中文翻译
即便在以下情况之后，$HIMS 仍然下跌了 44%，这件事还是挺不可思议的： 1. $NVO 去风险化 + 合作 2. 多项全球收购扩大了 DTC 分销网络 3. 肽类叙事，Huberman 还说在这些条件下 HIMS 会起飞 4. 进入了更友好的宏观环境 5. 空头比例达到了不可持续的 36%+ 好消息是：空头比例不可能占流通盘太多……所以随着时间推移，回补本身就会形成买盘压力，只要基本面改善，向下空间也会被限制住。
· 个股论点
HIMS 还是太低估
英文原文
It’s still pretty incredible $HIMS is down 44% even after: 1. $NVO de-risking + partnership 2. Multiple global acquisitions expanding DTC distribution network 3. Peptide arc, with Huberman saying HIMS was set to soar under these conditions 4. Entering a friendlier macro climate. 5. Short interest reaching unsustainable 36%+ The good news is: short interest can only be so much of the float… So it’s inherent buying pressure to cover over time, which does limit downside if fundamentals improves.