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IP属地：湖北

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- cagecage
  ·07-28 23:22
  $CoreWeave, Inc.(CRWV)$ 深不见底啊，三周，连补三次仓，依然没见底。
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- cagecage
  ·07-28 21:48
  $CoreWeave, Inc.(CRWV)$ 感觉没有到底，虽然我已经亏了15%了。等到底再加仓。
  178 评论
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- cagecage
  ·07-28 21:47
  $Chewy, Inc.(CHWY)$ 自从买了这个就一直跌，感觉还没有到底。
  24 评论
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- cagecage
  ·07-28 19:27
  $宁德时代(03750)$
  86 评论
  2
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- cagecage
  ·07-24
  $维立志博-B(09887)$ 打中赚到了
  9 评论
  2
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- cagecage
  ·07-21
  $宁德时代(03750)$ $宁德时代(03750)$ 50%达成！年底能达成100%吗？
  1,116 评论
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- cagecage
  ·07-15
  $云知声(09678)$ 疯了！概念能冲这么高
  165 评论
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- cagecage
  ·07-11
  $Bit Origin(BTOG)$ 可空，转个10-20的
  710 评论
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- cagecage
  ·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
  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。
  摩根士丹利：买入这五只有望上涨的美股股票
  386 评论
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- cagecage
  ·07-09
  $金山云(03896)$ 这个是挂了吗？
  328 评论
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Inc.(CHWY)$&nbsp;</a> 自从买了这个就一直跌，感觉还没有到底。","text":"$Chewy, Inc.(CHWY)$ 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":24,"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,"authorIdStr":"3446613859124249","idStr":"3446613859124249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a>&nbsp;","text":"$宁德时代(03750)$","images":[{"img":"https://static.tigerbbs.com/8078173e4820ea3f3793005d86416378","width":"1176","height":"2224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/461551270465832","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460160938938504,"gmtCreate":1753353134452,"gmtModify":1753353135559,"author":{"id":"3446613859124249","authorId":"3446613859124249","name":"cage","avatar":"https://static.tigerbbs.com/fd0dad164779b9565abddf7964380c1a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446613859124249","idStr":"3446613859124249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$ </a> 打中赚到了","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$ </a> 打中赚到了","text":"$维立志博-B(09887)$ 打中赚到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460160938938504","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458897005965904,"gmtCreate":1753072087891,"gmtModify":1753072090579,"author":{"id":"3446613859124249","authorId":"3446613859124249","name":"cage","avatar":"https://static.tigerbbs.com/fd0dad164779b9565abddf7964380c1a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446613859124249","idStr":"3446613859124249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a>&nbsp;<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> 50%达成！年底能达成100%吗？","listText":"<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a>&nbsp;<a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> 50%达成！年底能达成100%吗？","text":"$宁德时代(03750)$ $宁德时代(03750)$ 50%达成！年底能达成100%吗？","images":[{"img":"https://static.tigerbbs.com/94cd3138a963bc389417b52097557f42","width":"1176","height":"2224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458897005965904","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":456745972376024,"gmtCreate":1752547678157,"gmtModify":1752547679265,"author":{"id":"3446613859124249","authorId":"3446613859124249","name":"cage","avatar":"https://static.tigerbbs.com/fd0dad164779b9565abddf7964380c1a","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3446613859124249","idStr":"3446613859124249"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 疯了！概念能冲这么高","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 疯了！概念能冲这么高","text":"$云知声(09678)$ 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":165,"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,"authorIdStr":"3446613859124249","idStr":"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":710,"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,"authorIdStr":"3446613859124249","idStr":"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=&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.","GTLS":"查特工业","CPNG":"Coupang, Inc.","NU":"Nu Holdings Ltd.","ULTA":"Ulta美容"},"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":386,"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,"authorIdStr":"3446613859124249","idStr":"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":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}