$Zoom(ZM)$_老虎社区_美港股上老虎

2020-04-24

$Zoom(ZM)$办公视频基本都是一次买卖, 市场上有 fb, whatsapp, weixin等等, 带社交属性的交流工具, 基于视频来办公, 面向是小众市场,是高频. 当然, 也有大B的场景, 是低频. 所以 500亿市值还是过了, 因此, 短期之内本人会采用少量做空的策略.

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精彩评论

了不起的盖茨比带我飞
2020-04-24
了不起的盖茨比带我飞
不要逆势而为，疫情不过涨势不止，疫情过了，视频会议在线会议模式会常态化，业务流稳定
伯通
2020-04-24
伯通
本来视频门槛就不高，这家伙倒挺牛B，市场放美国，研发给中国人，目前国内的bat大厂的视频产品(钉钉的会议，电话，腾讯会议等)，分分钟，秒杀zoom
- 水夜雨:
  做视屏会议的公司，办公在一起，对不起自己产品啊
Everet
2020-04-24
Everet
盈利模式太过单一薄弱，未来流量转化是大问题，疫情结束日活暴跌！泡沫破灭！
发财葱花饼
2020-04-24
发财葱花饼
zoom在各个企业应用真的很广

发表看法

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