2020年10月16日 星期五

Cramer說,像Zoom這樣的 股票將“持續暴升”,直到有冠狀病毒疫苗為止。

 https://www.cnbc.com/2020/10/15/cramer-stay-at-home-stocks-keep-roaring-without-coronavirus-vaccine.html?&qsearchterm=CRAMER

克萊默承認,一些投資者對Zoom的估值持謹慎態度,因為該股2020年迄今已上漲688%。週四創下歷史新高。但是,這位前對沖基金經理表示,該公司在創新方面做得很好,包括其最近宣布的產品產品將允許組織通過Zoom舉辦付費活動。

“所有這些使Zoom領先於賣空者和賣空者,” Cramer說。“那麼,如果交易價格是銷售額的50倍呢?可以將Zoom視為正在試圖發展其市值的實體。如果我們要返回到另一個鎖定,偽鎖定或部分鎖定,那麼您最好相信Zoom會帶來很大的推動。”

Cramer acknowledged there are some investors who are wary of Zoom’s valuation as the stock has run up 688% so far in 2020. It notched another all-time high Thursday. However, the former hedge fund manager said the company has done a nice job innovating, including its recently announced product that will allow organizations to host paid events through Zoom.

“All of this keeps Zoom one step ahead of the posse and the short sellers,” Cramer said. “So what if it trades at 50 times sales? Think of Zoom as an entity that’s trying to grow into its market cap. If we’re going headed back into another lockdown, or pseudo-lockdown, or partial lockdown, then you better believe Zoom gets a major boost.”

 

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