百度+15%,市场又开始相信市梦率了?

180K
Yesterday

市梦率 = 市值/梦想;市场气氛一好起来,大家又愿意给梦想估值了;1/ 百度管理层的小会,从8月开始就陆陆续续有,一直不温不火。最近一次是上周五,列出5件“估值叙事”,300亿美金的现金;中概股21年以来的“卑微”说辞,市值XXX,现金XXX,挖去现金,某某某业务等于白送...这个说法,熊市不会有吸引力,因为我还不如要现金;牛市也不会有吸引力,牛市我要现金干嘛。。AI生态软件体系 + AI云能力;...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10