中文翻译
我喜欢举这个例子： $WMT，这家袜子零售商的前向市盈率约为40倍，其营收同比增长约5.8%，与通胀水平一致。 $MU，这家领先的存储超级周期公司，前向市盈率约为8.4-8.7倍，营收同比增长133%，每股收益(EPS)同比增长319%。 我认为人们不应该在这里试图择时交易，只需关注基本面即可。
· 方法论
对比沃尔玛与美光基本面，建议关注价值而非择时。
英文原文
I like to give this example: $WMT, the sock reseller has a forward P/E is ~40 and it's growing ~5.8% Y/Y in line with inflation. $MU, the leading memory supercycle company, has a forward P/E is 8.4-8.7 ish, off 133% revenue growth Y/Y, and EPS growth 319% Y/Y. I don't think people should be timing the market here, just look at fundamentals.