对TEAM并不看空;历史利润率较差但正在改善,需警惕危险信号。
逐段跳播
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你看到Atlassian正在复苏。
You're seeing a recovery in Atlassian.
这对许多软件公司来说都是如此,无论是Atlassian。你在我们的课程会员直播中,我们对Atlassian做了很多分析,资产负债表很好,增长也很好。
That's true for many software plays, whether it's Atlassian. You our our course member live streams, we've done quite a quite a lot of analyses on uh on Atlassian, great balance sheet, uh great growth.
Team 呢?同样的情况。并非看空它。Team 的问题在于,当你分析 Team 时,如果看它们的历史利润率,确实很差,而近期它们正在向上拐点。希望随着人工智能的发展能继续保持,但你必须警惕那些危险信号。
Uh what about Team? Same thing. Not bearish it. Problem with Team is when you analyze Team, if you look at their historical margins, they're really bad and they're inflecting up uh on in the recent term. And hopefully that keeps going with artificial intelligence, but you have to watch for those red flags.
这个频道对 $TEAM 的历次判断
Meet Kevin 在这只股票上共 3 条判断,这里只列相邻的几条。