$阿里巴巴(BABA_老虎社区_美港股上老虎 - 老虎社区

$阿里巴巴(BABA)$慎入慎入。目前的短期回调完全没有实际情况的支撑。我认为，当前淘宝的流量一直不断的蚕食，阿里虽然不只有淘宝，但是其他业务并不突出。自从有了短视频，全网的流量都被分散了。抖音带走了大量淘宝电商的流量！准确的说，全网的流量都被抖音等短视频带偏了。腾讯的微信也在颤抖…

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精彩评论

烧鸡1号位
2021-10-11
烧鸡1号位
这种论调真的有看懂阿里和腾讯现有产业的布局？阿里云，线下零售，创新业务，人工智能，元宇宙的探索等未来增长点不应该更是支撑企业股价增长引擎？基本盘的业务有竞争者就觉得什么流量被蚕食，时间被瓜分的浅层言论。完全没投资的概念
- 虎虎深深:
  又跌了快30%了，阿里短期之内没有任何亮点。
九菲忒
2021-10-11
九菲忒
同样东西抖音比淘宝贵50％，不信你比一下价，抖音这样坑能做起来我吃翔

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