MCD 这一页 15 条观点条目，其中 0 条方向发生变化。
我们有麦当劳，它正因餐厅消费者需求下滑而受困。这个领域竞争非常激烈。他们现在拿出了未来十年的战略，昨天这一战略反响不佳，但今天在投资者日的带动下股价正在上涨。
We have McDonald's, which is suffering from a decline in consumer demand for restaurants. There is a lot of competition in this field. They now have their strategy for the next ten years, which did not receive a good reception yesterday, but they are rising today in the wake of Investor Day.
麦当劳股价今天上涨，而昨天在近三年来首次投资者日之后经历了一个艰难的日子。尽管他们制定了战略计划和财务目标，但投资者似乎对他们的表态并不十分买账，尤其是在宏观经济前景以及他们不得不在加盟业务上投入巨额资金这两方面。
McDonald's shares rose today after facing a tough day yesterday following its first investor day in nearly 3 years. It seems that despite setting strategic plans and financial targets, investors were not very impressed by their statements , especially regarding the macroeconomic outlook and the huge amount of money they would have to spend on franchises.
但首先，我想从 McDonald's 说起。其股价下跌了 4.81%，过去一年累计下跌了 21%。除去昨天的盘中波动，该股目前处于 52 周低点。
But to begin with, I want to start with McDonald's. Their stock is down 4.81% and has lost 21% in the past year. Excluding yesterday's intraday fluctuations , the stock is now at a 52-week low.
而如果看 5 年，McDonald's 股价在过去 5 年下跌了 3%。那么，近期的这轮下跌是买入机会吗？我们来研究一下这个问题。
And if we look at 5 years, McDonald's stock has fallen 3% in the last 5 years. So, is this recent price drop a buying opportunity? Let's look into this matter.
现在，有一个名字与人工智能的故事几乎毫无关系，至少目前还没有，那就是麦当劳。麦当劳已经被打压得很惨。基本上，他们正在尝试，他们已经看到自己在快餐市场的份额下滑，正试图做出重大改变。
改变会带来许多成本，这也等于承认利润不会达到他们原本期望的水平。但在这条消息之前，该股已处于严重的超卖状态，而昨天的消息使其下跌了5%。我们实际上已经触及一个重要的技术位。
Now, there is one name that has very little to do with the story of artificial intelligence, at least not yet, and that is "McDonald's". Now , McDonald's has been crushed . Basically, they're trying, you know, they've seen their share of the fast-food market decline, and they're trying to make big changes.
With changes come many costs, and it is also an admission that profits will not be as they had hoped. But the stock was in a major oversold condition before this news, which yesterday reduced it by 5%.
We have actually reached a major technical level.
这个箭头是什么？麦当劳。麦当劳。天哪，没错。如你所知，这不是我们频道经常谈论的股票，但你知道我们今天为什么谈论它吗？该股自3月以来已暴跌超过30%。那么，这段时间有多长？大约6个月？
该股已下跌超过30%。对于麦当劳这样的股票来说，这是一次巨大的崩盘。
What is this arrow? McDonald's. McDonald's. Oh my God, yes. As you know, this is n't a stock we talk about much on the channel, but do you know why we're talking about it today?
The stock has plummeted by more than 30% since March. So, how long is that period? About 6 months? The stock has fallen by more than 30%. This is a huge crash for a stock like McDonald's.
接下来看麦当劳。反过来看，你可以看到麦当劳在过去几天里，从7月一直到8月，都在尽力维持在自2022年3月以来形成的这条上升平行通道内。但在最近几个交易日，它没能守住。今天甚至进一步下挫。
Uh, next up, McDonald's. On the inverse side of the coin, you can see here McDonald's over the past several days here, uh, from July all the way through August was doing its best to try to maintain within this inclining parallel channel that started back here from March of 2022.
Over the most recent trading days, it could not hold it, guys. Even plunged further today.
麦当劳，看看麦当劳股价这次巨大的下跌。为什么麦当劳的股票在被抛售？麦当劳的股票被抛售，是因为它宣布了一项对公司进行再投资的计划。这项计划包括向公司投入巨额资金，到2030年将其利润率提高到约50%，此外还要对食品和餐厅进行现代化改造并提升质量，对吧？
但看看这里的图表，那为什么会出现这样的下跌呢？这一切听起来都不错。利润率提高，还有一个良好的基础设施发展计划。但这些投资大部分都是前期投入，对吧？因此，投资者担心麦当劳会过快、过多地花钱。
所以我会退出。我对此不感兴趣。但我对麦当劳股价目前这个水平作为潜在交易机会印象非常深刻。我们看到的水平是2022年以来未曾见过的。如果下跌继续，我们可能会走向2021年以来的最低水平，甚至更低。
好，但我肯定预期在那之前会出现反弹，至少是一次技术性反弹。麦当劳股价自3月以来已下跌近31%，所以它确实是反弹的候选对象。
McDonald's, look at this huge drop in McDonald's stock price . Why are McDonald's shares being sold ? Well, McDonald's shares are being sold because it announced a plan to reinvest in the company.
This plan involves investing huge sums in companies to increase their profit margins to about 50% by 2030, in addition to modernizing and improving the quality of their food and restaurants. correct?
But looking at the graphs here, why this decline then? All of this sounds good. Increased profit margins, and a good infrastructure development plan . But much of this investment is upfront. correct?
Therefore, investors are concerned that McDonald's will spend too much money too quickly . So I will withdraw. I'm not interested in that. But I am very impressed with this level of McDonald's stock as a potential trading opportunity.
We are seeing levels we haven't seen since 2022. If the decline continues, we could be heading to our lowest levels since 2021 or even lower . Okay, but I definitely expect a bounce before that, at least a technical bounce.
McDonald's stock has fallen by almost 31% since March, so it is certainly a candidate for a rebound.
好。那么，再说一次，Nike 看起来不错，Clorox 看起来不错。我的意思是，你可以看很多这类标的。它们看起来都差不多。它们都被打得很惨。McDonald's。我的意思是，见鬼，连 McDonald's 都是。
看看这一个。顺便说一句，McDonald's，我一直在盯着这一个。如果它不知怎么地能跌到这个平行通道的下轨，我会很喜欢。它还有一点路要走，但正在接近。不过看看 McDonald's 被打得有多惨。
我的意思是，难以置信。再说一次，你可以喜欢 McDonald's，也可以讨厌 McDonald's。坦白说，我完全不在乎。我唯一在乎的是图表在做什么、在说什么，以及我是否得到了做多或做空的触发点或信号。
All right. So, again, looks good on Nike, looks good on Clorox. I mean, there's a You can look at so many of these out there. They all look relatively the same. They've been beaten up.
McDonald's. I mean, heck, even McDonald's. Look at this one here. Uh McDonald's, by the way, I am watching this one. If this somehow can get down to this lower band of this parallel, I love it.
It's still got a little ways to go, but it is getting there. But look at how beaten up McDonald's is. I mean, incredible. Now, again, you can like McDonald's, you can hate McDonald's.
Frankly, I couldn't care less. All I care about is what the chart is doing and saying, and whether or not I'm getting the triggers or the signals to be a buy or a short.
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.
接下来看一个家喻户晓的名字——麦当劳，股票代码 MCD。这又是一个例子：是的，该股正处在52周低点附近，过去一年下跌了近15%。但问题不止于此，其5年回报率也非常不理想。
Now, we come to a popular household name. We have McDonald's, stock ticker MCD. And this is another example of a stock, yes, trading right at their 52- week low, down almost 15% in the last year.
But it's not just that. 5-year returns have been very substandard as well.
真正有意思的是，该股目前的估值倍数正处于过去5年来的最低水平。其平均市盈率约为24倍，而目前市盈率约为19倍，对该股而言处于历史低位。
And what's really interesting is they're now trading at their lowest valuation multiple in the last 5 years for this stock. The average PE multiple has been about 24. They're currently trading at around a 19 PE multiple, historically low for this stock.
大家好，我是Jimmy。在本期视频中，我们来看麦当劳，股票代码MCD。那么，在本期视频中，我们将梳理麦当劳业务的基本情况，过一遍一些数据，然后我们会尝试为麦当劳股票估算一个合理价值，看看它今天是否值得投资。
Hi, I'm Jimmy. In this video, we're looking at McDonald's, ticker symbol MCD. So, in this video, we're going to go through the basics of McDonald's business, run through some of the numbers, and then we're going to try to come up with a fair value for McDonald's stock to see if it's worth investing in today.
关于麦当劳的评论很多。评论多也意味着股价已经下跌，市盈率变得有吸引力，股息也变高了。我已经讨论过麦当劳几次了，大概每年一次。所以，我们需要看看目前在回报方面的情况。
There are many comments about McDonald's. When there are many comments, it also means that the stock has fallen, that the price-to-earnings ratio is becoming attractive, and that dividends are becoming higher.
I have discussed McDonald's a few times already, probably once a year. So, we need to see where we stand now in terms of the returns side.
麦当劳是我目前最喜欢的另一只股票，我将其排在前 10 名。我计算出麦当劳股票的公平价值为每股 330 美元。当前市场价格为 262 美元。这意味着未来 12 到 18 个月内将上涨 26%。
McDonald's is another of my favorite stocks at the moment. I ranked it among the top 10 stocks. I calculated a fair value for McDonald's stock at $330 per share. The current market price is $262.
This leaves it with a 26% rise over the next 12 to 18 months.
我最喜欢的麦当劳积极因素之一，我认为市场低估了它，是其在多个类别中的技术创新，这可能对麦当劳的短期和长期都有利。食品配送网络和这项技术的普及使麦当劳能够在更多场合触达更多消费者。
你不再需要离开家就能吃到麦当劳。此外，公司还受益于自动化和机器人技术的改进。我提到的食品配送网络不再需要人类来配送。在未来五年内，越来越多的配送将由机器人完成，这将降低服务这些客户的成本。
此外，麦当劳正在将其门店和地点整合自动售货亭。这减少了对收银员的需求，并降低了每个麦当劳门店的劳动力成本。总的来说，这些创新是麦当劳几十年来从未在其业务中见过的。我很兴奋地看到公司如何在运营中成功整合和使用这些新技术。
One of my favorite positive factors for McDonald's, which I think the market underestimates, is its technological innovation across multiple categories, which could benefit McDonald's in the short and long term.
Food delivery networks and the spread of this technology allow McDonald's to reach more consumers on more occasions. You no longer have to leave your home to eat McDonald's. In addition, the company benefits from improvements in automation and robotics.
The food delivery networks I mentioned no longer need humans to deliver them. Over the next five years, more and more of these deliveries will be carried out by robots, which will reduce the cost of servicing these customers.
In addition, McDonald's is integrating automated kiosks into its stores and locations. This reduces the need for cashiers and lowers labor costs at every McDonald's location. Collectively, these innovations are something McDonald's hasn't seen in its business for decades.
I am excited to see how the company will prove successful in integrating and using these new technologies in its operations.
麦当劳可能是我 2026 年顶级股票排名中最有趣和最令人惊讶的入选者。根据我 340 美元的合理价值估计和当前 265 美元的市场价格，我计算出有 28% 的上涨空间。
McDonald's might be the most interesting and surprising inclusion into my top stock rankings in 2026. I've calculated an upside of 28% given my fair value estimate at $340 and the current market price of $265.
麦当劳和 Visa 一样，很少以相对于其合理价值估计如此大的折扣进行交易。但餐饮行业在 2026 年面临了重大的不利因素。除了消费者趋势，如更健康的生活方式和减肥治疗使用的增加，这些确实减少了 2026 年的餐厅访问量。
McDonald's, like Visa, is a stock that rarely trades at this much of a discount compared to its fair value estimate. But the restaurant industry has faced significant headwinds in 2026.
In addition to some of the consumer trends like uh healthier lifestyles and uh increasing usage of weight loss treatments that have really reduced restaurant visitation in 2026.
现在，我们来看麦当劳的股票，过去一年下跌超过10%，过去五年仅上涨17%，此前我们在过去一年看到了回调。因此，回报肯定不具有吸引力，当然，这也是它处于52周低点的原因。但以这些价格交易的有趣之处在于，麦当劳的起始收益率现在是近10年来最高的，除了2020年市场崩盘之外。
Now, we come to McDonald's stock, who in the last year is down by over 10%, and in the last 5 years only up by 17% after we've seen the pullback in the last year. So, returns have certainly not been attractive, and of course, that's the reason that it's at a 52-week low.
But what's interesting about trading at these prices is the starting yield for McDonald's is now the highest that it's been really in close to the last 10 years with the exception of the 2020 market crash.
