中文翻译
是的，$SNAP 的财报非常扎实，尤其是来自 Perplexity 的 4 亿美元年度经常性收入(ARR)。此外，明年还将迎来来自 memories Cloud 的运营支出(opex)削减，5 亿美元回购，且全面超预期。中期来看极度看涨，但它受困于更广泛的市场抛售。我同意其在 137 亿美元的市值下被极度低估，明年轻松有 50%+ 的上涨空间。但大量的期权流向(Option flow)加上更广泛的市场抛售正在影响短期股价。
· 个股论点
$SNAP 财报超预期且被低估，中期看涨但短期受市场抛售影响。
涉及标的： $SNAP
英文原文
Yeah, $SNAP earnings were incredibly solid, especially with $400m ARR from Perplexity. Then you have opex cuts from memories Cloud coming in next year, $500m buyback, beat across the board. Incredibly bullish mid term, but it got caught in the broader selloff. I'd agree it's extremely undervalued at $13.7B, easy 50%+ going into next year. But there's a lot of option flow + broader sell-off affecting near term stock prices.