Everything Money 对 $KLA 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Morning Star共 1 条
2026-10-01看跌
《3 Stocks to Buy & (3 Stocks to Sell) Before October Ends》
KLA目前相对说话者的模型被高估;在188美元价位回报不足,应等待更低价格。

在过去五年里。因此,这家公司在实现营收、利润和自由现金流的大幅跃升方面,可能不如其他公司那么出色。资本回报率非常出色。过去五年每年40%,去年每年37%。

over the past five years. Therefore, this company may not be as great in terms of achieving a significant leap in revenue, profits, and free cash flow as other companies. Excellent returns on capital. 40% annually over the past five years, and 37% annually last year.

各位,看。看看这个利润率。过去十年30%,过去五年33%,去年35%。所以,它并不是那种爆发式的大幅增长。我喜欢它更平稳、更稳定。

Hey guys, look. Look at this profit margin. 30% over the past ten years , 33% for the past five years, and 35% last year. So, it's not like it's exploding with massive growth. I liked that it was calmer and more stable.