Value Investing with Sven Carlin, Ph.D.发布 2026-09-03
《5 Interesting Value Bets From Investing Quadrant》
$KSHTY看涨
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。
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.