Schwab Network 对 $NET 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-08-31看涨
《The Big 3: CDNS, NET, WMT》
说话者看好Cloudflare,认为其是受AI驱动的板块首选股,寻求在310.60上方做多,目标价340。

那么,Mike,当我们转向你的下一个标的Cloudflare,我们看Cloudflare,我的意思是,内部有一些波动,但总体动能向上,Cloudflare今年迄今上涨超过50%。你如何看待Cloudflare?

And so Mike, here as we move to your next one here with Cloudflare and we look at Cloudflare, I mean, a little volatility within, but overall momentum to the upside for Cloudflare, we're looking at a 50 plus% gain year to date here. How are you approaching Cloudflare?

是的。我总体上喜欢这个板块,而Cloudflare处于该板块的顶级水平。所以,这仍然会由AI类型的交易驱动。所以,我会等待。这就是我所说的内包线入场。我在寻找突破31060的交易。

然后我们会用破损翼式价差。这个有点不同,主要是因为行权价,但我会瞄准340线。所以,325、340、350的看涨破损翼式价差。如果我们突破31060,应该能够买入。应该交易在约2.40美元。风险回报比非常好。

Yeah. So I I I like the sector in general and and and Net Cloudflare is, you know, at the top level of of that sector. And so, you know, again, that's still going to be driven by this AI type of trade.

And, you know, so I'm going to wait for this. This is what I call an inside bar entry. And so I'm looking for a trade above 31060. And then we're going to go with a broken wing fly.

Again, this one a little bit different. uh mostly because of the strikes, but um I'm going to be targeting the 340 line with that. So the 325, 340, 350 call broken wing fly. Should be able to buy that if we if we get above that 31060.

Should be trading about $2.40. Really nice reward to risk on that.