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哟小老板皮的不谈

$多邻国(DUOL)$ 悲观来看虽然增长放缓应该不及预期，但不是没有增长。市盈率应该可以维持在70到80倍来看，跌到240左右是比较合理的。财报前一个flag。当然如果意外超预期涨了，那皆大欢喜。

中东局势陷僵局！大宗商品将如何演绎？

特朗普周六称美伊协议基本谈成、内容包括开放霍尔木兹海峡，告诉美方代表不要急于达成协议，周日称协议“尚未完全谈妥”。原油扭转三连跌、告别近两周低位，全周仍回落，布油一周跌超5%。沃勒讲话后，黄金加速下跌、盘中跌超1%，和白银连跌两周。

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。

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哟小老板皮的不谈
2025-11-06
哟小老板皮的不谈
回顾一下，确实财务数据和用户增长超预期，但美元远超预期，因此投资者选择走人，PE降至60倍左右。非常有意思的是，多邻国明明是AI算力的头部消费者，却被如此冷落。试问对Neocloud的狂热还能坚持多久
- vision回复Weskerr:
  可怕
- Weskerr:
  盘后280的时候想卖掉一半，结果没几秒就一泻千里了[流泪]，一念天堂，一念地狱。没想到能跌到200

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