S*i
4 楼
I also noticed long time ago that these food chains are extremely over-
valued. However, as long as they are still expanding and the MMs behind them
are strong, you just can't expect their valuation to go back to rational
level very easily.
【在 j****7 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 股价太高,昨天earning report很难达到大家的高期望,所以今天暴跌。。。
: 我很早就short CMG 了,现在已经海底两万里了。。。哎。。。还没cover呢。。。
valued. However, as long as they are still expanding and the MMs behind them
are strong, you just can't expect their valuation to go back to rational
level very easily.
【在 j****7 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 股价太高,昨天earning report很难达到大家的高期望,所以今天暴跌。。。
: 我很早就short CMG 了,现在已经海底两万里了。。。哎。。。还没cover呢。。。
j*7
5 楼
I wish you told me earlier... i need to do something about my short position
before next earning...
them
【在 S*******i 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: I also noticed long time ago that these food chains are extremely over-
: valued. However, as long as they are still expanding and the MMs behind them
: are strong, you just can't expect their valuation to go back to rational
: level very easily.
before next earning...
them
【在 S*******i 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: I also noticed long time ago that these food chains are extremely over-
: valued. However, as long as they are still expanding and the MMs behind them
: are strong, you just can't expect their valuation to go back to rational
: level very easily.
t*k
6 楼
這家很好吃阿~肚子餓了...
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