勇敢niuniu的个人主页 - 老虎社区

勇敢niuniu

勇敢niuniu

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IP属地：北京

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2018-07-06

$优信(UXIN)$ 准备持有4年刚上市的确有风险但就凭着市场老大的位置还是长期持有毕竟二手车市场上万亿的市场规模。

2020-02-13

$蔚来(NIO)$按照自己的想法2000股蔚来集结完毕，至少持有10年

2020-07-02

$蔚来(NIO)$ 持有5000股蔚来，算什么级别的股东？

2017-10-25

我为什么特别看好京东？

$京东(JD)$ 京东在过去十几年的电商生涯中，一直没法和阿里对标的是极高的毛利率。阿里本质是一家搜索公司，买流量。而京东更贴近真实的零售商，从进货、仓储、物流、售后全程把关。同时，这也给京东带来极大的成本。但从2017年开始，新零售行业的发展，是我认为京东的逆袭成为可能。就拿最热无人超市来说，其实简单的可以分为几个模块，计算视觉、传感器、移动支付、采购、物流、仓储。cv、传感器、移动支付对于京东都不是什么硬壁垒，而物流和仓储才是。要知道沃尔玛的崛起其实本质是提升了物流和仓储的使用效率和流转率，才有了今天繁荣。这部分积累在即将爆发的新零售，京东会是比阿里和亚马逊强许多倍的地方，京东可能成为中国第一迅速崛起的新零售领头羊。

我为什么特别看好京东？

2017-09-26

$英伟达(NVDA)$谢谢英伟达爸爸昨天给我加仓机会😬

2019-01-25

$特斯拉(TSLA)$ 今晚280以下见…

2017-10-04

$亚马逊(AMZN)$很想骂脏话，被套了3个月😊

2019-01-24

$特斯拉(TSLA)$ 兄弟今晚不要激动，盘前诱多的戏又开始上演了今晚得280以下了稳住啊

2019-01-24

$特斯拉(TSLA)$ 千万别激动今晚280以下见…

2021-11-17

$Desktop Metal Inc.(DM)$ark再次加仓140万股

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