$Fastly, I_老虎社区_美港股上老虎 - 老虎社区

乔丹贝尔福特

$Fastly, Inc.(FSLY)$ 下调预期其实没下调多少，还是保持非常高速的增长，最主要还是前几天拉升真的没有任何消息！那就没办法了。$Cloudflare, Inc.(NET)$是有真材实料的利好的！现在问题是fsly的下调是否给net更多的增长机会？还是对于整个行业都是利空？

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

带头老大哥
2020-10-15
带头老大哥
我的理解是 $Cloudflare, Inc.(NET)$ 就不是一个cdn公司，而是一个网络安全服务提供商
- 带头老大哥:
  报表马上来了，是骡子还是马，到时可以看下
- 乔丹贝尔福特:
  业务多少都有重叠吧，侧重不一样
谨谨慎慎
2020-10-15
谨谨慎慎
那个比较稳？
- 谨谨慎慎回复乔丹贝尔福特:
  [666]谢谢明白
- 乔丹贝尔福特回复谨谨慎慎:
  这些东西很难讲的，有可能财报前就涨过了
- 谨谨慎慎回复乔丹贝尔福特:
  [害羞]上一次财报结果好吗？
- 乔丹贝尔福特回复谨谨慎慎:
  前一天卖出也行
- 谨谨慎慎回复乔丹贝尔福特:
  很吓人呢财报不好就要一泻千里了

发表看法

10

2

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