M 全部观点

M 这一页 2 条观点条目,其中 0 条方向发生变化。

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Schwab Network发布 2026-09-10
《Thursday's First Moves: AEO, M & COO Sell Off After Earnings》
$M未站边
Macy's股价因财报下跌约5%;尽管每股收益和指引被上调,但毛利率压缩推动了这一负面价格走势。

Macy's,如果看数据本身,至少在每股收益方面是强劲超预期,销售额约为48.7亿,而预期为48.1亿。可以看到该股目前小幅下跌约5%。每股收益去年是35美分。他们公布的是63美分。

预期约为37美分。全系统同店销售共识为1%。他们整体业务公布的是2.7%。

Well, Macy's, you know, if you look at the numbers themselves, there was a strong beat um at the very least on an EPS front and sales came in around 4.87 billion versus 4.81. We can see the stock is trading slightly to the downside by about 5%.

The EPS um you know last year was 35 cents. They posted 63 cents. Uh estimates were around 37 cents. Uh comp sales systemwide consensus was 1%. They did post as a total business 2.7%.

Ale's World of Stocks发布 2026-09-06
《Without Buffett, Berkshire is FINALLY Going All-In on AI!》
$M看跌
梅西百货不适合长期投资,因为电子商务竞争(尤其是来自亚马逊的竞争)构成生存威胁,这超过了其低估值和资产基础。

这里我们已经有一只我认为是巴菲特可能会投资的那种股票,我不知道用什么词来形容,它可能足够固执,值得投资。这只股票是梅西百货,股票代码M,伯克希尔在季度内向其投入超过9000万美元,增持幅度高达142%。

Well, here we already have a stock that I think , you know, is the kind of stock that Buffett might invest in, I don't know what the right word is. It might be stubborn enough to invest in.

This stock is Macy's, ticker symbol M, where Berkshire just pumped over $90 million to increase its stake by a staggering 142% during the quarter.

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