Ale's World of Stocks 对 $PFE 的判断变化

2026-09-27看涨
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PFE 估值较低且股息率超过 6%;尽管过去表现不佳,市场当前仍忽视了 PFE。

比如Pfizer,它不仅价格和估值更便宜,而且股息收益率超过6%,而Eli Lilly的股息收益率不到1%。我明白Pfizer的表现非常糟糕,当然。这是悲观者可能会提出的论点,但我实际上认为市场目前在很大程度上忽视了这一点,而我对Eli Lilly则不能这么说。

like Pfizer, for example, which is not only cheaper in price and valuation , but also generates more than 6% as a dividend yield, while Eli Lilly generates less than 1%. I understand that Pfizer's performance was very bad, certainly.

This is the argument that pessimists might make , but I actually think the market is largely overlooking it right now, while I can't say the same about Eli Lilly.

2026-09-12看涨
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PFE 在估值与股息方面是最佳的生物科技标的,被视为稳健的长期持有品种。

辉瑞,在我看来,就整体估值和股息而言,辉瑞目前是最好的生物科技公司。所以,是的,我们的仓位有点重,但我认为这没关系。它只占投资组合的4%左右。

Um Fizer, you know, in my opinion, Fizer is like the best like biotech in terms of an overall package valuation dividend wise right now. So, yeah, we're we are a little heavy on it, but I think that's okay. It's only around 4% of the portfolio.

所以,再说辉瑞,就估值和股息而言,它整体上是最好的生物科技公司。我认为它是一只稳健的生物科技、制药标的,随便你怎么称呼它。

So, Fizer, again, it's like the overall best biotech in terms of valuation and dividend. I think it's a solid biotech uh pharmaceutical play, whatever you want to call it,