SemiVoice

seekingalpha

01/25/2025, 05:06 AM UTC

噪音是真实的，但潜力也是真实的（评级上调）Nu Holdings: The Noise Is Real, But So Is The Potential (Rating Upgrade)

1、Nu Holdings面临包括高利率和货币贬值在内的宏观经济风险；2、尽管面临挑战，该公司的强大品牌、超过1亿客户和交叉销售机会支持长期增长潜力；3、Nu Holdings的高估值是由高效的执行、稳健的增长前景和可扩展的业务模式所证明的。

1. Nu Holdings faces macroeconomic risks such as high interest rates and currency devaluation in Brazil; 2. Despite challenges, the company's strong brand, 100M+ customers, and cross-selling opportunities support long-term growth potential; 3. Nu Holdings' premium valuation is justified by efficient execution, robust growth prospects, and a scalable business model.

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