· 个股论点

认为 MSFT / META 的 leaps 比现在更有吸引力,尤其是 OpenAI 资金释放和元宇宙广告影响。

涉及标的:

中文翻译

@TheVantaBlack 还没,不过在 $MSFT 上做 LEAPS 其实更有吸引力一点,尤其是 OpenAI 的流动性释放这件事? $META 也一样,虽然业绩很炸,但延后 Avocado launch 对短期盈利没什么实质影响,因为他们主要还是卖广告,只是会影响外界观感。

英文原文

@TheVantaBlack Not yet, but leaps on $MSFT, especially with OpenAI liquidity unlock feels more compelling here? Same with $META with blowout earnings, delaying Avocado launch doesn’t materially change earnings much short term since they sell ads but does impact optics.

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