$亚马逊(AMZN)_老虎社区_美港股上老虎

剑啸江湖
2021-01-24

$亚马逊(AMZN)$和$Sea Ltd(SE)$在东南亚的竞争会以亚麻籽完败告终吗？

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我不是韭菜呢
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干不过。se现在股价太高了，要继续支撑增长的话，必须面对的对手是巴西的meli. 另外游戏freefire不能一直挤奶的，需要新的爆款。亚马逊也就新加坡玩玩，东南亚其他国家不可能。话说已经习惯中式app体验到用户估计用不惯亚马逊这种相对劣质的app体验。
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