Chip Stock Investor 对 $TWST 的判断变化

2026-09-17看跌
《Twist Bioscience Soared — We're Still Not Buying》
不买入 TWST,估值偏高且门槛很高,对其能否延续涨势持怀疑态度。

是时候重新审视 Twist Bioscience 了。距离我们上一次发布关于这家公司的视频和深度分析已经过去好几年了,说实话,我一直没有密切关注这只股票。

It's time to revisit Twist Bioscience. It's been a couple years since we put out a video and deep dive into this company, and to be completely honest, I haven't watched the stock closely.

当时我们决定放弃,但就在几周前,我们的一位会员让我想起了这只股票,所以我想重新审视一下它。如果你在过去五年里在中间某个位置投资了,那么过去几个月你很可能做得非常好。

We decided to pass at that time, but one of our members reminded me of this stock just a couple weeks ago, and so I thought I'd take a fresh look at it. If you've invested somewhere in the middle there in the last five years, you've probably done really well the last couple months.