$Jumia Tec_老虎社区_美港股上老虎

2020-12-22

$Jumia Technologies AG(JMIA)$电商逻辑很清楚了，就是人口，渗透率无论如何，早晚都会起来的，只要还是行业前三就值得了，不过现在短期有压力，如果跌到35左右，就想重仓了，和ozon比是没有政策风险，而且非洲用户比较浮夸，网购成瘾的空间大，这也是加分项

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