$Affirm Ho_老虎社区_美港股上老虎 - 老虎社区

$Affirm Holdings, Inc.(AFRM)$沙发，非常看好这个公司，未来走势可以参考$Square, Inc(SQ)$，发个贴子记录一下@八点就到家

美股重磅IPO云集，谁能成为最牛股？

2021一大批美股正在预备上市，有美版花呗Affirm、美版闲鱼Poshmarket、棋牌游戏Playtika、古典音乐版权公司库客音乐、零售电商Petco、游戏平台Roblox等公司上市，你最Pick谁？

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。

精彩评论

鱼头up
2020-12-08
鱼头up
跟国内不一样这家公司竞争对手太多而且竞争壁垒不够，可能短期波动率高但是长期不看好不如去打新其他股
- 老海2077:
  当然，我不会去打新，我玩期权要做也是等它出期权再碰的，我也说了，先看他上市后价格如何再考虑考虑的
- 老海2077回复鱼头up:
  国内信用卡普及率才国外的十分之一，afrm他们共同的抢占对手也包括那些传统的信用卡比如万事达visa，未来可期的，而且afrm创始人自带光环，教育成功者，pltr也投了它，以后更会从大数据等方面支持afrm，再退一步说，目前这美股市场新股上市后短时间翻倍基本就是大概率事件，综上所述，afrm完全看好，你不看好，我们可以拭目以待
- 鱼头up:
  国外把一个支付宝拆成这么多公司和产品，最后的结局很可能由巨头吞并其他公司，这家公司目前的主要业务类似电子钱包+京东白条，但是亚马逊和PayPal想抄就抄，虽然PayPal是前东家但是金融业务不一定能做出差异化来
mua啊一口仙贝
2020-12-10
mua啊一口仙贝
我关注了几个帖子，都是很好的票，支持你哈
- 老海2077:
  [得意]
八点就到家
2020-11-26
八点就到家
这个看起来不错啊
- 八点就到家回复老海2077:
  这个号称小腾讯哈
- 八点就到家回复老海2077:
  好呀，看好就拿久一些，你说的那几个票子都不错奥。
- 老海2077回复老海2077:
  股票代码se
- 老海2077:
  最近SEA一直资金在流入，快要稳步上涨了，如果求稳的话可以买，我还有一些SEA期权准备拿一段时间嘿嘿。
卡尔洋
2020-11-25
卡尔洋
属于sq的直接竞争对手吗？
- 卡尔洋:
  能否分享下
- 老海2077回复卡尔洋:
  自己做功课
- 卡尔洋:
  为何觉得
- 老海2077:
  未来它会更牛逼
mua啊一口仙贝
2020-11-25
mua啊一口仙贝
应该很有趣
mua啊一口仙贝
2020-11-25
mua啊一口仙贝
记录一下

发表看法

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