【百度思考1】百度的_老虎社区_美港股上老虎

2021-11-02

【百度思考1】百度的业务，搜索广告业务处于停滞状态，市场份额面临微信、抖音等的抢夺。爱奇艺艰难前行，投资业务受监管政策影响损失较大。但搜索广告业务能够为公司重点布局的人工智能、智能驾驶、云业务提供稳定的现金流。公司存在发展出第二增长曲线的可能性。加之公司目前估值较低，股价低位，具有较高的概率和赔率。同时，欢迎大家交流正股+期权捕捉百度投资机会的策略？$百度(BIDU)$

期权Q&A：期权知识，你问我答

你想知道的期权知识都在这里，咨询期权问题@期权小助手

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

老夫的少女心_
2021-11-02
老夫的少女心_
个人估计公司存在发展出第二增长曲线很快就会来临。
- 恒毅者:
  我是从概率看的，百度投资了那么多资金用于人工智能和自动驾驶，是有可能孕育出第二增长曲线的。这种概率是大于50%的，赔率相对来说也不错，所以在考虑用10%的仓位投资百度。
刀哥拉丝
2021-11-02
刀哥拉丝
百度的末日期权不好说，长期期权应该比较有把我。
- 恒毅者:
  之前买入2023年到期、300的CALL，目前还在略亏当中。没有太想好，怎么合理使用百度的长期期权。
豆腐王中王
2021-11-02
豆腐王中王
我刚准备这几天杀入百度，就看到了你的文章，缘分了。
- 恒毅者:
  可否简短总结你投资百度的理由及投资策略？
宝宝金水_
2021-11-02
宝宝金水_
作为一家技术型公司我觉得李彦宏还是很务实的。
丹尼尔加
2021-11-02
丹尼尔加
眼见他盖高楼，眼见他宴宾客，眼见他楼塌了。
尔维斯肌肤
2021-11-02
尔维斯肌肤
百度错过了不少，当年的百度糯米其实也是可以和美团跟饿了么拼一拼的。

发表看法

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