$迅雷(XNET)$回归的两个理由

$迅雷(XNET)$回归的两个理由：两个利好：涨价，其实1月开始的涨价已经可以预期一季度的业绩会暴涨，去年四季度收入八千万，今年一季度应该会上亿，利润率也会提高。现在玩客云涨到599了，二季度只会更好。

第二发了CDN牌照，说明政策上没有风险了，之前市场最担心的就是监管风险。这两天比特币狂跌但是迅雷没有跟跌，说明大家在关心迅雷的价值，而不是ICO区块链的狂热了。

迅雷是现在世界上区块链促进共享经济的唯一实体案例，别的都是骗人的。

现在投的才是价值投资，迅雷慢点走。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

自己的投资自己做主
2018-04-05
自己的投资自己做主
你说的第一天不太充足，一是之前报17年年报时已经对今年Q1的业绩作出了预报，大概还是8千万美金左右；二是涨价带来二季度业绩大增的前提是必须继续大卖，目前还需要有力的证据。这是迅雷管理层需要重点推进的，目前玩客云的数量没有被证实达到100万后继续高速增长。我是看多的，通过自己这几天使用玩客云存储和下载大片也更坚定了玩客云是继续大卖的，无需和链克的行情挂钩。但是需要迅雷大力销售，还要有新思路。
- 晓珮:
  预报是预报，超出预报是完全可能的。之前主要受产能限制，年前迅雷准备了400万的芯片备货，今年产能应该不受限制了。别的不说，今年能把这400万台卖出去，盈利对得起现在的股价了。我也是买了个玩客云，长期坚定老多，短期确实不好说。链克的应用落地，相信管理层在想办法，我们等着就行了。
锤哥
2018-04-05
锤哥
赵四派来的~~
- 糯米猪:
  从发帖数量上看具备马甲的特性哈乱猜的楼主也别介意
- 晓珮:
  和赵四没有任何关系，爱买不买吧，短期趋势不明，看到年底稳稳的。
1214ba
2018-04-05
1214ba
反正已经割肉了😭
- 晓珮:
  等两天回调买回来
烟灰哥
2018-04-12
烟灰哥
你好好看看，499都没人要，599更不会有人买。这几个月在线矿机量共增加了不到5万台，一月份都100万台在线了，现在105万台在线。
亏成狗的漫步云端08
2018-04-06
亏成狗的漫步云端08
出了个拿到牌照的消息，又开始出来忽悠了，一个已奄奄一息的不思进取靠打擦边球赚点奶钱的企业而已
烟灰哥
2018-04-12
烟灰哥
你真是个大**，，499都没人要，599哪有**买。

发表看法

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