CP筑基宴九千
2020-05-01
$爱奇艺(IQ)$
16是历史大底,Q1财报应该不错,收人高支出少成本低,相对当前16开头的价格来说,另外还要考虑robin的质押情况,他的cfo会为他考虑的
$哔哩哔哩(BILI)$
$Netflix, Inc.(NFLX)$
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。
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败家之主
2020-05-01
败家之主
还早爱奇艺至少还有几个月
败家之主
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CP筑基宴九千
:
政客隐瞒,华尔街暗度陈仓,老美百姓快乐的活在其中,这个雷外人已经看到了,他们自己什么点就是特朗普的事了
CP筑基宴九千
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败家之主
:
世界两强的财富锚⚓️而已,,不出经济危机和战争就没事,,10年考验一次
败家之主
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CP筑基宴九千
:
总得一句泡沫一片
CP筑基宴九千
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败家之主
:
美股等于中国房产,倒过来看就理解了,,,奈飞市值市盈率比对北上广房价和居民平均收入的购房周期,,,中概低估值对应美国人房产价值和购入周期
败家之主
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CP筑基宴九千
:
这些东西都没得说老美的投资逻辑独特我们想不来,爱奇艺用户数量过亿,市值才140e,奈飞也才全球数量1.5e左右市值1800多1900e我也是笑笑这总公司都能骑在头上还死硬的跌不下去不停的抬升目标价,他们的逻辑可能和疫情一样只要快乐
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万家灯火
2020-05-01
万家灯火
当前受做空情绪影响,国外投资者跟风。内容制作一般提前半年以上,品牌广告在内容制作之初就已确定。再加上疫情,所以Q1的会员收入和广告收入能保持不错。财报公布的会员数据和营收会消除做空的影响。16点当前较低,如果能等,到5月底10%以上收益还是有的
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