Meet Kevin 对 $FICO 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 1 条
2026-10-01
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FICO 的反弹属于技术性死猫跳;基本面完好,但价格走势是因其未向特朗普低头而受到惩罚所驱动。

Google 也是如此,还有 FICO 死而复生。看看这个。一路跌到 586,今天才涨回来 5%。

Same for Google and uh FICO coming back from the dead. Look at that. All the way down to 586 just to come up 5% today.

看到 FICO 触底挺有意思的。我们快速看一下 FICO 崩盘之后的估值。我仍然认为,他们因为不肯向 Donald Trump 低头而受到了重罚,这就是为什么 Bill PE 盯着他们不放。

我不确定原因是什么、那边到底发生了什么,但人们就是在针对他们。所以我在想,这些买盘到底是技术性动作,还是基本面驱动的。

Interesting to see uh FICO bottom out. Let's go take a quick look at what FICO's valuation is after their collapse. Uh I still think they are heavily punished for not bending the knee to Donald Trump and that's why Bill PE is up their butts.

I'm not sure why and what's going on there, but they people are coming after them. And so I wonder if some of this buying is just uh technical move or if it's uh fundamental driven fundamentally driven.