潜力名单 Watchlist

NVO · 高风险高回报 · High Risk Reward

NVO

NVO · 高风险高回报 · High Risk Reward

诺和诺德(Novo Nordisk)曾是全球市值最高的欧洲企业,市值一度突破约6000亿美元。2025年,股价从约$82高位跌至约$36,跌幅超过55%——GLP-1竞争格局恶化、CagriSema三期数据不及预期、Ozempic与Wegovy在中国、巴西、加拿大专利到期、管理层大换血,一切利空在同一年密集爆发。 Novo Nordisk was once the European company with the highest market capitalization in the world, with its market cap once exceeding approximately $600 billion. In 2025, the stock price fell from a high

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NBIS · 高风险高回报 · High Risk Reward

NBIS

NBIS · 高风险高回报 · High Risk Reward

先看这两个合同数字 First, look at these two contract figures 微软:约$194亿,五年期。 Microsoft: approximately $19.4 billion, five-year term. Meta:约$29亿,五年期。 Meta: approximately $2.9 billion, five-year term. 合计超过约$220亿的长期合同积压——在这篇报告写成的时候,Nebius的整体市值只有约$240亿。 A combined long-term contract backlog of over $22 billion—at the time of writing this

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VSAT · 高风险高回报 · High Risk Reward

VSAT

VSAT · 高风险高回报 · High Risk Reward

Viasat 从历史高位约$62一路跌至低点约$10,跌幅超过八成,用了约两年时间完成这段漫长的下跌。今天约$32,较高点仍下跌约48%,较低点已反弹约三倍。 Viasat fell from an all-time high of approximately $62 all the way to a low of approximately $10, a decline of over 80%, taking about two years to complete this long descent. Today it is around $32, still down about

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