$Zoom(ZM)$_老虎社区_美港股上老虎 - 老虎社区

$Zoom(ZM)$看到slack表现，感觉这货应该跌到150以下。slack2亿收入，不过200亿，还大跌

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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处众人之所恶
2020-06-05
处众人之所恶
可以参考slack，不过slack现在还亏损。zoom很早就盈利了。
- Ceava:
  亏损的才有幻想空间
- 水夜雨回复处众人之所恶:
  可以看看市销率，还是高
- 处众人之所恶回复kellyq:
  嗯嗯，虽然是有这种说法，不过我认为不存在所谓的“统一估值体系”。各机构搞PE或VC业务也都有自己的估值方法。至于zoom未来增速嘛，如你所言，很难讲。有人认为疫情将长期改变人的工作习惯，zoom能再分到多少羹不好说。按zoom最新财报算满确实是200左右pe，但zoom也是喜欢一直beat预期，2，3季度和未来的表现，拭目以待吧🙈
- kellyq:
  而且今年这个增长不可持续的，本来zoom的增速就已经下来了，因为疫情导致激增，明年增速怎么样都很难说。今年预期打满，pe也近200，ps30多
- kellyq回复处众人之所恶:
  应该放在统一估值体系来看，有盈利的看裴，没有盈利的看ps
2ndBoom
2020-06-05
2ndBoom
买个长期put做空它
飞翔之羽
2020-06-05
飞翔之羽
留好保证金，这个货有一天跌破100
飞翔之羽
2020-06-05
飞翔之羽
本来就不值，但不会那么容易下跌

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