剑啸江湖
2021-01-24
$亚马逊(AMZN)$
和
$Sea Ltd(SE)$
在东南亚的竞争会以亚麻籽完败告终吗?
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我不是韭菜呢
2021-01-25
我不是韭菜呢
干不过。se现在股价太高了,要继续支撑增长的话,必须面对的对手是巴西的meli. 另外游戏freefire不能一直挤奶的,需要新的爆款。亚马逊也就新加坡玩玩,东南亚其他国家不可能。话说已经习惯中式app体验到用户估计用不惯亚马逊这种相对劣质的app体验。
什么也没有了~
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