$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

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4

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\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,"gmtCreate":1550055797824,"gmtModify":1550055797824,"authorId":38136444741210,"author":{"id":38136444741210,"authorId":38136444741210,"name":"forex","avatar":"https://static.tigerbbs.com/a960e6e163bd03e43eea4b3b5796da53","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399319,"type":1,"supId":0,"prevId":0,"content":"双杀了 期权","text":"双杀了 期权","html":"双杀了 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