$CPRT

Copart 下跌 32%，是他处于回撤中的重仓股之一。与 LVMH 和 Pool 一样，其营收和利润出现下滑——这是当前宏观环境造成的短期周期性问题；一旦周期转变，营收和利润应会重新增长，股价也会强劲反弹，因为其基本经济护城河依然存在。

Name: My Stock Market Q4 Game Plan by Adam Khoo
Uploaded: 2026-10-14T16:16:14.000Z
Description: Copart 下跌 32%，是他处于回撤中的重仓股之一。与 LVMH 和 Pool 一样，其营收和利润出现下滑——这是当前宏观环境造成的短期周期性问题；一旦周期转变，营收和利润应会重新增长，股价也会强劲反弹，因为其基本经济护城河依然存在。

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《My Stock Market Q4 Game Plan by Adam Khoo》

Adam Khoo发布 2026-10-14 · 2 段内容

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而其他这些我持有较大仓位的股票，Nike 下跌43%，LVMH 下跌41%，Copart 下跌32%，Pool 下跌28%，Booking 下跌26%。

While these others I have large allocations for. So Nike is down 43%, LVMH is down 41%, Copart is down 32%, Pool is down 28%, and Booking is down 26%.

如果你看看 LVMH、Copart 和 Pool 这样的公司，你会发现营收下降了，利润也下降了。在我看来，这是当前宏观经济环境导致的短期周期性问题，不是吗？但随着时间的推移，一旦周期转变，它的营收会再次增长，利润会再次增长，它会强劲回归，因为它的基本经济护城河仍然存在。

If you look at companies like LVMH, Copart, and Pool, you will find that revenues have declined and profits have declined. To me, this is a short-term cyclical problem due to current macroeconomic conditions, isn't it?

But over time, once the cycle changes, its revenues will grow again, its profits will grow again, and it will come back strong because its basic economic moat is still there, okay?

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