宝洁的估值已变得具有吸引力，凭借持久的护城河与股息收益率，适合作为核心持仓进行配置。
逐段跳播
但我们开始看到一些其他机会浮现出来，比如宝洁（P&G）这样的股票。宝洁是我们几年前认为估值明显偏高的股票。它在2024年见顶，之后一路回落，现在已经到了重新开始显得有吸引力的地步。
所以，这属于那种核心持仓类型的标的：宽阔的经济护城河、低不确定性，也就是拥有长期持久竞争优势的公司。我们现在可以开始在这样的标的上建仓，同时还能获得不错的股息收益率，等于拿钱等着。
而且，如果市场继续遭到抛售，第一，我认为它在下跌中会更抗跌；第二，如果它随大盘一起被抛售，那将是非常适合用定投方式买入的标的。
But, we are starting to see some more other opportunities pop up, stocks like P&G. P&G was a stock that we thought was significantly overvalued a couple of years ago. It peaked in 2024.
It's been coming down. It's now to the point where it's actually now starting to look attractive again. So, that's one of those core stock type of holdings, wide economic moat, low uncertainty, you know, companies that have long-term durable competitive advantages.
We can now start building a position into something like that, where you're also getting a nice dividend yield, getting paid to wait. And again, if the market does continue to keep selling off, if that one, you know, one, I think it holds up better to the downside, but two, if that were to sell off with the rest of the market, that'd be a great one to dollar cost average into.
这个频道对 $PG 的历次判断
Schwab Network 在这只股票上只有这一条判断。