GTLB 目前是安全的买入标的；相较约 20% 的营收增长和强劲基本面，其低估值足以抵消短期风险。
逐段跳播
你也觉得 GitLab 有意思。它也经历了强劲上涨，甚至比去年更强。如你所知，GitLab 曾是 SaaS 灾难的一部分。它是一家与 Microsoft 密切合作的软件公司。它本质上是你测试所有 AI 机器人和工具的地方。
所以它们提供我们正在谈论的那些沙盒。所以它围绕软件收入运转。债务负担不是很高。而且它们进行了一系列收购，预计会带来更高的增长。我认为今年我们可以预期收入增长约 20%。因此，考虑到预期的利润增长，估值相当低。
再次强调，现在入场是一项安全的投资。接下来一两个月对这些股票来说可能是一段有些困难的时期，但鉴于其基本面强劲，我更多把它们视为机会。
You also find GitLab interesting. That has also experienced a strong increase , even stronger than last year. GitLab was, as you know, part of the SaaS disaster. It is a software company that works closely with Microsoft.
It is essentially the place where you can test all your AI bots and tools. So they offer those sandboxes we are talking about . So it revolves around software revenue. The debt burden is not very high.
And they have made a number of acquisitions that are expected to lead to higher growth. I think we can expect a revenue increase of about 20% this year. The valuation is therefore quite low given the expected profit growth.
Once again, it is a safe investment to get in now. The next one or two months could be a somewhat difficult period for these stocks, but I view them more as opportunities given their fundamental strength.
这个频道对 $GTLB 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。