了 520那天贝壳从盘前负十到收盘几乎没跌说明资本市场对此都有预期贝壳之后的发展很早就规划好了
- 了不起的盖茨比带我飞:
  认同！
了不起的盖茨比带我飞
2021-05-26
了不起的盖茨比带我飞
没明白您那句国家对平台经济的压制从何得来。贝壳只是房产中介，但对存量市场的活性很重要，它的金融属性远低于蚂蚁，不存在国家需要干涉的必要。从解决就业层面，它也是一个高就业率的行业，政策面应该更支持。
华尔街猎手
2021-05-28
华尔街猎手
除了失去灵魂人物之外，其他几条都是胡说八道

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