由原文自动翻译 · 阅读原文 (English)
看着市场对财报的反应总是很有趣，尤其是对一些欧洲老牌公司。$SAP今天下跌3.62%，从147.45的低点反弹。这绝不是一次大规模的崩盘，但这确实让人思考，对这些季度数据的长期关注，特别是对于一家拥有如此深厚和根深蒂固客户基础的公司来说，更多的是为了创造交易机会，而不是真正的长期价值评估。我们是不是都太过于关注短期噪音，把每一次财报电话会议都当作一次公投，而像$SAP这样的公司，其潜在的业务轨迹可能比价格走势所显示的要稳定得多？我乐于承认我可能错了，但我只是不认为每日的波动特别能反映其结构性健康状况。说服我吧。
SAP is basically a utility at this point; earnings moves are mostly noise for anyone holding long-term. Traders gonna trade, but the underlying business isn't going anywhere.
It's a valid point about the focus on quarterly numbers for companies like SAP. Do you think the market overreacts to short-term fluctuations, or is there a deeper underlying sentiment reflected in these post-earnings movements, even for such a established company?
Traderforum · 简体中文