快手的AI估值覆盖其市值，使核心平台免费；值得作为价值押注进行探索。
逐段跳播
然后我们有中国的应用“快手”。我们几个月前，6个月前讨论过这个，Perry推广了它。股价下跌了50%。图表看起来很糟糕，但现在事情变得有趣了。市盈率是8，而这家公司有4.12亿日活用户，他们在应用上花费两小时。
这太疯狂了。利润，好吧。我们还有快手的AI收入，未来12个月增长5亿美元。
Then we have the Chinese app "Kuaisho". We discussed this a few months ago, 6 months ago, and Perry promoted it. The stock fell by 50%. The graph looks terrible, but things are now getting interesting. The price-to-earnings ratio is eight for a company with 412 million daily users, who spend two hours on the app. This is crazy. Profits, okay . We also have AI revenues in Kuaishou that are growing by $500 million over the next 12 months.
如果你要评估那个，那相当于估值150亿。快手仍持有68%。那值多少？略高于100亿。与市值相比，不是80亿，而是90亿，所以如果人工智能的价值是真实的，快手的AI本身就覆盖了市值。
所以你免费获得“快手”作为一个拥有4亿用户的完整平台，或者你免费获得人工智能，取决于你怎么看。如果你想在Tora出局后押注人工智能或一个小众视频服务。也许这是值得更深入探索的东西。
If you were to evaluate that, it would be equivalent to valuing 15 billion . Kuaisho still owns 68%. How much is that worth ? A little over 10 billion. Compare that to the market capitalization, which is not eight, but nine billion, so Kuaishou's artificial intelligence alone covers the market capitalization if the value of artificial intelligence is real. So you get “ Kwaishu” as a complete platform with 400 million users for free, or you get free artificial intelligence, depending on how you look at it. If you want to bet on artificial intelligence or a small niche video service now that Tora is out of the game. Perhaps it's something worth exploring a little more deeply .
这个频道对 $KSHTY 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。