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cage
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IP属地:湖北
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cage
08-07 22:07
$多邻国(DUOL)$
一夜致富啊,谁买了期权call的
cage
2024-06-24
$知行汽车科技(01274)$
这不是有人在操作???
cage
2024-12-24
$文远知行(WRD)$
这啥也没有,怎么能有280多亿的市值?看空一半。
cage
2024-11-27
$爱点击(ICLK)$
好莫名的中钙,财报不及时,看不到业务情况,还一直涨。被空的概率很大啊!
cage
2019-05-06
$Beyond Meat Inc.(BYND)$ Beyond Meat 登陆美股引起了很多讨论,国内外的饮食结构差异很大,以国人的饮食心理去评论是很扯的事情。 对人体而言,植物蛋白能满足绝大多数人对蛋白质的要求,而在油脂,在滥用抗生素和激素饲养猪牛鸡的问题上,人造肉也要好很多。如果全球仅仅汉堡的销售,有10%的动物肉换成人造肉,都是百亿级的。 人造肉不等于素食。
cage
2024-06-24
$趣致集团(00917)$
完全看不出为啥会增长,可能会跌
cage
08-06
$Newegg Comm Inc.(NEGG)$
换手率1048%,哈哈哈哈,庄家在狂搬运
cage
2019-03-11
$Roku Inc(ROKU)$ 这股1月份的时候,有人一直唱衰,结果涨了一倍了,呵呵,打脸。还在孜孜不倦的发帖。
cage
2019-04-16
$Jumia Technologies AG(JMIA)$你可以的。请继续。
cage
07-03
$安井食品(02648)$
看这个暗盘,感觉不妙啊!
cage
05-20
$宁德时代(03750)$
打新成功,太开心了。有没有可能涨到500以上?
cage
2024-11-08
$比亚迪电子(00285)$
每天骂一次这个比亚迪电子,直到回本。
cage
2019-11-22
$36氪(KRKR)$
看看国内的创业公司都惨成什么样了,软文公司凭什么上市,还涨?现在不是几篇软文就能拿投资的时代了。
cage
2019-03-28
$老虎证券(TIGR)$ 牛牛都有19.9亿的市值,老虎应该不止这个数。
cage
2020-12-30
只能说是一般般吧,今年的勇气不错,年初特斯拉跌的一塌糊涂,还是硬买,包括苹果一直拿着。就这两个做了大支撑,其他进进出出的,就一点小钱。去年主要抓生物医疗,今年抓科技,明年不晓得什么情况,反正比存银行赚多多了。
cage
2019-10-31
$有道(DAO)$
真能拉吧,我就看看。
cage
2021-06-23
$研控科技(RCON)$
我已经放弃治疗了,就一直拿着吧。
cage
2019-11-25
$瑞幸咖啡(LK)$
谁能解释一下,那四个长柱子?
cage
2019-10-30
$Envista Holdings(NVST)$
小小的赚了一点!只要不玩中概股,还是有机会赚的。
cage
2019-10-22
$BioNTech SE(BNTX)$
一周时间又杀回来了,这只股,没看懂啊!
去老虎APP查看更多动态
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自从买了这个就一直跌,感觉还没有到底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461587399135288","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461551270465832,"gmtCreate":1753702049473,"gmtModify":1753702051621,"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/03750\">$宁德时代(03750)$ </a> ","listText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> 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疯了!概念能冲这么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456745972376024","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455416775667912,"gmtCreate":1752223160756,"gmtModify":1752223161805,"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/BTOG\">$Bit Origin(BTOG)$ </a> 可空,转个10-20的","listText":"<a href=\"https://laohu8.com/S/BTOG\">$Bit Origin(BTOG)$ </a> 可空,转个10-20的","text":"$Bit Origin(BTOG)$ 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":1133,"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\">$摩根士丹利(MS)$ </a> 每天问一次,你发的什么鬼","listText":"<a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </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=&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 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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":{"CHWY":"Chewy, Inc.","CPNG":"Coupang, Inc.","ULTA":"Ulta美容","NU":"Nu Holdings Ltd.","GTLS":"查特工业"},"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: “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。”","news_type":1,"symbols_score_info":{"CHWY":1.1,"CPNG":1.1,"GTLS":1.1,"NU":1.1,"ULTA":1.1}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454772583846384,"gmtCreate":1752046817917,"gmtModify":1752046819509,"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/03896\">$金山云(03896)$ </a> 这个是挂了吗?","listText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$ </a> 这个是挂了吗?","text":"$金山云(03896)$ 这个是挂了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454772583846384","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453160205598816,"gmtCreate":1751603594125,"gmtModify":1751603597621,"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/03750\">$宁德时代(03750)$ </a> <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> 奔着50%去,两年翻倍?","listText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> 奔着50%去,两年翻倍?","text":"$宁德时代(03750)$ $宁德时代(03750)$ 奔着50%去,两年翻倍?","images":[{"img":"https://static.tigerbbs.com/6812aba705e46999cd20609c63900f41","width":"1176","height":"2224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453160205598816","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":452728553485168,"gmtCreate":1751555215494,"gmtModify":1751555218147,"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":"稳稳就行。","listText":"稳稳就行。","text":"稳稳就行。","images":[{"img":"https://static.tigerbbs.com/169ab2b6d661d3e9805f687d9ef8fb9c","width":"1280","height":"1605"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452728553485168","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":452729455685856,"gmtCreate":1751554961477,"gmtModify":1751554962759,"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/02648\">$安井食品(02648)$ </a> 暗盘不妙,明天有点悬。赚点就跑。","listText":"<a href=\"https://laohu8.com/S/02648\">$安井食品(02648)$ </a> 暗盘不妙,明天有点悬。赚点就跑。","text":"$安井食品(02648)$ 暗盘不妙,明天有点悬。赚点就跑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452729455685856","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452728968151720,"gmtCreate":1751554885661,"gmtModify":1751554886868,"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/QSG\">$量子之歌(QSG)$ </a> 做空小赚一点跑路","listText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$ </a> 做空小赚一点跑路","text":"$量子之歌(QSG)$ 做空小赚一点跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452728968151720","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452631590990528,"gmtCreate":1751531028679,"gmtModify":1751531032498,"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/02648\">$安井食品(02648)$ </a> 看这个暗盘,感觉不妙啊!","listText":"<a href=\"https://laohu8.com/S/02648\">$安井食品(02648)$ </a> 看这个暗盘,感觉不妙啊!","text":"$安井食品(02648)$ 看这个暗盘,感觉不妙啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/452631590990528","isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203042994500162","authorId":"4203042994500162","name":"哪吒爱炒股","avatar":"https://static.tigerbbs.com/eaa849d6d083fc73b309ae2c090598f7","crmLevel":5,"crmLevelSwitch":0,"idStr":"4203042994500162","authorIdStr":"4203042994500162"},"content":"云知声暗盘大跌,首日大涨,有人不怀好意","text":"云知声暗盘大跌,首日大涨,有人不怀好意","html":"云知声暗盘大跌,首日大涨,有人不怀好意"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452522558558584,"gmtCreate":1751502999921,"gmtModify":1751503001636,"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":"啥时候的“新”闻?看看走势再发。多邻国,现在跌成啥了。","listText":"啥时候的“新”闻?看看走势再发。多邻国,现在跌成啥了。","text":"啥时候的“新”闻?看看走势再发。多邻国,现在跌成啥了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452522558558584","repostId":"1100430008","repostType":4,"repost":{"id":"1100430008","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":1751442050,"share":"https://www.laohu8.com/m/news/1100430008?lang=&edition=full","pubTime":"2025-07-02 15:40","market":"us","language":"zh","title":"贝莱德:AI投资的下一个爆发前沿在软件股","url":"https://stock-news.laohu8.com/highlight/detail?id=1100430008","media":"老虎资讯综合","summary":"但就在投资者重新涌入科技巨头之际,他们可能忽视了AI领域真正的下一波突破点——软件板块。贝莱德全球科技团队基本面股票投资主管托尼·金指出,AI发展的下一个重要阶段将源于软件行业爆发的应用场景,这些应用预计将渗透至社会各领域。贝莱德基本面股票科技团队认为,在AI繁荣初期聚焦软件股有几大关键理由:构筑竞争壁垒:企业通过自建或收购专属AI系统并维护独特数据集,可强化竞争优势。","content":"<html><head></head><body><p style=\"text-align: start;\">推动人工智能竞赛的股票已强势反弹。 <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a>(代码MAGS)上周收复年内全部失地,重回上涨区间。但就在投资者重新涌入科技巨头之际,他们可能忽视了AI领域真正的下一波突破点——软件板块。</p><p style=\"text-align: start;\">贝莱德全球科技团队基本面股票投资主管托尼·金(Tony Kim)指出,AI发展的下一个重要阶段将源于软件行业爆发的应用场景,这些应用预计将渗透至社会各领域。简言之,软件公司正在搭建连接AI技术与企业和个人应用的桥梁。</p><p style=\"text-align: start;\">对于担忧AI需求能否支撑 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA)股价乐观预期、或超大规模企业巨额资本开支合理性的投资者,金的建议直指本质:环顾四周并思考几个基本问题——AI是否已全面改变所有适用领域?换言之,是否人人都有AI助手辅助日常生活?企业员工是否在工作流中全面使用AI代理?自动驾驶和机器人形态的实体AI是否已大规模运行?答案都是否定的。这意味着AI革命才刚刚开始。</p><p style=\"text-align: start;\">他进一步指出,AI能力正在快速进化,更多应用场景和效率提升尚未被发掘。随着时间推移,AI开发和运营成本有望下降。</p><p style=\"text-align: start;\">谈及英伟达,金认为该公司处于AI发展的绝对核心地位,尤其是考虑到全球建设"AI工厂"支撑应用的巨大需求。英伟达CEO黄仁勋在财报电话会议中表示,"AI工厂"(指创建和部署AI的基础设施)是公司主要增长点之一,这类需求正缓解美国政府H20芯片出口限制造成的收入损失。</p><p style=\"text-align: start;\">尽管看好英伟达前景,金对软件板块机遇更为振奋——这些企业正将AI深度融入产品。</p><p style=\"text-align: start;\"><strong>AI时代软件股的投资逻辑</strong></p><p style=\"text-align: start;\">金指出,软件行业主要分为企业级和消费级应用两大类别,投资者需同时关注。消费级代表包括报税软件供应商 <a href=\"https://laohu8.com/S/INTU\">财捷</a>(INTU)和语言教育平台 <a href=\"https://laohu8.com/S/DUOL\">多邻国</a> (DUOL);企业级则有客户关系管理服务商 <a href=\"https://laohu8.com/S/CRM\">赛富时</a> (CRM)和设计技术公司 <a href=\"https://laohu8.com/S/ADSK\">欧特克</a> (ADSK)。</p><p style=\"text-align: start;\">贝莱德基本面股票科技团队认为,在AI繁荣初期聚焦软件股有几大关键理由:</p><ol start=\"1\" style=\"\"><li><p><strong>构筑竞争壁垒</strong>:企业通过自建或收购专属AI系统并维护独特数据集,可强化竞争优势。即利用自有数据打造差异化AI系统实现突围。</p></li><li><p><strong>全行业赋能</strong>:新兴AI技术可服务各产业,其中"代理式AI"(能自主决策并执行)将成为需求核心。这类工具可管理库存、辅助编程、协助诊疗甚至设计建筑。</p></li><li><p><strong>轻量扩张优势</strong>:依赖云端存储而非昂贵硬件的特性,使软件公司能快速响应需求扩张,客户增长无需伴随运营成本激增。据贝莱德数据,软件业订阅服务毛利率中位数达80%。</p></li><li><p><strong>收入可预测性</strong>:订阅制商业模式带来稳定经常性收入,提升未来现金流能见度。深耕垂直领域且部署AI解决方案的企业更具投资价值——客户更换供应商需承担系统重构的高昂成本,使得用户流失率更低,现金流预测性更强。</p></li></ol><p style=\"text-align: start;\">总体而言,投资者应重点关注具备可持续增长能力与健康单客经济模型(即每单位产品或服务均能创造良好利润)的软件企业。</p></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>贝莱德:AI投资的下一个爆发前沿在软件股</title>\n<style 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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贝莱德:AI投资的下一个爆发前沿在软件股\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\">2025-07-02 15:40</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;\">推动人工智能竞赛的股票已强势反弹。 <a href=\"https://laohu8.com/S/MAGS\">Roundhill Magnificent Seven ETF</a>(代码MAGS)上周收复年内全部失地,重回上涨区间。但就在投资者重新涌入科技巨头之际,他们可能忽视了AI领域真正的下一波突破点——软件板块。</p><p style=\"text-align: start;\">贝莱德全球科技团队基本面股票投资主管托尼·金(Tony Kim)指出,AI发展的下一个重要阶段将源于软件行业爆发的应用场景,这些应用预计将渗透至社会各领域。简言之,软件公司正在搭建连接AI技术与企业和个人应用的桥梁。</p><p style=\"text-align: start;\">对于担忧AI需求能否支撑 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA)股价乐观预期、或超大规模企业巨额资本开支合理性的投资者,金的建议直指本质:环顾四周并思考几个基本问题——AI是否已全面改变所有适用领域?换言之,是否人人都有AI助手辅助日常生活?企业员工是否在工作流中全面使用AI代理?自动驾驶和机器人形态的实体AI是否已大规模运行?答案都是否定的。这意味着AI革命才刚刚开始。</p><p style=\"text-align: start;\">他进一步指出,AI能力正在快速进化,更多应用场景和效率提升尚未被发掘。随着时间推移,AI开发和运营成本有望下降。</p><p style=\"text-align: start;\">谈及英伟达,金认为该公司处于AI发展的绝对核心地位,尤其是考虑到全球建设"AI工厂"支撑应用的巨大需求。英伟达CEO黄仁勋在财报电话会议中表示,"AI工厂"(指创建和部署AI的基础设施)是公司主要增长点之一,这类需求正缓解美国政府H20芯片出口限制造成的收入损失。</p><p style=\"text-align: start;\">尽管看好英伟达前景,金对软件板块机遇更为振奋——这些企业正将AI深度融入产品。</p><p style=\"text-align: start;\"><strong>AI时代软件股的投资逻辑</strong></p><p style=\"text-align: start;\">金指出,软件行业主要分为企业级和消费级应用两大类别,投资者需同时关注。消费级代表包括报税软件供应商 <a href=\"https://laohu8.com/S/INTU\">财捷</a>(INTU)和语言教育平台 <a href=\"https://laohu8.com/S/DUOL\">多邻国</a> (DUOL);企业级则有客户关系管理服务商 <a href=\"https://laohu8.com/S/CRM\">赛富时</a> (CRM)和设计技术公司 <a href=\"https://laohu8.com/S/ADSK\">欧特克</a> (ADSK)。</p><p style=\"text-align: start;\">贝莱德基本面股票科技团队认为,在AI繁荣初期聚焦软件股有几大关键理由:</p><ol start=\"1\" style=\"\"><li><p><strong>构筑竞争壁垒</strong>:企业通过自建或收购专属AI系统并维护独特数据集,可强化竞争优势。即利用自有数据打造差异化AI系统实现突围。</p></li><li><p><strong>全行业赋能</strong>:新兴AI技术可服务各产业,其中"代理式AI"(能自主决策并执行)将成为需求核心。这类工具可管理库存、辅助编程、协助诊疗甚至设计建筑。</p></li><li><p><strong>轻量扩张优势</strong>:依赖云端存储而非昂贵硬件的特性,使软件公司能快速响应需求扩张,客户增长无需伴随运营成本激增。据贝莱德数据,软件业订阅服务毛利率中位数达80%。</p></li><li><p><strong>收入可预测性</strong>:订阅制商业模式带来稳定经常性收入,提升未来现金流能见度。深耕垂直领域且部署AI解决方案的企业更具投资价值——客户更换供应商需承担系统重构的高昂成本,使得用户流失率更低,现金流预测性更强。</p></li></ol><p style=\"text-align: start;\">总体而言,投资者应重点关注具备可持续增长能力与健康单客经济模型(即每单位产品或服务均能创造良好利润)的软件企业。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b58cfa26906fb7ff2934bbbf87466bda","relate_stocks":{"INTU":"财捷","DUOL":"多邻国","MAGS":"Roundhill Magnificent Seven ETF","CRM":"赛富时","ADSK":"欧特克"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100430008","content_text":"推动人工智能竞赛的股票已强势反弹。 Roundhill Magnificent Seven ETF(代码MAGS)上周收复年内全部失地,重回上涨区间。但就在投资者重新涌入科技巨头之际,他们可能忽视了AI领域真正的下一波突破点——软件板块。贝莱德全球科技团队基本面股票投资主管托尼·金(Tony Kim)指出,AI发展的下一个重要阶段将源于软件行业爆发的应用场景,这些应用预计将渗透至社会各领域。简言之,软件公司正在搭建连接AI技术与企业和个人应用的桥梁。对于担忧AI需求能否支撑 英伟达 (NVDA)股价乐观预期、或超大规模企业巨额资本开支合理性的投资者,金的建议直指本质:环顾四周并思考几个基本问题——AI是否已全面改变所有适用领域?换言之,是否人人都有AI助手辅助日常生活?企业员工是否在工作流中全面使用AI代理?自动驾驶和机器人形态的实体AI是否已大规模运行?答案都是否定的。这意味着AI革命才刚刚开始。他进一步指出,AI能力正在快速进化,更多应用场景和效率提升尚未被发掘。随着时间推移,AI开发和运营成本有望下降。谈及英伟达,金认为该公司处于AI发展的绝对核心地位,尤其是考虑到全球建设\"AI工厂\"支撑应用的巨大需求。英伟达CEO黄仁勋在财报电话会议中表示,\"AI工厂\"(指创建和部署AI的基础设施)是公司主要增长点之一,这类需求正缓解美国政府H20芯片出口限制造成的收入损失。尽管看好英伟达前景,金对软件板块机遇更为振奋——这些企业正将AI深度融入产品。AI时代软件股的投资逻辑金指出,软件行业主要分为企业级和消费级应用两大类别,投资者需同时关注。消费级代表包括报税软件供应商 财捷(INTU)和语言教育平台 多邻国 (DUOL);企业级则有客户关系管理服务商 赛富时 (CRM)和设计技术公司 欧特克 (ADSK)。贝莱德基本面股票科技团队认为,在AI繁荣初期聚焦软件股有几大关键理由:构筑竞争壁垒:企业通过自建或收购专属AI系统并维护独特数据集,可强化竞争优势。即利用自有数据打造差异化AI系统实现突围。全行业赋能:新兴AI技术可服务各产业,其中\"代理式AI\"(能自主决策并执行)将成为需求核心。这类工具可管理库存、辅助编程、协助诊疗甚至设计建筑。轻量扩张优势:依赖云端存储而非昂贵硬件的特性,使软件公司能快速响应需求扩张,客户增长无需伴随运营成本激增。据贝莱德数据,软件业订阅服务毛利率中位数达80%。收入可预测性:订阅制商业模式带来稳定经常性收入,提升未来现金流能见度。深耕垂直领域且部署AI解决方案的企业更具投资价值——客户更换供应商需承担系统重构的高昂成本,使得用户流失率更低,现金流预测性更强。总体而言,投资者应重点关注具备可持续增长能力与健康单客经济模型(即每单位产品或服务均能创造良好利润)的软件企业。","news_type":1,"symbols_score_info":{"ADSK":1.1,"CRM":1.1,"DUOL":1.1,"INTU":1.1,"MAGS":1.1}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452377269514520,"gmtCreate":1751467268787,"gmtModify":1751467269839,"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 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