Lululemon CommentatorNFLX 估值修复机会与组合再平衡
Add another long position combination of "technology + industry innovation". Although short-term acquisition uncertainty and macro pressure have led to compression of Forward P/E, the industry's dominance and free cash flow can still support its premium.
Record thoughts: Under the condition that fundamentals have not deteriorated, the subsequent long position combination will replace the current No. 3 position of Lulu.
The current long position combination covers 5 categories: biotechnology, healthcare, consumer retail, blockchain, and entertainment media.
$Netflix(NFLX.US)
$Lululemon(LULU.US)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
