$NU 全部观点 · 美股听风

Daniel Pronk发布 2026-08-25

《5 Stocks I'm Selling, Buying & Watching After Earnings》

$NU看涨

好的，现在让我们继续讨论我想谈的下一只股票，即 New Bank。New Bank 的财报非常出色，财报公布后第二天股价上涨超过 10%。然而，它几乎回吐了所有涨幅，我认为这有点令人惊讶，因为这确实是一份令人难以置信的财报。

All right, let's now move on to the next stock that I want to talk about which is New Bank. New Bank had a fantastic earnings report and the stock was up over 10% the next day after earnings. However, it has pretty much given all of its gains back, which I think is kind of surprising because this was truly an incredible report from the business.

现在，对于那些可能不了解的人，New Bank 是一家位于拉丁美洲的金融科技公司。他们目前大部分业务在巴西，并且正在扩展到墨西哥和哥伦比亚。他们在美国也有一个小规模的扩张正在进行中。

看原视频16:38

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Yet Another Value Podcast发布 2026-08-17

《$NU: is Nubank Capital One in 1994 or Capital One in 2006? | Vanshap Capital》

$NU看涨

NU是一个高确信度的长期买入标的，因其科技型效率、强大的创始人主导文化以及在拉丁美洲除获取新客户外的显著增长空间。

我们谈论的是NU，股票代码是NU，这是一个非常有趣的对话。这家公司在FinTwit复利型投资者中非常非常受欢迎，Evan提出了一个非常令人信服的理由。

We are talking about N U, the ticker there is N U, and it's a really interesting conversation. This is a company that is very, very popular among FinTwit compounder types, and Evan lays out a really compelling reason why why.

你知道，你有一个金融科技公司，ROE 30%，快速增长，估值合理，KPI好得多，创始人领导。他提出了一个非常好的理由，我们将就风险进行非常深入的对话，特别是Nubank的风险，以及整个金融板块的风险，因为你将看到很多与90年代Capital One的相似之处，以及其他一些事情。

You know, you've got a fintech that's grow ROE 30%, growing quickly, trading at a reasonable valuation, the the much better KPIs, founder-led. Like, he lays out a really good reason why, and we are going to have a really insightful conversation on the risks, on the risks to Nubank in particular, the risk of the financial sector in general, as you're just going We've got lots of parallels to Capital One in the '90s, to a bunch of other things.

看原视频00:09

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