w**a
发帖数: 3510 | 1 竟然值442B。不就是一个广告商吗？除了社交网络平台脸书还是有什么大家经常用的产
品？我觉得目前这个价位都贵了，除非搞出新的增长点。前段时间他们搞电脑智能围棋
惨败了，现在看就是个笑话。 |
d*****1
发帖数: 8618 | 2 For this opinion, AMZN, FB, TSLA, NFLX, NVDA are all overvalued
Nobody care overvalue in bull market, as long as they can make money from
these great stocks |
w**a
发帖数: 3510 | 3 AMZN is NOT b/c AMZN has more products coming. NVDA is NOT b/c AI trend just
started and NVDA is the leading one.
【在 d*****1 的大作中提到】
: For this opinion, AMZN, FB, TSLA, NFLX, NVDA are all overvalued
: Nobody care overvalue in bull market, as long as they can make money from
: these great stocks
|
d*****1
发帖数: 8618 | 4 Sorry, no chinese input.
All these are all already priced in.
That why FB PE is only 38 but AMZN pe is 186. Otherwise FB pe can easily
over 50.
NVDA is still mainly on hardware, 48 pe may need to 2x compare FANG.
Don't think FB is more overvalued than AMZN/NVDA based current price.
Yes, of course AMZN/NVDA have more potential, again, many of potential are
already priced in.
Just personal opinion.
just
【在 w**a 的大作中提到】
: AMZN is NOT b/c AMZN has more products coming. NVDA is NOT b/c AI trend just
: started and NVDA is the leading one.
|
z****y
发帖数: 345 | 5 同意这个，FB的PE值已经反映出这部分的区别了
FB目前的任务主要是保增长
【在 d*****1 的大作中提到】
: Sorry, no chinese input.
: All these are all already priced in.
: That why FB PE is only 38 but AMZN pe is 186. Otherwise FB pe can easily
: over 50.
: NVDA is still mainly on hardware, 48 pe may need to 2x compare FANG.
: Don't think FB is more overvalued than AMZN/NVDA based current price.
: Yes, of course AMZN/NVDA have more potential, again, many of potential are
: already priced in.
: Just personal opinion.
:
|
N*****d
发帖数: 9872 | 6 不久前某个hedge fund米犹说过：炒科技股要看价格，而不是看市值。俺脚着有道理。 |
l*******8
发帖数: 1064 | 7 赞同，我觉得FB相比于那几个公司，最被高估，高估的可笑。
不过无所谓，不会去碰。 |
y*********u
发帖数: 3664 | 8 才刚上车。。。 广告很好捞钱啊 大公司里它最便宜了
【在 l*******8 的大作中提到】
: 赞同，我觉得FB相比于那几个公司，最被高估，高估的可笑。
: 不过无所谓，不会去碰。
|
g*********e
发帖数: 14401 | 9 其实都挺贵的
2012年的时候。谷歌pe17 微软 12-15
苹果9-11
现在都翻倍了 通胀 |
z****y
发帖数: 345 | 10 FB的PE再高的话，市值要超过G和A了，故事就有点过火了
机构终究是以赚钱为目的的，别的都是障眼法，故事得讲的恰到好处 |
