中文翻译
是的，我研究得越深入就越喜欢它。我个人持有 $VLN 股票超过1年。其他人可以随意使用这些信息。我的思路是，市场可能需要一些时间才能将14-18倍市销率(EV/Revenue)这样的溢价计入股价。但即使短期来看，5-7倍市销率也更有可能，这仍然大约是当前股价的两倍。此外，其增长最快的业务板块利润率极高，我预计机器人(Robotics)将成为2026年及2027年的巨大主题。
· 个股论点
看好$VLN长期持有，认为其估值仍有翻倍空间且机器人业务前景广阔。
涉及标的： $VLN
英文原文
Yeah the more I look into it the more I like it. I’m holding personally holding my $VLN shares 1Y+. Others can do whatever they want with the information. My thought process is that it would likely take some time to price in premiums like 14-18 ev/revenue anyway. But even short term something like 5-7 is more likely, which is still around double current prices. Also it’s extremely high margin too for their fastest growing segments, and I expect robotics to be a huge theme in 2026 and into 2027.