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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。

2026年有色畅想：金、银、铜你最看好？

金银铜继续创历史新高，现货金银盘中分别涨超1%和近4%，但在美GDP后曾“闪跌”；伦铜史上首次涨破1.2万美元。铜价今年涨幅超30%，黄金涨幅近70%，铂金涨幅130%，白银涨幅近140%，【贵金属还在不断新高，年末有色畅想——大家看好2026年有色涨势吗？】

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哟小老板皮的不谈
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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