$多邻国(DUOL)_老虎社区_美港股上老虎 - 老虎社区

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。

黄金破4400白银上66,CPI前抢跑抢什么?

黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到"实际利率回落"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?

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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