$特斯拉 (TSLA.US)$今天，朋友，系好你的安全带。
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当我两年前去过越南胡志明，满街的Grab motor送货. 一片绿海我才发现原来那里那么盛行。当我回到马来西亚，covid期间，我住整个花园的人都爱外卖，送餐服务很繁忙和以前不一样了。来了新加坡两年发现外卖服务到处都是绿衣人。他即将和singtel合作做数字银行。他有很大的潜力市场，尤其是汇钱方面，由于covid 把实体货币汇钱商基本打死了。如果他抓住了这个货币兑换这方面把某银行给干掉。打车服务方面最大竞争对手就是gojek. 现在我公司部门也选择了送Grab的voucher 给我们员工消费。这股市场营销风潮是正面的。东南亚市场融的下互抗shopee和 lazada.(shopee以便宜打开市场） 当然Grab也可以.
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