文章核心观点 - 作者基于嘉年华公司在2025年第二季度的强劲盈利、上调的全年展望、具有吸引力的市场估值倍数以及潜在机会，重申了该公司的上涨潜力 [1] 作者背景 - 作者Manika是一位拥有超过20年行业经验的宏观经济学家，涉足投资管理、股票经纪和投资银行等领域 [1] - 作者运营专注于绿色经济世代机遇的专栏Long Term Tips [1] - 其投资研究小组Green Growth Giants进一步深入挖掘该领域的机会 [1]

亚马逊股价表现 - 2025年初表现疲软后，亚马逊股价在5月反弹，单月涨幅约12% [1] - 年初价格疲软导致当前涨幅仍不足以完全弥补前期跌幅 [1] 分析师背景 - 分析师Manika拥有20年宏观经济研究经验，覆盖投资管理、股票经纪和投行领域 [1] - 运营长期投资主题专栏Long Term Tips，重点关注绿色经济领域的代际机遇 [1] - 其投资小组Green Growth Giants进一步深挖绿色经济细分领域机会 [1]

Since the last time I wrote about weight loss-leader Eli Lilly (NYSE: LLY ) in November last year, its price is up by 11%. Increase was indicated by its market multiples at that time. However, I had gone with a Hold rating on theManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Gree ...