$迪士尼(DIS)$_老虎社区_美港股上老虎

2021-02-12

$迪士尼(DIS)$Disney 财报中规中矩，Park亏损由Disney+优异表现填补。订阅数再创新高。conference call 上面新闻报道有误，说之后不会再公布季度订阅数，后来报道又澄清是错误消息。总之继续公布季度订阅数就是一个positive signal. Park 3月中旬应该会以园区25%的capacity运行。完全开放预计要到summer之后。如果四月底能全面普及疫苗，那对迪士尼将是极大的利好，但是依然存在不确定性。

我的看法：除非疫情再度爆发难以控制，Disney很难有不好的表现。Disney+稳定增长，内容库2021大幅增加，疫苗现在也在稳步推进，长期来看Disney上涨空间依然巨大。短期应该还会有震荡行情，只要你手持正股，问题不大[开心]

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

江南水多多
2021-02-12
江南水多多
中规中矩吗？
- 江南水多多回复ww老公:
  没有杠，就是想不到这个阶段要拿出什么样的数据才算是“非常好”。
- ww老公回复江南水多多:
  我没说不好，我说没有非常好，这个也需要杠吗？收益是靠削减支出来的，订阅数的利好前两周都涨完了，继续上涨就靠的是指引。
- 江南水多多回复ww老公:
  哪一点不好。每股收益和会员数都超过预期很多，唯一的一点就是线下开园时间没有透露吧
- ww老公:
  是的，并没有非常好
意面西部片
2021-02-12
意面西部片
disney的财报数字看看就好，disney现在上涨的潜力就是disney+和园区开园
盛唐哥
2021-02-12
盛唐哥
赞👍

发表看法

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