$GAP

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1. 2025-09-29 个股论点 $GAP$LULU

   看好GAP基本面及假日效应，需进一步研究关税影响。

   @camrinneiss 乍一看，我看好 $GAP，因为其基本面良好，且能像 $LULU 一样受益于年底假日季节效应。另外，我喜欢 Banana Republic 的羊绒产品，所以有点偏好。但显然需要更多时间深入研究关税对未来收入的影响。

   英文原文

   @camrinneiss First glance, I $GAP since fundamentals are good and it benefits from end of year holiday seasonality like $LULU. Also I like banana republic cashmere stuff so a bit biased. But obviously need more time to delve into tariff impact a bit more on forward revenue

   详情页 → 原推 ↗
2. 2025-09-22 个股论点 $GAP$LULU$TGT$UNH$UPWK

   看好GAP季节性机会，关注宏观关税对价值持仓的影响。

   @AndyA143597 对于 $GAP，我确实看好它，我个人也喜欢 Banana Republic。此时正值季节性利好期，该股也会从中受益。 $UPWK、$TGT、$UNH、$LULU 是我价值投资组合中的持仓，但我需要进一步观察，看看宏观环境或关税是否会产生实质性影响。

   英文原文

   @AndyA143597 For $GAP, I do like it and I like Banana Republic personally. It's a stock that benefits from seasonality around this time too. $UPWK, $TGT, $UNH, $LULU were value investing port holders but I'll need to look more to see if there's any material impact from macro/tarrifs.

   详情页 → 原推 ↗