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r/stockmarketr/stockmarket· u/lies_are_comforting· 5 天前News 81

Snap Inc 正洽谈支付 1 亿美元聘请小罗伯特·唐尼担任 Specs 品牌大使

投资者摘要看多

作者逢低买入SNAP,认为其高端AR策略拥有宝贵IP并降低了库存风险,与META形成对比。

看多要点
  • 拥有极具价值的AR知识产权,包括7000多项专利。
  • 高端定价策略降低了库存减记风险并保护了初期利润率。
  • 瞄准早期采用者,避免了2016年出现的大量未售出库存问题。
帖子正文
高质量模型翻译结果

我搞不清楚这到底是玩笑还是认真的。我也说不准这对股票是看涨还是看跌,或者是不是真的。这可能是个天才操作。罗伯特·唐尼 Jr. 可能是地球上最适合推广AR眼镜的人了,甚至可能是唯一一个戴Snap的Specs眼镜看起来还帅的人。

自上周埃文·斯皮格尔公布售价2195美元的眼镜以来,SNAP股价已下跌25%。与此同时,Meta股价今天上涨了几个百分点,因为扎克伯格宣布将推出售价299美元的智能眼镜。

我买了SNAP的回调低点,做多5万股。即使硬件销量持平,这次发布也证明了Snap拥有极具价值的前沿知识产权(包括超过7000项专利)。

因为他们瞄准的是更小范围的早期用户和开发者,而不是试图量产数千万台廉价产品打入大众市场,所以Snap大幅降低了大量库存积压导致巨额减值的风险(这正是他们2016年首款Spectacles眼镜遭遇的问题)。高昂的定价保护了这一代产品的利润率,并为未来更实惠的迭代版本提供了资金支持。

讨论 · 高赞评论15 条精选
u/DopamineQuest 165· 5 天前高赞

Clown world

u/Fun-Inspection-8196 15· 5 天前

The CEO effectively owns all the voting shares of the company (like space x) and can do whatever he wants with no controls.

u/Material_Policy6327 140· 5 天前高赞

This will crash and burn so hard lol

u/lies_are_comforting 25· 5 天前

\*has crashed and burned so hard

u/Bright-Village-7191 15· 5 天前

He pumped and dumped his own stock so much already

u/djskeets15 85· 5 天前高赞

Is the ceo so out of touch with normal people?? 99% of his audience cant afford a $2k+ glasses.

u/binstinsfins 19· 5 天前

And many of those who can afford them don't trust big tech enough

u/Zipski577 9· 5 天前

And most ppl who can afford them wouldn’t dare embarrass themself by wearing those hideous things

u/MarcoVinicius 49· 5 天前

Their board must be asleep or co-opted to let this continue.

u/LazyProphet 28· 5 天前

Their board is powerless

u/lies_are_comforting 12· 5 天前

They have little to no say in the matter.

u/distantplanet98 33· 5 天前

50,000 shares lol. Everyone who was actually good at their job left Snap years ago there’s nobody left to say no to out of touch Evan Spiegel. This guy was anti-creators almost a decade ago and it allowed Instagram to eat their lunch. Years later he relented but it was too late.

u/DakotaFanningsThong 17· 5 天前

Is Sydney Sweeney available?

u/Aaco0638 10· 5 天前

Got damn what a waste of money.

u/LazyProphet 9· 5 天前

The CEO has special class shares where he has absolute control of the company, so there’s no end to this craziness…