$DoorDash,_老虎社区_美港股上老虎

拜登之音

2020-12-15

$DoorDash, Inc.(DASH)$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！

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

reallilwayne
2020-12-16
reallilwayne
Ozon我也看好但是超yandex不太可能 yandex在俄罗斯属于阿里腾讯级别的巨头什么都掺一手
- 拜登之音:
  有很大可能三年内超越，yandex虽然涉及的多，但像百度一样还是搜索为主，打车业务为辅，其他业务包括电商不值一提
好好呀
2020-12-16
好好呀
大佬，我有点担心，这股票和YY欢聚时代有点像，为什么YY财报那么好估值却很低。？？？
- 拜登之音:
  歪歪假财报，抖音快手争霸下，属于日落西山的公司
- 好好呀:
  yala
太阳裔
2020-12-16
太阳裔
door还是可以达到1000美金的但是我认为不可能比优步强，爱彼迎已经没有大肉了浪费资金
- 拜登之音:
  优步估值低的原因在于增速吧，长线超越优步问题不大
纽约华人雷只做啊甘投资法
2020-12-16
纽约华人雷只做啊甘投资法
超越uber.呵呵2个字送给你
- 纽约华人雷只做啊甘投资法回复拜登之音:
  uber除了外卖还有载客服务.door除了那些小州之外.大洲全部是uber eats的市场.大洲里平均5单Uber etas的情况下.door才来一单客人.
- 拜登之音:
  有何不妥？资本看的是增速，zoom都能超千亿
最纯的蓝
2020-12-15
最纯的蓝
俄罗斯才多少人啊！地广人稀的，就像新疆，都没法包邮，电商很难...
- 拜登之音:
  两码事，看看人口分布
purify
2020-12-15
purify
爱彼迎竟然都没破发，这一顿爆炒我也是服
- 拜登之音:
  嗯，谁让是美国的互联网平台呢

发表看法

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