邵小皮
2021-02-27
$ContextLogic Inc.(WISH)$
Wish100亿美元还是太低了,没有哪个如此名气做电商的湾区公司市值这么点的,中期看到500亿,长期1-2k亿
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Ben__
2021-02-27
Ben__
wish不是pdd, 你有想过美国市场跟中国市场吗, 美国总人数3亿左右 算百分之一在wish买东西 就300w, 中国不一样13亿人 百分之一都1300w , 还有美国市场卖的是服务 wish 完全没有服务可言
西北股神
回复
Ben__
:
Wish不是市盈率的问题,而是增速的问题,本身也是老公司了,这个市场规模看市盈率已经说明不了什么了,就像没人看亚马逊和阿里一样,成熟和透明无比的行业,就看增速,拼多多就是速度太快,如果wish把跨境和低价做透,有更强劲的增速,不管参考谁的市盈率,这公司是100亿的规模么?当然他现在的确有问题,就看团队有没有能力提供增长
Ben__
回复
西北股神
:
拿 wish跟Amazon 跟eBay做对比 是因为它现在对手就是它们 wish 市盈率就在美国跟欧洲 在来一点跨境难吗 那你觉得亚麻做得到吗 eBay 做得到吗 我要讲的是他的防护墙不高 如果亚麻想做 可以做到 阿里也行 简单来说就是它不是一只长持股 升幅有限 个人观点
西北股神
回复
Ben__
:
不是抬杠啊兄弟,你说的这几个根本不是他竞品,现在真正厉害的是sea,jumia这样的区域性平台,亚马逊和ebay几十年的公司了,要能**wish早**了
西北股神
回复
Ben__
:
Wish平台模型,不是自营要低价拿货能力干什么,我跨境创业5年了,说电商没有门槛就太扯了,尤其是跨境平台,当地流量获取难度很大,每个区域用户在哪都是难题,如果电商是个烧广告费就做的起来的行业,腾讯fb都有流量哪个做起来了?这个行业真正的壁垒是运营,链条,还有规模化的用户获取和商家入驻,中间还有匹配效率和信任。wish的门槛一点不低
Ben__
回复
西北股神
:
它的壁垒不高 谁都可以做到 就看利益够不够大 亚马逊可以 eBay 可以 淘宝可以 任何一个电商都可以 广告钱肯定比你多 它的最重要一个壁垒就是低价 从中国工厂拿货 压低价格 压缩卖家的卖价 就是利润不够多 大电商不想要 利润可以肯定不高的 如果中国跟美国政策一变 它就完了
全部8条回复
杭州叶荣添
2021-02-28
杭州叶荣添
你早上的药又忘了吃了 大夫 快来给他扎一针[捂脸][捂脸]
Nancyyyy
:
哈哈哈哈
上了飞机老师
2021-02-27
上了飞机老师
如果不真金白银提高物流水平和单靠中国卖家,难啊。
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