看空，说一点小看法

$NTES(NTES)$ 我没做过调研也不知道目标价多少合适。只说说自己的感觉。

首先250倍市盈率感觉依然不低。

在其次我是手机端游占游戏70多比重，而网易游戏给我的感觉就是做的认真用心。也在积极追随市场潮流甚至主导做创新。但并没有什么结果，打不过无奈企鹅流氓。就像当年3q大战，就是有钱就是有用户，但不同的是这次感觉网易并占不到什么舆论上的偏袒。何去何从

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

吴裔雄
2018-06-01
吴裔雄
网易严重看空的，游戏占比太大，新游吃鸡这种游戏缺乏氪金的动力，类似的还有它的第五人格，懂游戏的应该会懂，但是除了游戏之外的电商无限看好，总体来看下季财报180不是梦
- 股海浪b:
  老哥我很好奇这类公司该怎么估值
白夜行
2018-05-31
白夜行
250倍……
- 白夜行回复20110927Y:
  静态，动态，前瞻，看你想看哪个了……
- 20110927Y回复白夜行:
  不是25嘛
- 股海浪b回复白夜行:
  实际
- 白夜行回复股海浪b:
  就一点仓位而已，而且这不重要，你是算得前瞻pe吧
- 股海浪b回复白夜行:
  老哥你多重的仓位？我只是长期不看好，短期反弹我也说不好。
AIolt
2018-05-31
AIolt
继续逢高做空呗~
- 股海浪b:
  我就是好奇上季eps怎么那么低，我怕一波反弹明年就有砖搬了
Te
2018-05-31
Te
同感，支持！
yomei
2018-05-31
yomei
250 xPE看错了吧大哥

发表看法

17

1

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