$禮來 (LLY.US)$ 其實和諾和諾德新藥減肥效果差不多，只是諾和諾德沒符合預期，買諾和諾德更好
已翻譯
一个投机者
評論並參與了投票
選擇1： $諾和諾德 (NVO.US)$
選擇2： $阿斯麥 (ASML.US)$
選擇3： $耐克 (NKE.US)$
選擇4： $Adobe (ADBE.US)$
選擇5： $百事可樂 (PEP.US)$
選擇2： $阿斯麥 (ASML.US)$
選擇3： $耐克 (NKE.US)$
選擇4： $Adobe (ADBE.US)$
選擇5： $百事可樂 (PEP.US)$
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機會來了
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1
一个投机者
評論了
$Adobe (ADBE.US)$ 433是最後的底部，預計Adobe築底速度沒那麼快。我反覆更具過去10年的數據，把AI預期完全去掉，只看幾本業務，非常保守的估值，ADOBE 也在550.即便大環境不好，也在530. 合理25年前瞻應該在600 （不算AI預期）
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