不爱吃菠菜
2020-03-06
$迪士尼(DIS)$
迪士尼目前的估值已经进入低估区间,如果没有疫情影响目前是个好的入手价格,但是主题乐园的收入对目前的迪士尼实在太重要了,在流媒体业务没转型成功之前利润大头全靠乐园板块撑着,加上去年经营情况不佳,今年乐园还要扩建,目前很难说会不会雪上加霜,不确定性太强,暂时放弃[捂脸]
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