$HIMS · The Motley Fool · 2026-11-05
即使AI支出停止，HIMS也不受影响，因此其投资逻辑未变，而股价已明显变得更便宜；近期走势属于波动性的价格行为，而非基本面发生变化。
逐段跳播
而这只是因为几个波动较大的股票，Hims and Hers 和 Robin Hood，你知道，它们会暂时上下波动。我记得 Hims and Hers 昨天涨了13%。
And that's just because of a couple of volatile names, Hims and Hers and uh and Robin Hood, which, you know, they they go up and down temp. I think Hims and Hers was up 13% yesterday.
就像没人在想，嘿，这对 Hims and Hers 或 Zeta Global 是好事吗？他们只是要卖出 beta。
Like nobody's thinking about, hey, is this good for him and hers or Zeta Global? they're just going sell beta
如果 AI 支出明天就停止，那对 Hims and Hers 来说没有任何影响，比如说。所以投资逻辑没有改变。只是股票变得明显更便宜了。
If the a if AI spending stops tomorrow, that doesn't do anything to him and hers, for example. So that the thesis hasn't changed. The stock has just gotten significantly cheaper.
这个频道对 $HIMS 的历次判断
The Motley Fool 在这只股票上共 4 条判断，这里只列相邻的几条。