与李宁深入探讨百事公司（PEP）的估值分析 Analyzing Pepsi (PEP) Valuation (下） — A Deep Dive with Li Ning （Part 2)

7/23/25 视频第77集 video#77
本期视频，我们将继续探讨百事可乐（PEP）的估值，深入分析两个核心情境：乐观情境和基本情境。每种估值假设的依据是什么？在现实条件下还有多大上涨空间？无论你是长期投资者，还是关注PEP的走势，这段深入讨论将为你提供有价值的参考观点。
In this video, we continue our discussion on PepsiCo (PEP) by exploring two key valuation scenarios: the bullish case and the base case. What assumptions drive each outlook? How much upside remains under realistic conditions? Whether you're a long-term investor or simply tracking PEP, this deep dive offers valuable perspectives on its future potential.