$ESLT · Schwab Network · 2026-11-02
ESLT 仍是一只便宜的股票，便宜程度与它在80年代初交易时相当；它是一家独特的公司，在眼镜（包括 Meta 眼镜）领域拥有约25%的市场份额，目前经营略有改善，不过说话者表示自己错过了很多利润。
逐段跳播
我想讨论一些你选的股票。你有Essilo的Luxottica，他们生产与Meta相关的雷朋眼镜。告诉我，这是什么……而且它跌了很多。最近它有点上涨趋势，但一年内下跌了40%。这是一个买入机会吗？
I would like to discuss some of your selected stocks. You have Luxottica from Essilo , who make Ray-Ban glasses associated with Meta. Tell me, what is this...and it has decreased a lot.
It has been trending up a bit recently , but it is down 40% in a year. Is this a buying opportunity?
是的，就是这样。我们谈过。我想我们两三周前谈过，当时股价在80出头交易。是的。我说过我们在股票上完成了一个完整的往返。1个月28%。所以，恭喜你，Teddy。
Yes, that's it. We talked about it. I think we talked two or three weeks ago , when the stock was trading in the early 80s. Yes. I said we've made a complete round trip in terms of stocks. 28% in 1 month. So, congratulations, Teddy.
嗯，你知道，我们错过了很多利润，但我想我再次说的是，这是一只我想为自己保留的股票。我认为这只股票在80多的时候非常便宜。我仍然认为它是一只便宜的股票。对。这是一家独特的公司，在眼镜市场拥有约25%的市场份额，其中包括Meta Glass。所以，是的，它现在表现得好一点了。
Well, you know, we missed out on a lot of profits, but I think what I said, again, is that this is a stock that I want to keep for myself. I thought the stock was very cheap in the 80s.
I still think it's a cheap stock. Right. It is a unique company, with about 25% market share in the eyewear market, which includes Meta Glass. So, yes, it's working a little better now.