FDS 在 AI 恐慌后已回调，仍远低于峰值；它可能已被超卖并企稳，但说话者仍认为它不合适，因为 AI 使数据管理风险更高，且长期影响难以评估。
看跌他说的是几年内
《S&P 500 460 to 483! DECK Looks Interesting+ DPZ, CLX, LULU, BXP, TKO, FDS, MKC, ALB, Charter, IT...》
Value Investing with Sven Carlin, Ph.D.发布 2026-10-25 · 1 段内容
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“FactSet Systems”，这非常有意思。这只股票在200以下时我们讨论过，现在它到了300。我说过，我很难讨论那里数据管理方面正在发生的事情的长期影响。这只股票明显低于其峰值，所以在AI恐慌之后它已经修正了位置。
它可能曾处于超卖区间并企稳，但它仍然不适合我。我用人工智能来获取信息和数据，而那边的情况越来越疯狂，这意味着这有风险。
"FactSet Systems," that's very interesting. We discussed this stock when it was below 200, and now it is at 300. I said it is very difficult for me to discuss the long-term implications of what is happening with regard to data management there.
The stock is significantly lower than its peak, so it has corrected its position after the AI panic. It's possible it was in the oversold zone and stabilized, but it's still not suitable for me.
I use artificial intelligence to get information and data, and the situation is getting crazier there, which means this is risky.