{"id":543985,"date":"2024-06-24T20:35:51","date_gmt":"2024-06-25T03:35:51","guid":{"rendered":"https:\/\/nai500.com\/?p=543985"},"modified":"2024-06-24T20:41:53","modified_gmt":"2024-06-25T03:41:53","slug":"%e5%88%86%e6%9e%90%e5%b8%88-%e8%b6%85%e7%88%b1-%e4%b8%89%e6%94%af-%e9%9b%b6%e5%94%ae%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/06\/%e5%88%86%e6%9e%90%e5%b8%88-%e8%b6%85%e7%88%b1-%e4%b8%89%e6%94%af-%e9%9b%b6%e5%94%ae%e8%82%a1\/","title":{"rendered":"\u534e\u5c14\u8857\u5206\u6790\u5e08\u8d85\u7231\u8fd9\u4e09\u652f\u96f6\u552e\u80a1\uff0c\u73b0\u5728\u8fd8\u80fd\u4e70\u5417\uff1f"},"content":{"rendered":"

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\u5c3d\u7ba1\u773c\u4e0b\u6b63\u9762\u4e34\u4e00\u4e9b\u6311\u6218\uff0c\u4f46\u5206\u6790\u5e08\u4ecd\u7136\u770b\u597d\u8be5\u9886\u57df\u7684\u4e00\u4e9b\u96f6\u552e\u80a1\u7968\uff0c\u7ed9\u4e0e\u201c\u5f3a\u529b\u4e70\u5165\u201d\u8bc4\u7ea7\u3002\u8fd9\u4e9b\u80a1\u7968\u663e\u793a\u51fa\u957f\u671f\u5927\u5e45\u4e0a\u6da8\u7684\u524d\u666f\uff0c\u53ef\u4ee5\u5728\u4ef7\u683c\u4ecd\u7136\u6709\u5229\u65f6\u4e70\u5165\u3002<\/p>\n

Ulta Beauty (ULTA)<\/b><\/strong><\/h2>\n

\u5728\u95e8\u5e97\u6269\u5f20\u3001\u5fe0\u8bda\u5ea6\u8ba1\u5212\u4ee5\u53caZ\u4e16\u4ee3\u5728\u7f8e\u5bb9\u4ea7\u54c1\u4e0a\u66f4\u5927\u6295\u5165\u7684\u63a8\u52a8\u4e0b\uff0cUlta Beauty\u00a0<\/b><\/strong>(NASDAQ:ULTA<\/b><\/u><\/strong><\/a>)\u5728\u8fc7\u53bb\u51e0\u5e74\u4e2d\u4e1a\u7ee9\u4e0d\u65ad\u589e\u957f\uff0c\u5c3d\u7ba1\u6700\u8fd1\u9500\u552e\u6709\u6240\u653e\u7f13\uff0c\u4f46\u8be5\u80a1\u4ecd\u80fd\u5728\u5206\u6790\u5e08\u7684\u4e70\u5165\u540d\u5355\u4e0a\u540d\u5217\u524d\u8305\u3002\u6700\u8fd1\u7684\u8d22\u62a5\u663e\u793a\uff0c\u8be5\u516c\u53f8\u53ef\u6bd4\u9500\u552e\u989d\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u589e\u957f\u4e861.6%\uff0c\u4f46\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\u4ecd\u6709\u76f8\u5f53\u5927\u7684\u4e0b\u964d\u3002\u4e0b\u6ed1\u7684\u539f\u56e0\u662fUlta\u52aa\u529b\u4e89\u53d6\u5e02\u573a\u4efd\u989d\u7684\u9ad8\u7aef\u7f8e\u5bb9\u7c7b\u522b\u9700\u6c42\u4e0b\u964d\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u5728\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u63d0\u51fa\u4e86\u4e0b\u534a\u5e74\u63d0\u9ad8\u9500\u552e\u989d\u7684\u4e50\u89c2\u7b56\u7565\u540e\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0a\u6da8\u4e8611%\u3002<\/p>\n

\u8003\u8651\u5230\u8be5\u516c\u53f8\u5728\u96f6\u552e\u884c\u4e1a\u5386\u6765\u8868\u73b0\u5f3a\u52b2\uff0c\u76ee\u524d\u7684\u4f4e\u4ef7\u53ef\u80fd\u6b63\u662f\u6295\u8d44\u7684\u673a\u4f1a\u3002\u8be5\u516c\u53f8\u62e5\u6709\u9ad8\u5ea6\u5dee\u5f02\u5316\u7684\u4e1a\u52a1\u6a21\u5f0f\uff0c\u901a\u8fc7\u4e0d\u540c\u4ef7\u683c\u6bb5\u7684\u54c1\u724c\u6765\u8fce\u5408\u5e7f\u6cdb\u7684\u5ba2\u6237\u7fa4\uff0c\u9664\u4e86\u5f3a\u5927\u7684\u4ea7\u54c1\u7ec4\u5408\u5916\u8fd8\u901a\u8fc7\u5e97\u5185\u670d\u52a1\u548c\u5fe0\u8bda\u5ea6\u8ba1\u5212\u56de\u9988\u5ba2\u6237\u6765\u521b\u6536\u3002\u5f53\u5e02\u573a\u590d\u82cf\u65f6\uff0c\u8fd9\u5c06\u6210\u4e3a\u516c\u53f8\u53d1\u5c55\u7684\u50ac\u5316\u5242\u3002Loop Capital\u548cTD Cowen\u7684\u5206\u6790\u5e08\u76ee\u524d\u7ed9\u4e88\u8be5\u80a1\u4e70\u5165\u8bc4\u7ea7\uff0c\u770b\u6da8\u80a1\u4ef7\u81f3500\u7f8e\u5143\u81f3520\u7f8e\u5143\u4e4b\u95f4\u3002\u6839\u636e27\u4f4d\u5206\u6790\u5e08\u7684\u8bc4\u7ea7\uff0cULTA\u76ee\u524d\u662f\u6700\u503c\u5f97\u4e70\u5165\u7684\u7f8e\u80a1\u96f6\u552e\u80a1\u4e4b\u4e00\u3002<\/p>\n

Alibaba (BABA)<\/b><\/strong><\/h2>\n

\u4e2d\u6982\u80a1\u963f\u91cc\u5df4\u5df4Alibaba<\/b><\/strong>\u00a0(NYSE:BABA<\/b><\/u><\/strong><\/a>)\u8fd1\u51e0\u5e74\u7684\u53d1\u5c55\u653e\u7f13\uff0c\u4f46\u6709\u51e0\u79cd\u8d8b\u52bf\u8868\u660e\uff0c\u8be5\u516c\u53f8\u6709\u671b\u8fce\u6765\u5f3a\u52b2\u590d\u82cf\u3002\u7531\u4e8e\u6fc0\u70c8\u7684\u884c\u4e1a\u7ade\u4e89\u548c\u5b8f\u89c2\u7ecf\u6d4e\u62c5\u5fe7\u4fb5\u8680\u4e86\u5e02\u573a\u4efd\u989d\uff0c\u4e3a\u963f\u91cc\u5df4\u5df4\u7684\u8d22\u52a1\u4e1a\u7ee9\u8499\u4e0a\u9634\u5f71\uff0c\u8be5\u80a1\u4e00\u76f4\u5448\u4e0b\u8dcc\u8d8b\u52bf\uff0c\u4e0e2020\u5e74\u5927\u6d41\u884c\u540e\u7684\u9ad8\u70b9\u76f8\u6bd4\uff0c\u8dcc\u5e45\u76f8\u5f53\u5927\u3002\u4f46\u5206\u6790\u5e08\u9884\u6d4b\u8be5\u516c\u53f8\u6709\u5f88\u5927\u7684\u4e0a\u6da8\u6f5c\u529b\uff0c\u539f\u56e0\u4e4b\u4e00\u662f\u6700\u8fd1\u53d1\u5e03\u7684\u8d22\u62a5\u3002\u963f\u91cc\u5df4\u5df4\u7684\u7535\u5b50\u5546\u52a1\u4e1a\u52a1\u589e\u957f\u4e864%\uff0c\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u589e\u957f\u4e862%\u3002\u5c55\u671b\u672a\u6765\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u4e91\u8ba1\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u4e1a\u52a1\u5c06\u63a8\u52a8\u66f4\u9ad8\u7684\u589e\u957f\u7387\u3002\u8fd9\u4e9b\u4e3e\u63aa\u5c06\u6709\u53ef\u80fd\u5728\u672a\u6765\u51e0\u5e74\u63a8\u52a8\u4e24\u4f4d\u6570\u7684\u6536\u5165\u589e\u957f\u3002<\/p>\n

\u867d\u7136\u77ed\u671f\u5185\u4ecd\u9762\u4e34\u6311\u6218\uff0c\u4f46\u5206\u6790\u5e08\u7ee7\u7eed\u770b\u597d\u8be5\u80a1\u7684\u8868\u73b0\u3002Loop Capital\u7ed9\u4e88\u963f\u91cc\u5df4\u5df4\u80a1\u7968\u4e70\u5165\u8bc4\u7ea7\uff0c\u8ba4\u4e3a\u4ef7\u683c\u53ef\u80fd\u4e0a\u6da845%\uff0c\u82b1\u65d7\u96c6\u56e2\u5206\u6790\u5e08\u9884\u8ba1\u5176\u80a1\u4ef7\u5c06\u4e0a\u6da8 53%\u3002\u5206\u6790\u5e08\u7684\u4e50\u89c2\u60c5\u7eea\u53ef\u80fd\u610f\u5473\u7740\u73b0\u5728\u662f\u4e70\u5165\u8fd9\u53ea\u5f3a\u52bf\u96f6\u552e\u80a1\u7684\u6700\u4f73\u65f6\u673a\u3002<\/p>\n

Lovesac (LOVE)<\/b><\/strong><\/h2>\n

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Lovesac\u7684\u589e\u957f\u8fd8\u5f97\u76ca\u4e8e\u5176\u5168\u6e20\u9053\u9500\u552e\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u62e5\u6709\u6570\u5b57\u4e1a\u52a1\u3001\u5728\u597d\u5e02\u591a\u5f00\u8bbe\u4e86147\u5bb6\u5206\u5e97\u3001\u5728\u767e\u601d\u4e70\u5f00\u8bbe\u4e8641\u5bb6\u5206\u5e97\uff0c\u5e76\u4e0e\u591a\u5bb6\u96f6\u552e\u5546\u5efa\u7acb\u4e86\u5408\u4f5c\u5173\u7cfb\u3002\u8fd9\u6709\u52a9\u4e8e\u516c\u53f8\u63d0\u9ad8\u54c1\u724c\u77e5\u540d\u5ea6\uff0c\u540c\u65f6\u5c06\u8fd0\u8425\u6210\u672c\u964d\u5230\u6700\u4f4e\u3002\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\uff0cLovesac\u7684\u51c0\u9500\u552e\u989d\u8fbe\u52302.505\u4ebf\u7f8e\u5143\uff0c\u6bd42023\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u76842.385\u4ebf\u7f8e\u5143\u589e\u957f\u4e865%\uff1b\u51c0\u5229\u6da6\u4e3a3100\u4e07\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca1.87\u7f8e\u5143\uff0c\u6bd4\u4e00\u5e74\u524d\u76842620\u4e07\u7f8e\u5143\u548c\u6bcf\u80a1\u6536\u76ca1.65\u7f8e\u5143\u589e\u957f\u4e8618.1%\u3002\u968f\u7740\u4eca\u5e74\u4e0b\u534a\u5e74\u5e02\u573a\u7684\u6301\u7eed\u590d\u82cf\uff0c\u5206\u6790\u5e08\u7ee7\u7eed\u770b\u597dLovesac\u7684\u524d\u666f\u3002Roth\/MKM\u5206\u6790\u5e08\u76ee\u524d\u7ef4\u6301\u5bf9\u8be5\u80a1\u7684\u4e70\u5165\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7\u4e3a30\u7f8e\u5143\u3002\u5728\u516d\u4f4d\u5206\u6790\u5e08\u7684\u8bc4\u7ea7\u4e2d\uff0cLovesac\u662f\u6700\u503c\u5f97\u4e70\u5165\u7684\u96f6\u552e\u80a1\u4e4b\u4e00\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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