$迪士尼(DIS)$_老虎社区_美港股上老虎 - 老虎社区

$迪士尼(DIS)$ 这股稳很，跌就买，从财报来看到年底160基本没问题

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天下无双GG
2019-05-09
天下无双GG
你忽略了大环境，贸易战比任何财报都重要
- A股专家回复lebaron:
  亏死你
- lebaron回复A股专家:
  只能说明你完全不懂经济
- A股专家:
  这也是为啥巴菲特说在当前低利率情况下，美股依然便宜的原因。现在影响美股估值的基本就是美联储的货币政策。一加息大家就抛股票
- A股专家:
  贸易战影响的是在华有有业务的企业。像迪士尼这种大娱乐业务的企业，短期会受到大盘影响。长期的话屁都不影响。美股PE基本上由无风险收益率和风险偏好决定，而其中风险偏好只是短期波动因素。
lebaron
2019-05-10
lebaron
菜狗

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