刘刚1801
2020-09-19
mark
@美股队长:
$BigCommerce Holdings(BIGC)$今天才发现bigc和shop的区别,shop是封闭式的电商saas软件,bigc是开放式的电商saas,更专注于b2b行业。不过bigc的估值真是高啊,可能是有shop在前面,很多人觉得前景很好。但是看流量bigc今天的营收增速不太可能超过shop的97%啊,增速比shop低,估值比shop高那么多,不太合理,今天财报超预期是可能的,短期也可能涨,但是估值不低,下不去手,还是等估值回落再考虑吧$Shopify Inc(SHOP)$$亚马逊(AMZN)$
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