美国护盘行动队华尔街三队
2019-05-09
$Zoom(ZM)$ $爱奇艺(IQ)$ 这家公司在规避法律风险，在美国上市，企业又是美国的，又讲工程师大部分在中国，而老板又是华人，而pe又成什么样子了。办公视频软件。。。就视频，你能比得过腾讯视频，优酷，爱奇艺？你的估值成啥样了。就爱奇艺都可以掉打你，10亿美金估值都高，下一个优信和蔚来。大家谨慎操作。
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。
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双德先生
2019-05-09
双德先生
微软2011年收购Skype花了85亿美金，思科2010年收购webex花了32亿美金。微软和思科的高管都是**吗？zoom的老板原来在思科当webex的老大，在这个行业里是最牛逼的人物之一，zoom在全球顶尖咨询公司的报告中都力压Skype和webex。zoom现在的市值水分确实很大，究竟值多少钱，可以参考Skype和webex的收购价，远没有你说的那么不堪一文不值。
9333e1e
:
思科不了解，我可以告诉你微软收购skype时的高管确实是沙雕，他滚蛋后微软一路上涨。
一生爱一个人
2019-05-09
一生爱一个人
爱奇艺跟zoom根本不是一个级别的，这不是你理解的视频软件。
美国护盘行动队华尔街三队
:
那你快点买。
conan的猫
2019-05-09
conan的猫
zoom跟视频有什么关系，这不是个办公软件吗
美国护盘行动队华尔街三队
回复
conan的猫
:
我讲钉钉碾压这样的公司。Zoom连给爱奇艺提鞋都不配，我只是拿爱奇艺做参考。zoom至少在中国它是没任何市场的。
conan的猫
回复
美国护盘行动队华尔街三队
:
我们公司在用。很多公司在用。
conan的猫
回复
美国护盘行动队华尔街三队
:
成本也不一样。爱奇艺的内容成本很高，用户的忠诚度也就那么回事。视频会议工具完全不一样。协同办公工具用户忠诚度普遍比较高
conan的猫
回复
美国护盘行动队华尔街三队
:
爱奇艺市场只有国内，而且视频娱乐赛道很挤吖。zoom的市场是全球的，不只是国内公司。大一点儿的公司就会有视频会议，跨地区那种。而且他好像已经盈利了？
美国护盘行动队华尔街三队
回复
conan的猫
:
我拿爱奇艺来对比。。。视频办公也值不了1400亿人民币。爱奇艺用户量有几个亿在中国。zoom拿什么来跟爱奇艺比，即使是企业基数就更少了。我去过的公司跨国企业，国内公司都没用这东西。纯属上市捞钱就跑得节奏。
全部9条回复
贝2
2019-05-09
贝2
你是不是亏哭了
美国护盘行动队华尔街三队
:
我就是看跌。没空。
贝2
回复
美国护盘行动队华尔街三队
:
不做空？
美国护盘行动队华尔街三队
:
不好意思。我一毛钱没买。
哈飞
2019-05-09
哈飞
创始人最早从YY出来，也就是多玩，看看YY现在市值多少，对标一下。
冯升
2019-05-09
冯升
值个发行价
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