祝贺Square的市值正式超过一百亿美元

$Square, Inc(SQ)$这只是一个开始

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Tony特别帅
2017-09-14
Tony特别帅
我觉得SQ信用卡支付还是有点麻烦，不过移动支付风口太热了
- 反物质回复Tony特别帅:
  paypal不仅布局更成熟，而且已经成为移动支付的代名词，市值早已反映了这一点。除了中国外全球的电子支付渗透率还很低，paypal一定还有巨大的发展空间。
- Tony特别帅回复反物质:
  您怎么看pypl？我是觉得pypl在支付布局这块更成熟
- Tony特别帅回复反物质:
  懂了，多谢科普，占渠道确实很重要
- 反物质:
  北美欧洲和国内不一样，信用卡体系太成熟。但是老的pos机用户体验太差，租金又贵，SQ确实解决了一个刚需。未来占领大量渠道后，相信也会往无卡支付的方向发展，刷二维码也需要机器的。
ping
2017-09-15
ping
它和paypal是不同定位吗？
- 反物质:
  SQ是做线下的新一代POS机，主要服务的是中小商店客户。Paypal在线下这一块也有布局，但SQ深耕三四线，农村包围城市，占据了大量渠道。
人可人言
2017-09-15
人可人言
PayPal是线上，sq是线下，我觉得sq有点像国内的拉卡拉，但老美的信用卡很成熟，所以sq还是有机会的，特别是在美帝。

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