g*1
2 楼
抄底抄的太急了。
我也是，手上企鹅有点多
我也是，手上企鹅有点多
z*u
3 楼
感觉空军至少要干到350 吧
s*a
4 楼
等跌破40再进
：感觉空军至少要干到350 吧
：感觉空军至少要干到350 吧
u*n
5 楼
大马们都哪去了，推荐了时候都说好来着，现在是好还是不好了啊，会不会是无脑爆乳
的良鸡，还是赶快割去，谁用屎桶蒜一下。。
的良鸡，还是赶快割去，谁用屎桶蒜一下。。
r*l
6 楼
企鹅不用担心，会回来的，只是头些日子本版的气氛也太过了，好像买企鹅就是送钱似
的，企鹅真是承受不起。
的，企鹅真是承受不起。
z*n
7 楼
中概股一般过完年就好的了,你们别这么着急.
老夫说的是农历新年.
原因自己想吧
老夫说的是农历新年.
原因自己想吧
G*Y
8 楼
现在PE40吧。PE30就跟Google差不多了，肯定是bargain了。也就是说最多再跌30%。
【在 s******a 的大作中提到】
: 440跌到370，快进入熊了，不知道哪天能反弹。抄底 Tcehy几次都在半山腰啊
【在 s******a 的大作中提到】
: 440跌到370，快进入熊了，不知道哪天能反弹。抄底 Tcehy几次都在半山腰啊
r*l
9 楼
不可能啊，企鹅什么增长率，再跌30%就跟dirt一样便宜了。
【在 G**Y 的大作中提到】
: 现在PE40吧。PE30就跟Google差不多了，肯定是bargain了。也就是说最多再跌30%。
【在 G**Y 的大作中提到】
: 现在PE40吧。PE30就跟Google差不多了，肯定是bargain了。也就是说最多再跌30%。
G*Y
10 楼
LZ不是问底吗。我就给个保守估计。
我也没仔细看财报（我最近打算看看了）。似乎他家PE已经很低了。但是FCF却不高，
咋回事？
【在 r***l 的大作中提到】
: 不可能啊，企鹅什么增长率，再跌30%就跟dirt一样便宜了。
我也没仔细看财报（我最近打算看看了）。似乎他家PE已经很低了。但是FCF却不高，
咋回事？
【在 r***l 的大作中提到】
: 不可能啊，企鹅什么增长率，再跌30%就跟dirt一样便宜了。
p*g
11 楼
我今天又加了一些。原来基本在5， 10这样附近操作。看样子，45不一定能到。机构打
压股价，可以lock 今年的收益，另外smooth the earnings year to year.今年涨的够
多了，该为明年布局了。下一个加仓点在40附近，也就是今年的中点。
压股价，可以lock 今年的收益，另外smooth the earnings year to year.今年涨的够
多了，该为明年布局了。下一个加仓点在40附近，也就是今年的中点。
h*e
12 楼
qq今天要反弹一下了估计。。baba走法。。
N*p
13 楼
没看过财报
FCF跟earning不合拍的 都是耍流氓?
FCF跟earning不合拍的 都是耍流氓?
N*p
14 楼
随便搜了个链接：https://www.wallstreetprep.com/blog/investment-banking-
interview-topic-net-income-vs-cash-flow/
The problem emerges when the difference is persistent over time. In our
example, the invoiced customers must at some point pay in cash and so if you
don’t see the cash coming in during the next period, it might be a red
flag. Similarly, a major PP&E investment in one period would certainly
explain lower cash flows than net income in that particular period, but in
the subsequent period, you’d expect a swing back, since the net income is
still capturing the depreciation expense from the prior-period purchase but
there is no cash flow impact anymore.
There are many possible explanations for persistent divergences, most of
which are not very good. For example, if a company is aggressively booking
revenues from customers that ultimately don’t pay, you could potentially
see several years worth of higher revenue than cash receipts before the jig
is up. Similarly, if capital investment made in the past is not generating
sufficient returns, this can be somewhat obfuscated with deprecation
assumptions that don’t accurately capture the value of the investment in
net income. A more sinister explanation is blatant earnings manipulation.
interview-topic-net-income-vs-cash-flow/
The problem emerges when the difference is persistent over time. In our
example, the invoiced customers must at some point pay in cash and so if you
don’t see the cash coming in during the next period, it might be a red
flag. Similarly, a major PP&E investment in one period would certainly
explain lower cash flows than net income in that particular period, but in
the subsequent period, you’d expect a swing back, since the net income is
still capturing the depreciation expense from the prior-period purchase but
there is no cash flow impact anymore.
There are many possible explanations for persistent divergences, most of
which are not very good. For example, if a company is aggressively booking
revenues from customers that ultimately don’t pay, you could potentially
see several years worth of higher revenue than cash receipts before the jig
is up. Similarly, if capital investment made in the past is not generating
sufficient returns, this can be somewhat obfuscated with deprecation
assumptions that don’t accurately capture the value of the investment in
net income. A more sinister explanation is blatant earnings manipulation.
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