Meet Kevin 对 $NXPI 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
关于 NXP 的讨论是怎么回事？这就是为什么你今天看到它下跌。还会生产多少汽车？因为你知道，每个研究过汽车的人都知道，现在越来越多的智能进入汽车。换句话说，越来越多的芯片。所以，芯片的增长速度超过了汽车。
第二种方式实际上是存在这个后门，我称之为 AI 玩法，一种不同的 AI 玩法，不是超大规模数据中心的玩法。它更多是关于智能汽车、自动驾驶、机器人、工业自动化的玩法。我们认为这可能是下一波，已经在发生，但它是 AI 支出的下一波。
而且你以一个 12.5 倍市盈率的股票获得它。所以对我们来说，这非常有趣。
What's this talk about NXP? >> That's why, you know, you're seeing it down today. >> How much how many more cars gets produced because as you you know, everyone who's looked at cars, more and more intelligence goes into cars now. In other words, more and more chips. So, the chips are growing faster than the cars. The second way is really the fact that there's this backdoor, I'll call it AI play, a different kind of AI play, not the hyperscalers play. It's more a play on intelligent automobiles, self-driving, robotics, industrial autom automation. We think that's maybe the next wave of it's already happening, but it but the next wave of AI spending. Uh, and you're getting it for a stock that sells at 12 and a half times earnings. Uh, so to us that's super interesting.