CAKE近期172%的涨幅限制了明确的短期上行空间，但随着投资者认识到其Flower Child和North Italia概念的成长潜力，该股可能经历估值重估，前瞻市盈率或达25-35倍。
逐段跳播
看看Cheesecake Factory，今天又涨了13,000美元。难以置信。现在在Cheesecake Factory上赚了228,000美元。恭喜任何一直持有这只Cheesecake Factory股票的人。绝对难以置信。
Look at the Cheesecake Factory, up another $13,000 here today. Unbelievable. Now up $228,000 on Cheesecake Factory. Congratulations anybody that's been riding this Cheesecake Factory stock. Absolutely unbelievable.
Cheesecake Factory。这是整个市场中最热门的股票之一。现在，它上涨了172%。这甚至没有考虑股票收到的股息。
Cheesecake Factory. This is one of the hottest stocks in the entire market. Now, it's up 172%. It doesn't even account for dividends received in the stock.
我不确定Cheesecake在短期内还能涨多少。我的意思是，它已经经历了一段不可思议的上涨。我只是不确定还能涨多少。所以，这是一个，是的，它现在有势头，但我只是不确定它短期还有多少上涨空间，对吧？
I'm not sure how much more Cheesecake can move in the short term. I mean, it has had an incredible run. And I'm just not sure how much more can run. So, this is one, yeah, it has the momentum right now, but I'm just not sure how much more short-term upside it has, right?
但你也必须从这样的角度来看待像Cheesecake这样的股票：是的，也许它短期内没有太多上涨空间，但也许有。谁知道呢？但Cake的事情是，这只股票有可能发生估值重估，人们愿意为它支付比之前高得多的市盈率和远期市盈率，因为人们开始理解他们背后有多个增长概念的故事。
But you also have to look at a stock like Cheesecake from a perspective of yeah, maybe it doesn't have a ton more upside short-term, but maybe it does. Like, who knows? But the thing with Cake is there is a possibility of a valuation re-rating with this stock where people are willing to pay a lot higher PE ratio for it and forward PE ratio than previous because people are starting to understand the story about they've got multiple growth concepts coming behind them.
现在人们看着Flower Child，看着这些同店销售，然后说，哦天哪，这是近年来我们见过的任何餐厅概念中最好的同店销售之一。而且，他们有一个热门产品。所以，人们可能愿意为Cheesecake Factory股票支付比过去多得多的价格，对吧？
因为如果你只看Cheesecake Factory，你可能会支付12、14，也许16倍的市盈率。但当你想到North Italia，然后当你真正想到Flower Child，那是大头。
现在你会说，哎呀，那是未来十年的两个主要增长概念。也许我愿意为那只股票支付25倍的远期市盈率，或者34倍，或者35倍远期市盈率，或者类似的东西，对吧？
And now people are looking at Flower Child and looking at these comps and like, "Oh my gosh, one of the best comps we've seen in recent history for any of these restaurant concepts." And like, they got a banger. And so, people might be willing to pay a lot more for Cheesecake Factory stock than they used to pay, right? Cuz if you reviewed it just from the Cheesecake Factory, you might pay a 12, 14, maybe a 16 PE. But then when you think about North Italia, and then when you really think about Flower Child, that's the big dog. Now you're like, "Shoot, those are two major growth concepts for the next decade. Maybe I'm willing to pay, uh you know, a 25 forward PE for that stock, or a 34 PE, or 35 forward PE, or something like that, right?"
这个频道对 $CAKE 的历次判断
Financial Education 在这只股票上共 3 条判断，这里只列相邻的几条。