Schwab Network发布 2026-09-03
《Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX》
$TJX看涨
TJX下跌16%是过度反应；当前价格提供了买入机会，预计第四季度盈利强劲。
所以，我们现在看到像 TJX 这样的股票刚刚下跌，我们认为这种下跌有些不合理。因此，我们认为随着我们进入第四季度，这可能是一个很好的机会，而且我们认为到年底他们应该会获得非常好的利润。
So, we are now looking at a stock like TJX that has just declined , and we believe that this decline is somewhat unjustified . Therefore, we believe this could be a great opportunity as we enter the fourth quarter, and they should make very good profits by the end of the year in our opinion.
嗯，TJX 是一个有趣的案例，因为他们下跌了大约 16%，我想。有一些关于库存分类问题的担忧，如果我在考虑报告正确的收益，我确实这么认为。
Well, TJX is an interesting case because they saw a decline of approximately 16%, I think. There were some concerns about an inventory sorting issue if I'm thinking about reporting the correct earnings, which I do think.