Verified Investing 对 $LULU 的判断变化

2026-09-04看涨
Lululemon Beat Earnings By 63% And Still Crashed 20%
LULU当前低位的估值具有吸引力;若价格跌至约82美元支撑位,计划买入。

首先,lululemon。lululemon昨天公布了财报,让我们深入研究这些数字,好吗?如果你只看原始数据,你会说他们的营收大约差了1.7%。但看看这些利润,每股收益。他们实现了近63%的优势。

他们超出了预期63%。为什么lululemon的股价在下跌?现在它需要大幅上涨。嗯,事实是这些数字有些误导。这是误导性的,因为每股收益考虑了基于先前支付的关税的金额报销。因此,这些是一次性支付,并不是真正总利润的指标。

2026-09-04看涨
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LULU在80-81美元支撑位可能是买入机会;当前价格98美元需等待回调。

所以,Lululemon在昨天早盘交易中大幅下跌,在盘后公布财报后,基本上暴跌了20%。

So, Lululemon falling pretty sharply in early trading yesterday reporting earnings after the bell collapsing basically down 20%.

然后Lululemon突破了。它出现了巨大的上涨,现在又暴跌回落。这告诉我,作为波段交易,我喜欢这个水平。现在,仅仅因为我喜欢并不意味着它会成功,但从概率上讲,这应该是重要的技术支撑。

大约在Lulu每股81美元到80美元左右。现在,我们还在98,所以还有一段路要走,但我们可能在几周内到达这里。我的意思是,也许甚至更短,取决于这只股票的交易情况。对我来说,那将是一个很好的Lululemon买入机会。所以,请把那个放在你的观察名单上。

Then Lululemon broke out. It had this monstrous move up and now it's cratering back down. What this tells me is as a swing trade, I love this level. Now, just because I love it doesn't mean it's going to work out, but probabilitywise, this should be significant technical support. Right around $81 to $80 per share on Lulu. Now, we're still at 98, so it's still a ways to go, but we could be here in a few weeks. I mean, maybe even less depending on how this thing trades. And that to me would be a great buying opportunity on Lululemon. So, keep that one on your radar.