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.
