Meet Kevin发布 2026-09-23
《Why Software & Money Stocks Dumped》
$FIG看跌
Figma 的财务数据显示利润率不断收窄，且因支出增加而出现大额经营亏损；该公司经营失败，不建议持有其股票。
如果你看看最新的云设计软件，知道他们与Figma合作了，我认为那是Figma的一个错误。你为什么还想跟Figma这样的公司打交道？
If you look at the latest Cloud design software, knowing that they partnered with Figma, I think that was a mistake on Figma's part. Why would you want to deal with a company like Figma anymore?
我们看了Figma的利润，然后说，兄弟，那些利润率在缩水。这些人提高了营收。他们的营收增长了48%。他们的总利润增长了39%。所以这里的利润率有一点缩水。这不算太糟。他们的整体利润率仍然在83.7%，这很棒。
We looked at Figma's profits and said, brother, those margins are shrinking. These people increased their revenue. Their revenues increased by 48%. Their total profit increased by 39%.
So there was a bit of shrinkage in the margins here. It's not that bad. Their overall profit margins are still at 83.7%, which is great.