预计TEM在2028年前不会盈利；上季度净利润来自约1.02亿美元的股权收益，而非经营所得。其AI/数据/应用业务增长28%，传统业务约增长20%，且利润率更高，带来希望，但他并不投资——现在判断TEM在数据与应用领域胜出还为时过早。
逐段跳播
这正是 Temps，或者你可以投资的初创公司，或者 Eli Lilly 等其他选项变得非常有吸引力的地方。因为做这类事情的并不只有 Moderna 这样一家公司。
This is where other options such as Temps, or perhaps startups you could invest in, or Eli Lilly become very interesting. Because it's not just a company like Moderna that works in this kind of thing.
如果你看软件行业，会发现一家叫“Temps”的公司。Temps 预计在 2028 年之前不会盈利。他们报告过盈利，但这主要来自利润表里的巨额股票收益。所以，这不太理想，因为这几乎说明不了基本业务的情况。
我不反对公司赚钱或投资股票。我认为，在继续核心业务的同时，用一部分现金流做多元化、获得对市场其他方面的敞口，是很好的做法。但要说清楚，他们上季度报告正的净利润，实际上是因为他们获得了约 1.02 亿美元的股权收益。
这对他们是好事。这不一定意味着他们卖出了，只是说明他们按市场价格对这些收益进行了估值。这家公司把人工智能业务作为整个公司增长最快的部分来发展。他们的人工智能、数据和应用业务增长 28%。
与此同时，传统业务增长约 20%。他们在人工智能领域的成本和利润率实际上更好，而人工智能正是增长最快的领域。因此，对 Tempus AI 这样的公司——代码是 TEM——人们抱有很高的期望。
不过，我并不投资它。我仍然认为，现在就说他们会成为数据和应用领域的赢家，可能还为时过早。
If you look at the software industry, you will find the company "Temps". Temps is not expected to turn a profit before 2028. They have reported a profit, but that was mostly due to the huge stock gains in their income statement here.
So, this is less ideal because, you know, it tells you very little about the basic business. I have no problem with the company making money or investing in stocks. I think it's a good use of diversifying some of their cash flow and gaining exposure to other aspects of the market while continuing with their core business.
But, let's be clear, when they report a positive net income in this last quarter, it's actually because they made about $102 million in equity gains . This is good for them. This does not necessarily mean that they sold, but only that they valued those gains according to the market price.
This is a company that is developing the artificial intelligence aspect of its business as the fastest part of the entire company. They are growing the artificial intelligence, data and applications side by 28%.
Meanwhile, the traditional side of the business is growing by approximately 20%. Their costs and profit margins are actually better in the artificial intelligence area , which is the area that is growing the fastest.
Therefore, there is a lot of hope for a company like Tempus AI, whose code is TEM. However, I do not invest in it. I still think it's probably too early to say that they will be the winners in the field of data and applications.