Value Investing with Sven Carlin, Ph.D. 对 $JD 的判断变化
2026-08-31
《Internationals & US Investing Strategic Approach!!! (4 Stocks To Buy)》
JDCOM 被低估，现金状况强劲且物流增长，5年内亏损风险低。
我们还有另一家现在很有趣的公司，京东。他们正在建设物流。他们现在处于低迷期，与去年刺激政策带来的繁荣销售相比，销售增长放缓。而且看起来便宜，资产负债表上有大量现金。在未来五年内，只要策略得当，在这家公司上亏损的可能性不大。
We have another company that's interesting now, JDCOM. They are building their logistics. They're now in a downturn, slower sales compared to last year that was a booming stimulus situation. Also looks cheap, a lot of cash on the balance sheet. It's unlikely that over the next five years with a good strategy, you can lose money on this company.
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