To The Moon

The e-commerce track has plummeted, today I will talk about the "221 E-commerce Massacre" from the perspective of small people 

1. First of all, let's talk about the cause of the incident. The story is like this: It is said that the second brother of the e-commerce company started to give pointers to the country in person. , In the past, we always chased the boss of the track. Is it time for us to look back and smile and beat the third child? Brother Qiang asked, this idea is okay, we can't be the boss, we still can't kill the third one. So they hit it off and used a tactic of "use their own way to return their own body", the JD.com$JD-SW(09618)$  version of the tens of billions subsidy was directly launched, and the name was not changed. (The story is purely fictitious, but it's just such a thing) 

2. Talk about your views on this matter or the market's view on this matter (I have already shamelessly started to represent the market). It is clear that the conclusion is that it does not agree, does not agree with the ineffectiveness and no innovation. From this point of view, I may have a lot of respect emotionally. Although it is also smashing money, it is rolling overseas, in North America, and smashing money into the top super bowl competitions. Duoduo is doing things that there is no second American company except TikTok, that is, the old American company in the United States (not yet, but has this courage). China really doesn't need to be enrolled any more, this is not a blessing for Chinese companies.

3. Finally, let's talk about the impact on $Alibaba(BABA)$ Baba. The direct impact is that the second and the third fought, and the boss found that he had also fallen into the pit, and fell innocently a few points. But at the same time, this is understandable. After all, JD.com's approach will inevitably allow major e-commerce platforms to continue to start the subsidy war in the short term, lowering the short-term profit margin. What's more, Baba's financial report (2.23) is coming soon, and according to the routine, you must first fall in respect. And I am most worried about the next script, Baba will release the financial report, telling everyone that I can't, and JD.com and Duoduo will follow along again. Therefore, on this financial report, I still expect that Baba is good, and e-commerce is sunny.

4. In the end, I feel sorry for myself. I have lost a lot of money, and then suddenly I don’t want to buy anything on JD.com, so I don’t buy anything on JD.

$HSI(HSI)$ Bearish$Nasdaq100 Bear 3X ETF(SQQQ)$  $Nasdaq100 Bull 3X ETF(TQQQ)$ 

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