$京东 (JD.US)之前空京东纯为捐款信仰,特朗普胜选后现在空京东逻辑已经变化。首先我们注意到京东有 LGBT 等组织支持的迹象,其次我们认为其背后的组织将在特朗普上任以后被大范围清算,京东一类外围企业可能遭遇重创,各方力量共同推进之下京东难以讨好,这是一些细节,理解不了人心所向就理解不了特朗普的胜选,也理解不了京东到底闯了什么弥天大祸,它在世界舆论转向的时候,选择了失败者,择机建立空仓仓位。
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