$AMTM 目前的价位是千载难逢的买入良机。我们很少见到一家真正的垄断企业(占据美国核电业务90%的份额)在政府政策发生剧烈转变、对其有利的瞬间(例如特朗普斥资2500亿美元扩建核电项目)强势崛起,而且由于该公司刚刚分拆上市,估值仅为同行的一半(10倍市盈率对比20倍市盈率),因此股价暴涨。这完全是因为该公司尚未完全了解其价值所在。
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