Stock Moe 对 $UBER 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
Uber 在同一天发布了财报电话会议。现在是值得买入的最佳股票吗，比如 Uber？你们知道我一直在关注 Uber。仓位规模在 50 万到 100 万美元之间。行权价为 50 美元。
交易日期你们已经看到了，是 2027 年 3 月 19 日。同样是 200 份看涨期权合约。情况就是这样，各位。
Uber calls on the same day. Best stocks to buy now, little Uber? You guys know Uber's one I been watching. Up to a million 500,000 to a million bucks. $50 strike price. Trade date, you guys got it. March 19, 2027. Again, 200 call contracts. There you go, folks.
看看 Uber 的收盘价，你就能明白当前的状况。它的市盈率为 17.53，这是一个极佳的估值水平。对我而言，市盈率在 15 左右或更低才属于价值投资范畴，而它正好处于这个区间附近。
Uber closed, you can see where we're at. You know, it has a PE of 17.53. Fantastic PE. I don't want Anything around 15 or under is a value play for me. It's right there.
分析师给予买入评级，目标价为 101 美元。这并不令人意外。如果股价触及该目标位，在期权到期前，这笔交易将变为深度实值，内在价值可能达到 51 美元。此外，需密切关注的是，公司近期面临 8.25 亿欧元的罚款，以及自动驾驶司机账户被暂停等一系列负面事件。
Analyst rated as a buy with a 101 target. I don't blame them. That would put that in If it hit it, I don't know, before the the date, this thing would be $51 into the money. Wow. All right, keep an eye on it. It was hit with a 825 million euro fine. Automated driver account suspensions. All kinds of things going up.
大家可以查看目前所有已披露持仓的最新表现。就距离目标价的潜在涨幅而言，Uber、Intel 和 Bloom Energy 是其中的三大重点标的。投资者可自行评估这些标的是否符合自身偏好，以及是否将其视为当前最佳的买入选择。
Where every disclosed position stands now, you guys can see it. Percent upside to target, Uber, Intel, and Bloom Energy. There's your three big ones. You guys can decide if you like them, if you think they're the best stocks to buy now.