$ContextLo_老虎社区_美港股上老虎 - 老虎社区

$ContextLogic Inc.(WISH)$Wish100亿美元还是太低了，没有哪个如此名气做电商的湾区公司市值这么点的，中期看到500亿，长期1-2k亿

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。

精彩评论

Ben__
2021-02-27
Ben__
wish不是pdd，你有想过美国市场跟中国市场吗，美国总人数3亿左右算百分之一在wish买东西就300w，中国不一样13亿人百分之一都1300w ，还有美国市场卖的是服务 wish 完全没有服务可言
- 西北股神回复Ben__:
  Wish不是市盈率的问题，而是增速的问题，本身也是老公司了，这个市场规模看市盈率已经说明不了什么了，就像没人看亚马逊和阿里一样，成熟和透明无比的行业，就看增速，拼多多就是速度太快，如果wish把跨境和低价做透，有更强劲的增速，不管参考谁的市盈率，这公司是100亿的规模么？当然他现在的确有问题，就看团队有没有能力提供增长
- Ben__回复西北股神:
  拿 wish跟Amazon 跟eBay做对比是因为它现在对手就是它们 wish 市盈率就在美国跟欧洲在来一点跨境难吗那你觉得亚麻做得到吗 eBay 做得到吗我要讲的是他的防护墙不高如果亚麻想做可以做到阿里也行简单来说就是它不是一只长持股升幅有限个人观点
- 西北股神回复Ben__:
  不是抬杠啊兄弟，你说的这几个根本不是他竞品，现在真正厉害的是sea,jumia这样的区域性平台，亚马逊和ebay几十年的公司了，要能**wish早**了
- 西北股神回复Ben__:
  Wish平台模型，不是自营要低价拿货能力干什么，我跨境创业5年了，说电商没有门槛就太扯了，尤其是跨境平台，当地流量获取难度很大，每个区域用户在哪都是难题，如果电商是个烧广告费就做的起来的行业，腾讯fb都有流量哪个做起来了？这个行业真正的壁垒是运营，链条，还有规模化的用户获取和商家入驻，中间还有匹配效率和信任。wish的门槛一点不低
- Ben__回复西北股神:
  它的壁垒不高谁都可以做到就看利益够不够大亚马逊可以 eBay 可以淘宝可以任何一个电商都可以广告钱肯定比你多它的最重要一个壁垒就是低价从中国工厂拿货压低价格压缩卖家的卖价就是利润不够多大电商不想要利润可以肯定不高的如果中国跟美国政策一变它就完了
杭州叶荣添
2021-02-28
杭州叶荣添
你早上的药又忘了吃了大夫快来给他扎一针[捂脸][捂脸]
- Nancyyyy:
  哈哈哈哈
上了飞机老师
2021-02-27
上了飞机老师
如果不真金白银提高物流水平和单靠中国卖家，难啊。

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