中国到了ToB服务崛起之际

当整个经济处于高速成长的时候，不需要精细化运营，高杠杆狂奔就好！当GDP增速到5-6%，行业滞涨，需要精细化管理。这是我买入尝试仓位的出发点。

而且，不光房地产行业，各行各业都有此现象。中国社会开始慢慢步入，需要提升效率的时代，企业就会对各类能提升效率的服务有需求。ToC还能狂奔的，越来越稀缺，恭喜$美团-W(03690)$和$拼多多(PDD)$，还狂奔在高速增长的大道上。

美国toB服务公司很多很多，adobe、微软、zoom、slack，一大波。中国呢？👏知道的给我留言

$明源云(00909)$

多国疫情重燃，Zoom再创新高

近期世界多个地区和国家开启了第二波疫情，在此背景下华尔街多位分析师上调对Zoom的目标价，Bernstein将Zoom目标价由228美元上调至611美元;BTIG上调其目标价至550美元;DA Davidson上调其目标价至600美元;富国银行上调其目标价至465美元;RBC Capital上调其目标价至600美元;Piper Sandle上调其目标价至501美元，Zoom股价周四收涨超5%，创历史新高你怎么看？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老腊排
2020-11-13
老腊排
gugu美团大概什么价位可以出 [财迷]
- gugu回复花梨树妖:
  我也这个目标[得意]
- 花梨树妖:
  一直拿着吧，等他追上阿里
- 老腊排回复gugu:
  OK
- gugu:
  一直拿着
418ebdce
2020-11-13
418ebdce
声网怎么样
- gugu:
  实时语音云通讯服务，可以观察[抱拳]

发表看法

7

12

1

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