value_yh
2019-09-09
$微博(WB)$
绝对低估，20倍不到的估值，35%以上的ROE水平，而且用户还在增长。市场低估了微博的护城河，当年微信都没能把微博干掉，新的产品更不可能干掉微博了。而且用户知道，vlog从下半年开始就爆发了，量很大。光看一个季度的财报，收入和non gaap利润没增长一点也不可怕。白菜价，起码恢复到30倍，而且利润有上调的潜力，出下调评级报告的人，估计连微博的产品都没用过。
我对这事儿有想法
抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！
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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Nickylu
2019-09-09
Nickylu
你说错了，是当年微博如日中天，结果被微信抢走一大批用户，这还是微信与微博用户不重合
Nickylu
回复
value_yh
:
你完全是自说自话，微博影响力明明比以前下降多了，还能被你夸上天，也不知道你买了多少
value_yh
:
说的就是这个，但微博活过来了，而且活得更好。而在11年之前就在中国存在的其他所有社交类产品几乎都死了（QQ除外）
投机份子
2019-09-09
投机份子
微信干微博？
Clumsypig
回复
value_yh
:
我11年注册的，算不算第一批？
value_yh
回复
Clumsypig
:
我说的就是微信，第一批微博用户自然清楚怎么回事
Clumsypig
:
他说的腾讯微博
王抖抖
2019-09-09
王抖抖
你忽略了微博数据的水分，看看多少人早已不用的账号被用来点赞和自动关注吧
名侦探巴菲特
2019-09-10
名侦探巴菲特
微博的朋友告诉我很多数据都是刷的，我觉得买的都是英雄[捂脸]
会卖才是师傅
2019-09-10
会卖才是师傅
中国版推特，能骗来老外炒股票就行了。美国市场老千股都活的好好的
落雨流觞
2019-09-10
落雨流觞
我都不用微博了，没啥意思
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