$Netflix, _老虎社区_美港股上老虎 - 老虎社区

$Netflix, Inc.(NFLX)$
有人做空吗？Q3指引太低，很容易就beat啊！

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

顽皮岛主
2016-10-15
顽皮岛主
不是beats就能涨的，还有Q4指引，注册用户预期，节日销售预期等等。我看空
- joneshen1992:
  我有点怕怕😂
捷克Jack
2016-10-17
捷克Jack
正因为指引低，所以对它的情绪会更差，只能说，如果全面好于预期，涨幅会巨大。
看你愿不愿意赌了。
- joneshen1992回复捷克Jack:
  是啊，这季只有30万美国增长，200万国际增长。太低了
- 捷克Jack回复joneshen1992:
  NFLX一向以来更重要的是用户数
- joneshen1992:
  put已经被套了，在考虑要不要斩或者对冲，唉...
懒死的菜鸟
2016-10-18
懒死的菜鸟
建议不赌，波动太大，好坏对心态都不好，然而我的call一直都在，我绝对不会告诉你已经负超过30%了
- 懒死的菜鸟回复凛冬将至:
  运气还行，回本加上赚一点吧毕竟成本过高
- 凛冬将至:
  然而现在赚了多少
- 孟浩:
  牛啊……

发表看法

11

2

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