【The Motley Fool】华尔街嫌弃的两只砸盘股（与一只疯抢的现金流怪兽）

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目前市场最讨厌的两只股票

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而有一只却备受追捧

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这些企业拥有巨大的增长催化剂

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其中两只正以显著折扣交易于其长期真实价值

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在揭晓今日首个股票代码前

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请帮我们一个小忙

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点击订阅按钮

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开启通知并点赞支持乔塞

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跳跃

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首先推荐当前逢低买入的顶级股票

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谢谢

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瑞秋

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我要全力出击

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这家公司近期遭受重创

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但代表人工智能基础设施的纯正投资标的

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你知道我的

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我是AI市场的狂热爱好者

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现在

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我要介绍的公司是Coreweave

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股票代码

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C R W V 现在

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如果查看近期头条新闻

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Coreweave股价暴跌

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从近期近140美元的高位

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跌至约105美元每股

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华尔街完全恐慌因为一季度财报显示净亏损扩大

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但短视的零售市场完全忽视了独特视角

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华尔街在惩罚Coreweave

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为构建994亿美元营收 backlog投入资金

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近1000亿美元规模

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Coreweave并非普通云计算服务商

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像其他巨头一样

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他们是GPU优先的AI超算纯玩家

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建造从零设计的数据中心

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专为托管大规模NVIDIA AI芯片训练与推理

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从原始数据来看

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其营收增长简直疯狂

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Coreweave营收在一季度翻倍

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飙升至28亿美元

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为何股价下跌？因为他们正在激进扩展产能

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需要巨额前期资本

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随着突破1吉瓦电力容量

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市场将这些基建开支视为亏损

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但这其实是精心布局的战略抢占

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像Meta这样的科技先锋已签署210亿美元协议锁定基建

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英伟达自身刚完成20亿美元投资加速数据中心建设

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股权融资以推进数据中心扩展

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大型AI实验室如Anthropic和OpenAI持续与Coreweave签约

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现实是Coreweave拥有数据中心

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他们已签订合同

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他们得到了英伟达的直接支持，即将收购这家高速增长的巨头

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我认为以远低于峰值的价格买入堪称现在的大礼

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这简直是大胆的选股选择啊Jose

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而且我觉得你已经强调了

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在你看来市场可能难以区分低效支出与真正战略性的

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高回报率资本投资

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我是说

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如果想想Meta正在承诺投入20亿美元

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而视频公司也在投入数十亿美元自有资金

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看来做空Corweave可能是错误的

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同意Rachel

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不过从短期来看

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巨额债务和AI放缓的担忧可能带来短期阻力

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但我相信长期机会依然存在

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但对于被讨厌的公司

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让我们看看市场追捧的公司

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是的

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这直接引出了我的第一只股票

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就是网络安全领域

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领导者

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CrowdStrike

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股票代码CRWD

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该公司股价在财报后小幅下跌

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财报公布后

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业绩表现非常亮眼

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过去一年股价已大幅上涨

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但需要指出

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CrowdStrike不再仅仅销售传统杀毒软件

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他们构建了面向AI时代的自动化安全操作系统

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Falcon平台保护企业数据

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保护云网络

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以及企业部署的数字工作流程

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由于企业正在整合技术架构以节省成本

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正在淘汰小型安全供应商

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全面转向CrowdStrike统一平台

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从数据来看

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其核心业务

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堪称现金制造机器

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CrowdStrike正在增长

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其年度经常性收入同比增长20%

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两年复合增长率达20%

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根据最新财报

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持有40亿美元现金

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现金储备高达40亿美元

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现在

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更重要的是

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其平台效率惊人

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毛利率达80%且无流失

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客户留存率达97%

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这意味着什么

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一旦企业注册

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他们几乎不会取消

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主要增长驱动力之一

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接下来的发展方向

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是他们的定制猎鹰弹性许可模式

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这一模式已迅速扩张至约三点

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总交易价值达数百家大型企业账户的220亿美元

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我认为这是高端市场领导者

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在网络安全与AI革命的互动中扮演关键角色

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而Rachel从高速成长的基础设施业务

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转向绝对安全堡垒

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如CrowdStrike是平衡投资组合的完美方式

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很难反驳

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我说

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毛利率达80%且客户留存率达97%

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好的

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现在让我们暂时脱离科技行业

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我们的观众总在询问如何发现防御性抗衰退价值

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当整体经济充满不确定性时

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若我们转向医疗保健行业

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一个人们始终依赖的行业

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无论通胀或利率如何

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现在是否有一高质量企业正待在 bargain bin 中

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绝对有

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这是一家运营美国医疗体系核心的企业

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这就是HCA Healthcare股票代码

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HCA

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HCA Healthcare是美国最大的非政府急症护理运营商

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医院和诊所

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他们经历了一段暂时性下滑

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你知道的

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华尔街分析师

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似乎对短期人力成本感到担忧

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手术量有小幅波动

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但我觉得有必要后退一步分析

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医疗需求由人口结构驱动

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而非经济周期

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HCA在美增长最快的地区拥有绝对地理垄断

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他们在阳光地带拥有超过180家医院网络

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具体来说

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佛罗里达和得州

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这些地区正经历

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前所未有的退休婴儿潮一代涌入

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创造了不可逆转的结构性增长动力

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同时必须强调

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该企业拥有强劲的财务基础

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你知道的

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第一季度就实现超过20亿美元运营现金流

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仅2026年第一季度

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同比增长超过20%

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基于过去十二个月滚动数据

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他们实现了近130亿美元的净运营现金流

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嗯，另一个值得注意的点是他们正在大力推广

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由人工智能驱动的行政和排班软件

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我们经常讨论AI如何正在革新文本处理领域

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但在医疗保健领域有无数应用场景

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通过自动化流程

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比如护士记录和实时优化手术室排班

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嗯，HCA医疗正在解决多个行业

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的瓶颈并降低成本

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他们目前以显著折扣交易于大盘

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如果你对医疗保健领域感兴趣

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我认为这对多元化投资组合来说是绝佳的防御性标的

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感谢您的收听

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我觉得今天的阵容非常出色

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如果我说的话

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我们从高速增长

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AI基础设施股如War Wea

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转向拥有CrowStripe的大型网络安全现金流机器

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最后以HCA医疗这一深度防御型

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人口结构驱动的巨头收尾

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当市场波动来袭时

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准备不足的散户恐慌抛售

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但聪明资金正在寻找价值

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在今天的节目中我们必须重点分析两支股票

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市场厌恶它们

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却赢得了市场青睐

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下方留言

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告诉我们今天你会买入其中哪一支

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别忘了点击订阅按钮

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如果觉得有帮助请点赞

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我们下期视频再见

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