中文翻译
是的，我在 $HIMS 60 美元左右减仓了，但政府与其竞争这一因素相当重大。同时我认为其用户粘性高，且下半年有 Zava 收购带来的顺风效应，加上 33% 的做空比例。因此我预计股价将在此区间徘徊，甚至可能因空头回补而上涨。它并非极度低估或高估，但目前有更好的多头标的。
· 个股论点
HIMS 面临政府竞争，但用户粘性强且空头回补预期支撑股价。
涉及标的： $HIMS
英文原文
Yeah I trimmed $HIMS around $60, but this is pretty material with the government competing with it. At the same time I'd aruge the audience is sticky + they have Zava acqusition tailwind second half + 33% short interest. So I'd just expect the price to hover around these levels or maybe even increase while shorts use this time to cover. It's not extremely undervalued or overvalued but there's better longs at the moment.