飞飞618
10-23
$泡泡玛特(09992)$
三季度业绩预告出来之后,市场对泡泡玛特更加乐观,讨论从之前的是否会涨变成了估值是否偏高。
个人认为,对于成长股投资,成长阶段不要过于关注行业竞争格局和静态估值水平,只要增速不放缓,抱团大概率都不瓦解(市场别太差),后续跟踪季报增速即可。
股价跌超5%!泡泡玛特你还看好吗?
近期发布强劲财报的泡泡玛特,港股股价大涨后,今日急速下跌。消息面上,泡泡玛特股东通过大宗交易以每股71.98港元卖出股票。【此次下跌,会改变泡泡玛特上涨趋势吗?现在你会怎么操作?】
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。
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小狗摩天轮
10-23
小狗摩天轮
同意你的观点,成长股的投资主要还是看公司的增速和前景,不需要过于担心行业竞争和估值
飞飞618
:
是的,我非常坚定。成长股还是要看空间、企业核心竞争力、企业家精神等,估值是排序靠后的项。即使短期估值偏高,也希望可以用增长消化过高的估值水平。
飞飞618
10-23
飞飞618
PS:持有泡泡,有屁股决定脑袋之嫌。
小米死多头
:
牛啊
什么也没有了~
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