Schwab Network发布 2026-11-02
《Ted Weisberg on META Value Opportunity in AI, Going Long on Energy & Airlines》
$ESLT看涨
AI 摘要 · ESLT 仍是一只便宜的股票，便宜程度与它在80年代初交易时相当；它是一家独特的公司，在眼镜（包括 Meta 眼镜）领域拥有约25%的市场份额，目前经营略有改善，不过说话者表示自己错过了很多利润。
我想讨论一些你选的股票。你有Essilo的Luxottica，他们生产与Meta相关的雷朋眼镜。告诉我，这是什么……而且它跌了很多。最近它有点上涨趋势，但一年内下跌了40%。这是一个买入机会吗？
I would like to discuss some of your selected stocks. You have Luxottica from Essilo , who make Ray-Ban glasses associated with Meta. Tell me, what is this...and it has decreased a lot.
It has been trending up a bit recently , but it is down 40% in a year. Is this a buying opportunity?