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SoFi 被低估，因为市场将其视为一家贷款机构，而非更广泛的数字金融服务平台；说话者持有多头仓位。
SoFi 刚刚公布了创纪录的第二季度调整后净营收约 12 亿美元、创纪录的会员和产品增长，以及 1.57 亿美元的净利润。管理层仍预计 2026 年调整后净营收将实现约 30% 的年度增长。
SoFi just reported record Q2 adjusted net revenue of roughly $1.2 billion, record member and product growth, and a $157 million of net income. Management continues to expect roughly 30% annual adjusted net revenue growth in 2026.
看多的理由是，市场目前对 SoFi 的估值仍更像是一家贷款机构，而不是一个更广泛的数字金融服务平台。你们都知道我投资 SoFi 已经有一段时间了，我真的很喜欢这家公司。
The bull case is that the market is still valuing SoFi more like a lender than a broader digital financial services platform. You all know I've been invested in SoFi for a while, and I really like that company.