$LVS

若仓位规模能反映风险,LVS值得买入;中国/MGM方面的担忧已被提及,但被其他积极因素所盖过。

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《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
The Compound发布 2026-09-25 · 1 段内容
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拉斯维加斯金沙的股价在12月时价值七十美元。现在只要三十八美元。整个板块目前都不受欢迎。我的意思是,我猜想显然存在对中国的担忧,而MGM在中国有业务,这让我对这只股票有点担心,因为你不知道那里会发生什么。

但有足够多其他好的方面,我认为这就是Josh早些时候谈到的关于金融中心规模的问题。我认为这是你应该做的事情之一,就是审视这只股票的风险,并据此决定你的投资规模。

Las Vegas Sands stock was worth seventy dollars in December. It now costs thirty-eight dollars. The entire sector is currently undesirable. I mean , I suppose there are obviously concerns about China, and MGM has business in China, and that worries me a little about the stock because you don't know what's going to happen there.

But there are enough other good things , and I think that's what Josh was talking about earlier regarding the size of the financial center. I think this is one of the things you should do, which is to look at the risks of the stock and determine the size of your investment based on that.

这个频道对 $LVS 的历次判断

The Compound 在这只股票上只有这一条判断。

2026-09-25看涨本条
拉斯维加斯金沙的股价在12月时价值七十美元。现在只要三十八美元。整个板块目前都不受欢迎。我的意思是,我猜想显然存在对中国的担忧,而MGM在中国有业务,这让我对这只股票有点担心,因为你不知道那里会发生什么。但有足够多其他好的方面,我认为这就是Josh早些时候谈到的关于金融中心规模的问题。我认为这是你应该做的事情之一,就是审视这只股票的风险,并据此决定你的投资规模。
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