中概互联企业中有不少烟蒂股。不过迅雷、趣店、蘑菇街等公司成为烟蒂情有可原:他们的业务已经失去了实际竞争力。但微博、陌陌、YY这种在各自赛道仍然是老大的企业,却“年轻力壮就成了烟蒂股”。不得不让人怀疑社交的商业模式。 烟蒂股帝国 如果眼下有机构出一个ETF叫“优质中概互联网烟蒂”,很可能里面有接近一半都是社交公司。 什么是烟蒂股?尽管没有明确的定义,但普遍认为,当一家上市公司的市值跌穿了现金,即PB...
Source Link中概互联企业中有不少烟蒂股。不过迅雷、趣店、蘑菇街等公司成为烟蒂情有可原:他们的业务已经失去了实际竞争力。但微博、陌陌、YY这种在各自赛道仍然是老大的企业,却“年轻力壮就成了烟蒂股”。不得不让人怀疑社交的商业模式。 烟蒂股帝国 如果眼下有机构出一个ETF叫“优质中概互联网烟蒂”,很可能里面有接近一半都是社交公司。 什么是烟蒂股?尽管没有明确的定义,但普遍认为,当一家上市公司的市值跌穿了现金,即PB...
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