安捷伦:受益于各行业对精准检测的投入
疫情暴跌期间,潘兴广场把安捷伦的持仓增加了 16%。阿克曼认为作为实验室检测设备供应商,安捷伦会受益于医疗、安全检测、制药等行业对精准检测的投入;短期会受大学实验室关闭、经济活动放缓和低油价影响,但疫情对它长期内在价值的影响很小。
As a provider of testing equipment for labs around the globe, Agilent is well positioned to benefit from increasing investments in healthcare, safety-related testing, pharmaceuticals, and other industries where highly accurate testing is essential for environmental, safety, product design, quality control, and other reasons.说完之后,2020Q2 的 13F:股数不变