$礼来 (LLY.US)$ 其实和诺和诺德新药减肥效果差不多，只是诺和诺德没符合预期，买诺和诺德更好
一个投机者
评论并参与了投票
选择1： $诺和诺德 (NVO.US)$
选择2： $阿斯麦 (ASML.US)$
选择3： $耐克 (NKE.US)$
选择 4: $Adobe (ADBE.US)$
选择 5: $百事可乐 (PEP.US)$
选择2： $阿斯麦 (ASML.US)$
选择3： $耐克 (NKE.US)$
选择 4: $Adobe (ADBE.US)$
选择 5: $百事可乐 (PEP.US)$
已翻译
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机会来了
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一个投机者
评论了
$Adobe (ADBE.US)$ 433是最后的底部，预计Adobe筑底速度没那么快。我反复更具过去10年的数据，把AI预期完全去掉，只看几本业务，非常保守的估值，ADOBE 也在550.即便大环境不好，也在530. 合理25年前瞻应该在600 （不算AI预期）
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