w****3 发帖数: 13 | 1 waiting.... online....
Going to buy some on 260-265 level. Rival, you are a real expert on this
stock. What is your read of their earning, any plans?
Thanks. |
r***l 发帖数: 9084 | 2 er后我发了一个帖子了
网易的游戏这次我觉的是真麻烦来了,去年一天跌15%我都觉的是市场不可理喻,这次
不一样了。q3也肯定环比下降了,市场情绪好不了。起码250再考虑买,我自己是打算
等220了。网易新游戏也值得追踪,但我比较悲观。
ymyd |
B*******s 发帖数: 403 | |
s***d 发帖数: 15421 | 4 网易的二次原手游后劲不足,主要是没有ip支持,崩坏3 现在要成为2次原手游的王者
荣耀,网易当年大话西游,ip就搞得很好,当然那还是pc时代,现在手游进入拼ip 后
劲的时代,不再是一个ip热一段时间,至少要热个3-4年才行。提高用户的游戏黏度。 |
w****3 发帖数: 13 | 5 Thank you, Rival! You are really someone who knows things and like to share.
Their gross margin is trending down and is a big concern to me, but the
company is a rare Chinese company that distributes dividend and has a
reasonable PEG ratio. I will likely follow my buy target and make short term
trade.I'll find out your er post to take a look.Once again, thank you,
Rival. |
t********e 发帖数: 106 | |