$Zoom(ZM)$_老虎社区_美港股上老虎 - 老虎社区

$Zoom(ZM)$这个股，如果价值投资，就是长期做空，没有竞争壁垒，仅仅是先发优势。而且，轻量级会议软件，更换成本非常低。短期的话，当赌场，随便干，没问题的。听劝的，别上车了，如果投机的话悠着点，见好就收，别贪。

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。

精彩评论

股市前沿
2020-04-15
股市前沿
其他没有一个会议系统能打的
- 股市前沿回复金城吖:
  腾讯还是算了进不了欧美市场
- 安静的贝壳回复金城吖:
  赞同
- 金城吖回复元勰:
  400亿了兄弟，清醒点吧。百度在落寞，业务体量也秒杀n个zoom了。340亿。携程的业务也牛逼吧，136亿。 400亿意味着什么呢。一个会议软件.... 泡沫都是炒起来的。你们干，我一直挂空单走
- 金城吖回复奔跑的锅盖:
  懒得回复了，随意去吧。
- 奔跑的锅盖回复金城吖:
  你是真不知道还是真对比过产品？
seancody
2020-04-15
seancody
这个时期，炒这个股的都是短线，谁在乎15天后的股价，做波段就可以了
- 处众人之所恶:
  这话说得对也太绝对了。我不算早，2月中下开仓8月call，中间有减仓落袋，也有前段时间隐私问题加put对冲。未来几个月应该都不会完全退场。
- 金城吖:
  所以看看我是怎么说的，看整段，别看一半。
阔叶林上空
2020-04-30
阔叶林上空
现在136再做空来得及吗？
- 阔叶林上空回复金城吖:
  我也觉得估值太高了，你的分析言简意赅，直接干脆，没啥核心技术
- 金城吖:
  如果你有耐心，我觉得能空到至少80
巨困的喵喵
2020-04-15
巨困的喵喵
根本不是一个量级的产品就意味着产品已经变的不同，层主是腾讯员工吧
人生导师霍景良
2020-04-16
人生导师霍景良
滋醒他

发表看法

16

8

1

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