$Twilio In_老虎社区_美港股上老虎 - 老虎社区

价值价值投资

$Twilio Inc(TWLO)$ 这个股财报后为什么跌呀？

营收超预期了

美股收益正符合

是指引不好吗？

$纳指ETF(QQQ)$

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

THAN
2019-02-13
THAN
走势来看，投资者应该认为twilio目前的体量下，利润应该更重要了，但是公司管理层在几个季度之前强调的还是做大营收，这个策略应该还是在继续执行，所以营收超预期才是管理层的目标，对因为EPS造成的股价下跌只会是短期的波动，目前twilio的龙头地位稳固，市场前景广阔，相信它的长期表现
- 价值价值投资回复THAN:
  嗯嗯，对，长期持有该股票是不错的选择，短期波动率太大了，我觉得美股不会崩得，经济学家的一致意见是世界经济增长放缓，不是到退，还有川普和美联储保驾，不会崩得，最大的不确定因素是毛衣战，如果川普的关税行动会导致美股崩盘，他肯定不会那么做的
- THAN回复价值价值投资:
  不要去赌短线，这家公司是成长股，很有潜力，偶尔财报不达预期很正常；只是以市销率，它已经高估了，所以它要用高营收来消化自己的估值，正股长期持有是个不错的选择，当然我现在最担心的还是美股崩盘，把它给带崩了，不过那时应该没有股票能幸免
- 价值价值投资回复THAN:
  谢谢你啊，你挺专业的
- THAN回复价值价值投资:
  我觉得美股没崩的前提下，下个季度应该能让投资者恢复信心，但目前投资者既然觉得EPS不好而导致股价下跌，预计要发酵一下，以便让对这份财报正面解读的投资者买票进场，毕竟已经预告了较低的Q1的EPS预期，可以创造不错的买点，就看多空交锋的快慢了，22号的期权个人感觉可能有点悬
- 价值价值投资回复THAN:
  不过长期应该是看好的，这个领域龙头地位
雅南居士
2019-02-13
雅南居士
指引不好呢
- 价值价值投资:
  我看这个指引不好只是每股收益上，但营收的指引照样是超预期的，你对以后走势怎么看？
绿洲里的骆驼
2019-02-13
绿洲里的骆驼
过山车一样，还好相信它
mayshang
2019-02-13
mayshang
什么叫指引？
forex
2019-02-13
forex
双杀了期权
麦麦卢
2019-02-13
麦麦卢
指引不好，好想见到了前几天的亚马逊

发表看法

19

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":399319,"tweetId":"399319","gmtCreate":1550009654385,"gmtModify":1704789365373,"author":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"authorIdStr":"3475331974634741","name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":128,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>$Twilio Inc(TWLO)$ 这个股财报后为什么跌呀？</p> <p>营收超预期了</p> <p>美股收益正符合</p> <p>是指引不好吗？</p> <p>$纳指ETF(QQQ)$ </p> <p></p></body></html>","htmlText":"<html><head></head><body><p>$Twilio Inc(TWLO)$ 这个股财报后为什么跌呀？</p> <p>营收超预期了</p> <p>美股收益正符合</p> <p>是指引不好吗？</p> <p>$纳指ETF(QQQ)$ </p> <p></p></body></html>","text":"$Twilio Inc(TWLO)$ 这个股财报后为什么跌呀？ 营收超预期了 美股收益正符合 是指引不好吗？ $纳指ETF(QQQ)$","highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":19,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/399319","repostId":0,"isVote":1,"tweetType":1,"viewCount":3248,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QQQ","TWLO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":93,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1327203,"commentId":"1327203","gmtCreate":1550017206027,"gmtModify":1550017206027,"authorId":139953309324824,"author":{"id":139953309324824,"idStr":"139953309324824","authorId":139953309324824,"name":"THAN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"走势来看，投资者应该认为twilio目前的体量下，利润应该更重要了，但是公司管理层在几个季度之前强调的还是做大营收，这个策略应该还是在继续执行，所以营收超预期才是管理层的目标，对因为EPS造成的股价下跌只会是短期的波动，目前twilio的龙头地位稳固，市场前景广阔，相信它的长期表现","text":"走势来看，投资者应该认为twilio目前的体量下，利润应该更重要了，但是公司管理层在几个季度之前强调的还是做大营收，这个策略应该还是在继续执行，所以营收超预期才是管理层的目标，对因为EPS造成的股价下跌只会是短期的波动，目前twilio的龙头地位稳固，市场前景广阔，相信它的长期表现","html":"走势来看，投资者应该认为twilio目前的体量下，利润应该更重要了，但是公司管理层在几个季度之前强调的还是做大营收，这个策略应该还是在继续执行，所以营收超预期才是管理层的目标，对因为EPS造成的股价下跌只会是短期的波动，目前twilio的龙头地位稳固，市场前景广阔，相信它的长期表现","likeSize":0,"commentSize":11,"subComments":[{"id":1327495,"commentId":"1327495","gmtCreate":1550029408805,"gmtModify":1550029408805,"authorId":3475331974634741,"author":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":139953309324824,"repliedAuthor":{"id":139953309324824,"idStr":"139953309324824","authorId":139953309324824,"name":"THAN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":399319,"objectIdStr":"399319","type":1,"supId":1327203,"supIdStr":"1327203","prevId":1327481,"prevIdStr":"1327481","content":"嗯嗯，对，长期持有该股票是不错的选择，短期波动率太大了，我觉得美股不会崩得，经济学家的一致意见是世界经济增长放缓，不是到退，还有川普和美联储保驾，不会崩得，最大的不确定因素是毛衣战，如果川普的关税行动会导致美股崩盘，他肯定不会那么做的","text":"嗯嗯，对，长期持有该股票是不错的选择，短期波动率太大了，我觉得美股不会崩得，经济学家的一致意见是世界经济增长放缓，不是到退，还有川普和美联储保驾，不会崩得，最大的不确定因素是毛衣战，如果川普的关税行动会导致美股崩盘，他肯定不会那么做的","html":"嗯嗯，对，长期持有该股票是不错的选择，短期波动率太大了，我觉得美股不会崩得，经济学家的一致意见是世界经济增长放缓，不是到退，还有川普和美联储保驾，不会崩得，最大的不确定因素是毛衣战，如果川普的关税行动会导致美股崩盘，他肯定不会那么做的"},{"id":1327481,"commentId":"1327481","gmtCreate":1550028630168,"gmtModify":1550028630168,"authorId":139953309324824,"author":{"id":139953309324824,"idStr":"139953309324824","authorId":139953309324824,"name":"THAN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3475331974634741,"repliedAuthor":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":399319,"objectIdStr":"399319","type":1,"supId":1327203,"supIdStr":"1327203","prevId":1327466,"prevIdStr":"1327466","content":"不要去赌短线，这家公司是成长股，很有潜力，偶尔财报不达预期很正常；只是以市销率，它已经高估了，所以它要用高营收来消化自己的估值，正股长期持有是个不错的选择，当然我现在最担心的还是美股崩盘，把它给带崩了，不过那时应该没有股票能幸免","text":"不要去赌短线，这家公司是成长股，很有潜力，偶尔财报不达预期很正常；只是以市销率，它已经高估了，所以它要用高营收来消化自己的估值，正股长期持有是个不错的选择，当然我现在最担心的还是美股崩盘，把它给带崩了，不过那时应该没有股票能幸免","html":"不要去赌短线，这家公司是成长股，很有潜力，偶尔财报不达预期很正常；只是以市销率，它已经高估了，所以它要用高营收来消化自己的估值，正股长期持有是个不错的选择，当然我现在最担心的还是美股崩盘，把它给带崩了，不过那时应该没有股票能幸免"},{"id":1327466,"commentId":"1327466","gmtCreate":1550028071669,"gmtModify":1550028071669,"authorId":3475331974634741,"author":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":139953309324824,"repliedAuthor":{"id":139953309324824,"idStr":"139953309324824","authorId":139953309324824,"name":"THAN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":399319,"objectIdStr":"399319","type":1,"supId":1327203,"supIdStr":"1327203","prevId":1327465,"prevIdStr":"1327465","content":"谢谢你啊，你挺专业的","text":"谢谢你啊，你挺专业的","html":"谢谢你啊，你挺专业的"},{"id":1327465,"commentId":"1327465","gmtCreate":1550027880751,"gmtModify":1550027880751,"authorId":139953309324824,"author":{"id":139953309324824,"idStr":"139953309324824","authorId":139953309324824,"name":"THAN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3475331974634741,"repliedAuthor":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":399319,"objectIdStr":"399319","type":1,"supId":1327203,"supIdStr":"1327203","prevId":1327292,"prevIdStr":"1327292","content":"我觉得美股没崩的前提下，下个季度应该能让投资者恢复信心，但目前投资者既然觉得EPS不好而导致股价下跌，预计要发酵一下，以便让对这份财报正面解读的投资者买票进场，毕竟已经预告了较低的Q1的EPS预期，可以创造不错的买点，就看多空交锋的快慢了，22号的期权个人感觉可能有点悬","text":"我觉得美股没崩的前提下，下个季度应该能让投资者恢复信心，但目前投资者既然觉得EPS不好而导致股价下跌，预计要发酵一下，以便让对这份财报正面解读的投资者买票进场，毕竟已经预告了较低的Q1的EPS预期，可以创造不错的买点，就看多空交锋的快慢了，22号的期权个人感觉可能有点悬","html":"我觉得美股没崩的前提下，下个季度应该能让投资者恢复信心，但目前投资者既然觉得EPS不好而导致股价下跌，预计要发酵一下，以便让对这份财报正面解读的投资者买票进场，毕竟已经预告了较低的Q1的EPS预期，可以创造不错的买点，就看多空交锋的快慢了，22号的期权个人感觉可能有点悬"},{"id":1327292,"commentId":"1327292","gmtCreate":1550021589285,"gmtModify":1550021589285,"authorId":3475331974634741,"author":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":139953309324824,"repliedAuthor":{"id":139953309324824,"idStr":"139953309324824","authorId":139953309324824,"name":"THAN","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":399319,"objectIdStr":"399319","type":1,"supId":1327203,"supIdStr":"1327203","prevId":1327238,"prevIdStr":"1327238","content":"不过长期应该是看好的，这个领域龙头地位","text":"不过长期应该是看好的，这个领域龙头地位","html":"不过长期应该是看好的，这个领域龙头地位"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1327183,"commentId":"1327183","gmtCreate":1550015477673,"gmtModify":1550015477673,"authorId":3469595925970942,"author":{"id":3469595925970942,"idStr":"3469595925970942","authorId":3469595925970942,"name":"雅南居士","avatar":"https://static.tigerbbs.com/35316e911ac01b4bc20645d086290ff0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"指引不好呢","text":"指引不好呢","html":"指引不好呢","likeSize":0,"commentSize":1,"subComments":[{"id":1327190,"commentId":"1327190","gmtCreate":1550016319061,"gmtModify":1550016319061,"authorId":3475331974634741,"author":{"id":3475331974634741,"idStr":"3475331974634741","authorId":3475331974634741,"name":"价值价值投资","avatar":"https://static.tigerbbs.com/f2ed9995d33741ac00e7efd4660c2809","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":1327183,"supIdStr":"1327183","prevId":0,"prevIdStr":"0","content":"我看这个指引不好只是每股收益上，但营收的指引照样是超预期的，你对以后走势怎么看？","text":"我看这个指引不好只是每股收益上，但营收的指引照样是超预期的，你对以后走势怎么看？","html":"我看这个指引不好只是每股收益上，但营收的指引照样是超预期的，你对以后走势怎么看？"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1328504,"commentId":"1328504","gmtCreate":1550067599055,"gmtModify":1550067599055,"authorId":55412771244462,"author":{"id":55412771244462,"idStr":"55412771244462","authorId":55412771244462,"name":"绿洲里的骆驼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"过山车一样，还好相信它","text":"过山车一样，还好相信它","html":"过山车一样，还好相信它","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1328293,"commentId":"1328293","gmtCreate":1550061078581,"gmtModify":1550061078581,"authorId":3450349852498346,"author":{"id":3450349852498346,"idStr":"3450349852498346","authorId":3450349852498346,"name":"mayshang","avatar":"https://static.tigerbbs.com/872b83d081a0294faa3a2d1e621e24c8","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"什么叫指引？ \n<br>","text":"什么叫指引？ \n<br>","html":"什么叫指引？ \n<br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1328149,"commentId":"1328149","gmtCreate":1550055797824,"gmtModify":1550055797824,"authorId":38136444741210,"author":{"id":38136444741210,"idStr":"38136444741210","authorId":38136444741210,"name":"forex","avatar":"https://static.tigerbbs.com/a960e6e163bd03e43eea4b3b5796da53","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"双杀了 期权","text":"双杀了 期权","html":"双杀了 期权","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1327947,"commentId":"1327947","gmtCreate":1550049039722,"gmtModify":1550049039722,"authorId":3464387590673481,"author":{"id":3464387590673481,"idStr":"3464387590673481","authorId":3464387590673481,"name":"麦麦卢","avatar":"https://static.tigerbbs.com/3b0ce6565a8141c3694354989c3208a1","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"objectIdStr":"399319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"指引不好，好想见到了前几天的亚马逊","text":"指引不好，好想见到了前几天的亚马逊","html":"指引不好，好想见到了前几天的亚马逊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/399319"}