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念旧森
2019-12-02

$Peloton Interactive, Inc.(PTON)$ 进攻廉价款阵地的Peloton要面对的是用户粘性是否可能会下降的问题，未来短期利好，长期要关注用户付费率和用户每月运动次数这两个指标，当然财报里可能没有。看到40块没问题。

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念旧森
·2019-12-02
另外也可以专注一个转化率，如果Peloton Digital App可以有效转化用户买Peloton硬件，那么我可以看到55块的股价
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- 念旧森回复纳斯达克女神经:
  可以通过一些财务指标算出来晚些时候我发一些计算依据
  2019-12-05
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- 纳斯达克女神经:
  转化率会有提及吗？
  2019-12-02
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Andylll
·2019-12-03
大家都多少成本呢
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春暖花開時
·2019-12-03
[微笑]
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