Vicor 是他真正看好的标的之一：它在能源基础设施中提升发电效率，他也喜欢其基于特许权使用费的商业模式；它仍略显低调，这反而增添了吸引力，他会在股价下跌时买入这只股票。
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Schwab Network发布 2026-10-23 · 2 段内容
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是的，Vicor 通过提高发电效率参与了这项能源基础设施交易。它也是一家按特许权使用费模式运营的公司，而我喜欢这种特许权使用费模式。
Yes, Vicor is involved in the energy infrastructure deal by making power generation more efficient. They are also a royalty-based company , and I like the royalty model.
所以，是的，Vicor 是我们真正喜欢的标的之一。它目前还不太受关注，这也是我们对它感兴趣的另一个原因。我昨天承受了很大压力。是的，这是一只我会在价格下跌时买入的股票。
So, yes, Vicor is one of the names we really like. It is still a little out of sight, and that is an additional reason for our interest in it. I was under a lot of pressure yesterday .
Yes, this is a stock I will buy when its price drops.