wow，推特盘前暴涨12.5%

2017-04-26

$Twitter(TWTR)$出财报了，双beat，而且EPS超预期很多。

不过对推特来说业绩不重要，重要的是MAU。

据财报，Q1的MAU增量高于预期，高了800万。现在是3.28亿，同比增速5.48%，上季度同比增长4.6%。

我已做空，理由是全球第一网红川普在，本季度增速高于往期是应该的，仍然在我个人的理解范围之内，而我一向觉得它也就值14刀。

当然如果高层在财报会议上宣布自己要被收购那就是我倒霉😓

@Panny 小p你怎么看？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

已逝勿念
2017-04-26
已逝勿念
哈哈，我跟你说了，算起我这周说对好几次了，今晚做空期权全部爆仓，至于你16空，需要看看今晚资金表现，目前看财报行情更偏向于投机性的一波，同时我观察的4个交易日来看，财报前做空股占流通股非常高，个人预测，今晚高开低走，收涨8%，明天最多收涨2%左右，然后回撤进入震荡期逐渐回归15左右横盘
- 可爱一刀:
  神预测
- 已逝勿念回复九格:
  😂很累，我很高兴要劳动节了
- 九格回复已逝勿念:
  👍赚钱是应该的，服
- 已逝勿念回复九格:
  这段时间我除了昨晚，基本到收盘
- 九格回复已逝勿念:
  我一直疑惑你到底几点睡觉
九格
2017-04-26
九格
还以为EPS多好，一查我惊呆了。
Adjusted EBITDA of $95M-$115M; margin of 21-21.5%; stock-based comp of $115M-$125M.
靠，赚的那点钱都发股权补贴去了还要倒贴。
营收也是持续下滑的，这公司简直了……@Panny
- 已逝勿念回复九格:
  😓这样也行？！
- 九格回复爱发红包的虎妞:
  你居然真的来了……不如叫他聊美国钢铁啦
- 九格回复已逝勿念:
  你不觉得每次我们聊你都赚了吗？请叫我转运尊者九大爷
- 已逝勿念回复九格:
  😑话说每次都跟你才说那么多的！
- 已逝勿念回复爱发红包的虎妞:
  不要😂
UXXF2432
2017-04-26
UXXF2432
九格女神，🙇您好！
- 苗喵猫回复九格:
  我已经从更文章转型成更头像了😏
- 九格回复苗喵猫:
  催更😑
- 苗喵猫回复九格:
  😂😂飘走。。
- 九格回复苗喵猫:
  喵姐姐你这么闲不如去更新文章？😑
- 苗喵猫回复九格:
  不at你，你怎么知道我们在讨论你呢😏😏
核桃兄
2017-04-26
核桃兄
你空了？
- 九格回复会飞的鱼12:
  就怕它宣布被收购了，没敢空很多
- 九格:
  空了，我也是16以上空
- 会飞的鱼12:
  16以上空之。
Cfeibiao
2017-04-26
Cfeibiao
财报都说了啥？
- 九格回复苍井多:
  嗯，粗看了一下财报，感觉基本面没有什么变化
- 苍井多回复九格:
  twitter收入还是走下坡路，可能由于卖了一些产品、裁了一些部门导致成本减少。
- 九格回复苍井多:
  话说开始我还以为它的盈利终于上来了，结果一查，尼玛赚的比发股权补贴的还要少，推特这公司真的是不给股东创造一点价值
- 苍井多回复九格:
  我刚刚google的，不同分析师预期不一样吧
- 九格回复苍井多:
  EPS好像是预计1分？不管了反正大涨
Bensen
2017-04-26
Bensen
呵呵，只要关于人口社交平台的就是钱，建议慎空啊
- 九格回复Bensen:
  不过它喊收购狼来了都一年多了，我倒想知道再喊一次还能拉多高
- 九格回复Bensen:
  赌收购？这个倒是靠点谱，所以我说要是做空的时候宣布被收购算我倒霉
- Bensen回复九格:
  潜在的钱，有人就有收购价值
- 九格:
  才3亿多的MAU，连年亏损，哪来的钱？又不是a股随便画个饼就行

发表看法

105

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