{"id":543987,"date":"2024-06-24T20:39:44","date_gmt":"2024-06-25T03:39:44","guid":{"rendered":"https:\/\/nai500.com\/?p=543987"},"modified":"2024-06-24T20:39:44","modified_gmt":"2024-06-25T03:39:44","slug":"%e5%88%86%e6%9e%90%e5%b8%ab-%e8%b6%85%e6%84%9b-%e4%b8%89%e6%94%af-%e9%9b%b6%e5%94%ae%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/06\/%e5%88%86%e6%9e%90%e5%b8%ab-%e8%b6%85%e6%84%9b-%e4%b8%89%e6%94%af-%e9%9b%b6%e5%94%ae%e8%82%a1\/","title":{"rendered":"\u83ef\u723e\u8857\u5206\u6790\u5e2b\u8d85\u611b\u9019\u4e09\u652f\u96f6\u552e\u80a1\uff0c\u73fe\u5728\u9084\u80fd\u8cb7\u55ce\uff1f"},"content":{"rendered":"

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\u76e1\u7ba1\u773c\u4e0b\u6b63\u9762\u81e8\u4e00\u4e9b\u6311\u6230\uff0c\u4f46\u5206\u6790\u5e2b\u4ecd\u7136\u770b\u597d\u8a72\u9818\u57df\u7684\u4e00\u4e9b\u96f6\u552e\u80a1\u7968\uff0c\u7d66\u8207\u201c\u5f37\u529b\u8cb7\u5165\u201d\u8a55\u7d1a\u3002\u9019\u4e9b\u80a1\u7968\u986f\u793a\u51fa\u9577\u671f\u5927\u5e45\u4e0a\u6f32\u7684\u524d\u666f\uff0c\u53ef\u4ee5\u5728\u50f9\u683c\u4ecd\u7136\u6709\u5229\u6642\u8cb7\u5165\u3002<\/p>\n

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

\u5728\u9580\u5e97\u64f4\u5f35\u3001\u5fe0\u8aa0\u5ea6\u8a08\u5283\u4ee5\u53caZ\u4e16\u4ee3\u5728\u7f8e\u5bb9\u7522\u54c1\u4e0a\u66f4\u5927\u6295\u5165\u7684\u63a8\u52d5\u4e0b\uff0cUlta Beauty\u00a0<\/b><\/strong>(NASDAQ:ULTA<\/b><\/u><\/strong><\/a>)\u5728\u904e\u53bb\u5e7e\u5e74\u4e2d\u696d\u7e3e\u4e0d\u65b7\u589e\u9577\uff0c\u76e1\u7ba1\u6700\u8fd1\u92b7\u552e\u6709\u6240\u653e\u7de9\uff0c\u4f46\u8a72\u80a1\u4ecd\u80fd\u5728\u5206\u6790\u5e2b\u7684\u8cb7\u5165\u540d\u55ae\u4e0a\u540d\u5217\u524d\u8305\u3002\u6700\u8fd1\u7684\u8ca1\u5831\u986f\u793a\uff0c\u8a72\u516c\u53f8\u53ef\u6bd4\u92b7\u552e\u984d\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u589e\u9577\u4e861.6%\uff0c\u4f46\u8207\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\u4ecd\u6709\u76f8\u7576\u5927\u7684\u4e0b\u964d\u3002\u4e0b\u6ed1\u7684\u539f\u56e0\u662fUlta\u52aa\u529b\u722d\u53d6\u5e02\u5834\u4efd\u984d\u7684\u9ad8\u7aef\u7f8e\u5bb9\u985e\u5225\u9700\u6c42\u4e0b\u964d\u3002\u76e1\u7ba1\u5982\u6b64\uff0c\u5728\u8a72\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98\u63d0\u51fa\u4e86\u4e0b\u534a\u5e74\u63d0\u9ad8\u92b7\u552e\u984d\u7684\u6a02\u89c0\u7b56\u7565\u5f8c\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u4e0a\u6f32\u4e8611%\u3002<\/p>\n

\u8003\u616e\u5230\u8a72\u516c\u53f8\u5728\u96f6\u552e\u884c\u696d\u66c6\u4f86\u8868\u73fe\u5f37\u52c1\uff0c\u76ee\u524d\u7684\u4f4e\u50f9\u53ef\u80fd\u6b63\u662f\u6295\u8cc7\u7684\u6a5f\u6703\u3002\u8a72\u516c\u53f8\u64c1\u6709\u9ad8\u5ea6\u5dee\u7570\u5316\u7684\u696d\u52d9\u6a21\u5f0f\uff0c\u901a\u904e\u4e0d\u540c\u50f9\u683c\u6bb5\u7684\u54c1\u724c\u4f86\u8fce\u5408\u5ee3\u6cdb\u7684\u5ba2\u6236\u7fa4\uff0c\u9664\u4e86\u5f37\u5927\u7684\u7522\u54c1\u7d44\u5408\u5916\u9084\u901a\u904e\u5e97\u5167\u670d\u52d9\u548c\u5fe0\u8aa0\u5ea6\u8a08\u5283\u56de\u994b\u5ba2\u6236\u4f86\u5275\u6536\u3002\u7576\u5e02\u5834\u8907\u8607\u6642\uff0c\u9019\u5c07\u6210\u70ba\u516c\u53f8\u767c\u5c55\u7684\u50ac\u5316\u5291\u3002Loop Capital\u548cTD Cowen\u7684\u5206\u6790\u5e2b\u76ee\u524d\u7d66\u4e88\u8a72\u80a1\u8cb7\u5165\u8a55\u7d1a\uff0c\u770b\u6f32\u80a1\u50f9\u81f3500\u7f8e\u5143\u81f3520\u7f8e\u5143\u4e4b\u9593\u3002\u6839\u64da27\u4f4d\u5206\u6790\u5e2b\u7684\u8a55\u7d1a\uff0cULTA\u76ee\u524d\u662f\u6700\u503c\u5f97\u8cb7\u5165\u7684\u7f8e\u80a1\u96f6\u552e\u80a1\u4e4b\u4e00\u3002<\/p>\n

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

\u4e2d\u6982\u80a1\u963f\u88cf\u5df4\u5df4Alibaba<\/b><\/strong>\u00a0(NYSE:BABA<\/b><\/u><\/strong><\/a>)\u8fd1\u5e7e\u5e74\u7684\u767c\u5c55\u653e\u7de9\uff0c\u4f46\u6709\u5e7e\u7a2e\u8da8\u52e2\u8868\u660e\uff0c\u8a72\u516c\u53f8\u6709\u671b\u8fce\u4f86\u5f37\u52c1\u8907\u8607\u3002\u7531\u65bc\u6fc0\u70c8\u7684\u884c\u696d\u7af6\u722d\u548c\u5b8f\u89c0\u7d93\u6fdf\u64d4\u6182\u4fb5\u8755\u4e86\u5e02\u5834\u4efd\u984d\uff0c\u70ba\u963f\u88cf\u5df4\u5df4\u7684\u8ca1\u52d9\u696d\u7e3e\u8499\u4e0a\u9670\u5f71\uff0c\u8a72\u80a1\u4e00\u76f4\u5448\u4e0b\u8dcc\u8da8\u52e2\uff0c\u82072020\u5e74\u5927\u6d41\u884c\u5f8c\u7684\u9ad8\u9ede\u76f8\u6bd4\uff0c\u8dcc\u5e45\u76f8\u7576\u5927\u3002\u4f46\u5206\u6790\u5e2b\u9810\u6e2c\u8a72\u516c\u53f8\u6709\u5f88\u5927\u7684\u4e0a\u6f32\u6f5b\u529b\uff0c\u539f\u56e0\u4e4b\u4e00\u662f\u6700\u8fd1\u767c\u5e03\u7684\u8ca1\u5831\u3002\u963f\u88cf\u5df4\u5df4\u7684\u96fb\u5b50\u5546\u52d9\u696d\u52d9\u589e\u9577\u4e864%\uff0c\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u589e\u9577\u4e862%\u3002\u5c55\u671b\u672a\u4f86\uff0c\u8a72\u516c\u53f8\u9810\u8a08\u96f2\u8a08\u7b97\u548c\u4eba\u5de5\u667a\u80fd\u696d\u52d9\u5c07\u63a8\u52d5\u66f4\u9ad8\u7684\u589e\u9577\u7387\u3002\u9019\u4e9b\u8209\u63aa\u5c07\u6709\u53ef\u80fd\u5728\u672a\u4f86\u5e7e\u5e74\u63a8\u52d5\u5169\u4f4d\u6578\u7684\u6536\u5165\u589e\u9577\u3002<\/p>\n

\u96d6\u7136\u77ed\u671f\u5167\u4ecd\u9762\u81e8\u6311\u6230\uff0c\u4f46\u5206\u6790\u5e2b\u7e7c\u7e8c\u770b\u597d\u8a72\u80a1\u7684\u8868\u73fe\u3002Loop Capital\u7d66\u4e88\u963f\u88cf\u5df4\u5df4\u80a1\u7968\u8cb7\u5165\u8a55\u7d1a\uff0c\u8a8d\u70ba\u50f9\u683c\u53ef\u80fd\u4e0a\u6f3245%\uff0c\u82b1\u65d7\u96c6\u5718\u5206\u6790\u5e2b\u9810\u8a08\u5176\u80a1\u50f9\u5c07\u4e0a\u6f32 53%\u3002\u5206\u6790\u5e2b\u7684\u6a02\u89c0\u60c5\u7dd2\u53ef\u80fd\u610f\u5473\u8457\u73fe\u5728\u662f\u8cb7\u5165\u9019\u53ea\u5f37\u52e2\u96f6\u552e\u80a1\u7684\u6700\u4f73\u6642\u6a5f\u3002<\/p>\n

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

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Lovesac\u7684\u589e\u9577\u9084\u5f97\u76ca\u65bc\u5176\u5168\u6e20\u9053\u92b7\u552e\u5e73\u81fa\u3002\u8a72\u516c\u53f8\u64c1\u6709\u6578\u5b57\u696d\u52d9\u3001\u5728\u597d\u5e02\u591a\u958b\u8a2d\u4e86147\u5bb6\u5206\u5e97\u3001\u5728\u767e\u601d\u8cb7\u958b\u8a2d\u4e8641\u5bb6\u5206\u5e97\uff0c\u4e26\u8207\u591a\u5bb6\u96f6\u552e\u5546\u5efa\u7acb\u4e86\u5408\u4f5c\u95dc\u7cfb\u3002\u9019\u6709\u52a9\u65bc\u516c\u53f8\u63d0\u9ad8\u54c1\u724c\u77e5\u540d\u5ea6\uff0c\u540c\u6642\u5c07\u904b\u71df\u6210\u672c\u964d\u5230\u6700\u4f4e\u3002\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\uff0cLovesac\u7684\u6de8\u92b7\u552e\u984d\u9054\u52302.505\u5104\u7f8e\u5143\uff0c\u6bd42023\u8ca1\u5e74\u7b2c\u56db\u5b63\u5ea6\u76842.385\u5104\u7f8e\u5143\u589e\u9577\u4e865%\uff1b\u6de8\u5229\u6f64\u70ba3100\u842c\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca1.87\u7f8e\u5143\uff0c\u6bd4\u4e00\u5e74\u524d\u76842620\u842c\u7f8e\u5143\u548c\u6bcf\u80a1\u6536\u76ca1.65\u7f8e\u5143\u589e\u9577\u4e8618.1%\u3002\u96a8\u8457\u4eca\u5e74\u4e0b\u534a\u5e74\u5e02\u5834\u7684\u6301\u7e8c\u8907\u8607\uff0c\u5206\u6790\u5e2b\u7e7c\u7e8c\u770b\u597dLovesac\u7684\u524d\u666f\u3002Roth\/MKM\u5206\u6790\u5e2b\u76ee\u524d\u7dad\u6301\u5c0d\u8a72\u80a1\u7684\u8cb7\u5165\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9\u70ba30\u7f8e\u5143\u3002\u5728\u516d\u4f4d\u5206\u6790\u5e2b\u7684\u8a55\u7d1a\u4e2d\uff0cLovesac\u662f\u6700\u503c\u5f97\u8cb7\u5165\u7684\u96f6\u552e\u80a1\u4e4b\u4e00\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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