黄小瑭
2021-01-30
$Facebook(FB)$
虽然不喜欢小扎，但是这个股票也太便宜了吧……25倍pe
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ckxy2008
2021-01-30
ckxy2008
这种纯广告公司,需要和标普的大盘比较，如果超过标普大盘的pe，就必须要有相应的增长作支撑。所以就看你怎么估价了，如果认为是一个增长公司，现在pe就没问题，但是必须要有每年的稳定增长，注意是增长，维持不变都是不行的。如果认为未来是一个充沛现金流的成熟公司，那么现在pe又太高了
黄小瑭
:
但是我怎么看这个价钱都足够低了，就是小扎太讨厌了，不然一年基本盈利20%增长的公司，25倍pe，下一年就是20倍，两年后就是16倍，所以我觉得已经不错了
ckxy2008
2021-01-30
ckxy2008
现在真是人比人气死人的年代啊，25倍pe都能被称作 太便宜了吧 。。我记得08年微软最低到过6 苹果17年长期在15以内
水水果果
:
我也是 长期持有，利空出尽即为利好
黄小瑭
回复
水水果果
:
我都昨天开仓了，之前清仓了，其实长期持有问题又不大
水水果果
:
注意ratio是一种用来比较的指标，不是应该单独衡量的数值。苹果增长率是5%，fb超过20%，而且更便宜的pe。打折加仓持有
黄小瑭
:
现在普遍比较贵吧，你看看之前苹果都40倍pe，特斯拉1000倍，然后拼多多这种每年还亏这么多钱的都快2000亿市值
ckxy2008
2021-01-30
ckxy2008
所以现在很难讲怎么估价，我是学金融学出身的，但是书本上那一套早就十几年前就不好使了
黄小瑭
:
我赞同你的观点，市场有点疯狂
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