cage的个人主页 - 老虎社区

cage

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IP属地：湖北

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0勋章

01-13

$脑再生科技(RGC)$ 空

01-12

去年就靠苹果谷歌亚马逊三巨头，另外美光台积电。就靠这几个拉升收益率。

闭眼买入的时代结束了！美股七巨头抱团策略失灵，华尔街喊话：2026年得“拆开来买”

2025-12-16

讲故事也能上市！赚了打新的赶紧跑，未来会亏很惨

果下科技(02655)港股打新：AI互联网储能龙头+AI机器人安全第一股

2025-10-02

$宁德时代(03750)$ $宁德时代(03750)$ 从打新一直拿！有没有可能再翻番呢？

2025-09-25

$高通(QCOM)$ 有毒，去年180拿到现在，还没有回本

2025-09-16

$药捷安康-B(02617)$ 这是开发出仙丹了吗？

2025-08-07

$多邻国(DUOL)$ 一夜致富啊，谁买了期权call的

2025-08-06

$Newegg Comm Inc.(NEGG)$ 换手率1048%，哈哈哈哈，庄家在狂搬运

2025-07-29

$Newegg Comm Inc.(NEGG)$ 这是啥情况？

2025-07-28

$CoreWeave, Inc.(CRWV)$ 深不见底啊，三周，连补三次仓，依然没见底。

2025-07-28

$CoreWeave, Inc.(CRWV)$ 感觉没有到底，虽然我已经亏了15%了。等到底再加仓。

2025-07-28

$Chewy, Inc.(CHWY)$ 自从买了这个就一直跌，感觉还没有到底。

2025-07-28

$宁德时代(03750)$

2025-07-24

$维立志博-B(09887)$ 打中赚到了

2025-07-21

$宁德时代(03750)$ $宁德时代(03750)$ 50%达成！年底能达成100%吗？

2025-07-15

$云知声(09678)$ 疯了！概念能冲这么高

2025-07-11

$Bit Origin(BTOG)$ 可空，转个10-20的

2025-07-09

$摩根士丹利(MS)$ 每天问一次，你发的什么鬼

摩根士丹利：买入这五只有望上涨的美股股票

2025-07-09

$金山云(03896)$ 这个是挂了吗？

2025-07-04

$宁德时代(03750)$ $宁德时代(03750)$ 奔着50%去，两年翻倍？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/RGC\">$脑再生科技(RGC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 空","listText":"<a href=\"https://laohu8.com/S/RGC\">$脑再生科技(RGC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 空","text":"$脑再生科技(RGC)$ 空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521050271711744","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521045284249656,"gmtCreate":1768182061869,"gmtModify":1768182065345,"author":{"id":"3446613859124249","authorId":"3446613859124249","name":"cage","avatar":"https://static.tigerbbs.com/fd0dad164779b9565abddf7964380c1a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3446613859124249","authorIdStr":"3446613859124249"},"themes":[],"title":"","htmlText":"去年就靠苹果 谷歌 亚马逊三巨头，另外美光 台积电。就靠这几个拉升收益率。","listText":"去年就靠苹果 谷歌 亚马逊三巨头，另外美光 台积电。就靠这几个拉升收益率。","text":"去年就靠苹果 谷歌 亚马逊三巨头，另外美光 台积电。就靠这几个拉升收益率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521045284249656","repostId":"2602563738","repostType":2,"repost":{"id":"2602563738","kind":"news","pubTimestamp":1768173296,"share":"https://www.laohu8.com/m/news/2602563738?lang=zh_CN&edition=full","pubTime":"2026-01-12 07:14","market":"sh","language":"zh","title":"闭眼买入的时代结束了！美股七巨头抱团策略失灵，华尔街喊话：2026年得“拆开来买”","url":"https://stock-news.laohu8.com/highlight/detail?id=2602563738","media":"智通财经","summary":"汇编数据显示，七巨头2026年的盈利增幅预计约为18%，为2022年以来最慢增速，与标普500指数其他493家成分股13%的预期增幅相比，优势已十分微弱。该股自2022年底以来上涨了1165%，但在去年10月29日创下历史新高后已下跌11%。这一策略在2025年上半年令公司股价承压，截至8月初，股价累计下跌近20%。2025年10月下旬，Meta将当年资本支出预期上调至720亿美元，并预计2026年支出将“大幅增加”，消息一出，公司股价应声暴跌。","content":"<html><head></head><body><p>近年来，许多投资者都奉行一套简单的策略来跑赢市场：重仓美国大型科技股。</p><p>这一策略曾在很长一段时间内为投资者带来丰厚回报，但在2025年却黯然失效。自2022年美联储开启加息周期以来，“七科技”中多数公司的表现首次落后于<a href=\"https://laohu8.com/S/161125\">标普500</a>指数。尽管一项衡量“七巨头”表现的指数在2025年上涨25%，高于标普500指数的16%，但这一涨幅完全依赖<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)两家公司的强劲拉升。</p><p>许多华尔街专业人士预计，随着科技巨头盈利增速放缓，且市场对巨额人工智能(AI)投入回报的质疑增多，这一分化趋势将在2026年持续。从年初表现来看，他们的判断正在得到印证——七巨头指数仅上涨0.5%，而标普500指数涨幅达到1.8%。在这一背景下，对这一群体内部个股的精挑细选变得至关重要。</p><p>“当下的市场早已不是‘一招鲜吃遍天’的行情，”管理着1.4万亿美元资产的Natixis Investment Managers Solutions首席投资组合策略师Jack Janasiewicz表示，“如果只是无脑买入整个巨头组合，个股的亏损很可能会抵消掉其他股票的收益。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d645f0841cef8268bd8a8a54b76db078\" title=\"\" tg-width=\"665\" tg-height=\"619\"/></p><p>这轮持续三年的牛市由科技巨头引领，自2022年10月牛市开始以来，仅英伟达、<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)四家公司就贡献了标普500指数涨幅的三分之一以上。但随着市场资金开始流向标普500指数的其他成分股，投资者对科技巨头的热情正在降温。</p><p>由于大型科技公司盈利增速放缓，投资者不再满足于“AI带来暴富”的空头支票，而是期待真金白银的回报。汇编数据显示，七巨头2026年的盈利增幅预计约为18%，为2022年以来最慢增速，与标普500指数其他493家成分股13%的预期增幅相比，优势已十分微弱。</p><p>“我们已经看到企业盈利增长的范围正在扩大，且这一趋势将持续下去，”瑞银全球财富管理美国股票主管David Lefkowitz指出，“科技行业不再是市场唯一的主角。”</p><p>市场对科技巨头仍存一丝乐观，原因在于其估值已相对回落。当前，七巨头指数的预期市盈率为29倍，远低于本年代初40倍以上的高位。相比之下，标普500指数的预期市盈率为22倍，纳斯达克100指数为25倍。</p><p>以下是对七巨头2026年的前景展望：</p><h2 id=\"id_873576642\">英伟达</h2><p>这家占据主导地位的AI芯片制造商正面临竞争加剧以及对其最大客户支出可持续性的担忧所带来的压力。该股自2022年底以来上涨了1165%，但在去年10月29日创下历史新高后已下跌11%。</p><p>竞争对手<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)已斩获OpenAI和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(ORCL.US)的数据中心芯片订单，而谷歌等英伟达的大客户也在加速部署自研定制芯片。尽管如此，得益于芯片供不应求的市场格局，英伟达的营收仍保持高速增长。</p><p>华尔街对英伟达依然持乐观态度，在覆盖该股的82位分析师中，有76位给予“买入”评级。数据显示，分析师对该股的平均目标价意味着未来12个月约有39%的上涨空间，为七巨头中最高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b571aeb48b082f8abd0f26d32bb0c45\" title=\"\" tg-width=\"660\" tg-height=\"520\"/></p><h2 id=\"id_3395192958\">微软</h2><p>2025年是微软连续第二年跑输标普500指数。作为AI领域的“烧钱大户”，微软预计在截至2026年6月的财年里，资本支出将逼近1000亿美元。分析师平均预期，下一财年该公司资本支出将进一步攀升至1160亿美元。</p><p>数据中心的扩建推动微软云计算业务营收增速回升，但公司在说服客户为集成AI功能的软件付费方面，成效并不显著。Zacks Investment Management客户投资组合经理Brian Mulberry表示，投资者正期待这些巨额投入能够转化为实实在在的回报。</p><p>“我们看到，部分投资者正在寻找现金流管理能力更优质的企业，同时希望更清晰地看到AI业务的盈利前景，”Mulberry补充道。</p><h2 id=\"id_1591291515\">苹果</h2><p>在七巨头中，苹果对AI的布局最为保守。这一策略在2025年上半年令公司股价承压，截至8月初，股价累计下跌近20%。</p><p>但随后，苹果摇身一变成为“反AI概念股”，因无需承担高额AI投入的风险而受到投资者青睐，股价在2025年底前飙升34%。与此同时，iPhone的强劲销量也让投资者安心——苹果的核心产品需求依然旺盛。</p><p>对苹果而言，2026年股价上涨的关键在于加速业绩增长。尽管公司股价上周五收盘上涨，勉强避免创下1991年以来最长连跌纪录，但近期涨势已明显放缓。不过，市场预计苹果在截至2026年9月的财年里，营收增幅将达到9%，创下2021年以来的最快增速。当前苹果的预期市盈率为31倍，在七巨头中仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)，若想延续涨势，公司业绩必须拿出亮眼表现。</p><h2 id=\"id_1545434709\">谷歌</h2><p>一年前，市场还认为OpenAI在AI竞赛中处于领先地位，投资者担忧谷歌会被甩在身后。如今，谷歌已成为公认的“宠儿”，在AI领域多点开花，占据领先地位。</p><p>谷歌最新推出的Gemini AI模型收获一片好评，缓解了市场对其竞争不过OpenAI的担忧。同时，公司自研的TPU被视为未来营收增长的重要驱动力，甚至有望蚕食英伟达在AI半导体市场的主导份额。</p><p>2025年，谷歌股价累计上涨超65%，在七巨头中表现最佳。但这样的涨势还能持续多久?目前，公司市值已逼近4万亿美元，预期市盈率约为28倍，远高于五年均值20倍。分析师平均目标价显示，该股2026年涨幅预计仅为3.9%。</p><h2 id=\"id_3323959207\"><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></h2><p>作为电商和云计算巨头，亚马逊(AMZN.US)在2025年成为七巨头中表现最差的公司，这已是其连续第七年垫底。但进入2026年初，亚马逊股价强势反弹，领跑巨头阵营。</p><p>市场对亚马逊的乐观情绪，主要源于其云计算业务AWS——该业务在公司最新财报中创下多年来最快增速。此前，市场担忧AWS落后于竞争对手，再加上公司为发展AI大举投入(包括利用机器人技术提升仓储运营效率)，双重因素曾拖累股价。投资者预计，亚马逊的效率提升举措将很快见效，2026年或许会成为公司股价实现“从垫底到领跑”逆袭的一年。</p><p>“仓储自动化和更高效的物流配送将成为亚马逊的巨大增长点，”持有亚马逊股票的Prime Capital Financial投资组合经理Clayton Allison表示，“目前市场还未充分挖掘这一价值，但这让我想起了去年的谷歌——当时市场担忧它不敌OpenAI的竞争而对其冷落，随后股价却一飞冲天。”</p><h2 id=\"id_2405292327\"><a href=\"https://laohu8.com/S/META\">Meta</a></h2><p>在七巨头中，Meta(META.US)的遭遇最能体现投资者对巨额AI投入的质疑态度。该公司首席执行官扎克伯格为实现AI雄心，大举收购企业、招揽人才，其中包括斥资140亿美元投资AI公司Scale AI，同时聘请该公司首席执行官Alexandr Wang担任Meta的AI主管。</p><p>这一策略曾得到股东认可，但好景不长。2025年10月下旬，Meta将当年资本支出预期上调至720亿美元，并预计2026年支出将“大幅增加”，消息一出，公司股价应声暴跌。回顾2025年，Meta股价在8月创下历史新高时，年内涨幅曾达35%，但此后已回落17%。对Meta而言，2026年的关键任务，是向市场证明巨额投入正实实在在地推动利润增长。</p><h2 id=\"id_3391789521\">特斯拉</h2><p>2025年上半年，特斯拉股价在七巨头中垫底，但下半年形势逆转——随着首席执行官马斯克将战略重心从低迷的电动汽车销量转向自动驾驶汽车和机器人业务，公司股价飙升超40%。本轮涨势过后，特斯拉的预期市盈率达到惊人的200倍，在标普500指数成分股中，仅次于被收购标的华纳兄弟探索公司(WBD.US)。</p><p>经历两年营收停滞之后，市场预计特斯拉将在2026年重拾增长。数据显示，特斯拉2025年营收预计萎缩3%，而2026年营收增幅有望达到12%，2027年进一步攀升至18%。</p><p>即便如此，华尔街对特斯拉2026年的股价表现仍持悲观态度。数据显示，分析师平均目标价预示，未来12个月特斯拉股价将下跌9.1%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>闭眼买入的时代结束了！美股七巨头抱团策略失灵，华尔街喊话：2026年得“拆开来买”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n闭眼买入的时代结束了！美股七巨头抱团策略失灵，华尔街喊话：2026年得“拆开来买”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 07:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1391342.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来，许多投资者都奉行一套简单的策略来跑赢市场：重仓美国大型科技股。这一策略曾在很长一段时间内为投资者带来丰厚回报，但在2025年却黯然失效。自2022年美联储开启加息周期以来，“七科技”中多数公司的表现首次落后于标普500指数。尽管一项衡量“七巨头”表现的指数在2025年上涨25%，高于标普500指数的16%，但这一涨幅完全依赖谷歌(GOOGL.US)和英伟达(NVDA.US)两家公司的强劲...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391342.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{"NVDA":"英伟达","TSLA":"特斯拉","META":"Meta Platforms, Inc.","GOOGL":"谷歌A","AMZN":"亚马逊","AAPL":"苹果","MSFT":"微软"},"source_url":"http://www.zhitongcaijing.com/content/detail/1391342.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2602563738","content_text":"近年来，许多投资者都奉行一套简单的策略来跑赢市场：重仓美国大型科技股。这一策略曾在很长一段时间内为投资者带来丰厚回报，但在2025年却黯然失效。自2022年美联储开启加息周期以来，“七科技”中多数公司的表现首次落后于标普500指数。尽管一项衡量“七巨头”表现的指数在2025年上涨25%，高于标普500指数的16%，但这一涨幅完全依赖谷歌(GOOGL.US)和英伟达(NVDA.US)两家公司的强劲拉升。许多华尔街专业人士预计，随着科技巨头盈利增速放缓，且市场对巨额人工智能(AI)投入回报的质疑增多，这一分化趋势将在2026年持续。从年初表现来看，他们的判断正在得到印证——七巨头指数仅上涨0.5%，而标普500指数涨幅达到1.8%。在这一背景下，对这一群体内部个股的精挑细选变得至关重要。“当下的市场早已不是‘一招鲜吃遍天’的行情，”管理着1.4万亿美元资产的Natixis Investment Managers Solutions首席投资组合策略师Jack Janasiewicz表示，“如果只是无脑买入整个巨头组合，个股的亏损很可能会抵消掉其他股票的收益。”这轮持续三年的牛市由科技巨头引领，自2022年10月牛市开始以来，仅英伟达、谷歌、微软(MSFT.US)和苹果(AAPL.US)四家公司就贡献了标普500指数涨幅的三分之一以上。但随着市场资金开始流向标普500指数的其他成分股，投资者对科技巨头的热情正在降温。由于大型科技公司盈利增速放缓，投资者不再满足于“AI带来暴富”的空头支票，而是期待真金白银的回报。汇编数据显示，七巨头2026年的盈利增幅预计约为18%，为2022年以来最慢增速，与标普500指数其他493家成分股13%的预期增幅相比，优势已十分微弱。“我们已经看到企业盈利增长的范围正在扩大，且这一趋势将持续下去，”瑞银全球财富管理美国股票主管David Lefkowitz指出，“科技行业不再是市场唯一的主角。”市场对科技巨头仍存一丝乐观，原因在于其估值已相对回落。当前，七巨头指数的预期市盈率为29倍，远低于本年代初40倍以上的高位。相比之下，标普500指数的预期市盈率为22倍，纳斯达克100指数为25倍。以下是对七巨头2026年的前景展望：英伟达这家占据主导地位的AI芯片制造商正面临竞争加剧以及对其最大客户支出可持续性的担忧所带来的压力。该股自2022年底以来上涨了1165%，但在去年10月29日创下历史新高后已下跌11%。竞争对手AMD(AMD.US)已斩获OpenAI和甲骨文(ORCL.US)的数据中心芯片订单，而谷歌等英伟达的大客户也在加速部署自研定制芯片。尽管如此，得益于芯片供不应求的市场格局，英伟达的营收仍保持高速增长。华尔街对英伟达依然持乐观态度，在覆盖该股的82位分析师中，有76位给予“买入”评级。数据显示，分析师对该股的平均目标价意味着未来12个月约有39%的上涨空间，为七巨头中最高。微软2025年是微软连续第二年跑输标普500指数。作为AI领域的“烧钱大户”，微软预计在截至2026年6月的财年里，资本支出将逼近1000亿美元。分析师平均预期，下一财年该公司资本支出将进一步攀升至1160亿美元。数据中心的扩建推动微软云计算业务营收增速回升，但公司在说服客户为集成AI功能的软件付费方面，成效并不显著。Zacks Investment Management客户投资组合经理Brian Mulberry表示，投资者正期待这些巨额投入能够转化为实实在在的回报。“我们看到，部分投资者正在寻找现金流管理能力更优质的企业，同时希望更清晰地看到AI业务的盈利前景，”Mulberry补充道。苹果在七巨头中，苹果对AI的布局最为保守。这一策略在2025年上半年令公司股价承压，截至8月初，股价累计下跌近20%。但随后，苹果摇身一变成为“反AI概念股”，因无需承担高额AI投入的风险而受到投资者青睐，股价在2025年底前飙升34%。与此同时，iPhone的强劲销量也让投资者安心——苹果的核心产品需求依然旺盛。对苹果而言，2026年股价上涨的关键在于加速业绩增长。尽管公司股价上周五收盘上涨，勉强避免创下1991年以来最长连跌纪录，但近期涨势已明显放缓。不过，市场预计苹果在截至2026年9月的财年里，营收增幅将达到9%，创下2021年以来的最快增速。当前苹果的预期市盈率为31倍，在七巨头中仅次于特斯拉(TSLA.US)，若想延续涨势，公司业绩必须拿出亮眼表现。谷歌一年前，市场还认为OpenAI在AI竞赛中处于领先地位，投资者担忧谷歌会被甩在身后。如今，谷歌已成为公认的“宠儿”，在AI领域多点开花，占据领先地位。谷歌最新推出的Gemini AI模型收获一片好评，缓解了市场对其竞争不过OpenAI的担忧。同时，公司自研的TPU被视为未来营收增长的重要驱动力，甚至有望蚕食英伟达在AI半导体市场的主导份额。2025年，谷歌股价累计上涨超65%，在七巨头中表现最佳。但这样的涨势还能持续多久?目前，公司市值已逼近4万亿美元，预期市盈率约为28倍，远高于五年均值20倍。分析师平均目标价显示，该股2026年涨幅预计仅为3.9%。亚马逊作为电商和云计算巨头，亚马逊(AMZN.US)在2025年成为七巨头中表现最差的公司，这已是其连续第七年垫底。但进入2026年初，亚马逊股价强势反弹，领跑巨头阵营。市场对亚马逊的乐观情绪，主要源于其云计算业务AWS——该业务在公司最新财报中创下多年来最快增速。此前，市场担忧AWS落后于竞争对手，再加上公司为发展AI大举投入(包括利用机器人技术提升仓储运营效率)，双重因素曾拖累股价。投资者预计，亚马逊的效率提升举措将很快见效，2026年或许会成为公司股价实现“从垫底到领跑”逆袭的一年。“仓储自动化和更高效的物流配送将成为亚马逊的巨大增长点，”持有亚马逊股票的Prime Capital Financial投资组合经理Clayton Allison表示，“目前市场还未充分挖掘这一价值，但这让我想起了去年的谷歌——当时市场担忧它不敌OpenAI的竞争而对其冷落，随后股价却一飞冲天。”Meta在七巨头中，Meta(META.US)的遭遇最能体现投资者对巨额AI投入的质疑态度。该公司首席执行官扎克伯格为实现AI雄心，大举收购企业、招揽人才，其中包括斥资140亿美元投资AI公司Scale AI，同时聘请该公司首席执行官Alexandr Wang担任Meta的AI主管。这一策略曾得到股东认可，但好景不长。2025年10月下旬，Meta将当年资本支出预期上调至720亿美元，并预计2026年支出将“大幅增加”，消息一出，公司股价应声暴跌。回顾2025年，Meta股价在8月创下历史新高时，年内涨幅曾达35%，但此后已回落17%。对Meta而言，2026年的关键任务，是向市场证明巨额投入正实实在在地推动利润增长。特斯拉2025年上半年，特斯拉股价在七巨头中垫底，但下半年形势逆转——随着首席执行官马斯克将战略重心从低迷的电动汽车销量转向自动驾驶汽车和机器人业务，公司股价飙升超40%。本轮涨势过后，特斯拉的预期市盈率达到惊人的200倍，在标普500指数成分股中，仅次于被收购标的华纳兄弟探索公司(WBD.US)。经历两年营收停滞之后，市场预计特斯拉将在2026年重拾增长。数据显示，特斯拉2025年营收预计萎缩3%，而2026年营收增幅有望达到12%，2027年进一步攀升至18%。即便如此，华尔街对特斯拉2026年的股价表现仍持悲观态度。数据显示，分析师平均目标价预示，未来12个月特斯拉股价将下跌9.1%。","news_type":1,"symbols_score_info":{"TSLA":2,"GOOGL":2,"AAPL":2,"AMZN":2,"META":2,"MSFT":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511296982594144,"gmtCreate":1765855325247,"gmtModify":1765855327678,"author":{"id":"3446613859124249","authorId":"3446613859124249","name":"cage","avatar":"https://static.tigerbbs.com/fd0dad164779b9565abddf7964380c1a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3446613859124249","authorIdStr":"3446613859124249"},"themes":[],"title":"","htmlText":"讲故事也能上市！赚了打新的赶紧跑，未来会亏很惨","listText":"讲故事也能上市！赚了打新的赶紧跑，未来会亏很惨","text":"讲故事也能上市！赚了打新的赶紧跑，未来会亏很惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511296982594144","repostId":"2589388780","repostType":2,"repost":{"id":"2589388780","kind":"news","pubTimestamp":1765162540,"share":"https://www.laohu8.com/m/news/2589388780?lang=zh_CN&edition=full","pubTime":"2025-12-08 10:55","market":"sh","language":"zh","title":"果下科技(02655)港股打新：AI互联网储能龙头+AI机器人安全第一股","url":"https://stock-news.laohu8.com/highlight/detail?id=2589388780","media":"智通财经","summary":"在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。果下科技的故事，不止于AI互联网储能蓝图描绘，而是一个关于AI机器人控制权、安全感与可持续发展的叙事。通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。在工业与商业领域，可以设想出现由果下平台调度的“AI机器人安全舰队”。","content":"<html><body><p>智通财经APP获悉，本周，港股新股——<a href=\"https://laohu8.com/S/02655\">果下科技</a>(02655)正式启动公开招股。当全球投资者仍在AI算法与算力中寻找标的时，这家公司以其独创的“AI互联网储能和AI机器人安全”路径，直指智能时代最底层的痛点与确定性需求：<strong>如何让机器人既强大，又绝对可控。</strong></p><p>这家AI储能公司的上市，不仅是企业发展的重要节点，也是对未来十年物理智能安全赛道发展方向的提前锚定与布局。在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。</p><p><strong>为何此刻值得重点关注?</strong></p><p>果下科技的故事，不止于AI互联网储能蓝图描绘，<strong>而是一个关于AI机器人控制权、安全感与可持续发展的叙事</strong>。其招股书中反复强调的AI机器人安全布局，揭示了一个未来超越当前业务范畴的野心。</p><p>公司在招股书中表示“我们计划开发专为储能系统设计的具备自主巡检、异常检测、远程协作及边缘智能决策功能的人工智能优化机器人……为应对机器人自主性潜在风险并确保其安全可控运行，<strong>本公司致力运用创新储能技术从根本上约束机械人行为模式，确保人类保持绝对控制权。”</strong>这明确传递出一个信号：公司正在从“能源设备提供商”向“物理智能安全架构师”进化。其价值内核正在发生质变。</p><p><strong>发展战略解码——三层进阶，锁定“终极控制权”</strong></p><p>市场容易将果下科技简单归类为储能公司，但其战略蓝图清晰展示了通往“安全霸主”的<strong>三层递进式布局。</strong></p><p><strong>当前，公司正处在内生安全阶段。</strong>该阶段的核心目标是保障其储能系统自身的绝对安全，通过AI实现预测性维护与毫秒级风险隔离。这不仅是其业务的起点与基石，更通过海量运行数据形成了持续优化的“数据飞轮”，为未来打下坚实基础。</p><p><strong>中期，公司将向系统控制阶段演进。</strong>其战略意图是将现有的“云-边-端”能源管理平台，升级为一个可调度、可控制的“分布式能源网络操作系统”。这意味着，未来接入该网络的任何智能设备(包括各类机器人)，其行为都可能受到来自能源侧的“物理级”柔性约束。这直接呼应了其发展“开放式AI模型”与“全链路数据整合”的战略。</p><p><strong>未来，公司的目标是构建主动防护阶段。</strong>通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。其终极愿景是，能够放心地将复杂的储能系统乃至更多场景交给机器人管理，同时确保这些机器人永远安全、可控。根据规划，<strong>定制AI芯片将于2026-2027年推进，而能源智能机器人系统则计划从2027年起开始开发。</strong></p><p><strong>市场潜力——法规与事故驱动的“强制市场”</strong></p><p>AI机器人安全赛道核心驱动力首先来自全球法规的强制性要求。以欧盟最新机械法规(2023/1230)为例，它明确规定从2027年起，所有新投放市场的机械设备都必须满足相应的性能等级(PLa至 PLe)的安全功能，并首次明确要求将网络安全威胁纳入安全风险评估。这为高端安全解决方案创造了全球性的市场准入壁垒和一个确定的爆发时间节点。</p><p>其次，全球范围内的<strong>安全共识已经觉醒</strong>。从联合国秘书长古特雷斯呼吁就“杀人机器人”展开全球治理，到制造业在引入协作机器人时对动态安全防护的迫切需求，安全已成为产业扩张不可逾越的前提。有数据显示，在引入具备高级安全逻辑的协作机器人后，部分产线的效率提升了18%，而事故率则降低了27%。</p><p>当前市场格局呈现碎片化，参与者主要集中于<strong>网络安全软件</strong>(如Cloudflare)和传统的<strong>工业功能安全硬件</strong>(如西门子)。然而，像果下科技这样，从<strong>能源系统级控制</strong>这一物理根本层面切入，并致力于打通“云-边-端-能”全链条的综合性安全方案，<strong>尚属市场空白</strong>。其“精准断能”的差异化能力，构成了独特的竞争壁垒。</p><p>全球顶尖AI科学家为果下赛道价值做了信任背书。马斯克担忧AI可能因“目标错位”而失控——<strong>果下的解药是物理级行为约束。</strong>辛顿担忧恶意滥用——果下的计划是构建系统免疫与离线安全岛。联合国警告“杀人机器人”——果下的承诺是写入战略的 “<strong>人类绝对控制权</strong>” 。</p><p>奥特曼(Sam Altman)坚定的AI倡导者，也认为超级智能是不可避免的，人类必须学会如何安全地引导它。当全球的讨论大多停留在算法层面的“价值观对齐”时，果下科技提供了一条更底层、更务实的东方工程智慧路径：<strong>如果无法绝对保证机器人的“善意”，那么就必须牢牢掌握对他们的绝对控制。</strong></p><p><strong>定位升维——从储能到成为“可信基石”</strong></p><p>此次上市，是公司完成从“周期性项目供应商”到“智能时代可信赖守护者”这一关键定位跃迁的里程碑。</p><p>在工业与商业领域，可以设想出现由果下平台调度的“AI机器人安全舰队”。在拥有高速移动机器人的汽车工厂或大型仓储中心，该平台能够实现机器人群的碰撞规避、任务协同，并具备毫秒级下达全局减速或紧急关断指令的能力。在化工厂巡检、电网维修等高危场景，可为作业机器人配备基于独立应急能源的“行为锁死协议”，确保即使在通讯中断时，机器人也能自动进入安全模式，防止二次灾难。</p><p>在需要人机紧密协作的场景，如果下的技术能为协作机器人配备全身触觉感知皮肤和AI预判算法，机器人将能像“安全气囊”一样，通过预判人类操作者的状态提前切换至保守模式，主动预防伤害。在商场、机场等公共空间，其云安全平台可强制服务机器人在人群密集区限速、在儿童区增大避让距离、在火警时自动让出救援通道，成为公共安全的“隐形秩序维护者”。</p><p><strong>攻守兼备——风险对冲的稀缺性配置</strong></p><p>果下科技的商业模式，构建了一个精妙的“不对称优势”，使其具备了独特的风险对冲属性。</p><p>在<strong>AI产业上行周期</strong>，当人工智能与机器人产业蓬勃发展时，公司作为储能产业链中不可或缺的AI技术龙头，或将享受行业增长的贝塔收益。</p><p>在<strong>AI产业下行周期或行业风险暴露期</strong>，如出现重大AI安全事故、监管骤然收紧或伦理争议激化时，市场会瞬间意识到“安全”才是产业可持续发展的生命线——此时，果下科技作为核心安全解决方案的提供者，<strong>其防御属性和逆周期价值将凸显，或成为资本寻求的“避风港”。</strong></p><p>综合而言，果下科技作为全球前八储能供应商，此次IPO是港股近年稀缺的科技标的，具备独特叙事、清晰路径与刚性需求。该公司跳出市场同质化竞争，打造机器人主动安全新赛道，凭能源控制核心能力形成高壁垒的技术与战略优势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-12-08 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1378640.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，本周，港股新股——果下科技(02655)正式启动公开招股。当全球投资者仍在AI算法与算力中寻找标的时，这家公司以其独创的“AI互联网储能和AI机器人安全”路径，直指智能时代最底层的痛点与确定性需求：如何让机器人既强大，又绝对可控。这家AI储能公司的上市，不仅是企业发展的重要节点，也是对未来十年物理智能安全赛道发展方向的提前锚定与布局。在港股市场中，具备清晰且扎实的“AI机器人...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1378640.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159792":"互联网","160636":"互联网","02655":"果下科技"},"source_url":"http://www.zhitongcaijing.com/content/detail/1378640.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2589388780","content_text":"智通财经APP获悉，本周，港股新股——果下科技(02655)正式启动公开招股。当全球投资者仍在AI算法与算力中寻找标的时，这家公司以其独创的“AI互联网储能和AI机器人安全”路径，直指智能时代最底层的痛点与确定性需求：如何让机器人既强大，又绝对可控。这家AI储能公司的上市，不仅是企业发展的重要节点，也是对未来十年物理智能安全赛道发展方向的提前锚定与布局。在港股市场中，具备清晰且扎实的“AI机器人安全”战略规划的企业较为罕见。为何此刻值得重点关注?果下科技的故事，不止于AI互联网储能蓝图描绘，而是一个关于AI机器人控制权、安全感与可持续发展的叙事。其招股书中反复强调的AI机器人安全布局，揭示了一个未来超越当前业务范畴的野心。公司在招股书中表示“我们计划开发专为储能系统设计的具备自主巡检、异常检测、远程协作及边缘智能决策功能的人工智能优化机器人……为应对机器人自主性潜在风险并确保其安全可控运行，本公司致力运用创新储能技术从根本上约束机械人行为模式，确保人类保持绝对控制权。”这明确传递出一个信号：公司正在从“能源设备提供商”向“物理智能安全架构师”进化。其价值内核正在发生质变。发展战略解码——三层进阶，锁定“终极控制权”市场容易将果下科技简单归类为储能公司，但其战略蓝图清晰展示了通往“安全霸主”的三层递进式布局。当前，公司正处在内生安全阶段。该阶段的核心目标是保障其储能系统自身的绝对安全，通过AI实现预测性维护与毫秒级风险隔离。这不仅是其业务的起点与基石，更通过海量运行数据形成了持续优化的“数据飞轮”，为未来打下坚实基础。中期，公司将向系统控制阶段演进。其战略意图是将现有的“云-边-端”能源管理平台，升级为一个可调度、可控制的“分布式能源网络操作系统”。这意味着，未来接入该网络的任何智能设备(包括各类机器人)，其行为都可能受到来自能源侧的“物理级”柔性约束。这直接呼应了其发展“开放式AI模型”与“全链路数据整合”的战略。未来，公司的目标是构建主动防护阶段。通过开发专用AI芯片与能源智能机器人系统，实现对机器人自身行为的边缘智能监控与主动安全干预。其终极愿景是，能够放心地将复杂的储能系统乃至更多场景交给机器人管理，同时确保这些机器人永远安全、可控。根据规划，定制AI芯片将于2026-2027年推进，而能源智能机器人系统则计划从2027年起开始开发。市场潜力——法规与事故驱动的“强制市场”AI机器人安全赛道核心驱动力首先来自全球法规的强制性要求。以欧盟最新机械法规(2023/1230)为例，它明确规定从2027年起，所有新投放市场的机械设备都必须满足相应的性能等级(PLa至 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可空，转个10-20的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455416775667912","isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454865958797496,"gmtCreate":1752069450876,"gmtModify":1752070343434,"author":{"id":"3446613859124249","authorId":"3446613859124249","name":"cage","avatar":"https://static.tigerbbs.com/fd0dad164779b9565abddf7964380c1a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3446613859124249","authorIdStr":"3446613859124249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$&nbsp;</a> 每天问一次，你发的什么鬼","listText":"<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$&nbsp;</a> 每天问一次，你发的什么鬼","text":"$摩根士丹利(MS)$ 每天问一次，你发的什么鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454865958797496","repostId":"1171808591","repostType":2,"repost":{"id":"1171808591","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1751859790,"share":"https://www.laohu8.com/m/news/1171808591?lang=zh_CN&edition=full","pubTime":"2025-07-07 11:43","market":"hk","language":"zh","title":"摩根士丹利：买入这五只有望上涨的美股股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1171808591","media":"老虎资讯综合","summary":"摩根士丹利的分析师们指出，有五只股票具有巨大的上涨潜力。$查特工业$  摩根士丹利分析师丹尼尔·库茨加倍看好这家天然气和液化设备公司的股票。在6月初Chart Industries与Flowserve达成合并协议后，该行将其股票列为新的首选股。过去12个月，该股上涨了近18%。摩根士丹利在最近的一份报告中指出，美容行业其他同行的评论表明行业趋势正在改善，古特曼表示这对Ulta来说是个好兆头。此外，古特曼表示Ulta面临的关税风险极小。","content":"<html><head></head><body><p style=\"text-align: start;\">摩根士丹利（Morgan Stanley）的分析师们指出，有五只股票具有巨大的上涨潜力。</p><p style=\"text-align: start;\">该投行表示，像 <a href=\"https://laohu8.com/S/CHWY\">Chewy, Inc.</a> 这样的公司很有吸引力，其股票仍有上涨空间。</p><p style=\"text-align: start;\">其他获得增持评级的股票包括： <a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a>、 <a href=\"https://laohu8.com/S/NU\">Nu Holdings Ltd.</a> 、 <a href=\"https://laohu8.com/S/GTLS\">查特工业</a>  和 <a href=\"https://laohu8.com/S/CPNG\">Coupang, Inc.</a> 。</p><p style=\"text-align: start;\"><strong> <a href=\"https://laohu8.com/S/GTLS\">查特工业</a>  （Chart Industries）</strong></p><p style=\"text-align: start;\">摩根士丹利分析师丹尼尔·库茨（Daniel Kutz）加倍看好这家天然气和液化设备公司的股票。</p><p style=\"text-align: start;\">在6月初Chart Industries与Flowserve达成合并协议后，该行将其股票列为新的首选股。</p><p style=\"text-align: start;\">库茨写道：“该交易提前推动了Chart Industries（GTLS）的关键举措。但无论如何，我们认为GTLS自身的增长前景极具吸引力，而与交易相关的上涨潜力可能会带来额外的估值提升。”</p><p style=\"text-align: start;\">此外，库茨看好该公司设定的增长目标，并认为如果这些目标得以实现，其股价可能被严重低估。</p><p style=\"text-align: start;\">在不确定的宏观经济环境下，Chart Industries也具有防御性，其交易协同效应极具吸引力，不容忽视。</p><p style=\"text-align: start;\">他继续写道：“合并后的Chart和Flowserve‘可能会支撑我们眼中GTLS股票本已引人注目的增长和相对估值前景’。”</p><p style=\"text-align: start;\">过去12个月，该股上涨了近18%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3cdcf453438ebbbfa7a337378ad411fe\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a></strong></p><p style=\"text-align: start;\">分析师西蒙·古特曼（Simeon Gutman）认为，这家美容公司的股票在当前价格下也极具吸引力，不容忽视。</p><p style=\"text-align: start;\">摩根士丹利在最近的一份报告中指出，美容行业其他同行的评论表明行业趋势正在改善，古特曼表示这对Ulta来说是个好兆头。</p><p style=\"text-align: start;\">他写道：“尽管Ulta在2025年下半年的同比基数会变得略高，但我们怀疑当前的业绩指引偏于保守，鉴于行业预测，这为（股价）上行铺平了道路。”</p><p style=\"text-align: start;\">此外，古特曼表示Ulta面临的关税风险极小。</p><p style=\"text-align: start;\">与此同时，该公司股价在过去一年上涨了22%以上。</p><p style=\"text-align: start;\">这位分析师表示：“我们认为随着Ulta保持其市场份额增长的势头，其股价仍有上行空间。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e5906bccc9a711c6855db1e1dd82a78\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>Coupang</strong></p><p style=\"text-align: start;\">这家韩国电子商务公司最近被分析师朴世延（Seyon Park）列为首选股。</p><p style=\"text-align: start;\">他写道：“该公司持续表现出色，相对不受关税风险影响，并且是美元走弱的受益者。”</p><p style=\"text-align: start;\">朴世延表示，竞争对手正试图跟上Coupang市场份额增长的步伐，但并未成功。</p><p style=\"text-align: start;\">他说：“Coupang完全整合的履约和配送能力使其在韩国电子商务市场具有明显的竞争优势，推动了持续的市场份额增长和经营杠杆效应。”</p><p style=\"text-align: start;\">然而，尽管该股在过去短短三个月内就上涨了40%，朴世延仍认为其估值颇具吸引力。</p><p style=\"text-align: start;\">他说：“其产品商务的飞轮效应在韩国不可阻挡。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/86c4327d0c73f676d869ac39dc5a74f8\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>Chewy</strong></p><p style=\"text-align: start;\">“我们对诊所机会的深入分析表明，在一个本已充满吸引力的故事上，存在一个被低估的看涨期权；CHWY是我们的首选股：Chewy去年开设了其第一家兽医诊所，进入了规模达400亿美元的市场。诊所应被证明是一个强大的独立业务板块，拥有极具吸引力的单店四壁经济效益（4-wall unit economics），我们估计每个诊所的投资回报率（ROI）约为2.5倍至5.0倍。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a40586263c150f324281f40d10ce1fcf\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/NU\">Nu Holdings Ltd.</a> </strong></p><p style=\"text-align: start;\">“尽管投资者对巴西薪资贷款领域的兴趣日益浓厚，但我们认为市场仍然低估了Nu（NU）快速成为该领域领导者的能力。...我们预测到2026年底，NU在薪资贷款领域的市场份额将达到10%——而卖方（投行分析师）的预期仅为3-4%。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a666c3bf4e39800cff07210aaef09d33\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>补充分析师观点整合：</strong></p><ul style=\"\"><li><p><strong>Chart Industries:</strong> “该交易提前推动了Chart Industries（GTLS）的关键举措。但无论如何，我们认为GTLS自身的增长前景极具吸引力，而与交易相关的上涨潜力可能会带来额外的估值提升。...然而，有人质疑‘是否值得’。我们理解这种反对意见，但总体而言，我们的终端市场和宏观驱动因素分析支持我们的观点，即该交易带来的好处可能会支撑我们眼中GTLS股票本已引人注目的增长和相对估值前景。”</p></li><li><p><strong>Ulta Beauty:</strong> “尽管Ulta在2025年下半年的同比基数会变得略高，但我们怀疑当前的业绩指引偏于保守，鉴于行业预测，这为（股价）上行铺平了道路。...考虑到2025年设定的门槛较低（可比销售额/息税前利润率指引中值分别为增长0.8%/约11.8%）且关税风险极小，Ulta处于有利地位。我们认为随着Ulta保持其市场份额增长的势头，其股价仍有上行空间。”</p></li><li><p><strong>Coupang:</strong> “该公司持续表现出色，相对不受关税风险影响，并且是美元走弱的受益者。...其产品商务的飞轮效应在韩国不可阻挡。...Coupang完全整合的履约和配送能力使其在韩国电子商务市场具有明显的竞争优势，推动了持续的市场份额增长和经营杠杆效应。”</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：买入这五只有望上涨的美股股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利：买入这五只有望上涨的美股股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-07 11:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">摩根士丹利（Morgan Stanley）的分析师们指出，有五只股票具有巨大的上涨潜力。</p><p style=\"text-align: start;\">该投行表示，像 <a href=\"https://laohu8.com/S/CHWY\">Chewy, Inc.</a> 这样的公司很有吸引力，其股票仍有上涨空间。</p><p style=\"text-align: start;\">其他获得增持评级的股票包括： <a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a>、 <a href=\"https://laohu8.com/S/NU\">Nu Holdings Ltd.</a> 、 <a href=\"https://laohu8.com/S/GTLS\">查特工业</a>  和 <a href=\"https://laohu8.com/S/CPNG\">Coupang, Inc.</a> 。</p><p style=\"text-align: start;\"><strong> <a href=\"https://laohu8.com/S/GTLS\">查特工业</a>  （Chart Industries）</strong></p><p style=\"text-align: start;\">摩根士丹利分析师丹尼尔·库茨（Daniel Kutz）加倍看好这家天然气和液化设备公司的股票。</p><p style=\"text-align: start;\">在6月初Chart Industries与Flowserve达成合并协议后，该行将其股票列为新的首选股。</p><p style=\"text-align: start;\">库茨写道：“该交易提前推动了Chart Industries（GTLS）的关键举措。但无论如何，我们认为GTLS自身的增长前景极具吸引力，而与交易相关的上涨潜力可能会带来额外的估值提升。”</p><p style=\"text-align: start;\">此外，库茨看好该公司设定的增长目标，并认为如果这些目标得以实现，其股价可能被严重低估。</p><p style=\"text-align: start;\">在不确定的宏观经济环境下，Chart Industries也具有防御性，其交易协同效应极具吸引力，不容忽视。</p><p style=\"text-align: start;\">他继续写道：“合并后的Chart和Flowserve‘可能会支撑我们眼中GTLS股票本已引人注目的增长和相对估值前景’。”</p><p style=\"text-align: start;\">过去12个月，该股上涨了近18%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3cdcf453438ebbbfa7a337378ad411fe\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/ULTA\">Ulta美容</a></strong></p><p style=\"text-align: start;\">分析师西蒙·古特曼（Simeon Gutman）认为，这家美容公司的股票在当前价格下也极具吸引力，不容忽视。</p><p style=\"text-align: start;\">摩根士丹利在最近的一份报告中指出，美容行业其他同行的评论表明行业趋势正在改善，古特曼表示这对Ulta来说是个好兆头。</p><p style=\"text-align: start;\">他写道：“尽管Ulta在2025年下半年的同比基数会变得略高，但我们怀疑当前的业绩指引偏于保守，鉴于行业预测，这为（股价）上行铺平了道路。”</p><p style=\"text-align: start;\">此外，古特曼表示Ulta面临的关税风险极小。</p><p style=\"text-align: start;\">与此同时，该公司股价在过去一年上涨了22%以上。</p><p style=\"text-align: start;\">这位分析师表示：“我们认为随着Ulta保持其市场份额增长的势头，其股价仍有上行空间。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e5906bccc9a711c6855db1e1dd82a78\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>Coupang</strong></p><p style=\"text-align: start;\">这家韩国电子商务公司最近被分析师朴世延（Seyon Park）列为首选股。</p><p style=\"text-align: start;\">他写道：“该公司持续表现出色，相对不受关税风险影响，并且是美元走弱的受益者。”</p><p style=\"text-align: start;\">朴世延表示，竞争对手正试图跟上Coupang市场份额增长的步伐，但并未成功。</p><p style=\"text-align: start;\">他说：“Coupang完全整合的履约和配送能力使其在韩国电子商务市场具有明显的竞争优势，推动了持续的市场份额增长和经营杠杆效应。”</p><p style=\"text-align: start;\">然而，尽管该股在过去短短三个月内就上涨了40%，朴世延仍认为其估值颇具吸引力。</p><p style=\"text-align: start;\">他说：“其产品商务的飞轮效应在韩国不可阻挡。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/86c4327d0c73f676d869ac39dc5a74f8\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>Chewy</strong></p><p style=\"text-align: start;\">“我们对诊所机会的深入分析表明，在一个本已充满吸引力的故事上，存在一个被低估的看涨期权；CHWY是我们的首选股：Chewy去年开设了其第一家兽医诊所，进入了规模达400亿美元的市场。诊所应被证明是一个强大的独立业务板块，拥有极具吸引力的单店四壁经济效益（4-wall unit economics），我们估计每个诊所的投资回报率（ROI）约为2.5倍至5.0倍。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a40586263c150f324281f40d10ce1fcf\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/NU\">Nu Holdings Ltd.</a> </strong></p><p style=\"text-align: start;\">“尽管投资者对巴西薪资贷款领域的兴趣日益浓厚，但我们认为市场仍然低估了Nu（NU）快速成为该领域领导者的能力。...我们预测到2026年底，NU在薪资贷款领域的市场份额将达到10%——而卖方（投行分析师）的预期仅为3-4%。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a666c3bf4e39800cff07210aaef09d33\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\"><strong>补充分析师观点整合：</strong></p><ul style=\"\"><li><p><strong>Chart Industries:</strong> “该交易提前推动了Chart Industries（GTLS）的关键举措。但无论如何，我们认为GTLS自身的增长前景极具吸引力，而与交易相关的上涨潜力可能会带来额外的估值提升。...然而，有人质疑‘是否值得’。我们理解这种反对意见，但总体而言，我们的终端市场和宏观驱动因素分析支持我们的观点，即该交易带来的好处可能会支撑我们眼中GTLS股票本已引人注目的增长和相对估值前景。”</p></li><li><p><strong>Ulta Beauty:</strong> “尽管Ulta在2025年下半年的同比基数会变得略高，但我们怀疑当前的业绩指引偏于保守，鉴于行业预测，这为（股价）上行铺平了道路。...考虑到2025年设定的门槛较低（可比销售额/息税前利润率指引中值分别为增长0.8%/约11.8%）且关税风险极小，Ulta处于有利地位。我们认为随着Ulta保持其市场份额增长的势头，其股价仍有上行空间。”</p></li><li><p><strong>Coupang:</strong> “该公司持续表现出色，相对不受关税风险影响，并且是美元走弱的受益者。...其产品商务的飞轮效应在韩国不可阻挡。...Coupang完全整合的履约和配送能力使其在韩国电子商务市场具有明显的竞争优势，推动了持续的市场份额增长和经营杠杆效应。”</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/af2f9c809e1386efc48770e072d247dc","relate_stocks":{"ULTA":"Ulta美容","NU":"Nu Holdings Ltd.","GTLS":"查特工业","CHWY":"Chewy, Inc.","CPNG":"Coupang, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171808591","content_text":"摩根士丹利（Morgan Stanley）的分析师们指出，有五只股票具有巨大的上涨潜力。该投行表示，像 Chewy, Inc. 这样的公司很有吸引力，其股票仍有上涨空间。其他获得增持评级的股票包括： Ulta美容、 Nu Holdings Ltd. 、 查特工业  和 Coupang, Inc. 。 查特工业  （Chart Industries）摩根士丹利分析师丹尼尔·库茨（Daniel Kutz）加倍看好这家天然气和液化设备公司的股票。在6月初Chart Industries与Flowserve达成合并协议后，该行将其股票列为新的首选股。库茨写道：“该交易提前推动了Chart Industries（GTLS）的关键举措。但无论如何，我们认为GTLS自身的增长前景极具吸引力，而与交易相关的上涨潜力可能会带来额外的估值提升。”此外，库茨看好该公司设定的增长目标，并认为如果这些目标得以实现，其股价可能被严重低估。在不确定的宏观经济环境下，Chart Industries也具有防御性，其交易协同效应极具吸引力，不容忽视。他继续写道：“合并后的Chart和Flowserve‘可能会支撑我们眼中GTLS股票本已引人注目的增长和相对估值前景’。”过去12个月，该股上涨了近18%。Ulta美容分析师西蒙·古特曼（Simeon Gutman）认为，这家美容公司的股票在当前价格下也极具吸引力，不容忽视。摩根士丹利在最近的一份报告中指出，美容行业其他同行的评论表明行业趋势正在改善，古特曼表示这对Ulta来说是个好兆头。他写道：“尽管Ulta在2025年下半年的同比基数会变得略高，但我们怀疑当前的业绩指引偏于保守，鉴于行业预测，这为（股价）上行铺平了道路。”此外，古特曼表示Ulta面临的关税风险极小。与此同时，该公司股价在过去一年上涨了22%以上。这位分析师表示：“我们认为随着Ulta保持其市场份额增长的势头，其股价仍有上行空间。”Coupang这家韩国电子商务公司最近被分析师朴世延（Seyon Park）列为首选股。他写道：“该公司持续表现出色，相对不受关税风险影响，并且是美元走弱的受益者。”朴世延表示，竞争对手正试图跟上Coupang市场份额增长的步伐，但并未成功。他说：“Coupang完全整合的履约和配送能力使其在韩国电子商务市场具有明显的竞争优势，推动了持续的市场份额增长和经营杠杆效应。”然而，尽管该股在过去短短三个月内就上涨了40%，朴世延仍认为其估值颇具吸引力。他说：“其产品商务的飞轮效应在韩国不可阻挡。”Chewy“我们对诊所机会的深入分析表明，在一个本已充满吸引力的故事上，存在一个被低估的看涨期权；CHWY是我们的首选股：Chewy去年开设了其第一家兽医诊所，进入了规模达400亿美元的市场。诊所应被证明是一个强大的独立业务板块，拥有极具吸引力的单店四壁经济效益（4-wall unit economics），我们估计每个诊所的投资回报率（ROI）约为2.5倍至5.0倍。”Nu Holdings Ltd. “尽管投资者对巴西薪资贷款领域的兴趣日益浓厚，但我们认为市场仍然低估了Nu（NU）快速成为该领域领导者的能力。...我们预测到2026年底，NU在薪资贷款领域的市场份额将达到10%——而卖方（投行分析师）的预期仅为3-4%。”补充分析师观点整合：Chart Industries: “该交易提前推动了Chart Industries（GTLS）的关键举措。但无论如何，我们认为GTLS自身的增长前景极具吸引力，而与交易相关的上涨潜力可能会带来额外的估值提升。...然而，有人质疑‘是否值得’。我们理解这种反对意见，但总体而言，我们的终端市场和宏观驱动因素分析支持我们的观点，即该交易带来的好处可能会支撑我们眼中GTLS股票本已引人注目的增长和相对估值前景。”Ulta Beauty: “尽管Ulta在2025年下半年的同比基数会变得略高，但我们怀疑当前的业绩指引偏于保守，鉴于行业预测，这为（股价）上行铺平了道路。...考虑到2025年设定的门槛较低（可比销售额/息税前利润率指引中值分别为增长0.8%/约11.8%）且关税风险极小，Ulta处于有利地位。我们认为随着Ulta保持其市场份额增长的势头，其股价仍有上行空间。”Coupang: 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