$Zoom(ZM)$_老虎社区_美港股上老虎 - 老虎社区

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对时间求导
2020-06-11

$Zoom(ZM)$这种视频软件的还是有一定的用户粘性的，如果覆盖率高的情况下，就很难转用其他软件了，但是长期来说，zoom的技术不占优势，功能单一，公司规模较小，还是很有可能被巨头干掉。综合来看，zoom的风险非常高，有冲破800亿美金的可能性，中期也有可能跌破300亿，做空务必谨慎。

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steve_6240
·2020-06-11
如果有免费的并且差异不大的话能一直走转化率那
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记住不买中概股
·2020-06-11
空已亏10个点，长远看不慌
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