《From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI》
TDG 是颇具吸引力的买入标的；尽管基本面强劲（有机增长达两位数、利润率上升），股价表现却落后，由此形成具吸引力的估值，并得到近期股份回购的支撑。
波音生产率的提升。这两点对于像TransDigm、GE、Heico等航空航天售后市场企业来说都是风险因素。我们认为这些股票正变得越来越有吸引力。随着今年时间的推移，它们的估值变得更具吸引力，而这些股票的表现一直落后于大盘。
the increase in Boeing's production rate. Both of those are risk factors for aerospace aftermarket businesses like TransDigm, GE, Heico and others. We think those stocks are increasingly attractive. Their valuations have become more appealing as this year's gone on and those stocks have underperformed.