DIS 全部观点

DIS 这一页 4 条观点条目,其中 0 条方向发生变化。

在本页筛选
《Google Has Fallen Behind》
$DIS看跌
在当前管理层领导下,Disney 的股价表现与每股收益增长在过去十年间停滞或下滑。

然后最后,在本周的“本周失败”中,我们有Bob Iger。现在,在这里说话的是Bob Cheek,所以有两个Bob,但本周失败的不是Bob Cheek。是Bob Iger。我认为这一个早就该上榜了。

And then finally, in this week's fail of the week, we have Bob Iger. Now, Bob Cheek is the one talking here, so there's two Bobs, but it's not Bob Cheek that's a fail of the week.

It's Bob Iger. And I believe this one is long overdue.

然后我们有迪士尼本身,这家公司可能拥有世界上最大的品牌认知度之一。而这只股票在过去10年里完全持平。十年间上涨了14%,而这还是在Bob Iger领导下的迪士尼。这是他的所作所为。

Then we have Disney itself, the company that has likely one of the biggest brand recognitions in the world. And the stock is completely flat for the past 10 years. It's up 14% in a decade and this is Disney under Bob Iger. This is his doing.

Schwab Network发布 2026-09-28
《Hayes: Stock Market's "Beach Ball Under Water" for Bulls, PYPL Buy Opportunity》
$DIS看涨
DIS 是强力买入标的:估值倍数偏低(13.9 倍,而平均超过 20 倍),流媒体业务已实现盈利(订阅用户 195M),体验与邮轮业务产能满载,自由现金流达 $10B。

现在,我们来谈谈你今天清单上的下一个项目,Disney。这是对直播流媒体的押注吗?嗯,首先,直播流媒体表现良好。

And now, let's talk about the next project on your list today, Disney. Is this a bet on live streaming? Well, first and foremost, the live stream is performing well.

Parkev Tatevosian, CFA发布 2026-09-06
《Disney Stock Analysis: Is This Stock a Buy Despite the Negative Sentiment?》
$DIS看涨
迪士尼(DIS)为中等确信度的买入标的,当前股价对应前瞻市盈率14.2倍,较DCF公允价值117美元低约10%,但激进的定价策略构成长期品牌风险。

迪士尼的高管团队在上个季度实现了约10%的营收增长,并将这一成功归功于“一个迪士尼”运营模式的实施,该模式整合了商业特许经营、数据和技术,以最大化公司知识产权的价值。

Disney's executive management achieved revenue growth of approximately 10% in the last quarter, and attributed this success to the implementation of the "One Disney" operating model, which integrates commercial franchises, data and technology to maximize the value of the company's intellectual property.

他说在等
消费者情绪及主题公园的重复访问率
因价格上涨而导致忠诚度或访问量下降
长期未来消费者行为趋势
若品牌疏离现象如耐克所示成为现实,则削弱看涨论点
The Motley Fool发布 2026-09-02
《Could Netflix Be a Buy After a 40% Stock Drop?》
$DIS看跌
Netflix 优于 Disney;Disney 需要证明的更多,增长缓慢,且处于变动之中。

里克,我知道你曾对奈飞和迪士尼持乐观态度。现在,如果你要投入新资金,并且你之前没有持股。它们中的任何一个是否代表你的买入机会,你会选择哪一个?

Rick, I know you were optimistic about Netflix and Disney. Now, if you are going to invest new money, and you have no prior ownership. Does either of them represent a buying opportunity for you, and which one would you choose?

已经是最早的记录
其他股票的全部观点条目
把 $DIS 加入我的股票30 天完整试用
开始试用