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Dollarmagnet
2021-12-15

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$Sea Ltd(SE)$和$MercadoLibre(MELI)$最近股价大跌，其中一个原因是因为巴西的通货膨非常高，经济正在变坏，货币乏值。这些原因导致股价大跌。我会比较看好SEA，因为巴西只是占公司一小部分的营业额，公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入

$Sea Ltd(SE)$和$MercadoLibre(MELI)$最近股价大跌，其中一个原因是因为巴西的通货膨非常高，经济正在变坏，货币乏值。这些原因导致股价大跌。我会比较看好SEA，因为巴西只是占公司一小部分的营业额，公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入

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