$RDDT · Schwab Network · 2026-11-05
Reddit 回调即是买入机会：其股价远低于高点，看起来严重超卖，说话者称这是定价错误，其日活跃用户达 5000 万，且近期被纳入标普 500。包括与 Google 在内的 AI 数据授权协议意味着 Reddit 无论如何都能赚钱，因此在年底窗口粉饰行情中，它可能大幅上涨。
逐段跳播
是的，像今天这样的日子，要说 Reddit 在这里逢低买入，确实有点难说，对吧？但我真的认为应该逢低买入。Reddit 从高点大幅下跌。在我看来，这只股票已经严重超卖。我认为这里存在一些定价错误。
Yeah, I mean you know Reddit I mean on a day like today it's kind of hard to say you know buy the dip here, right? But I I mean I really think it is by the dip. Um you know Reddit was trading tremendously off its highs.
Stock in my opinion was deeply oversold. Um I believe that you know there's some mispricing going on here.
就这家公司而言，他们肯定有 5000 万日活跃用户，而且是最近才被纳入标普 500 指数的。这只股票今天显然随大盘一起下跌。但我们在这里买入的是优秀的公司。这些都是非常非常强的公司。
Um definitely with regards to the company uh they have 50 million active daily users and um they're a recent addition to the S&P 500. Um the stock obviously down today with the rest of the market.
Um but we're buying great companies here. These are really really strong companies
很多人都在揣测 AI 带来的颠覆会怎样，但 Reddit 有很多 AI 数据授权协议，他们可以从中赚钱。
and um there's a lot of like feeling of what's going to happen with the disruption um with AI, but you know, Reddit is um uh uh has a lot of AI data licensing deals where they're going to be making money.
比如与 Google 的算法合作，人们认为大家不会再真正进入这个应用，而是直接进入 Google 的 AI 模式获取答案。但大多数人还是会进入应用，而像 Google 这样的公司就得支付授权费。所以，无论哪种情况，Reddit 都能赚钱。
So, like the algorithm with l with uh Google where people don't think that people are going to actually go into the app anymore, that they're just going to go into like Google AI mode and get the answers.
Um, most people go into the app and companies like Google are going to have to pay a licensing deal. So, Reddit's going to make money either way.
我只是觉得现在这家公司有点被市场错判了，我认为到年底它可能大幅上涨，尤其是当我们临近年底、看到一些窗口粉饰操作的时候。
Uh I just think right now that that company was a little bit of a disconnect and I think that that company could rally um you know quite a bit by the end of the year especially when we see some window dressing going on you know uh as we get towards the end of the year.
这个频道对 $RDDT 的历次判断
Schwab Network 在这只股票上共 4 条判断，这里只列相邻的几条。