对CRWD持乐观态度,但指出其估值偏高;鉴于约0.9%的现金流回报率,需要非常高的增长预期才能证明当前价格的合理性。
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Meet Kevin发布 2026-09-03 · 1 段内容
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然后我们看看 CrowdStrike,我也对其持乐观态度,但其评级非常高。要使这合理,增长预期必须非常高。如你所知,他们的现金流回报率约为 0.9%。
Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.
这个频道对 $CRWD 的历次判断
Meet Kevin 在这只股票上共 4 条判断,这里只列相邻的几条。