mark-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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刘刚1801
2020-09-19

mark

@美股队长8：

$BigCommerce Holdings(BIGC)$今天才發現bigc和shop的區別，shop是封閉式的電商saas軟件，bigc是開放式的電商saas，更專注於b2b行業。不過bigc的估值真是高啊，可能是有shop在前面，很多人覺得前景很好。但是看流量bigc今天的營收增速不太可能超過shop的97%啊，增速比shop低，估值比shop高那麼多，不太合理，今天財報超預期是可能的，短期也可能漲，但是估值不低，下不去手，還是等估值回落再考慮吧$Shopify Inc(SHOP)$$亞馬遜(AMZN)$

$BigCommerce Holdings(BIGC)$今天才發現bigc和shop的區別，shop是封閉式的電商saas軟件，bigc是開放式的電商saas，更專注於b2b行業。不過bigc的估值真是高啊，可能是有shop在前面，很多人覺得前景很好。但是看流量bigc今天的營收增速不太可能超過shop的97%啊，增速比shop低，估值比shop高那麼多，不太合理，今天財報超預期是可能的，短期也可能漲，但是估值不低，下不去手，還是等估值回落再考慮吧$Shopify Inc(SHOP)$$亞馬遜(AMZN)$

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