Meet Kevin 对 $MLPS 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 1 条
2026-09-21看涨
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MLPS 可买入以获取总回报(收益率+通行费带来的增长);当前环境支持加大买入。

我认为这对MLPS来说是一个总回报的环境。我认为人们应该买入MLPS,而且他们之前就应该一直在买,我应该买得更多。这是一个有收益率成分的总回报交易。但再说一次,就它们实际收取的通行费而言,这是一个成长型投资。

它们就是这些,这些是高速公路。这些是隧道。这些事实上就是它们本来的样子。所以,我喜欢这一点。

I think this is a total environment for MLPS. I think people should be buying MLPS uh on and they should have been buying them before I should be buying them more. This is a total return trade where there is a yield component.

But but again, uh this is a growth play in terms of the tolls they're actually taking. They they're just these are these are freeways. These are tunnels. These are these are in fact what they are. So, uh I like that.