r*s
3 楼
Long BABA。假货诉讼不是什么新鲜事,早已在股价预期之中。坐等1111收入到$12B以
上。
上。
l*8
11 楼
利好没用,比不上高频交易+model 操作股价套利 长远看baba还是好,和政府政策一
致:网上小商贩、物流解决总理担心的就业问题。对经济转型是很重要的。政府支持房
地产,房地产就好,同理。
致:网上小商贩、物流解决总理担心的就业问题。对经济转型是很重要的。政府支持房
地产,房地产就好,同理。
r*s
13 楼
In the long run everything crashes. Nothing to do with today's BABA business
spike. We are looking at if BABA rallies to $84 or so, not your "eventually
" thing.
spike. We are looking at if BABA rallies to $84 or so, not your "eventually
" thing.
B*e
17 楼
Beijing and Shanghai is not representative of all China. When those small
and medium cities' housing market crash, even Beijing and Shanghai may not
be that good. Reason? The one-child policy means that in the medium future,
there will be too many houses and too few people.
【在 c***k 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 那你看看HK和Tokyo的房价再说,北京上海发展前景比那两个好
and medium cities' housing market crash, even Beijing and Shanghai may not
be that good. Reason? The one-child policy means that in the medium future,
there will be too many houses and too few people.
【在 c***k 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 那你看看HK和Tokyo的房价再说,北京上海发展前景比那两个好
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