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
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。
- 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。
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。
Clown world
The CEO effectively owns all the voting shares of the company (like space x) and can do whatever he wants with no controls.
This will crash and burn so hard lol
\*has crashed and burned so hard
He pumped and dumped his own stock so much already
Is the ceo so out of touch with normal people?? 99% of his audience cant afford a $2k+ glasses.
And many of those who can afford them don't trust big tech enough
And most ppl who can afford them wouldn’t dare embarrass themself by wearing those hideous things
Their board must be asleep or co-opted to let this continue.
Their board is powerless
They have little to no say in the matter.
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.
Is Sydney Sweeney available?
Got damn what a waste of money.
The CEO has special class shares where he has absolute control of the company, so there’s no end to this craziness…

r/stockmarket