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美股队长
2020-09-09

$BigCommerce Holdings(BIGC)$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)$

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。

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greatmails
·2020-11-18
几多才合理？
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- 谨谨慎慎:
  同问我觉得67合适[鬼脸]
  2020-11-21
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allblue
·2020-09-09
bigc估值过高，前面一波操作跟上了自然好，没跟上就要等估值合理再入了。
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刘刚1801
·2020-09-19
mark
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