关注ozon，das_老虎社区_美港股上老虎 - 老虎社区

格桑花开琪

关注ozon，dash要去了解一下使用程度。

爱彼迎是我的经验教训，还好，最终回来了。

@拜登之音：$DoorDash, Inc.(DASH)$外卖公司，增速迅猛，股价也迅猛，长线看至1000亿美金之上，超越优步，短期波动不予评价。 $爱彼迎(ABNB)$谨慎买入，重申卖出评级，目前爱彼迎的估值严重脱离实际价值，本质还是跟携程和booking一条赛道的公司，仅仅靠市场动能走高的股票无法长久持续稳定的增长。 $C3.ai, Inc.(AI)$云计算公司普遍高估值，仁者见仁智者见智，不予评价，给予中性评级 $Yalla Group(YALA)$中东语音社交目前价格获利盘居多，马上解禁谨慎追高，持有评级 $Ozon Holdings PLC(OZON)$俄罗斯最大电商ozon严重低估状态，长期看到200-300亿美金市值，给予强烈买入评级，根据各国经验电商超搜索引擎几乎是确定性的事件！

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