r/stockmarket
过去一个月 RDDT 上涨 20% 而 SNAP 下跌 20%，此前两者年初至今表现不相上下，现在哪只更值得买入？
作者对比了 SNAP 因 AR 眼镜下跌 20% 与 RDDT、PINS 的上涨，认为短期交易看好 SNAP，长期投资看好 RDDT。
- SNAP 交易价格远低于分析师平均目标价（4.4 美元对 8 美元），存在潜在的价值投资机会。
- 与同行相比，RDDT 被认为是基本面更好的业务，且近期势头强劲。
- SNAP 近期产品发布（AR 眼镜）反响不佳，导致 20% 的严重抛售，表明存在执行风险。
- RDDT 和 PINS 等社交媒体同行表现优于 SNAP，暗示其可能流失市场份额或投资者兴趣。
The catalyst that caused SNAP’s recent downturn obviously is the AR Specs glasses that everyone seems to agree will be dead on arrival. I’m struggling to see how that could cause the stock to fall 20 % as I’d imagined the commercial failure of the glasses was already priced in. And I’m not the only one- after Snap unveiled the glasses analysts have reiterated their price targets for the stock. Wells Fargo even raised theirs by a dollar. The average price target is now $8 and the stock trades at $4.4.
Not only did SNAP fall 20 % in the past month but in the meantime RDDT and PINS jumped 10-20 % and these three stocks’ price movement were pretty much identical from January to June. So SNAP likely would’ve joined the rally had it not been for the glasses. So it feels like SNAP fell from $6 to $4.4 when it could have gone from $6 to $7 which would place it much close to average price target from analysts.
Where do you see RDDT and SNAP going from here? Up or down? Which one would you buy now if you had to buy one of them?
For a 30-day swing trade I would buy SNAP. For a year or longer I would buy RDDT. I consider RDDT a better business, but less attractive risk/reward over just one month.