Everything Money 对 $KLAC 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
《3 Stocks to Buy & (3 Stocks to Sell) Before October Ends》
KLA是一家高质量、稳定的企业,回报强劲且收入具有经常性,但因缺乏爆发式增长而可能被高估。

我们回到买入方面,来看我们的第二个Forbes精选。交易代码KLAC。你可能以前没听说过它,但几乎所有主要芯片制造商都依赖它。KLA制造用于检查计算机芯片微观缺陷的机器。当我说微观时,我真的是指微观。它本质上是整个行业的质量控制规则。

We return to the buying side with our second Forbes pick. Trading symbol KLAC. You may not have heard of it before, but almost every major chipmaker relies on it. KLA manufactures machines that inspect computer chips for microscopic defects.

And when I say microscopic, I really mean microscopic. It is essentially a quality control rule for the entire industry.