半年翻倍股还能进一步上涨吗？老牌科技公司是否会成为AI新贵？

金融界02-08

Tapestry的股价表现异常出色，在短短六个月内上涨了120%。Defiance ETFs的联合创始人兼首席执行官Sylvia Jablonski解释了她为何会选择在此时兑现收益。Jablonski周四在CNBC的“Power Lunch”节目中分享了她对近期几只大幅波动股票的看法。以下是她在“Three-Stock Lunch”中的简短观点。TapestryTapestry的股价在周四上涨了...

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Will established technology companies become AI upstarts?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RBLX":0.77},"content_text":"Tapestry的股价表现异常出色，在短短六个月内上涨了120%。Defiance ETFs的联合创始人兼首席执行官Sylvia Jablonski解释了她为何会选择在此时兑现收益。Jablonski周四在CNBC的“Power Lunch”节目中分享了她对近期几只大幅波动股票的看法。以下是她在“Three-Stock Lunch”中的简短观点。TapestryTapestry的股价在周四上涨了13%，创下历史新高，此前该公司发布的财政第二季度调整后的盈利和收入超出预期，且提高了全年业绩展望。Jablonski表示，该公司过去几年通过降价促进了其增长。“如果你回顾过去五年，这家公司年复合增长率大约为2.6%。它们的恒定货币增长率大约为1.6%，这意味着它们通过大幅降价或不得不大幅降价来实现增长，”Jablonski说。“我不一定不看好这只股票，只是现在它不在我的买入列表上。”RobloxRoblox的股价在第四季度财报未达预期后下跌了11%。Jablonski表示，由于其疲弱的指导和日活跃用户参与度的下降，她不会在股价下跌时买入。“投资者关注像Roblox这样的公司，尤其是游戏公司，关注的就是日活跃用户参与度，而它们在这一点上未能达标。我认为这对未来的前景不太有利，”她说。根据FactSet数据，Roblox报告的预订收入为13.6亿美元，分析师预期为13.7亿美元。Roblox的日活跃用户为8530万，低于预期的8820万。OracleJablonski透露，她是Oracle的坚定买家，并相信该公司在人工智能基础设施中的领先地位。“他们又成了街区里的‘酷小子’，”她说。“像DeepSeek这样的东西其实并不重要。相反，它们让人工智能变得更高效，而拥有云和基础设施则有助于促进并推动这种增长。所以我认为他们在这方面的定位很好。”过去12个月，Oracle的股价上涨了近50%。\n\n\r\n            责任编辑：安东","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.33.2","shortVersion":"4.33.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2509703825"}