$Peloton I_老虎社区_美港股上老虎

2020-09-16

$Peloton Interactive, Inc.(PTON)$1. pton在台湾有厂了产能提升。2. 暂时没有进军中国的想法。3. 苹果对pton的影响会有，但是不多。pton的less affluent 客户占比非常少。苹果9.99 一个月只提供课，不提供器材。这个课可以和youtuber直接竞争，但是影响pton比较少。pton应该让自己的东西更便宜更好。4. 竞争利好消费者

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精彩评论

看一眼
2020-09-16
看一眼
而且pton的社区氛围是苹果永远无法具备的
wwwee
2020-09-16
wwwee
居然被加精啦，开星 [微笑]

发表看法

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