跟踪了两年多 se 的财报，说下看法，认为这季度财报是最近一年最好的财报。游戏部分超出了去年给的预期，去年的预期只有 40% 的增长率。这几个季度下来都没有减弱的意思。电商部分收入增加，虽然亏损超出预期，但是在收入增加这么多的情况下，市场给了更好的容忍度，应该是提高了一些国家和地区的收费，到了收获的季节。支付的增速也超级快，本来以为要到后年才成气候，现在看来比想象的要快很多，这部分又给了很大的想象空间，股价的确不便宜，没办法，好东西没有便宜的$Sea(SE.US) $特斯拉(TSLA.US) $阿里巴巴(BABA.US)
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