Joseph Carlson After Hours 对 $ISRG 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-09-08
Michael Burry Keeps Buying This Stock
ISRG是一家拥有强大商业模式的高质量公司,但面临增长放缓和估值昂贵的阻力。

Intuitive Surgical 是世界上最大的医疗设备制造商之一。它被认为是世界上质量最高的公司之一。它仍在快速增长,但股价正在下跌。

Intuitive Surgical is one of the biggest medical equipment makers in the world. It's considered one of the highest quality companies in the world. It's still growing fast, but the stock price is going down.

接下来是 Intuitive Surgical。这家公司我历来回避,因为它属于医疗领域,而医疗领域的大多数东西一样,这个行业很难理解,有很多法规,有很多繁文缛节,整体来看似乎是一个难以投资的行业。