Krotchy
2021-12-13
heck ye
Buy These 2 Growth Stocks on the Dip<blockquote>逢低买入这两只成长股</blockquote>
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If you're looking for a company with the potential to grow, in a market with a bright future, investing in growth stocks can be extremely rewarding.</p><p><blockquote>对于某些人来说，找到提供优化投资机会的合适股票可能是一项艰巨的任务。如果您正在寻找一家具有增长潜力的公司，在一个前景光明的市场中，投资成长型股票可能会非常有益。</blockquote></p><p> Sometimes, you'll come across a few companies that offer the combined opportunity to grow and -- if the timing is right -- benefit from a discounted stock price. Two growth stocks that offer investors a great opportunity to buy on a recent dip include a leader in the rapidly evolving electric vehicle market, <b>Chargepoint Holdings</b>(NYSE:CHPT), and world-class media and entertainment giant <b>Walt Disney</b>(NYSE:DIS).</p><p><blockquote>有时，您会遇到一些提供综合增长机会的公司，并且如果时机合适，还会从股价折扣中受益。两只成长型股票为投资者提供了在近期下跌时买入的绝佳机会，其中包括快速发展的电动汽车市场的领导者、<b>Chargepoint控股</b>（纽约证券交易所代码：CHPT），以及世界级媒体和娱乐巨头<b>迪斯尼</b>（纽约证券交易所代码：DIS）。</blockquote></p><p> Chargepoint: powering the future of the EV market</p><p><blockquote>Chargepoint：为电动汽车市场的未来提供动力</blockquote></p><p> This leading developer of electric mobility solutions is on the cusp of taking its game to the next level, driven by huge demand from the electric vehicle market. Serving over 5,000 customers worldwide and 76% of Fortune 50 companies, Chargepoint provides over 118,000 charging stations in North America and Europe, giving it a 70% market share in level 2 charging -- more than 7x that of its closest North American competitor.</p><p><blockquote>在电动汽车市场巨大需求的推动下，这家领先的电动汽车解决方案开发商即将将其游戏提升到一个新的水平。Chargepoint为全球5,000多家客户和76%的财富50强公司提供服务，在北美和欧洲提供超过118,000个充电站，在2级充电领域占据70%的市场份额，是其最接近的北美竞争对手的7倍多。</blockquote></p><p> Level 2 chargers offer speeds up to five times that of level 1 chargers, and can be installed at places of business or at residential locations; however, they offer less flexibility due to being stationary mounted devices. But the future of the electric mobility market favors level 2. According to Grand View Research, the EV charging infrastructure market is expected to have a compound annual growth rate (CAGR) of 33% through 2028, reaching an expected $145 billion. The global number of Level 2 charging stations is expected to rocket up from what was 2,000 units in 2020 to over 30,000 by 2027 -- 15 times what it was just last year.</p><p><blockquote>2级充电器的速度高达1级充电器的五倍，可以安装在商业场所或住宅位置；然而，由于是固定安装的设备，它们提供的灵活性较低。但电动汽车市场的未来有利于第二级。根据Grand View Research的数据，预计到2028年，电动汽车充电基础设施市场的复合年增长率（CAGR）将达到33%，预计将达到1450亿美元。全球二级充电站的数量预计将从2020年的2,000个猛增到2027年的30,000多个，是去年的15倍。</blockquote></p><p> That size of growth will be necessary to fulfill the need set by the rapidly growing EV market. The global EV market is projected to grow at an annual compound rate of 25%, becoming a $1 trillion market by 2028, driven by demand for alternative energy vehicles. Growing emission regulations set by governments across the globe will continue to push manufacturers toward ramping up EV production, and as a result, more consumers will be purchasing EVs.</p><p><blockquote>这种规模的增长对于满足快速增长的电动汽车市场的需求是必要的。在替代能源汽车需求的推动下，全球电动汽车市场预计将以25%的年复合增长率增长，到2028年将成为1万亿美元的市场。全球各国政府制定的日益严格的排放法规将继续推动制造商提高电动汽车产量，因此，更多的消费者将购买电动汽车。</blockquote></p><p> Investing in the EV charging market offers plenty of opportunities. For investors looking to buy a growth stock on the dip, Chargepoint offers an excellent scenario. The stock has seen its price cut in half over the course of a year, with a recent 8% drop occurring as a result of its third-quarter report on Dec. 7 when it missed consensus estimates on earnings. However, revenue (79%) and gross margin (25%) were up year over year for the quarter, and the company expects fourth-quarter revenue to come in at the upper end or exceed previous guidance.</p><p><blockquote>投资电动汽车充电市场提供了大量机会。对于希望在下跌时购买成长型股票的投资者来说，Chargepoint提供了一个绝佳的选择。该股的价格在一年内下跌了一半，最近因12月7日发布的第三季度报告未达到普遍预期而下跌了8%。然而，本季度收入（79%）和毛利率（25%）同比增长，该公司预计第四季度收入将达到上限或超过之前的指导。</blockquote></p><p> With the passing of the infrastructure bill in early November, it supports the projected growth of the EV market, including charging stations. President Biden has set a goal of 500,000 level 2 fast-charging stations in place by 2030. In order to do that, $7.5 billion is being designated to make it happen, and businesses that purchase charging stations are being rewarded with up to 30% in tax-break incentives. Currently, there are 122,000 charging stations in place, leaving three times that amount up for grabs by Chargepoint.</p><p><blockquote>随着11月初基础设施法案的通过，它支持了包括充电站在内的电动汽车市场的预期增长。拜登总统设定了到2030年建立50万个二级快速充电站的目标。为了实现这一目标，政府指定了75亿美元来实现这一目标，购买充电站的企业将获得高达30%的税收减免激励。目前，有122,000个充电站，Chargepoint可供争夺的充电站数量是这个数字的三倍。</blockquote></p><p> Walt Disney: an iconic brand built to serve generations to come</p><p><blockquote>华特迪士尼：为子孙后代服务的标志性品牌</blockquote></p><p> Just as the EV market offers a future of growth, so too does the entertainment and media market, especially as artificial intelligence and gaming gain a boost from the excitement surrounding the metaverse -- a technological combination of virtual reality, augmented reality, and video that allows users to have live interaction within a digital universe. Disney has metaverse plans of its own. CEO Bob Chapek would like to see Disney be an early adopter to enhance entertainment. And former executive vice-president of digital, Tilak Mandadi, mentioned in 2020 that a theme park metaverse, made of a convergence of the physical and digital worlds through wearable devices and mobile phones could be in store.</p><p><blockquote>正如电动汽车市场提供了增长的未来一样，娱乐和媒体市场也是如此，特别是当人工智能和游戏从围绕元宇宙的兴奋中获得推动时——虚拟现实、增强现实和视频的技术组合允许用户在数字世界中进行实时互动。迪斯尼有自己的元宇宙计划。首席执行官鲍勃·查佩克(Bob Chapek)希望迪士尼成为增强娱乐性的早期采用者。digital前执行副总裁Tilak Mandadi在2020年提到，通过可穿戴设备和手机将物理世界和数字世界融合在一起的元宇宙主题公园可能即将到来。</blockquote></p><p> It's this excitement for the future, combined with treasure chest of content built around an iconic brand, that makes Disney a long-term growth stock. Just over two years ago -- that went fast -- Disney launched Disney+, described by the company as a new era of Disney entertainment. Instantly, years of television and movies were at the fingertips of consumers at a subscription rate, and a new competitor to <b>Netflix</b> and <b>Amazon</b> had entered the ring for streaming supremacy.</p><p><blockquote>正是这种对未来的兴奋，加上围绕标志性品牌构建的内容宝库，使迪士尼成为长期增长股。就在两年多前——进展很快——迪士尼推出了Disney+，该公司将其描述为迪士尼娱乐的新时代。瞬间，多年的电视和电影以订阅的价格触手可及，一个新的竞争对手<b>Netflix</b>和<b>亚马逊</b>进入了流媒体霸权的拳击台。</blockquote></p><p></p><p> As of the end of Q3, Netflix continues to lead in market share, at 27%, with Disney a distant third at 14%, behind Amazon (21%). But before investors get too nervous about Disney's spot among its top competitors, it's important to remember that subscribing to streaming services is not a one-and-done type scenario for many consumers.</p><p><blockquote>截至第三季度末，Netflix的市场份额继续领先，为27%，迪士尼以14%的份额遥遥领先，落后于亚马逊（21%）。但在投资者对迪士尼在其顶级竞争对手中的地位过于紧张之前，重要的是要记住，对于许多消费者来说，订阅流媒体服务并不是一劳永逸的事情。</blockquote></p><p> As consumers move away from services such as DirecTv, they can use the cost savings to fill in with multiple streaming service subscriptions. And as content offerings continue to expand from top streaming services, the result will be a growth in subscriptions. An upcoming slate of streaming content and in-theatre movies includes highly anticipated releases for successful franchises, including Marvel, Star Wars, and Pixar favorites, like Cars.</p><p><blockquote>随着消费者远离DirecTv等服务，他们可以利用节省的成本来订阅多个流媒体服务。随着顶级流媒体服务的内容供应不断扩大，结果将是订阅量的增长。即将推出的流媒体内容和影院电影包括备受期待的成功系列电影，包括漫威、星球大战和皮克斯最爱的电影，如汽车。</blockquote></p><p> Let's also not forget that Disney has multiple avenues of revenue, including its world-class amusement parks; media networks, including ESPN and ABC; direct-to-consumer offerings; and content sales/licensing.</p><p><blockquote>我们也不要忘记，迪士尼有多种收入渠道，包括其世界级的游乐园；媒体网络，包括ESPN和ABC直接面向消费者的产品；和内容销售/许可。</blockquote></p><p> During its recent Q4 2021 earnings release, the company posted revenue of $18.5 billion and stated that it had 118 million Disney+ subscriptions during the quarter, both numbers missing consensus estimates. But if you look at the subscription totals compared to Q3, the number went up by 2 million, meaning that though expectations were missed, growth is still there.</p><p><blockquote>在最近发布的2021年第四季度财报中，该公司公布的收入为185亿美元，并表示该季度的Disney+订阅量为1.18亿，这两个数字都低于普遍预期。但如果你看看与第三季度相比的订阅总数，这个数字增加了200万，这意味着尽管没有达到预期，但增长仍然存在。</blockquote></p><p> CEO Bob Chapek anticipates increased park attendance as pandemic restrictions ease and allows for more production to take place. As the number of countries Disney+ is released in doubles by the end of 2023, he reiterated expectations of hitting 230 million to 260 million paid Disney+ subscribers by the end of 2024. That number has not changed since it was announced last year.</p><p><blockquote>首席执行官Bob Chapek预计，随着疫情限制的放松并允许更多生产的进行，公园的上座率将会增加。随着Disney+发行的国家数量在2023年底翻倍，他重申了到2024年底Disney+付费订阅者将达到2.3亿至2.6亿的预期。这个数字自去年公布以来就没有改变过。</blockquote></p><p> Analysts have an average 12-month price target of $204, a 36% premium above the current $150 price tag -- which has fallen by 26% from its 52-week high in March of this year. For investors looking at a long-term opportunity, it's worth noting that small setbacks will inevitably happen along the way, which is what makes these buy-on-the-dip opportunities that much more lucrative.</p><p><blockquote>分析师的12个月平均目标价为204美元，较当前150美元的价格标签溢价36%，较今年3月的52周高点下跌了26%。对于寻求长期机会的投资者来说，值得注意的是，一路上不可避免地会发生小挫折，这就是这些逢低买入机会更加有利可图的原因。</blockquote></p><p> If you take a look at the media and entertainment segment of the company alone, revenue has increased by three times its 2009 total of $16 billion, to over $50 billion. The company's stock price has grown by nearly five times over that same period. Disney has a sustained presence, strong consumer appeal, an iconic brand, and has been a leader in entertainment and media nearly from its start 98 years ago.The force will be with this company for quite some time, making it an excellent growth stock to buy on the dip.</p><p><blockquote>如果你只看一下该公司的媒体和娱乐部门，收入就比2009年的160亿美元增长了三倍，达到超过500亿美元。该公司的股价同期上涨了近五倍。迪士尼拥有持续的影响力、强大的消费者吸引力、标志性品牌，几乎自98年前成立以来一直是娱乐和媒体领域的领导者。这种力量将伴随这家公司相当长一段时间，使其成为逢低买入的优秀成长型股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy These 2 Growth Stocks on the Dip<blockquote>逢低买入这两只成长股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy These 2 Growth Stocks on the Dip<blockquote>逢低买入这两只成长股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-13 19:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Finding the right stocks that offer the opportunity to optimize your investment can be a daunting task for some. If you're looking for a company with the potential to grow, in a market with a bright future, investing in growth stocks can be extremely rewarding.</p><p><blockquote>对于某些人来说，找到提供优化投资机会的合适股票可能是一项艰巨的任务。如果您正在寻找一家具有增长潜力的公司，在一个前景光明的市场中，投资成长型股票可能会非常有益。</blockquote></p><p> Sometimes, you'll come across a few companies that offer the combined opportunity to grow and -- if the timing is right -- benefit from a discounted stock price. Two growth stocks that offer investors a great opportunity to buy on a recent dip include a leader in the rapidly evolving electric vehicle market, <b>Chargepoint Holdings</b>(NYSE:CHPT), and world-class media and entertainment giant <b>Walt Disney</b>(NYSE:DIS).</p><p><blockquote>有时，您会遇到一些提供综合增长机会的公司，并且如果时机合适，还会从股价折扣中受益。两只成长型股票为投资者提供了在近期下跌时买入的绝佳机会，其中包括快速发展的电动汽车市场的领导者、<b>Chargepoint控股</b>（纽约证券交易所代码：CHPT），以及世界级媒体和娱乐巨头<b>迪斯尼</b>（纽约证券交易所代码：DIS）。</blockquote></p><p> Chargepoint: powering the future of the EV market</p><p><blockquote>Chargepoint：为电动汽车市场的未来提供动力</blockquote></p><p> This leading developer of electric mobility solutions is on the cusp of taking its game to the next level, driven by huge demand from the electric vehicle market. Serving over 5,000 customers worldwide and 76% of Fortune 50 companies, Chargepoint provides over 118,000 charging stations in North America and Europe, giving it a 70% market share in level 2 charging -- more than 7x that of its closest North American competitor.</p><p><blockquote>在电动汽车市场巨大需求的推动下，这家领先的电动汽车解决方案开发商即将将其游戏提升到一个新的水平。Chargepoint为全球5,000多家客户和76%的财富50强公司提供服务，在北美和欧洲提供超过118,000个充电站，在2级充电领域占据70%的市场份额，是其最接近的北美竞争对手的7倍多。</blockquote></p><p> Level 2 chargers offer speeds up to five times that of level 1 chargers, and can be installed at places of business or at residential locations; however, they offer less flexibility due to being stationary mounted devices. But the future of the electric mobility market favors level 2. According to Grand View Research, the EV charging infrastructure market is expected to have a compound annual growth rate (CAGR) of 33% through 2028, reaching an expected $145 billion. The global number of Level 2 charging stations is expected to rocket up from what was 2,000 units in 2020 to over 30,000 by 2027 -- 15 times what it was just last year.</p><p><blockquote>2级充电器的速度高达1级充电器的五倍，可以安装在商业场所或住宅位置；然而，由于是固定安装的设备，它们提供的灵活性较低。但电动汽车市场的未来有利于第二级。根据Grand View Research的数据，预计到2028年，电动汽车充电基础设施市场的复合年增长率（CAGR）将达到33%，预计将达到1450亿美元。全球二级充电站的数量预计将从2020年的2,000个猛增到2027年的30,000多个，是去年的15倍。</blockquote></p><p> That size of growth will be necessary to fulfill the need set by the rapidly growing EV market. The global EV market is projected to grow at an annual compound rate of 25%, becoming a $1 trillion market by 2028, driven by demand for alternative energy vehicles. Growing emission regulations set by governments across the globe will continue to push manufacturers toward ramping up EV production, and as a result, more consumers will be purchasing EVs.</p><p><blockquote>这种规模的增长对于满足快速增长的电动汽车市场的需求是必要的。在替代能源汽车需求的推动下，全球电动汽车市场预计将以25%的年复合增长率增长，到2028年将成为1万亿美元的市场。全球各国政府制定的日益严格的排放法规将继续推动制造商提高电动汽车产量，因此，更多的消费者将购买电动汽车。</blockquote></p><p> Investing in the EV charging market offers plenty of opportunities. For investors looking to buy a growth stock on the dip, Chargepoint offers an excellent scenario. The stock has seen its price cut in half over the course of a year, with a recent 8% drop occurring as a result of its third-quarter report on Dec. 7 when it missed consensus estimates on earnings. However, revenue (79%) and gross margin (25%) were up year over year for the quarter, and the company expects fourth-quarter revenue to come in at the upper end or exceed previous guidance.</p><p><blockquote>投资电动汽车充电市场提供了大量机会。对于希望在下跌时购买成长型股票的投资者来说，Chargepoint提供了一个绝佳的选择。该股的价格在一年内下跌了一半，最近因12月7日发布的第三季度报告未达到普遍预期而下跌了8%。然而，本季度收入（79%）和毛利率（25%）同比增长，该公司预计第四季度收入将达到上限或超过之前的指导。</blockquote></p><p> With the passing of the infrastructure bill in early November, it supports the projected growth of the EV market, including charging stations. President Biden has set a goal of 500,000 level 2 fast-charging stations in place by 2030. In order to do that, $7.5 billion is being designated to make it happen, and businesses that purchase charging stations are being rewarded with up to 30% in tax-break incentives. Currently, there are 122,000 charging stations in place, leaving three times that amount up for grabs by Chargepoint.</p><p><blockquote>随着11月初基础设施法案的通过，它支持了包括充电站在内的电动汽车市场的预期增长。拜登总统设定了到2030年建立50万个二级快速充电站的目标。为了实现这一目标，政府指定了75亿美元来实现这一目标，购买充电站的企业将获得高达30%的税收减免激励。目前，有122,000个充电站，Chargepoint可供争夺的充电站数量是这个数字的三倍。</blockquote></p><p> Walt Disney: an iconic brand built to serve generations to come</p><p><blockquote>华特迪士尼：为子孙后代服务的标志性品牌</blockquote></p><p> Just as the EV market offers a future of growth, so too does the entertainment and media market, especially as artificial intelligence and gaming gain a boost from the excitement surrounding the metaverse -- a technological combination of virtual reality, augmented reality, and video that allows users to have live interaction within a digital universe. Disney has metaverse plans of its own. CEO Bob Chapek would like to see Disney be an early adopter to enhance entertainment. And former executive vice-president of digital, Tilak Mandadi, mentioned in 2020 that a theme park metaverse, made of a convergence of the physical and digital worlds through wearable devices and mobile phones could be in store.</p><p><blockquote>正如电动汽车市场提供了增长的未来一样，娱乐和媒体市场也是如此，特别是当人工智能和游戏从围绕元宇宙的兴奋中获得推动时——虚拟现实、增强现实和视频的技术组合允许用户在数字世界中进行实时互动。迪斯尼有自己的元宇宙计划。首席执行官鲍勃·查佩克(Bob Chapek)希望迪士尼成为增强娱乐性的早期采用者。digital前执行副总裁Tilak Mandadi在2020年提到，通过可穿戴设备和手机将物理世界和数字世界融合在一起的元宇宙主题公园可能即将到来。</blockquote></p><p> It's this excitement for the future, combined with treasure chest of content built around an iconic brand, that makes Disney a long-term growth stock. Just over two years ago -- that went fast -- Disney launched Disney+, described by the company as a new era of Disney entertainment. Instantly, years of television and movies were at the fingertips of consumers at a subscription rate, and a new competitor to <b>Netflix</b> and <b>Amazon</b> had entered the ring for streaming supremacy.</p><p><blockquote>正是这种对未来的兴奋，加上围绕标志性品牌构建的内容宝库，使迪士尼成为长期增长股。就在两年多前——进展很快——迪士尼推出了Disney+，该公司将其描述为迪士尼娱乐的新时代。瞬间，多年的电视和电影以订阅的价格触手可及，一个新的竞争对手<b>Netflix</b>和<b>亚马逊</b>进入了流媒体霸权的拳击台。</blockquote></p><p></p><p> As of the end of Q3, Netflix continues to lead in market share, at 27%, with Disney a distant third at 14%, behind Amazon (21%). But before investors get too nervous about Disney's spot among its top competitors, it's important to remember that subscribing to streaming services is not a one-and-done type scenario for many consumers.</p><p><blockquote>截至第三季度末，Netflix的市场份额继续领先，为27%，迪士尼以14%的份额遥遥领先，落后于亚马逊（21%）。但在投资者对迪士尼在其顶级竞争对手中的地位过于紧张之前，重要的是要记住，对于许多消费者来说，订阅流媒体服务并不是一劳永逸的事情。</blockquote></p><p> As consumers move away from services such as DirecTv, they can use the cost savings to fill in with multiple streaming service subscriptions. And as content offerings continue to expand from top streaming services, the result will be a growth in subscriptions. An upcoming slate of streaming content and in-theatre movies includes highly anticipated releases for successful franchises, including Marvel, Star Wars, and Pixar favorites, like Cars.</p><p><blockquote>随着消费者远离DirecTv等服务，他们可以利用节省的成本来订阅多个流媒体服务。随着顶级流媒体服务的内容供应不断扩大，结果将是订阅量的增长。即将推出的流媒体内容和影院电影包括备受期待的成功系列电影，包括漫威、星球大战和皮克斯最爱的电影，如汽车。</blockquote></p><p> Let's also not forget that Disney has multiple avenues of revenue, including its world-class amusement parks; media networks, including ESPN and ABC; direct-to-consumer offerings; and content sales/licensing.</p><p><blockquote>我们也不要忘记，迪士尼有多种收入渠道，包括其世界级的游乐园；媒体网络，包括ESPN和ABC直接面向消费者的产品；和内容销售/许可。</blockquote></p><p> During its recent Q4 2021 earnings release, the company posted revenue of $18.5 billion and stated that it had 118 million Disney+ subscriptions during the quarter, both numbers missing consensus estimates. But if you look at the subscription totals compared to Q3, the number went up by 2 million, meaning that though expectations were missed, growth is still there.</p><p><blockquote>在最近发布的2021年第四季度财报中，该公司公布的收入为185亿美元，并表示该季度的Disney+订阅量为1.18亿，这两个数字都低于普遍预期。但如果你看看与第三季度相比的订阅总数，这个数字增加了200万，这意味着尽管没有达到预期，但增长仍然存在。</blockquote></p><p> CEO Bob Chapek anticipates increased park attendance as pandemic restrictions ease and allows for more production to take place. As the number of countries Disney+ is released in doubles by the end of 2023, he reiterated expectations of hitting 230 million to 260 million paid Disney+ subscribers by the end of 2024. That number has not changed since it was announced last year.</p><p><blockquote>首席执行官Bob Chapek预计，随着疫情限制的放松并允许更多生产的进行，公园的上座率将会增加。随着Disney+发行的国家数量在2023年底翻倍，他重申了到2024年底Disney+付费订阅者将达到2.3亿至2.6亿的预期。这个数字自去年公布以来就没有改变过。</blockquote></p><p> Analysts have an average 12-month price target of $204, a 36% premium above the current $150 price tag -- which has fallen by 26% from its 52-week high in March of this year. For investors looking at a long-term opportunity, it's worth noting that small setbacks will inevitably happen along the way, which is what makes these buy-on-the-dip opportunities that much more lucrative.</p><p><blockquote>分析师的12个月平均目标价为204美元，较当前150美元的价格标签溢价36%，较今年3月的52周高点下跌了26%。对于寻求长期机会的投资者来说，值得注意的是，一路上不可避免地会发生小挫折，这就是这些逢低买入机会更加有利可图的原因。</blockquote></p><p> If you take a look at the media and entertainment segment of the company alone, revenue has increased by three times its 2009 total of $16 billion, to over $50 billion. The company's stock price has grown by nearly five times over that same period. Disney has a sustained presence, strong consumer appeal, an iconic brand, and has been a leader in entertainment and media nearly from its start 98 years ago.The force will be with this company for quite some time, making it an excellent growth stock to buy on the dip.</p><p><blockquote>如果你只看一下该公司的媒体和娱乐部门，收入就比2009年的160亿美元增长了三倍，达到超过500亿美元。该公司的股价同期上涨了近五倍。迪士尼拥有持续的影响力、强大的消费者吸引力、标志性品牌，几乎自98年前成立以来一直是娱乐和媒体领域的领导者。这种力量将伴随这家公司相当长一段时间，使其成为逢低买入的优秀成长型股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/13/buy-these-2-growth-stocks-on-the-dip/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/12/13/buy-these-2-growth-stocks-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197184177","content_text":"Finding the right stocks that offer the opportunity to optimize your investment can be a daunting task for some. If you're looking for a company with the potential to grow, in a market with a bright future, investing in growth stocks can be extremely rewarding.\nSometimes, you'll come across a few companies that offer the combined opportunity to grow and -- if the timing is right -- benefit from a discounted stock price. Two growth stocks that offer investors a great opportunity to buy on a recent dip include a leader in the rapidly evolving electric vehicle market, Chargepoint Holdings(NYSE:CHPT), and world-class media and entertainment giant Walt Disney(NYSE:DIS).\nChargepoint: powering the future of the EV market\nThis leading developer of electric mobility solutions is on the cusp of taking its game to the next level, driven by huge demand from the electric vehicle market. Serving over 5,000 customers worldwide and 76% of Fortune 50 companies, Chargepoint provides over 118,000 charging stations in North America and Europe, giving it a 70% market share in level 2 charging -- more than 7x that of its closest North American competitor.\nLevel 2 chargers offer speeds up to five times that of level 1 chargers, and can be installed at places of business or at residential locations; however, they offer less flexibility due to being stationary mounted devices. But the future of the electric mobility market favors level 2. According to Grand View Research, the EV charging infrastructure market is expected to have a compound annual growth rate (CAGR) of 33% through 2028, reaching an expected $145 billion. The global number of Level 2 charging stations is expected to rocket up from what was 2,000 units in 2020 to over 30,000 by 2027 -- 15 times what it was just last year.\nThat size of growth will be necessary to fulfill the need set by the rapidly growing EV market. The global EV market is projected to grow at an annual compound rate of 25%, becoming a $1 trillion market by 2028, driven by demand for alternative energy vehicles. Growing emission regulations set by governments across the globe will continue to push manufacturers toward ramping up EV production, and as a result, more consumers will be purchasing EVs.\nInvesting in the EV charging market offers plenty of opportunities. For investors looking to buy a growth stock on the dip, Chargepoint offers an excellent scenario. The stock has seen its price cut in half over the course of a year, with a recent 8% drop occurring as a result of its third-quarter report on Dec. 7 when it missed consensus estimates on earnings. However, revenue (79%) and gross margin (25%) were up year over year for the quarter, and the company expects fourth-quarter revenue to come in at the upper end or exceed previous guidance.\nWith the passing of the infrastructure bill in early November, it supports the projected growth of the EV market, including charging stations. President Biden has set a goal of 500,000 level 2 fast-charging stations in place by 2030. In order to do that, $7.5 billion is being designated to make it happen, and businesses that purchase charging stations are being rewarded with up to 30% in tax-break incentives. Currently, there are 122,000 charging stations in place, leaving three times that amount up for grabs by Chargepoint.\nWalt Disney: an iconic brand built to serve generations to come\nJust as the EV market offers a future of growth, so too does the entertainment and media market, especially as artificial intelligence and gaming gain a boost from the excitement surrounding the metaverse -- a technological combination of virtual reality, augmented reality, and video that allows users to have live interaction within a digital universe. Disney has metaverse plans of its own. CEO Bob Chapek would like to see Disney be an early adopter to enhance entertainment. And former executive vice-president of digital, Tilak Mandadi, mentioned in 2020 that a theme park metaverse, made of a convergence of the physical and digital worlds through wearable devices and mobile phones could be in store.\nIt's this excitement for the future, combined with treasure chest of content built around an iconic brand, that makes Disney a long-term growth stock. Just over two years ago -- that went fast -- Disney launched Disney+, described by the company as a new era of Disney entertainment. Instantly, years of television and movies were at the fingertips of consumers at a subscription rate, and a new competitor to Netflix and Amazon had entered the ring for streaming supremacy.\nAs of the end of Q3, Netflix continues to lead in market share, at 27%, with Disney a distant third at 14%, behind Amazon (21%). But before investors get too nervous about Disney's spot among its top competitors, it's important to remember that subscribing to streaming services is not a one-and-done type scenario for many consumers.\nAs consumers move away from services such as DirecTv, they can use the cost savings to fill in with multiple streaming service subscriptions. And as content offerings continue to expand from top streaming services, the result will be a growth in subscriptions. An upcoming slate of streaming content and in-theatre movies includes highly anticipated releases for successful franchises, including Marvel, Star Wars, and Pixar favorites, like Cars.\nLet's also not forget that Disney has multiple avenues of revenue, including its world-class amusement parks; media networks, including ESPN and ABC; direct-to-consumer offerings; and content sales/licensing.\nDuring its recent Q4 2021 earnings release, the company posted revenue of $18.5 billion and stated that it had 118 million Disney+ subscriptions during the quarter, both numbers missing consensus estimates. But if you look at the subscription totals compared to Q3, the number went up by 2 million, meaning that though expectations were missed, growth is still there.\nCEO Bob Chapek anticipates increased park attendance as pandemic restrictions ease and allows for more production to take place. As the number of countries Disney+ is released in doubles by the end of 2023, he reiterated expectations of hitting 230 million to 260 million paid Disney+ subscribers by the end of 2024. That number has not changed since it was announced last year.\nAnalysts have an average 12-month price target of $204, a 36% premium above the current $150 price tag -- which has fallen by 26% from its 52-week high in March of this year. For investors looking at a long-term opportunity, it's worth noting that small setbacks will inevitably happen along the way, which is what makes these buy-on-the-dip opportunities that much more lucrative.\nIf you take a look at the media and entertainment segment of the company alone, revenue has increased by three times its 2009 total of $16 billion, to over $50 billion. The company's stock price has grown by nearly five times over that same period. Disney has a sustained presence, strong consumer appeal, an iconic brand, and has been a leader in entertainment and media nearly from its start 98 years ago.The force will be with this company for quite some time, making it an excellent growth stock to buy on the dip.","news_type":1,"symbols_score_info":{"DIS":0.9,"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":2390,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/604227461"}
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