$Moderna, _老虎社区_美港股上老虎 - 老虎社区

$Moderna, Inc.(MRNA)$

辉瑞国际巨头，产能几乎无限大。先上市，是个巨大利空，下跌📉10%很正常。怎么上涨呢？

韭菜们的逻辑，不懂啊

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精彩评论

东歆石
2020-12-02
东歆石
我不到120不会上的。我大部分捏着BNTX，成本低，随便它
- Fred_6810回复zoushendi:
  nb，
  还没碰过期权，要看看
- zoushendi回复Fred_6810:
  我昨晚135的put，八毛钱进，半夜三点钟醒来，10刀卖了，爽歪歪
- 东歆石回复Fred_6810:
  我不做空，原则问题。但我看好你做空。
- Fred_6810:
  100-120还正常。
  昨天，做空，绝对刺激。
  今天应该10%只内波动吧。
东歆石
2020-12-02
东歆石
传说剩下的美国订单4亿，都是Moderna的。渠道不明，你考虑下。不过今天moderna必翻，盘后都去bntx了
- Fred_6810:
  昨天跌30%，我做对了。今天看... 你抓紧上车。
Fred_6810
2020-12-02
Fred_6810
及时订单翻翻，产能也没有。这种没故事也信？

就算订单产能都翻翻，估值也无法支持，因为疫苗是时髦产品，一年后，病毒变异，疫苗失效。必须开发新疫苗才能，保住业绩。

美国政府订单几个月前都公布过了。

...抄家的思路

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