LULULEMON and Intuitive Surgical both fell close to 3%. One is under continuous pressure from tariff concerns and consumption downgrade; the other is seeing rising surgical penetration rates with no fundamental issues, and the pullback is more like a passive valuation cut driven by overall market sentiment.
However, both are high-valuation, high-quality targets. Is the drop to this level a window for allocation, or will it continue to fall? Personally, I have more confidence in Intuitive Surgical, while Lulu needs to wait for the tariff narrative to become clearer. What are your current trading ideas?
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