MZ39
2021-03-11

I think BABA is a buy now. Trading at 27x PE is cheap for an amazon like ecommerce firm and it has the potential to be a big global giant with china market as its launchpad

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Comments

  • Walker975
    2021-03-11
    Walker975
    我同意,尽管市盈率很高,但它不应该与亚马逊相提并论。亚马逊是美国人生活中不可或缺的一部分,而亚洲人则有更多的选择。我仍然认为它还有成长的空间虽然
    • MZ39ReplyWalker975
      我完全同意,尽管微软azure和谷歌云给AWS带来了一场竞争…哈哈
    • Walker975ReplyMZ39
      这也是真的,aws也有很多潜力,但我认为还有一些云计算的选择,aws只是最“可信”的。
    • MZ39ReplyWalker975
      我知道我没有意识到亚马逊是如此的完整。怪不得它这么贵,我想它的价值很高,因为它的AWS组件以及
    • Walker975ReplyMZ39
      虽然他们有其他的选择,但据我所知,没有一个能比得上亚马逊提供的服务。而且亚马逊是一个家喻户晓的名字。如果剩下的都一样,人们还是会改用亚马逊
    • MZ39
      亚马逊有那么重要吗?难道美国人没有沃尔玛、target和其他许多零售商可供选择吗?无论如何,在疫苗之后,美国的零售业将很快复苏。
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