文章核心观点 - 在当前整体股市持续接近历史高位的背景下，投资者更需要通过精选个股来寻找估值更合理、更具防御性的股票 [1] 分析师背景 - 分析师加里·亚历山大在华尔街和硅谷拥有覆盖科技公司的综合经验，并担任多家种子轮初创公司的外部顾问，对当前塑造行业的许多主题有深入了解 [1] - 自2017年以来，他一直是Seeking Alpha的定期撰稿人，其文章被引用在许多网络出版物中，并同步到如Robinhood等流行交易应用的公司页面 [1]

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