01/12/2025, 06:15 AM UTC
2025年必买的两只反转股2 'Must-Buy' Turnaround Plays For 2025
1. 作者通常避免投资反转股，但会投资于面临暂时性挫折的高质量公司。2. 目前，作者对LVMH和ASML的持仓较重，尽管它们面临宏观经济逆风，但预计将在2025年恢复。3. 由于中国经济放缓，LVMH的股价下跌，但强大的基本面和潜在的并购活动使其成为一个有吸引力的买入对象。4. 尽管面临出口限制和非AI复苏缓慢，但ASML提供了强劲的每股收益增长潜力，使其成为一个有吸引力的长期投资。1. The author avoids turnarounds but invests in high-quality companies with temporary setbacks. 2. Currently, the author is overweight on LVMH and ASML, both facing macroeconomic headwinds but poised for recovery in 2025. 3. LVMH's shares are down due to China's economic slowdown, but strong fundamentals and potential M&A activity make it an attractive buy. 4. ASML, despite export restrictions and slow non-AI recovery, offers strong EPS growth potential, making it a compelling long-term investment.---
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