$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。

黄金税出台！实物金VS纸黄金，你选？

11月1日，财政部、税务总局发布《关于黄金有关税收政策的公告》，就黄金有关税收征管事项进一步予以明确——买实物黄金要交增值税，买入加税，卖出不加税，不交割实物免征增值税。周一市场反应剧烈，老铺黄金、周大福、周生生暴跌，据称新规实施后，生产非投资型黄金的企业（如珠宝商），仅能抵扣6%的增值税，低于此前的13%。【大家觉得该政策对于黄金ETF是否是利好？实物金VS纸黄金，你选？】

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
11-06 05:53
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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