Parkev Tatevosian, CFA 对 $MCD 的判断变化

2026-09-29看涨
《Forever Stocks: 4 Undervalued Dividend Stocks Investors Can Buy Now and Hold Forever》
MCD 被低估,12-18 个月内存在超过 26% 的上行空间;尽管近期自由现金流下滑且面临健康趋势风险,AI 创新仍支撑长期逻辑。

我们直接从麦当劳开始,这是我首先要重点介绍的第一只派息股票。麦当劳对我来说无疑是最令我乐观的派息股票。我对麦当劳乐观的主要原因是创新。我相信,在未来三年、五年和十年里,这家公司将受益于创新方面的重大进展。推动这一创新的主要动力将是人工智能。

Let's start directly with McDonald's as the first dividend-paying stock I will highlight. McDonald's is undoubtedly the most optimistic dividend stock for me. The main reason for my optimism about McDonald's is innovation.

I believe this company will benefit from significant progress in innovation over the next three, five, and ten years. The primary driver of this innovation will be artificial intelligence.

2026-09-21看涨
《Is McDonald's an Undervalued Dividend Stock to Buy Right Now?》
MCD 是首选买入标的;尽管面临短期逆风,其低估值与强劲利润率仍提供 18% 的上行空间及股息回报。

麦当劳在2026年的表现令人失望。该股已下跌超过18%,我当然感到失望,因为我曾把麦当劳列为今年最值得买入的十大股票之一。我把麦当劳列入2026年十大股票看来为时过早,因为公司面临执行上的困难以及宏观经济逆风。

管理层最近把实现5万家门店目标的时间预期从2027年推迟到了2028年。

McDonald's performance in 2026 was disappointing. The stock has dropped by more than 18%, and of course I'm disappointed because I ranked McDonald's as one of the top 10 stocks to buy this year .

My ranking of McDonald's in the top ten for 2026 appears to have been premature, as the company has faced implementation difficulties along with macroeconomic headwinds . The management team recently pushed back their estimate for when they will reach their 50,000 store goal from 2027 to 2028.

2026-09-06看涨
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2026-09-02看涨
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