【The Motley Fool】百元以下4只潜力股

1
00:00:00,040 --> 00:00:03,000
现在推荐四只百元以下值得关注的股票

2
00:00:03,000 --> 00:00:06,320
今天我们将分析四只市值低于百元的优质股票

3
00:00:06,320 --> 00:00:10,689
这些我们认为值得加入您的观察清单，再来看具体数据

4
00:00:10,689 --> 00:00:11,949
请帮我们一个小忙

5
00:00:11,949 --> 00:00:13,050
订阅我们的频道

6
00:00:13,050 --> 00:00:15,400
点个赞并在评论区告诉我们

7
00:00:15,400 --> 00:00:17,960
如果您持有其中任何股票，欢迎分享您的看法

8
00:00:17,960 --> 00:00:18,859
现在Jose

9
00:00:18,859 --> 00:00:20,760
我花了很多时间筛选这份名单

10
00:00:20,760 --> 00:00:24,070
我们力求实现全球贸易、科技与数字健康领域的平衡

11
00:00:24,070 --> 00:00:25,949
现在Jose

12
00:00:25,949 --> 00:00:26,589
我知道你要以东南亚领先的科技公司开场

13
00:00:26,589 --> 00:00:30,149
今天你为我们推荐什么

14
00:00:30,149 --> 00:00:31,769
是的

15
00:00:31,769 --> 00:00:32,329
Rachel

16
00:00:32,329 --> 00:00:32,729
所以这会是

17
00:00:32,729 --> 00:00:34,149
一个不同的

18
00:00:34,149 --> 00:00:35,750
不同风格的节目

19
00:00:35,750 --> 00:00:36,689
我知道大多数投资者

20
00:00:36,689 --> 00:00:39,159
可能把我称为半导体

21
00:00:39,159 --> 00:00:39,659
AI专家

22
00:00:39,659 --> 00:00:40,759
但正如Rachel所说

23
00:00:40,759 --> 00:00:42,659
我们要调整一下风格

24
00:00:42,659 --> 00:00:47,460
今天介绍的第一只股票是C有限公司，代码SD

25
00:00:47,460 --> 00:00:50,649
当前股价约90美元一股

26
00:00:50,649 --> 00:00:52,549
要真正了解这家公司

27
00:00:52,549 --> 00:00:58,128
需看其如何深度融入东南亚日常生活

28
00:00:58,128 --> 00:01:01,820
他们实质运营三大业务

29
00:01:01,820 --> 00:01:04,540
拥有Shi电商平台

30
00:01:04,540 --> 00:01:06,219
拥有Gua游戏业务

31
00:01:06,219 --> 00:01:08,629
以及C Money数字金融

32
00:01:08,629 --> 00:01:13,310
多年来投入巨资构建区域基础设施

33
00:01:13,310 --> 00:01:17,409
这种规模优势在财务数据中清晰体现

34
00:01:17,409 --> 00:01:19,090
以最新财报为例

35
00:01:19,090 --> 00:01:19,829
查看季度

36
00:01:19,829 --> 00:01:21,060
2026年第一季度

37
00:01:21,060 --> 00:01:23,340
总收入同比增长46.6%

38
00:01:23,340 --> 00:01:24,019
达到71亿美元

39
00:01:24,019 --> 00:01:26,000
远超华尔街预期

40
00:01:26,000 --> 00:01:27,439
确实如此

41
00:01:27,439 --> 00:01:31,650
收入增长非常稳健

42
00:01:31,769 --> 00:01:32,049
这是高增长营收企业

43
00:01:32,049 --> 00:01:33,969
我想谈谈净利润情况

44
00:01:33,969 --> 00:01:35,689
没错

45
00:01:35,689 --> 00:01:37,939
这家公司多年来持续消耗大量现金

46
00:01:37,939 --> 00:01:38,180
与TikTok竞争

47
00:01:38,180 --> 00:01:43,120
没错

48
00:01:43,120 --> 00:01:45,060
Rachel说的很对，他们确实

49
00:01:45,060 --> 00:01:45,599
没错

50
00:01:45,599 --> 00:01:47,540
确实如此Rachel，他们

51
00:01:47,540 --> 00:01:49,599
但这就是这里的重大转折里程碑

52
00:01:49,599 --> 00:01:53,379
他们在一个季度内调整了十亿美元

53
00:01:53,379 --> 00:01:54,640
首次实现

54
00:01:54,640 --> 00:01:58,159
Shoppe的GMV升至37.3亿美元

55
00:01:58,159 --> 00:02:04,009
C Money的贷款组合同比扩张71%

56
00:02:04,009 --> 00:02:06,640
现在正在产生真实现金流

57
00:02:06,640 --> 00:02:10,199
管理层还通过股票回购计划支持

58
00:02:10,199 --> 00:02:14,349
在我看来，这标志着价格从一年前开始转变

59
00:02:14,349 --> 00:02:14,789
是的

60
00:02:14,789 --> 00:02:15,069
我说

61
00:02:15,069 --> 00:02:17,189
突破十亿美元里程碑

62
00:02:17,189 --> 00:02:17,349
这

63
00:02:17,349 --> 00:02:19,030
这对任何企业都是巨大飞跃

64
00:02:19,030 --> 00:02:19,550
我认为

65
00:02:19,550 --> 00:02:20,229
另一个重点

66
00:02:20,229 --> 00:02:20,590
呃

67
00:02:20,590 --> 00:02:22,270
观众可能也会好奇

68
00:02:22,270 --> 00:02:23,659
利润率表现

69
00:02:23,659 --> 00:02:24,360
长期来看

70
00:02:24,360 --> 00:02:24,580
没错

71
00:02:24,580 --> 00:02:26,159
C Limited正在扩张

72
00:02:26,159 --> 00:02:29,099
显然面临区域电商竞争

73
00:02:29,099 --> 00:02:30,819
我们已提到TikTok等玩家

74
00:02:30,819 --> 00:02:33,889
还有阿里在多个市场

75
00:02:33,889 --> 00:02:37,189
你认为他们能否维持盈利能力

76
00:02:37,189 --> 00:02:37,710
是的

77
00:02:37,710 --> 00:02:37,949
这

78
00:02:37,949 --> 00:02:38,710
呃

79
00:02:38,710 --> 00:02:40,150
这里还有个好问题

80
00:02:40,150 --> 00:02:40,409
瑞秋

81
00:02:40,409 --> 00:02:42,610
目前看到的是他们的增长

82
00:02:42,610 --> 00:02:46,590
投资变得更加审慎

83
00:02:46,590 --> 00:02:47,409
没错很多管理层

84
00:02:47,409 --> 00:02:51,780
许多投资者抱怨他们盲目投资

85
00:02:51,780 --> 00:02:56,599
但Shoppe的单店经济正在改善

86
00:02:56,599 --> 00:02:58,139
管理层目标达到20%

87
00:02:58,139 --> 00:03:02,319
2026全年GMV增长25%

88
00:03:02,319 --> 00:03:05,819
同时保持EBIT稳定在之前数字

89
00:03:05,819 --> 00:03:09,919
现在具备结构性定价权和运营杠杆

90
00:03:09,919 --> 00:03:13,120
不再依赖补贴获取用户

91
00:03:13,120 --> 00:03:14,520
但让我们交给您

92
00:03:14,520 --> 00:03:14,780
瑞秋

93
00:03:14,780 --> 00:03:15,280
我知道

94
00:03:15,280 --> 00:03:21,599
你的首选拥有巨大品牌价值，对日常投资者大幅降价

95
00:03:21,800 --> 00:03:22,259
是的

96
00:03:22,259 --> 00:03:25,960
我想介绍全球流媒体龙头Netflix

97
00:03:25,960 --> 00:03:27,599
这已是家喻户晓品牌

98
00:03:27,599 --> 00:03:31,629
公司当前股价约86美元

99
00:03:31,629 --> 00:03:35,530
投资者对Netflix看法分歧较大

100
00:03:35,530 --> 00:03:37,969
但我觉得必须强调

101
00:03:37,969 --> 00:03:41,439
他们的竞争护城河多年来已经变得如此宽广

102
00:03:41,439 --> 00:03:47,270
我指的是我们仍处于传统媒体公司努力使其流媒体平台突破的时期

103
00:03:47,270 --> 00:03:47,840
甚至

104
00:03:47,840 --> 00:03:48,159
你知道的

105
00:03:48,159 --> 00:03:51,960
Netflix 显然早期就实现了规模化并持续盈利

106
00:03:51,960 --> 00:03:56,120
他们不断构建能抵御竞争的业务

107
00:03:56,120 --> 00:03:56,439
呃

108
00:03:56,439 --> 00:03:59,650
你知道流媒体行业的风向正在变化

109
00:03:59,650 --> 00:04:00,129
是的

110
00:04:00,129 --> 00:04:00,409
我说

111
00:04:00,409 --> 00:04:00,610
瑞秋

112
00:04:00,610 --> 00:04:03,110
这是一家每季度我都会收到邮件提醒涨价的公司

113
00:04:03,110 --> 00:04:06,909
每次收到他们调价的通知

114
00:04:06,909 --> 00:04:08,659
我仍然愿意支付

115
00:04:08,659 --> 00:04:10,699
但即便有这些涨价

116
00:04:10,699 --> 00:04:13,659
我确实觉得看空观点认为

117
00:04:13,659 --> 00:04:17,199
我们常听到的说法是 Netflix 仍是高估值股票

118
00:04:17,199 --> 00:04:17,939
对此你有什么看法

119
00:04:17,939 --> 00:04:19,418
当人们这么说瑞秋

120
00:04:19,418 --> 00:04:19,939
是的

121
00:04:19,939 --> 00:04:22,459
这历史性地一直是高估值股票

122
00:04:22,459 --> 00:04:25,699
我要提到他们最近进行了十股一拆

123
00:04:25,699 --> 00:04:30,019
散户投资者可以以百美元以下门槛买入

124
00:04:30,019 --> 00:04:34,860
当然这不改变其仍处于高估值的事实

125
00:04:34,860 --> 00:04:36,699
但数据确实支持这一点

126
00:04:36,699 --> 00:04:37,899
如果你看他们的Q

127
00:04:37,899 --> 00:04:41,759
营收同比增长超16%

128
00:04:41,759 --> 00:04:44,619
营业利润率扩展至3.2%以上

129
00:04:44,619 --> 00:04:50,129
全球付费会员数已突破3.25亿

130
00:04:50,129 --> 00:04:53,990
本季度自由现金流超50亿美元

131
00:04:53,990 --> 00:04:58,430
并用这笔资金启动数十亿美元的回购计划

132
00:04:58,430 --> 00:04:59,230
还有另一点

133
00:04:59,230 --> 00:05:04,810
你知道广告业务已成为核心收入来源

134
00:05:04,810 --> 00:05:09,220
广告收入预计今年将翻倍至30亿美元

135
00:05:09,220 --> 00:05:11,259
据管理层预测

136
00:05:11,259 --> 00:05:12,019
说实话

137
00:05:12,019 --> 00:05:12,779
我竟不知

138
00:05:12,779 --> 00:05:17,360
这家公司过去季度自由现金流超50亿美元

139
00:05:17,360 --> 00:05:19,170
这相当令人印象深刻

140
00:05:22,430 --> 00:05:24,889
运营收入指引略低于分析师预期

141
00:05:24,889 --> 00:05:29,040
因内容成本和时间安排有所调整

142
00:05:29,040 --> 00:05:30,980
利润率扩张的故事

143
00:05:30,980 --> 00:05:33,300
目前可能进入平台期

144
00:05:33,300 --> 00:05:36,860
或投资者仍对其未来增长保持期待

145
00:05:37,939 --> 00:05:38,350
是的

146
00:05:38,350 --> 00:05:43,600
我认为市场正在过度关注短期波动

147
00:05:43,600 --> 00:05:44,019
我说

148
00:05:44,019 --> 00:05:46,860
管理层指出这是小幅环比下降

149
00:05:46,860 --> 00:05:49,860
由于重大剧集的上线时间

150
00:05:49,860 --> 00:05:52,420
这也与内容摊销的时间有关

151
00:05:52,420 --> 00:05:54,240
这不是用户需求下降

152
00:05:54,240 --> 00:05:56,339
我认为这才是最关键的部分

153
00:05:56,339 --> 00:06:02,350
他们仍指引财政2026年运营利润率超31%

154
00:06:02,350 --> 00:06:07,360
我想最后一点是Netflix成功实现了规模化

155
00:06:07,360 --> 00:06:08,420
直播体育赛事

156
00:06:08,420 --> 00:06:09,600
为什么这很重要

157
00:06:09,600 --> 00:06:10,759
广告商能得到什么

158
00:06:10,759 --> 00:06:11,339
高端服务

159
00:06:11,339 --> 00:06:12,319
直播库存

160
00:06:12,319 --> 00:06:14,949
正是这些能带来最高广告费率

161
00:06:14,949 --> 00:06:15,800
嗯

162
00:06:15,800 --> 00:06:17,540
以上就是我对Netflix的一些看法

163
00:06:17,540 --> 00:06:18,920
我交还给你

164
00:06:18,920 --> 00:06:22,060
你今天的第二只股票是另一家市场巨头

165
00:06:22,060 --> 00:06:23,629
从根本上改变了

166
00:06:23,629 --> 00:06:26,939
全球用户的日常习惯

167
00:06:26,939 --> 00:06:30,959
因此我继续关注科技与物流领域的Uber Technologies

168
00:06:30,959 --> 00:06:31,500
股票代码

169
00:06:31,500 --> 00:06:35,788
Uber当前股价约70美元一股

170
00:06:35,788 --> 00:06:41,420
今天买入Uber的关键在于其物理交通基建规模

171
00:06:41,420 --> 00:06:44,480
他们十年亏损建成了司机网络和用户基础

172
00:06:44,480 --> 00:06:46,230
现在市场已成熟

173
00:06:46,230 --> 00:06:48,370
他们转向盈利与现金流

174
00:06:48,370 --> 00:06:52,310
第一季度2026财年运营稳健增长

175
00:06:52,310 --> 00:06:56,658
首季营收达537亿美元

176
00:06:56,658 --> 00:07:02,079
收入突破132亿美元

177
00:07:02,079 --> 00:07:04,980
仅此一季

178
00:07:04,980 --> 00:07:05,560
嗯

179
00:07:05,560 --> 00:07:08,100
我注意到营收数据

180
00:07:08,100 --> 00:07:10,199
未达市场最高预期

181
00:07:10,199 --> 00:07:11,019
本季度华尔街

182
00:07:11,019 --> 00:07:12,339
我们清楚这一点

183
00:07:12,339 --> 00:07:12,720
呃

184
00:07:12,720 --> 00:07:13,019
你知道的

185
00:07:13,019 --> 00:07:15,560
公司未必完全符合市场预期

186
00:07:15,560 --> 00:07:15,959
但这并不

187
00:07:15,959 --> 00:07:17,839
意味着业务有问题

188
00:07:17,839 --> 00:07:18,379
呃

189
00:07:18,379 --> 00:07:18,800
你对这个怎么看

190
00:07:18,800 --> 00:07:19,889
你对这个怎么看

191
00:07:19,889 --> 00:07:20,089
是的

192
00:07:20,089 --> 00:07:21,569
这在头条稍有提及

193
00:07:21,569 --> 00:07:24,730
但核心盈利能力完全稳固

194
00:07:24,730 --> 00:07:25,290
调整后

195
00:07:25,290 --> 00:07:29,040
EBITDA增长33%达25亿美元新高

196
00:07:29,040 --> 00:07:32,399
真正驱动力是Uber One忠诚计划

197
00:07:32,399 --> 00:07:35,139
全球会员突破5000万

198
00:07:35,139 --> 00:07:38,279
用户平均消费远超非会员

199
00:07:38,279 --> 00:07:39,240
我不得不说

200
00:07:39,240 --> 00:07:41,339
我现在是Uber的一名会员

201
00:07:41,339 --> 00:07:46,029
而且我经常查看应用并购买量远超其他应用

202
00:07:46,029 --> 00:07:50,449
现在Uber在第一季度实现了23亿美元自由现金流

203
00:07:50,449 --> 00:07:56,668
同时保持强劲资产负债表并执行30亿美元股票回购计划

204
00:07:56,668 --> 00:07:57,108
是的

205
00:07:57,108 --> 00:07:57,389
我觉得

206
00:07:57,389 --> 00:08:02,389
过去几年让我印象最深的是日益增强的财务纪律

207
00:08:02,389 --> 00:08:03,709
我们看到

208
00:08:03,709 --> 00:08:04,129
Uber

209
00:08:04,129 --> 00:08:04,930
这很有趣

210
00:08:04,930 --> 00:08:08,389
自动驾驶汽车存在长期变量因素

211
00:08:08,389 --> 00:08:09,889
显然这是业务的新领域

212
00:08:09,889 --> 00:08:13,000
但他们的自动驾驶行程同比增长了10倍

213
00:08:13,000 --> 00:08:16,360
显然他们依赖第三方合作伙伴

214
00:08:16,360 --> 00:08:19,319
随着自动驾驶出租车规模扩大

215
00:08:19,319 --> 00:08:22,209
你认为Uber能否保住其抽成比例

216
00:08:22,209 --> 00:08:26,709
还是说自动驾驶硬件或车主实际掌握全部话语权

217
00:08:26,709 --> 00:08:27,149
是的

218
00:08:27,149 --> 00:08:28,269
这是一个有趣的问题

219
00:08:28,269 --> 00:08:30,870
因为我在这里讨论两个不同点

220
00:08:30,870 --> 00:08:34,909
首先是自动驾驶运营商需要Uber网络

221
00:08:34,909 --> 00:08:36,298
我们稍后会讨论这一点

222
00:08:36,298 --> 00:08:41,340
其次是我认为AI也将成为巨大增长驱动力

223
00:08:41,340 --> 00:08:43,679
推动Uber的营收和利润

224
00:08:43,679 --> 00:08:44,320
首先

225
00:08:44,320 --> 00:08:45,419
让我们谈谈

226
00:08:45,419 --> 00:08:45,820
呃

227
00:08:45,820 --> 00:08:47,419
自动驾驶领域

228
00:08:47,419 --> 00:08:48,360
首席执行官

229
00:08:48,360 --> 00:08:54,100
指出他们的自动驾驶行程通过与30多家全球伙伴合作实现扩展

230
00:08:54,100 --> 00:08:55,919
包括Waymo和Wabi

231
00:08:55,919 --> 00:09:03,429
这些公司发现制造自动驾驶汽车与运营实时市场完全不同

232
00:09:03,429 --> 00:09:07,480
拥有近2亿用户和实时路线逻辑

233
00:09:07,480 --> 00:09:08,759
这种路线逻辑

234
00:09:08,759 --> 00:09:12,059
实时路线逻辑Rachel认为这是Uber和AI的秘密

235
00:09:12,059 --> 00:09:16,590
当拥有大量数据时，这是Uber和AI的秘密武器

236
00:09:16,590 --> 00:09:18,289
当拥有大量信息时

237
00:09:18,289 --> 00:09:22,120
我可以优化司机路线

238
00:09:22,120 --> 00:09:24,360
让乘客前往目的地的路线比其他方式更快

239
00:09:24,360 --> 00:09:30,009
甚至微小改进

240
00:09:30,009 --> 00:09:34,200
借助AI这些优化能显著提升利润率

241
00:09:34,200 --> 00:09:35,100
在我看来

242
00:09:35,100 --> 00:09:37,879
AI市场对Uber是巨大机遇

243
00:09:37,879 --> 00:09:39,539
不仅限于自动驾驶司机

244
00:09:39,539 --> 00:09:43,360
更在于Uber收集的数据点带来的效率提升

245
00:09:43,360 --> 00:09:45,679
能大幅改善各项数据

246
00:09:45,679 --> 00:09:47,259
但让我们换个话题

247
00:09:47,259 --> 00:09:48,720
Rachel你的最终选择

248
00:09:48,720 --> 00:09:50,240
这家近期股价波动剧烈的医疗保健公司

249
00:09:50,240 --> 00:09:53,809
近期经历了大量价格波动

250
00:09:53,809 --> 00:09:54,429
是的

251
00:09:54,429 --> 00:09:58,730
我想在这里以消费医疗保健领域的高增长公司收尾

252
00:09:58,730 --> 00:09:59,669
海姆斯与她的健康

253
00:09:59,669 --> 00:10:01,029
目前股价在26美元左右

254
00:10:01,029 --> 00:10:04,169
每股约27美元，我们录制视频时的价格

255
00:10:04,169 --> 00:10:05,669
你知道这个平台

256
00:10:05,669 --> 00:10:09,649
长期以来通过打造无摩擦的远程医疗服务取得成功

257
00:10:09,649 --> 00:10:10,889
高度便捷易用

258
00:10:10,889 --> 00:10:11,289
你知道的

259
00:10:11,289 --> 00:10:16,049
他们成功将部分传统药房和医生诊疗服务

260
00:10:16,049 --> 00:10:20,070
转型为便捷的数字化订阅模式

261
00:10:20,070 --> 00:10:21,519
用户可以

262
00:10:21,519 --> 00:10:21,940
你知道的

263
00:10:21,940 --> 00:10:23,820
在线选择心仪的医生咨询

264
00:10:23,820 --> 00:10:24,960
获取所需处方

265
00:10:24,960 --> 00:10:27,428
并直接配送到家

266
00:10:27,428 --> 00:10:30,068
公司最新的一季报显示

267
00:10:30,068 --> 00:10:30,568
呃

268
00:10:30,568 --> 00:10:32,759
市场反应并不积极

269
00:10:32,759 --> 00:10:37,700
主要因为他们报告了约9200万美元的净亏损

270
00:10:37,700 --> 00:10:42,279
同时给出的二季度指引略低于市场预期

271
00:10:42,279 --> 00:10:43,759
市场关注的主要压力点

272
00:10:43,759 --> 00:10:46,340
我认为这就是投资者对股票的主要担忧

273
00:10:46,340 --> 00:10:46,860
你可能还记得

274
00:10:46,860 --> 00:10:48,799
市场曾对其业务充满期待

275
00:10:48,799 --> 00:10:54,169
特别是在gp1减重药物领域的作用

276
00:10:54,169 --> 00:10:58,049
你知道这是他们重点布局的业务板块

277
00:10:58,049 --> 00:11:00,940
目前仍只是营收的次要部分

278
00:11:00,940 --> 00:11:05,659
但市场担忧需求可能随品牌药短缺缓解而持续下滑

279
00:11:05,659 --> 00:11:07,299
随着品牌药短缺问题解决

280
00:11:07,299 --> 00:11:11,889
他们曾经历一场备受关注的法律纠纷

281
00:11:11,889 --> 00:11:14,509
最终双方达成和解

282
00:11:14,509 --> 00:11:15,620
联手合作

283
00:11:15,620 --> 00:11:17,899
但近期波动较大

284
00:11:17,899 --> 00:11:18,700
这也是

285
00:11:18,700 --> 00:11:21,899
投资者认为长期增长潜力所在

286
00:11:21,899 --> 00:11:23,289
潜在增长点

287
00:11:23,289 --> 00:11:23,730
是的

288
00:11:23,730 --> 00:11:24,009
瑞秋

289
00:11:24,009 --> 00:11:25,730
我对这只股票关注不多

290
00:11:25,730 --> 00:11:28,070
但可以肯定的是，gp1的头条

291
00:11:28,070 --> 00:11:31,110
让投资者极度焦虑

292
00:11:31,110 --> 00:11:32,710
呃

293
00:11:32,710 --> 00:11:35,470
当市场看到净亏损时

294
00:11:35,470 --> 00:11:37,970
人们自然会恐慌

295
00:11:38,169 --> 00:11:38,669
是的

296
00:11:38,669 --> 00:11:39,129
 absolutely

297
00:11:39,129 --> 00:11:41,049
但如果抛开短期反应

298
00:11:41,049 --> 00:11:43,309
公司的长期逻辑依然成立

299
00:11:43,309 --> 00:11:48,000
此次净亏损主要源于一次性重组费用

300
00:11:48,000 --> 00:11:49,639
这就是他们在继续转型过程中所展示的

301
00:11:49,639 --> 00:11:55,620
从复合型GLP-1药物转向与诺和诺德等巨头合作

302
00:11:55,620 --> 00:11:59,500
随后将销售更高毛利的 branded GLP-1 治疗方案

303
00:11:59,500 --> 00:12:00,500
所以从长远来看

304
00:12:00,500 --> 00:12:01,960
这对公司发展非常有利

305
00:12:01,960 --> 00:12:04,720
你们都知道他们的用户基数在增长

306
00:12:04,720 --> 00:12:06,779
现在会员已达到260万

307
00:12:06,779 --> 00:12:10,288
他们实现了超过5000万美元的自由现金流

308
00:12:10,288 --> 00:12:12,568
甚至上调了全年营收指引

309
00:12:12,568 --> 00:12:14,188
这也很值得注意

310
00:12:14,188 --> 00:12:15,448
他们的核心业务板块

311
00:12:15,448 --> 00:12:15,729
你知道的

312
00:12:15,729 --> 00:12:17,408
脱发和皮肤科业务

313
00:12:17,408 --> 00:12:19,820
这些业务正在稳步增长

314
00:12:19,820 --> 00:12:20,879
而且他们

315
00:12:20,879 --> 00:12:21,240
你知道的

316
00:12:21,240 --> 00:12:23,179
资产负债表上有数百亿美元现金

317
00:12:23,179 --> 00:12:26,710
我认为我们仍看到一家基本面健康的公司

318
00:12:26,710 --> 00:12:27,110
是的

319
00:12:27,110 --> 00:12:27,350
我意思是

320
00:12:27,350 --> 00:12:31,230
二季度的短期指引确实引发市场担忧

321
00:12:31,230 --> 00:12:31,669
呃

322
00:12:31,669 --> 00:12:31,950
瑞秋

323
00:12:31,950 --> 00:12:36,620
但本季度毛利率降至65%

324
00:12:36,620 --> 00:12:40,039
由于部分减值和体重管理业务调整

325
00:12:40,039 --> 00:12:41,000
之前提到的

326
00:12:41,000 --> 00:12:44,730
Can Hints 和 Hers 如何拓展新领域

327
00:12:44,730 --> 00:12:48,730
而不短期破坏利润率

328
00:12:48,730 --> 00:12:49,330
是的

329
00:12:49,330 --> 00:12:53,039
我认为他们已为业务建立了应对机制

330
00:12:53,039 --> 00:12:53,379
我意思是

331
00:12:53,379 --> 00:12:55,460
扣除一次性重组成本后

332
00:12:55,460 --> 00:12:57,620
核心毛利率仍保持在70%左右

333
00:12:57,620 --> 00:13:00,720
国际营收占比约70%

334
00:13:00,720 --> 00:13:02,740
目前仍是小部分业务

335
00:13:02,740 --> 00:13:05,809
但本季度增长至近8000万美元

336
00:13:05,809 --> 00:13:06,330
嗯

337
00:13:06,330 --> 00:13:08,730
同时预计下半年调整后EBITDA将显著增长

338
00:13:08,730 --> 00:13:10,990
随着新用户群体的增长

339
00:13:10,990 --> 00:13:13,669
因此这是一个市场近期不太看好的业务

340
00:13:13,669 --> 00:13:17,450
但如果你认可这家公司

341
00:13:17,450 --> 00:13:19,190
如果你看好其业务

342
00:13:19,190 --> 00:13:20,129
如果你相信其增长潜力

343
00:13:20,129 --> 00:13:21,850
以及未来发展方向

344
00:13:21,850 --> 00:13:22,950
或许这对长期投资者有吸引力

345
00:13:22,950 --> 00:13:28,000
这可能对部分长期投资者有吸引力

346
00:13:28,000 --> 00:13:28,519
谢谢

347
00:13:28,519 --> 00:13:29,279
瑞秋稳住

348
00:13:29,279 --> 00:13:32,240
长期来看基本面执行才是关键

349
00:13:32,240 --> 00:13:33,519
尤其是这些公司

350
00:13:33,519 --> 00:13:37,720
今天的四只百元以下股票就介绍到这里

351
00:13:37,720 --> 00:13:40,519
如果你想更深入了解区域电商领域

352
00:13:40,519 --> 00:13:44,759
像C公司这样的扭亏企业、像Netflix和Uber这样的现金生成型科技平台

353
00:13:44,759 --> 00:13:47,230
或是像Him and Hers这样的医疗颠覆者

354
00:13:47,230 --> 00:13:48,970
这里都有明确的选择

355
00:13:48,970 --> 00:13:51,049
根据你的投资策略而定

356
00:13:51,049 --> 00:13:51,929
如果你还没行动

357
00:13:51,929 --> 00:13:53,610
记得点赞并订阅按钮

358
00:13:53,610 --> 00:13:54,649
获取这类视频内容

359
00:13:54,649 --> 00:13:56,889
我们每天都会发布新视频

360
00:13:56,889 --> 00:13:58,659
请在下方评论区告诉我们

361
00:13:58,659 --> 00:13:59,580
你持有租赁资产吗

362
00:13:59,580 --> 00:14:00,340
这些股票中的任何一只

363
00:14:00,340 --> 00:14:01,460
你计划购买

364
00:14:01,460 --> 00:14:02,360
这些股票中的任何一只

365
00:14:02,360 --> 00:14:05,659
我们明天见 保重身体 祝您愉快

评论采集失败

采集完成，该视频无弹幕