DKforce
2018-07-17
$Netflix, Inc.(NFLX)$
半年市值膨胀一倍多,比亚马逊涨的还快。说没泡沫的估计连他自己都不信。
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Castamere
2018-07-17
Castamere
等升的差不多了还做空么?这股票之前做空坑死了我,现在终于风水轮流转了
Castamere
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DKforce
:
这不就好了,我觉得他这么费力花大价钱其实做太多节目了,目前更重要的是打开市场
DKforce
:
长远来说这个股是不能做空的,因为实际上奈非自制的质量还是不错的,现在的问题是北美业务接近饱和,欧洲和亚洲扩张阻力很大。
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