美股财报季个股前瞻（5）：PLTR,DIS,RBLX,TTD

2022-11-06

本周（07/Nov/22--11/Nov/22) 财报季个股前瞻，视频分析总结链接: https://youtu.be/-iRvzL7OBnk

1）$Palantir Technologies Inc.(PLTR)$ : 大数据分析，之前四个季度财报股价表现都不佳，这个季度自己以研究观望为主。

2）$迪士尼(DIS)$ , 自己还是比较看好其中线的。但是短线真是说不好，主题乐园业务理论上是从疫情中复苏的，流媒体业务则竞争太激烈了，虽然DIS有IP加持。

3）$Roblox Corporation(RBLX)$ 其实我心里是蠢蠢欲动想赌博一把，主要是绝对其9月份的数据还是不错的，但是考虑到现在的大环境，还是先研究观望吧。

4）$Trade Desk Inc.(TTD)$ 上次财报后股价上涨36%，然后近三个月股价走势是缓缓下降，目前又回到起点。是一个比较好的赌博选择。之前Meta，Goog，SNAP等财报表明宏观经济/广告未见起色，要看这次TTD能否独立于板块上涨了。

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

飞鲸投资笔记
2022-11-08
飞鲸投资笔记
$Palantir Technologies Inc.(PLTR)$ 7日盘前公布了业绩，是一个mix的结果，收入超出预期，但收益不及预期。尚未收盘，但目前股价下跌10%左右。在当前的大环境下，我感觉短线是没啥机会，市场的解读更多会看到的不利因素这一面，比如增速放缓，比如担心宏观环境的影响等。

我猜还是要等市场风向转变，至少不再杀高估值股，那时PLTR才有机会。
飞鲸投资笔记
2022-11-10
飞鲸投资笔记
继前两天的PLTR大跌之后，浓眉大眼的$迪士尼(DIS)$ 跌13%，元宇宙的希望$Roblox Corporation(RBLX)$ 跌21%，我寄予很大希望的$Trade Desk Inc.(TTD)$ 好不容易双beat，开盘还上涨5%，收盘一看跌8%
德迈metro
2022-11-06
德迈metro
RBLX是不是元宇宙的扛把子?
尔维斯肌肤
2022-11-06
尔维斯肌肤
看了你的股票了，想要进去赌博一下，感谢
弹力绳22
2022-11-06
弹力绳22
迪士尼是真的稳，这么大年龄还能有如此的定力表现
宝宝金水_
2022-11-06
宝宝金水_
不许看不起我的Palantir ，他可能会搞偷袭

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170

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Inc.(PLTR)$</a>&nbsp;:&nbsp; 大数据分析，之前四个季度财报股价表现都不佳，这个季度自己以研究观望为主。 2）<a target=\"_blank\" href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>&nbsp;, 自己还是比较看好其中线的。但是短线真是说不好，主题乐园业务理论上是从疫情中复苏的，流媒体业务则竞争太激烈了，虽然DIS有IP加持。 3）<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>&nbsp;其实我心里是蠢蠢欲动想赌博一把，主要是绝对其9月份的数据还是不错的，但是考虑到现在的大环境，还是先研究观望吧。 4）<a target=\"_blank\" href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>&nbsp;上次财报后股价上涨36%，然后近三个月股价走势是缓缓下降，目前又回到起点。是一个比较好的赌博选择。之前Meta，Goog，SNAP等财报表明宏观经济/广告未见起色，要看这次TTD能否独立于板块上涨了。 </body></html>","text":"本周（07/Nov/22--11/Nov/22) 财报季个股前瞻，视频分析总结链接: https://youtu.be/-iRvzL7OBnk 1）$Palantir Technologies Inc.(PLTR)$ : 大数据分析，之前四个季度财报股价表现都不佳，这个季度自己以研究观望为主。 2）$迪士尼(DIS)$ , 自己还是比较看好其中线的。但是短线真是说不好，主题乐园业务理论上是从疫情中复苏的，流媒体业务则竞争太激烈了，虽然DIS有IP加持。 3）$Roblox Corporation(RBLX)$ 其实我心里是蠢蠢欲动想赌博一把，主要是绝对其9月份的数据还是不错的，但是考虑到现在的大环境，还是先研究观望吧。 4）$Trade Desk Inc.(TTD)$ 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我的Palantir ，他可能会搞偷袭","text":"不许看不起 我的Palantir ，他可能会搞偷袭","html":"不许看不起 我的Palantir ，他可能会搞偷袭","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/664962078"}