$MCD · Parkev Tatevosian, CFA · 2026-11-02
McDonald's 是 AI 的最大受益者之一：自助点餐机、AI 运营的得来速窗口和配送机器人降低了客服人员成本；说话者可能布局偏早，但预计未来几年将获得巨大收益。内在价值 293 美元，而市价为 258 美元。
逐段跳播
McDonald's 是我投资组合中一个有意思的核心持仓。这是一只我被问了很多问题的股票，因为在这个投资组合里，它看起来并不合适，直到你更深入地了解这项业务以及它在技术创新方面正在发生什么。
智能代理，或者更确切地说是整个人工智能的普及，让拥有一家 McDonald's 门店变得更有吸引力。现在有自助点餐机来接收顾客订单，减少了对收银台员工的需求。此外，汽车服务窗口也有先进技术，由人工智能接收请求，减少了对服务人员的需求。
再者，还有送餐机器人，尤其是如果你住在一些人口密集的地区。在洛杉矶，我经常看到这些送餐机器人，这降低了客户服务成本。总的来说，我认为 McDonald's 是人工智能发展最大的受益者之一。
我在这方面的理解可能超前于时代，但我相信，由于这些发展，McDonald's 在未来几年将大大受益。我计算出的内在价值是293美元。当前市场价格是258美元。
McDonald's is an interesting center in my portfolio. It's the stock I get a lot of questions about because, in this portfolio, it doesn't seem appropriate until you take a deeper look at the business and what's happening in terms of technological innovation.
The proliferation of artificial agent intelligence, or rather artificial intelligence as a whole, makes owning a McDonald's branch more attractive. You now have kiosks to receive customer orders, reducing the need for staff at the checkout counters.
In addition, there is advanced technology in the car service windows, where artificial intelligence receives requests, reducing the need for service staff. Furthermore, there are robots that deliver meals, especially if you live in some of these densely populated areas.
In Los Angeles, I see these delivery robots all the time, and this reduces the cost of customer service. Overall, I believe McDonald's is one of the biggest beneficiaries of developments in artificial intelligence.
I may have been ahead of my time in this understanding , but I believe McDonald's will benefit greatly over the next few years as a result of these developments. I have calculated an intrinsic value of $293. The current market price is $258.
这个频道对 $MCD 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 6 条判断，这里只列相邻的几条。