$Zoom(ZM)$_老虎社区_美港股上老虎 - 老虎社区

$Zoom(ZM)$看空，有两点。疫情收敛需求会减少，互联网大厂意识网络会议是门好生意，竞争会加剧

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精彩评论

了不起的盖茨比带我飞
2020-04-23
了不起的盖茨比带我飞
无法认同。一，先发优势可以稳住客户群。二，本身服务收费利薄靠流量，大厂没动力介入，还容易造成用户数据安全性的挑战。
- 绝配:
  这个压根没用户粘性，先发优势在哪？
  一个网络会议股价比百度都高，大厂会没动力？
- 江宁知府:
  他这种先发优势也是脱胎于思科啊，然后微软思科包括腾讯不都是大厂在搞，全都是看中了这个分支，最重要疫情之后有多少能留在这个平台天天搞视频多人会议呢，现在很多用户是免费的，再过半个月疫情缓解，有谁愿意付这笔钱？需求不大的
江宁知府
2020-04-23
江宁知府
他说的三亿也只是尝鲜，实际上真正能一直驻留的不如社交或者抖音那种视频软件

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