ABNB 全部观点

ABNB 这一页 2 条观点条目,其中 0 条方向发生变化。

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The Compound发布 2026-08-25
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Airbnb 表现良好,增长强劲并推进 AI 举措,但其高估值(市盈率超过 50 倍)存在表现不佳的风险,历史数据显示此类股票回报为负。

一直以来的一个大落后者终于得到了买盘,那就是 Airbnb而且这是一家我永远不会使用其产品的公司。我不会住在别人家里。我不评判任何想这样做的人。我永远不会让任何人住在我家。

One of the big lagards all this time finally caught a bid and it is uh Airbnb and this is a company whose product I will never use. I will not stay in someone's home. I don't judge anyone for wanting to do that. I will never let somebody stay in my home.

Airbnb 现在有点火爆。在 Bernstein 在 8 月初发布最新财报后,大幅升级。这就是我们所说的逃逸缺口。逃逸缺口,不是突破缺口。逃逸缺口发生在趋势的中间。这就像爱德华兹和麦基的理论,但基本上你会取之前那波走势的幅度,然后在另一侧,这就是你应该预期它能继续运行多远才会耗尽动能。所以这些都是非常看涨的。

Airbnb is kind of killing it right now. huge upgrade from Bernstein after their latest earnings report which was earlier in August. This is what we call a runaway gap. Runaway gap, not a breakaway gap. A runaway gap happens in the middle of a move. And this is like Edwards and McGee stuff, but basically you would take the the amount of the move that preceded it and then on the other side that's how far you should expect this to be able to keep running before it runs out of steam. So these are very bullish.

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ABNB拥有强劲的长期投资逻辑(网络效应、增长),但目前估值过高;建议持有但不再加仓。

我们是不是应该做 Airbnb,因为我认为那会很快,因为它只是我们最大的投资组合持仓之一。我们应该说,他们刚刚发布了财报,不久之前,市场喜欢这些财报。

Should we do maybe Airbnb because I think that should be quick simply because it's one of our largest largest portfolio holdings. Um, we should just say I mean they just released earnings um not too long ago. Um, the market liked them.

我认为主要原因基本上是夜数和服务的增长重新加速,或者预订的夜数和服务,因为如果你同比比较,你会看到 3 月 26 日增长 9%,而 2025 年 3 月是 7.9%,然后 6 月显著从 7.4% 到 10.3%。

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