Schwab Network 对 $ROST 的判断变化

频道资料 →本频道有 2 位标注的说话人:Truist、UBS共 1 条
2026-09-09看跌
The Big 3: ROST, MRK, AAPL
ROST 是一项看空交易,因卖方活动持续,且相对 TJX 等同业表现疲弱。

你这里的首选是 Ross Stores。该股当日小幅走低,但年初至今表现良好,上涨了 25%。从盈利来看,它刚刚经历了一段强劲的表现,但我从你笔记里的内容可以看出,你今天给我们带来了三只小熊,找不到金发姑娘。那么,请讲讲你是如何看待 Ross 的。

You've got Ross Stores as your first pick here. They're slightly lower on the session, but year-to- date performing well. They're up 25%. uh they're coming off a strong performance in terms of their earnings, but I know from looking across your notes that you've brought us three little bears today. There's no Goldilocks to be found. So, uh take us through how you're looking at Ross.

我选择 Ross Stores 的原因之一是,它恰好正处于某种卖方活动之中。该股最近刚从 257 的高点回落,现在跌到了 227 左右的位置。

So, one of the reasons I selected raw stores is this just happens to be, you know, in the midst, if you will, of some sellside activity. The underlying just recently came off of a high of 257. It's now down to like the 227 kind of handle.