XHDD
2021-05-21
$维亚康姆CBS(VIAC)$
这周真给力，也终于过了回本线了。。
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XHDD
2021-05-21
XHDD
@皆大欢喜MXB
你也蹲到这么晚吗，话说你的本我记得好像高一点的...
XHDD
回复
皆大欢喜MXB
:
$维亚康姆CBS(VIAC)$
的最大股东National Amusement牢牢控制着80%的投票权，他的创始人雷石东去年去世了，现在的董事长是他女儿。这人的经历是真的传奇，但他新世纪后其实不太行，比如错过了收购
$Facebook(FB)$
的机会等等
XHDD
回复
皆大欢喜MXB
:
我其实就是对好莱坞感兴趣才会研究美股，但这些传媒股风险其实都挺大，疫情熔断，某种程度上给了抄底的机会
XHDD
回复
皆大欢喜MXB
:
不不不，以我对它的研究，短期内不会有并购，好莱坞这边就它和
$康卡斯特(CMCSA)$
有可能有大变动，但这两家都是家族控股，并购可能性太小了
XHDD
回复
皆大欢喜MXB
:
长期我还是看好，传媒这块我研究了两三年了，就重仓了这只，去年赚了不少，本来今年都不再关注了，又来了史诗级爆仓，整体还好，恢复的比去年熔断那会快很多，去年那会磨了三个月才开始赚钱
XHDD
回复
皆大欢喜MXB
:
爆仓后一个多月的阴跌应该算是结束了
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