risklover
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risklover
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risklover
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$Meta Platforms (META.US)$2023.7.19 当前价格313，比去年11月份89块买进时涨了2倍多，达到复盘标准
新增数据：2022后两季度及全年报，2023Q1数据。
2022年营收下滑1.1%，营业利润大幅下滑38.1%，净利润下滑41.1%，利润大幅下滑主要受研发费用暴增影响。
2023Q1营收增长2.6%，营业利润继续下滑15.2%，净利润下滑23.5%，利润下滑还是主要受研发费用暴增影响，看起来低利润率要持续一段时间。
目前市盈率36.5，市盈率TTM 38.9，估值和近几年增速比已经没有折扣优势，可以平仓退出，考虑到是行业龙头，仅保留少量观察仓位。
新增数据：2022后两季度及全年报，2023Q1数据。
2022年营收下滑1.1%，营业利润大幅下滑38.1%，净利润下滑41.1%，利润大幅下滑主要受研发费用暴增影响。
2023Q1营收增长2.6%，营业利润继续下滑15.2%，净利润下滑23.5%，利润下滑还是主要受研发费用暴增影响，看起来低利润率要持续一段时间。
目前市盈率36.5，市盈率TTM 38.9，估值和近几年增速比已经没有折扣优势，可以平仓退出，考虑到是行业龙头，仅保留少量观察仓位。
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risklover : 10块值得买