【The Motley Fool】现在值得买入的3只超级成长股！

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现在值得关注的三只超高速增长股票

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在这个市场中发现真正的超高增长可能比表面看起来更困难

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或许是因为我们都在关注同样的

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人工智能概念股

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这些股票中有些在噪音之下表现更优

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确实存在一些质量卓越的企业正在以惊人速度复利增长

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这些优质公司分布在多个行业

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电子商务

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基建领域

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人工智能硬件

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通信技术

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医疗健康

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三个完全不同的领域

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但今天我们将会介绍来自这三个领域的股票

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这些企业的基本面正在真正强化

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这些是我们认为适合长期持有的优质企业

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击掌

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订阅关注

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开启通知并留言

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告诉我们你想了解的股票

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接下来是乔塞

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我来介绍一下

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是的

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瑞秋

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这将会是一期有趣的节目

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我已经能感受到

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第一只股票

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我先从Shopify开始

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这家公司近年来经历了重大转型

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他们进入了物流和履约业务

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发现这是低利润且资本密集型业务

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已出售相关业务

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重新聚焦于软件核心优势

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财务数据已清晰反映成果

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最新财季数据

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2026年第一季度

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营收增长30%

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自由现金流利润率15%

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商户连续第二季度实现超百亿美元GMV

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这不是偶然现象

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这是找到发展节奏的复利型企业

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人工智能整合切实有效且难以替代

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应给予Shopify应有的认可

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他们的AI系统已超越普通功能

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这些AI系统不仅是附加功能

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已深度融入商户日常运营

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自动化供应链预测

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动态产品描述生成

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实时结账优化

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商户已将业务完全整合这些工具

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拔掉它们实际上成本高昂且风险巨大

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这就是留存率数据提升的原因

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此外Shopify支付仍保持交易处理自主权

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每当商家完成一笔销售

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Shopify收取小额手续费

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当通胀推高产品价格时

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这部分收入会自动增加

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这是一个干净的机制

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由于出售了仓库资产

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网络容量限制几乎为零

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正如我们看到的15%利润率的自由现金流干净且持续扩张

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我必须坦诚说明

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这是我长期持有的股东

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这显然是我坚信的商业模式

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我必须参与其中

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暂且扮演魔鬼代言人

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不过我认为部分投资者最大的批评

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那堵墙

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华尔街的质疑点在于估值是否合理

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这一直是Shopify备受关注的焦点

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它从未是历史上的低价股

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尽管市场有起有落

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或许存在消费者支出放缓的担忧

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或者你知道的

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大品牌开始寻求更便宜的软件

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寻找能替代其商户解决方案的基础设施方案

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直接影响收入

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你如何看待这种风险

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是的

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不不Rachel

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我是说

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这确实是个合理担忧

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而诚实的回答是

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若短期消费放缓来袭

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Shopify

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将在商户解决方案数据中体现影响

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但企业端扩展改变

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中期定价策略

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将发生显著变化

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大型品牌正积极迁移离旧电商系统

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并非出于主动选择

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而是因为运营大型电商极其困难

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需管理安全合规

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多币种支付架构和数据追踪已成为实际运营负担

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Shopify能更高效且低成本完成这些

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这种迁移是运营必需

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而非企业端的非必要支出

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短期零售量疲软仅是稳健业务的暂时波动

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公司仍保持34%增长且利润率持续扩张

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这将是绝佳买入时机

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这不是回避股票的理由

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是的

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我认为这是一个扎实的案例

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而且这家公司

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我 definitely 会长期持有

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所以我们聊到了电子商务

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这显然是将人工智能融入日常基础设施和运营的业务

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我们现在要切换到完全不同的话题

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人工智能建设的物理层以及一家核心参与该建设的公司

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我

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呃

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我把它交给你

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Jose 下一支股票

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是的

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是的

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所以傻瓜们应该熟悉

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如果我在一期节目中

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我们将讨论一家半导体公司

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现在必须提到一个非常热门的公司

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那就是Credo股票

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C R E D O

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它正在解决大多数人未曾关注的问题

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直到问题演变为危机

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超大规模数据中心正在部署成千上万的下一代GPU

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问题是如何在芯片间快速传输数据

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避免形成瓶颈

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标准铜缆太笨重

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太粗且传输距离会衰减

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光纤解决了距离问题

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但耗电过多

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而电力已是这些设施的约束瓶颈

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现在Quito推出了新型电气电缆

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超薄设计、节能且足够快以应对现代AI集群需求

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能耗仅为传统方案的几分之一

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数据充分反映市场需求

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2026财年第四季度

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于6月1日公布的财报显示4370万美元

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700万美元

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同比增长157%

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环比增长7.4%

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全年营收增长7.

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4个百分点

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2026财年全年营收达134亿美元

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同比增长三倍以上

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他们还拓展了业务范畴

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即电气电缆领域

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收购近期公司Hyperloom

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引入基于Micro LED的光互联技术

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目标市场为芯片间及短距离连接

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这一中间领域介于铜缆与光纤之间

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Aecs s 和传统可插拔光模块采用不同的速度组合

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功率和外形尺寸

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这还处于早期阶段

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但这表明路线图并非单一产品故事

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是的

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这对我来说是一个非常有趣的业务

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现在我不想回到估值讨论中

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但显然这只股票已被定价为持续完美表现

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有人可能会说大部分增长已计入股价

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如果我们看到超标量采购放缓的情况

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或许主要芯片设计商会直接将连接解决方案整合到架构中

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我们可能会看到增长率

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这种惊人的增长率可能引发质疑

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而我们看到的股票定价方式

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似乎不愿容忍任何对增长目标的偏差

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那么你对此怎么看

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这是否是你现在关心的问题

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是的

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瑞秋

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让我再说一点

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我是 credo 的股东

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这也是我最大的担忧

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目前整体估值是主要问题

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但另一方面

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显然存在多空双方的论点

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我们有这些观点

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呃

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专利布局确实很强

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复制 creos

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混合信号处理方案

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这不是科技巨头能快速复制且不引发严重 IP 问题的领域

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但更重要的是

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他们解决的问题正在恶化

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随着模型规模扩大和集群密度增加，问题并未改善

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数据中心的功耗约束正在加剧

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Credo 直接针对这一约束

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股票将波动剧烈

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任何买入者需接受这种波动

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但底层需求趋势具有持久性

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IP 体系在当前增长速度下具备一定防御性

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你是在买入一家企业

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正在构建现代 AI 基础设施的核心地位

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从 AI 连接性到

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我们将进入瑞秋的独特公司

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我将把它交给你

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是的

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我想谈谈 Pax Group

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股票代码为 ACS

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这是一家在医疗领域运营的公司，实际在专业护理设施中

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我知道一提到这里，观众可能会开始思考

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这难道不...

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我们看过你们的评论，讨论过各种股票

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除了AI股票

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医疗保健股票是我重点关注的

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所以我想介绍这家Pax集团

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他们做什么业务

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我认为这里的商业模式是一个非常有趣的故事

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这与

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AI热潮无关

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嗯，后续

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美国的急性护理系统高度分散

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有成千上万的小型独立护理机构深陷监管合规

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人员配置问题

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过时的计费系统

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问题还有很多

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而这些小型机构

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这些运营者

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他们并未失败

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因为需求不足

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事实上需求巨大

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每年都在增长

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但他们正在失败

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因为以小规模运营现代医疗确实困难

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这就是Pax集团介入的地方

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他们收购表现不佳的机构

226
00:09:01,500 --> 00:09:07,179
并将其接入集中运营平台和设施网络

227
00:09:07,179 --> 00:09:08,820
他们升级记录系统

228
00:09:08,820 --> 00:09:10,539
优化人员配置比例

229
00:09:10,539 --> 00:09:11,779
他们简化了

230
00:09:11,779 --> 00:09:13,519
联邦报销流程

231
00:09:13,519 --> 00:09:18,399
这就是这些被收购的独立运营商

232
00:09:18,399 --> 00:09:21,899
纳入其护理生态系统后迅速改善

233
00:09:21,899 --> 00:09:23,779
让我们用数据说明

234
00:09:23,779 --> 00:09:24,980
2026年第一季度

235
00:09:24,980 --> 00:09:27,820
Pax集团营收14亿美元

236
00:09:27,820 --> 00:09:28,919
同比增长11%

237
00:09:28,919 --> 00:09:29,828
同比

238
00:09:29,828 --> 00:09:30,729
全年

239
00:09:30,729 --> 00:09:32,288
2025年全年营收为

240
00:09:32,288 --> 00:09:32,629
嗯

241
00:09:32,629 --> 00:09:33,849
50亿美元

242
00:09:33,849 --> 00:09:36,399
相比前一年增长约30%

243
00:09:36,399 --> 00:09:40,120
如今运营超过300家机构横跨17州

244
00:09:40,120 --> 00:09:42,629
拥有约3.6万名员工

245
00:09:42,629 --> 00:09:43,049
嗯

246
00:09:43,049 --> 00:09:45,230
需求增长期长达数十年

247
00:09:45,230 --> 00:09:45,789
你知道的

248
00:09:45,789 --> 00:09:48,850
婴儿潮一代正直接进入这些服务

249
00:09:48,850 --> 00:09:51,120
这不是可逆转的趋势

250
00:09:51,120 --> 00:09:51,720
再说一次

251
00:09:51,720 --> 00:09:51,919
你知道的

252
00:09:51,919 --> 00:09:55,179
一旦设施整合完成且入住率成熟

253
00:09:55,179 --> 00:09:57,480
现金流变得非常可预测

254
00:09:57,480 --> 00:10:01,500
这自然转化为Pax集团的收入和利润

255
00:10:01,500 --> 00:10:04,299
这确实是一个高度可预测的业务

256
00:10:04,299 --> 00:10:06,750
我认为这是一个有趣的增长故事

257
00:10:07,029 --> 00:10:07,429
是的

258
00:10:07,429 --> 00:10:08,590
瑞秋我喜欢这个

259
00:10:08,590 --> 00:10:11,720
正如你提到的，今天我们覆盖的股票种类非常丰富

260
00:10:11,720 --> 00:10:12,120
现在

261
00:10:12,120 --> 00:10:12,580
我想提到

262
00:10:12,580 --> 00:10:14,240
我认为这里有两大风险

263
00:10:14,240 --> 00:10:17,720
首先是劳动力问题，其次是联邦报销

264
00:10:17,720 --> 00:10:21,669
专业护理人员可能很难找到

265
00:10:21,669 --> 00:10:23,870
当当地出现短缺时

266
00:10:23,870 --> 00:10:24,269
工资

267
00:10:24,269 --> 00:10:27,919
通胀会快速侵蚀利润率

268
00:10:27,919 --> 00:10:32,259
大量收入依赖医保和医疗补助

269
00:10:32,259 --> 00:10:35,379
华盛顿方面表示这些费率无法随意上调

270
00:10:35,379 --> 00:10:36,529
这些成本

271
00:10:36,529 --> 00:10:38,009
你对

272
00:10:38,009 --> 00:10:40,370
这些风险与增长故事的关系怎么看

273
00:10:40,370 --> 00:10:40,970
是的

274
00:10:40,970 --> 00:10:41,690
这些风险确实存在

275
00:10:41,690 --> 00:10:44,870
对于任何在此高度监管领域运营的企业来说

276
00:10:44,870 --> 00:10:47,710
这非常适用

277
00:10:47,710 --> 00:10:48,230
嗯

278
00:10:48,230 --> 00:10:50,190
而这正是为什么

279
00:10:50,190 --> 00:10:55,230
Pax集团收购的小型独立运营商难以度过糟糕季度

280
00:10:55,230 --> 00:10:57,710
你知道，单个设施遭遇工资上涨

281
00:10:57,710 --> 00:10:58,818
报销削减

282
00:10:58,818 --> 00:10:59,759
往往会选择出售

283
00:10:59,759 --> 00:11:02,259
而Pax集团通常是买家

284
00:11:02,259 --> 00:11:05,480
他们拥有集中招聘基础设施

285
00:11:05,480 --> 00:11:09,919
这些浮动池能降低代理员工成本并实现规模运营

286
00:11:09,919 --> 00:11:11,639
覆盖美国数百家设施

287
00:11:11,639 --> 00:11:11,840
美

288
00:11:12,230 --> 00:11:14,409
这有助于吸收区域性冲击

289
00:11:14,409 --> 00:11:18,470
所有这些将行业常见的逆风因素

290
00:11:18,470 --> 00:11:22,490
转化为Pax集团的盈利收购渠道

291
00:11:22,490 --> 00:11:27,860
实际上，当小型独立运营商处境艰难时

292
00:11:27,860 --> 00:11:30,759
Pax集团的交易量反而增加

293
00:11:30,759 --> 00:11:31,399
所以你知道

294
00:11:31,399 --> 00:11:32,320
作为投资者

295
00:11:32,320 --> 00:11:35,440
若想避开一些高增长概念股

296
00:11:35,440 --> 00:11:35,759
我说

297
00:11:35,759 --> 00:11:37,559
这确实是一个有趣的医疗保健投资机会

298
00:11:37,559 --> 00:11:39,000
他们目前已经盈利

299
00:11:39,000 --> 00:11:43,740
以非常稳健的战略步伐大量产生现金流

300
00:11:43,740 --> 00:11:45,019
这根本不是一个商业实体

301
00:11:45,019 --> 00:11:48,340
这可能足够吸引许多投资者关注

302
00:11:48,340 --> 00:11:49,419
除非你有所了解

303
00:11:49,419 --> 00:11:50,960
这就是机会所在

304
00:11:50,960 --> 00:11:52,759
这是一只值得观察的好股票

305
00:11:52,759 --> 00:11:56,009
或许甚至可以考虑布局其中

306
00:11:56,009 --> 00:11:57,549
你持有三只股票

307
00:11:57,549 --> 00:11:59,289
三个完全不同的行业

308
00:11:59,289 --> 00:11:59,809
Shopify

309
00:11:59,809 --> 00:12:00,850
软件复合体

310
00:12:00,850 --> 00:12:04,019
作为现代电子商务核心技术的驱动者

311
00:12:04,019 --> 00:12:05,259
电子商务基石技术

312
00:12:05,259 --> 00:12:11,440
AI数据中心建设的核心高效连接布局

313
00:12:11,440 --> 00:12:17,389
将行业碎片化转化为持续并购引擎的医疗复合体

314
00:12:17,389 --> 00:12:20,190
依托数十年持续的人口趋势

315
00:12:20,190 --> 00:12:24,610
这些企业的基本面和增长故事正在强化

316
00:12:24,610 --> 00:12:26,230
通过你的研究规模

317
00:12:26,230 --> 00:12:27,500
正确配置仓位

318
00:12:27,500 --> 00:12:28,679
不要投入资金

319
00:12:28,679 --> 00:12:30,220
你负担不起的

320
00:12:30,220 --> 00:12:31,659
如果这个分析有帮助

321
00:12:31,659 --> 00:12:32,419
像评论中说的

322
00:12:32,419 --> 00:12:33,019
分享出去

323
00:12:33,019 --> 00:12:36,360
留言告诉我们你最感兴趣的三者中哪一个

324
00:12:36,360 --> 00:12:38,740
我们下次再见，保重

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