Sopaco
2020-09-01
$美团点评-W(03690)$
如何看待600+的市盈率？
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。
分享至
微信
复制链接
精彩评论
Meedly
2020-09-01
Meedly
zoom人家营收增长168%，美团才8%，市盈率高的财报都是搭配高增速，拼多多77%的营收增速都被喷，美团8%增速支撑600倍市盈率差太多了
Apalypto
:
我觉得g是要看的 因为确实要看PEG 但是美团8%的g的时间跨度不清楚 这个8.%仅仅是过去一年的 有可能明年g会增长 而且会翻倍 现在市场对美团的估值是考虑到了未来的高增长的g 因为本地生活服务的增长潜力 至于zoom肯定是受疫情影响才168.% 大家对疫情什么时候结束不清楚 一旦结束 这个g是不持久的 估值会下调 疫情结束 美团的g不会而且有可能上升 所以存在即合理
我要买GTR
2020-09-02
我要买GTR
特斯拉泡沫也高，这个对比没啥参考，想到丰田的销量，至少十几年，股市现在都看这么远了吗？
MrFun
:
从我们公司物业的停车场数据来看，近两年新能源车爆发式增长，当然这边主要是比亚迪。所以汽车换代没你想的那么久。
Apalypto
2020-09-01
Apalypto
哦 是1922 不是1800 另外特斯拉的市盈率可能快上万了 p/e要结合公司基本面看
Bianhao23
2020-09-01
Bianhao23
不看好就去做空卖掉，别逼逼～
Apalypto
2020-09-01
Apalypto
zoom1800的市盈率 盘后超预期照样大涨23.%
Meedly
2020-09-01
Meedly
zoom增速多少，美团增速多少？
查看全部8条评论
APP内打开
发表看法
8
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":971841921,"tweetId":"971841921","gmtCreate":1598925315863,"gmtModify":1704220632404,"author":{"id":3440487418844369,"idStr":"3440487418844369","authorId":3440487418844369,"authorIdStr":"3440487418844369","name":"Sopaco","avatar":"https://static.tigerbbs.com/ddd684bc9ff12e0992a0876e1223c079","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>如何看待600+的市盈率？</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>如何看待600+的市盈率？</p></body></html>","text":"$美团点评-W(03690)$如何看待600+的市盈率？","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/971841921","repostId":0,"isVote":1,"tweetType":1,"viewCount":6165,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2813737,"commentId":"2813737","gmtCreate":1598930859060,"gmtModify":1598930859060,"authorId":3473312166736956,"author":{"id":3473312166736956,"idStr":"3473312166736956","authorId":3473312166736956,"name":"Meedly","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"zoom人家营收增长168%，美团才8%，市盈率高的财报都是搭配高增速，拼多多77%的营收增速都被喷，美团8%增速支撑600倍市盈率差太多了","text":"zoom人家营收增长168%，美团才8%，市盈率高的财报都是搭配高增速，拼多多77%的营收增速都被喷，美团8%增速支撑600倍市盈率差太多了","html":"zoom人家营收增长168%，美团才8%，市盈率高的财报都是搭配高增速，拼多多77%的营收增速都被喷，美团8%增速支撑600倍市盈率差太多了","likeSize":0,"commentSize":1,"subComments":[{"id":2813855,"commentId":"2813855","gmtCreate":1598933138764,"gmtModify":1598933138764,"authorId":3501363053396105,"author":{"id":3501363053396105,"idStr":"3501363053396105","authorId":3501363053396105,"name":"Apalypto","avatar":"https://static.tigerbbs.com/1fbab450c921549cde4ec9a4e485d773","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":2813737,"supIdStr":"2813737","prevId":0,"prevIdStr":"0","content":"我觉得g是要看的 因为确实要看PEG 但是美团8%的g的时间跨度不清楚 这个8.%仅仅是过去一年的 有可能明年g会增长 而且会翻倍 现在市场对美团的估值是考虑到了未来的高增长的g 因为本地生活服务的增长潜力 至于zoom肯定是受疫情影响才168.% 大家对疫情什么时候结束不清楚 一旦结束 这个g是不持久的 估值会下调 疫情结束 美团的g不会而且有可能上升 所以存在即合理","text":"我觉得g是要看的 因为确实要看PEG 但是美团8%的g的时间跨度不清楚 这个8.%仅仅是过去一年的 有可能明年g会增长 而且会翻倍 现在市场对美团的估值是考虑到了未来的高增长的g 因为本地生活服务的增长潜力 至于zoom肯定是受疫情影响才168.% 大家对疫情什么时候结束不清楚 一旦结束 这个g是不持久的 估值会下调 疫情结束 美团的g不会而且有可能上升 所以存在即合理","html":"我觉得g是要看的 因为确实要看PEG 但是美团8%的g的时间跨度不清楚 这个8.%仅仅是过去一年的 有可能明年g会增长 而且会翻倍 现在市场对美团的估值是考虑到了未来的高增长的g 因为本地生活服务的增长潜力 至于zoom肯定是受疫情影响才168.% 大家对疫情什么时候结束不清楚 一旦结束 这个g是不持久的 估值会下调 疫情结束 美团的g不会而且有可能上升 所以存在即合理","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2818181,"commentId":"2818181","gmtCreate":1599006390299,"gmtModify":1599006390299,"authorId":3436416125521222,"author":{"id":3436416125521222,"idStr":"3436416125521222","authorId":3436416125521222,"name":"我要买GTR","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"特斯拉泡沫也高，这个对比没啥参考，想到丰田的销量，至少十几年，股市现在都看这么远了吗？","text":"特斯拉泡沫也高，这个对比没啥参考，想到丰田的销量，至少十几年，股市现在都看这么远了吗？","html":"特斯拉泡沫也高，这个对比没啥参考，想到丰田的销量，至少十几年，股市现在都看这么远了吗？","likeSize":0,"commentSize":1,"subComments":[{"id":2824307,"commentId":"2824307","gmtCreate":1599103494336,"gmtModify":1599103494336,"authorId":3494300760647180,"author":{"id":3494300760647180,"idStr":"3494300760647180","authorId":3494300760647180,"name":"MrFun","avatar":"https://static.tigerbbs.com/46f61ba9ce0c6051d75456f966ddcfc0","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":2818181,"supIdStr":"2818181","prevId":0,"prevIdStr":"0","content":"从我们公司物业的停车场数据来看，近两年新能源车爆发式增长，当然这边主要是比亚迪。所以汽车换代没你想的那么久。","text":"从我们公司物业的停车场数据来看，近两年新能源车爆发式增长，当然这边主要是比亚迪。所以汽车换代没你想的那么久。","html":"从我们公司物业的停车场数据来看，近两年新能源车爆发式增长，当然这边主要是比亚迪。所以汽车换代没你想的那么久。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2813466,"commentId":"2813466","gmtCreate":1598926066564,"gmtModify":1598926066564,"authorId":3501363053396105,"author":{"id":3501363053396105,"idStr":"3501363053396105","authorId":3501363053396105,"name":"Apalypto","avatar":"https://static.tigerbbs.com/1fbab450c921549cde4ec9a4e485d773","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哦 是1922 不是1800 另外特斯拉的市盈率可能快上万了 p/e要结合公司基本面看","text":"哦 是1922 不是1800 另外特斯拉的市盈率可能快上万了 p/e要结合公司基本面看","html":"哦 是1922 不是1800 另外特斯拉的市盈率可能快上万了 p/e要结合公司基本面看","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2813770,"commentId":"2813770","gmtCreate":1598931679494,"gmtModify":1598932806468,"authorId":3500501497967970,"author":{"id":3500501497967970,"idStr":"3500501497967970","authorId":3500501497967970,"name":"Bianhao23","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不看好就去做空卖掉，别逼逼～","text":"不看好就去做空卖掉，别逼逼～","html":"不看好就去做空卖掉，别逼逼～","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2813461,"commentId":"2813461","gmtCreate":1598925955853,"gmtModify":1598925955853,"authorId":3501363053396105,"author":{"id":3501363053396105,"idStr":"3501363053396105","authorId":3501363053396105,"name":"Apalypto","avatar":"https://static.tigerbbs.com/1fbab450c921549cde4ec9a4e485d773","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"zoom1800的市盈率 盘后超预期照样大涨23.%","text":"zoom1800的市盈率 盘后超预期照样大涨23.%","html":"zoom1800的市盈率 盘后超预期照样大涨23.%","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2813731,"commentId":"2813731","gmtCreate":1598930729456,"gmtModify":1598930729456,"authorId":3473312166736956,"author":{"id":3473312166736956,"idStr":"3473312166736956","authorId":3473312166736956,"name":"Meedly","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":971841921,"objectIdStr":"971841921","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"zoom增速多少，美团增速多少？","text":"zoom增速多少，美团增速多少？","html":"zoom增速多少，美团增速多少？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/971841921"}
精彩评论