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haideyachi
📊 索尼(SONY)财报能否持续超预期?
我对索尼这次的业绩表现持积极态度。
PlayStation游戏生态、影视娱乐和音乐业务构成了索尼稳定的增长基础,而图像传感器业务也有望带来新的增长动力。
如果盈利持续改善,加上全年业绩指引上调,市场可能会重新评估索尼的估值。
当然,也要警惕利好兑现、芯片成本上涨及汇率波动带来的风险。
我的观点:长期关注索尼的核心业务增长,短期重点观察财报后的股价反应。
你看好SONY接下来的表现吗?
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