Eli Lilly是医疗保健领域AI敞口中风险最低的选择，风险低于那些高波动替代标的；尽管表现强劲，其估值仍然合理，PEG约1.9、低于2。它是医疗保健AI领域的标普500，凭借超过1万亿美元的市值和盈利能力收购竞争对手。
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而这正是像 Eli Liy 这样的公司的一个好处。Eli Lily 现在的估值是多少？我们来看看。所以 Lily 现在，他们大概是24左右。我不觉得他们现在高得离谱。
And this is one of the benefits of like an Eli Liy. What's Eli Lily's valuation right now? Let's find out. So Lily right now, they're probably like a 24. I don't think they're like ridiculously high right now.
1300 / 328 = 39.6。6加，哦，这些预期可真够疯狂的。4，20.4。哦，那大概是2。39634除以20.4。对。哦，1.94。对 Eli Lily 来说这不算差。其实不算差。
1300 / 328 = 39.6. 6 plus Oh, those are some crazy estimates. 4 20.4. Oh, that's about a two. 39634 divided by 20.4. Yeah. Oh, 1.94. That's not bad for Eli Lily. It's actually not bad.
我们在这里讨论的，全都是关于 AI 如何已经影响、并且将要影响医疗保健股。我们这里会提到的一些股票将是 Tempest AI、Mona 和 Eli Liy。
What we're talking about in this is everything to do with how AI is affecting already and going to affect healthc care stocks. Some of the stocks we'll touch on here are going to be Tempest AI, Mona, and Eli Liy.
而这正是像 Tempest 这样的初创公司——也许你能投资到——或者 Eli Liy 等其他标的变得非常有吸引力的地方，因为做这类事情的不只是 Mona 这样一家公司。
And that's where other plays like Tempest startups maybe that you could get your hands on investing in or Eli Liy get very interesting because it's not just a company like Mona that's working this kind of stuff.
下一个标的的 PEG 大约是1.9，这算是个神奇的数字，对于其中一些服务提供商，我喜欢 PEG 低于2。就是这家公司。是 Eli Liy。Eli Lily 已经是一家市值超过1万亿美元的公司，但我称它为人工智能领域的标普500，因为周六的这次会议对 Mona 来说可能结果很糟，然后它又变回140美元的股票，你所有的收益就都没了。
也可能结果很好，它就是300美元的股票。那是你的高波动标的。在我看来，风险更低、没那么孤注一掷的标的，是像 Eli Liy 这样的。
This next play has uh about a uh 1.9 PEG ratio, which is kind of a magic number where I like I like being under two for some of these service providers. And it's this company right here.
It's Eli Liy. Eli Lily is already an over $1 trillion company, but I call them the S&P 500 of artificial intelligence because this meeting on Saturday could go horrible for Mona and then it's $140 stock again and you've lost all your gains.
And it could also go great and it's a $300 stock. That's your high volatility play. Your less risky, less yoloy play, in my opinion, is a play like Eli Liy.
所以，我认为这是风险最低的标的，而且尽管他们表现已经非常好了，我仍然认为他们的估值是合理的。
So, this I think is the lowest risk play and I still think their valuation is reasonable despite the fact that they've done very well already.
所以，不管怎样，回到 Eli Lilly。我把 Eli Lilly 看作医疗保健领域某种程度上相当于标普500的存在。我这么说的原因是，与其在医疗保健里挑一堆个股，你可以把 Eli Liy 看作这样：谁开始成功、开始做大，Eli Liy 就会进来，说：“你知道吗？
我们要买你的软件。我们要买你的初创公司。”他们在收购方面做得非常好。他们就是一台收购机器。我的意思是，他们真的就是把能拿到手的竞争全都吞掉。而且他们有资本这么做。他们有声誉这么做。
他们有盈利能力这么做。他们有市值这么做。我的意思是，在超过1万亿美元市值这里，1.22万亿美元市值，这是一家相当肥厚的公司。而且，而且理所应当。
So, anyway you go back to Eli Lilly. I see Eli Lilly as somewhat of this S&P 500 player of healthcare. And the reason I say that is rather than picking a bunch of individual plays in healthcare.
You could kind of look at Eli Liy as anybody who starts succeeding and starts getting big, Eli Liy just comes in and goes, "You know what? We're going to buy your software. We're going to buy your startup."
They do really good at acquisitions. They're an acquisition machine. I mean, they are just like literally, you know, suck up all all the competition that they could get their hands on.
And they've got the capital to do it. They've got the reputation to do it. They've got the profitability to do it. Uh they've got the um the market cap to do it. I mean, at at you know, over $1 trillion market cap here, $1.22 trillion market cap, this is a it's a pretty fat company. uh and uh and rightfully so.
这个频道对 $LLY 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。