‌$诺和诺德(NVO_老虎社区_美港股上老虎

寂寞的演奏家

03-27

‌$诺和诺德(NVO)$ ‌我来告诉你们为什么一直跌，因为特朗普的25%关税包含药品的进口关税，诺和诺德有将近一半的营收来自于美国，这就是它一直跌的原因。

虽然关税并没有正式落地，但是这把达摩克利斯之剑迟早要落下来，那么在此之前，它会一直跌。

直到关税被彻底消化才会开始上涨。

估计4年内不会涨了，小散户们可以割肉了

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

人人有功练
03-27
人人有功练
NV在美国当地没生产厂家吗
- 寂寞的演奏家:
  原材料呢？
ZB111
03-29
ZB111
关税政策不是你说了算，主力筹码怎么动，怎么割散户，要是按照你说的这么轻松，你全仓PUT，看你敢不敢
ZB111
03-29
ZB111
装起来了？未来4年怎么样你说了算？未来四年美国还有可能原地爆炸呢。你这么笃定有没有在特斯拉和英伟达飞之前卖房加仓呢。
寂寞的演奏家
03-27
寂寞的演奏家
5月份的财报估计要跌20%以上，加上它的新产品不及预期，财报指引应该会非常差。
寂寞的演奏家
03-27
寂寞的演奏家
这还没有将礼来的竞争压力计算进去，所以这个公司的股票会至少下跌一半以上
云清91
03-27
云清91
买入put不是要赚翻😂

发表看法

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