Kai85
2021-11-05
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5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023<blockquote>5只大盘股预计到2023年销售额将增长313%至1,304%</blockquote>
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Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.</p><p><blockquote><ul><li>小心：仅靠销售增长并不总是能让您了解一家公司的全部情况。</li></ul>自2009年大衰退结束以来，没有哪一组公司的表现比成长型股票更好。历史上较低的贷款利率和美联储坚持使用量化宽松措施来保持低利率，导致廉价资本的充足渠道。</blockquote></p><p> And it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.</p><p><blockquote>不仅仅是小盘股留下了火热的增长轨迹。根据华尔街的一致销售额估计，以下五只大盘股（市值至少为100亿美元的公司）的年销售额都有望在2023年增长313%，达到1,304%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddae655c5dfcf584e1db5b561b7b2051\" tg-width=\"2000\" tg-height=\"1529\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: 447% implied sales growth by 2023</b></p><p><blockquote><b>蔚来：到2023年隐含销售额增长447%</b></blockquote></p><p> Electric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and <b>Nio</b>(NYSE:NIO) is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.</p><p><blockquote>电动汽车(EV)制造商应该是十年来增长最快的公司之一，并且<b>蔚来</b>（纽约证券交易所代码：蔚来）也不例外。继该公司去年实现25.8亿美元的销售额后，华尔街预测蔚来的评级到2023年将实现约141亿美元的年销售额。</blockquote></p><p> It's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.</p><p><blockquote>众所周知，世界上几乎所有最大的经济体都在采取措施应对气候变化。推动消费者和企业转向电动汽车是减少碳排放最简单的方法之一。蔚来总部位于全球最大的汽车市场中国，根据中国汽车工程学会的数据，到2035年，中国汽车年销量的一半将是电动汽车或混合动力汽车（主要是前者）。</blockquote></p><p> Nio's rapid sales growth is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.</p><p><blockquote>蔚来的快速销售增长是由其创新推动的。该公司每年都会推出一款新的电动汽车及其高利润、忠诚度驱动的订阅计划。去年，它推出了电池即服务订阅计划，允许买家升级或更换电池。这项服务还降低了蔚来电动汽车的前期成本。</blockquote></p><p> In exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.</p><p><blockquote>作为放弃近期销售的交换，蔚来正在获得高利润的月度订阅收入。更重要的是，它让买家对品牌保持忠诚。</blockquote></p><p> Assuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.</p><p><blockquote>假设汽车行业能够克服最近的芯片短缺问题，蔚来扩大产能并在三年内将销量增加五倍以上应该没有任何问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a0952a9abfc3d69f1c7af0861a2d97b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Snowflake: 401% implied sales growth by 2023</b></p><p><blockquote><b>Snowflake：到2023年隐含销售额增长401%</b></blockquote></p><p> Although double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company <b>Snowflake</b>(NYSE:SNOW) seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.</p><p><blockquote>尽管两位数的销售额增长在云股中司空见惯，但云数据仓储公司<b>雪花</b>（纽约证券交易所股票代码：SNOW）似乎独树一帜。2021财年，Snowflake的销售额约为5.92亿美元。到2023日历年结束的2024财年，华尔街预计Snowflake将产生近29.7亿美元的收入。对于那些在家记分的人来说，销售额增长了五倍。</blockquote></p><p> The Snowflake growth story is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.</p><p><blockquote>雪花成长的故事是关于竞争优势的。例如，Snowflake没有选择流行的基于订阅的模式，而是根据客户存储的数据量和使用的Snowflake计算点数向客户收费。这是一种更透明的成本方法，其客户似乎很喜欢。</blockquote></p><p> Further, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.</p><p><blockquote>此外，Snowflake的基础设施建立在领先的云基础设施服务提供商之上。这有助于该公司的客户解决竞争云平台之间可能存在的数据共享障碍。</blockquote></p><p> The big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.</p><p><blockquote>最大的问题是，Snowflake能否支撑其2022财年预计销售额94倍的令人鼻血的估值，而盈利还有很长的路要走。为此，我不太确定——但到目前为止，我已经被证明是错的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537b181fc66378021049916184ef4425\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Sea Limited: 322% implied sales growth by 2023</b></p><p><blockquote><b>Sea Limited：到2023年隐含销售额增长322%</b></blockquote></p><p> Another large-cap stock with big-time sales-growth expectations is Singapore-based <b>Sea Limited</b>(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.</p><p><blockquote>另一只销售增长预期巨大的大盘股是新加坡<b>海有限公司</b>（纽约证券交易所代码：SE）。Sea去年的销售额为43.8亿美元。到2023年，华尔街预计全年收入约为185亿美元。</blockquote></p><p> Sea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate is significantly higher than the industry average.</p><p><blockquote>Sea成功的关键不是什么秘密，而是其多元化的三个高增长细分市场。首先是数字娱乐，它是唯一一个产生正息税折旧摊销前利润(EBITDA)的行业。截至6月，Sea的季度活跃移动游戏玩家为7.25亿，其中12.7%是付费游戏。这一转化率明显高于行业平均水平。</blockquote></p><p></p><p> The company's most exciting segment is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.</p><p><blockquote>该公司最令人兴奋的部分是电子商务平台Shopee，该平台一直是东南亚下载量最大的购物应用程序，并在巴西快速增长。为了提供有关Shopee增长速度的一些背景信息，第二季度的商品交易总额(GMV)为150亿美元。与此同时，2018年全年Shopee上注册的GMV仅为100亿美元。</blockquote></p><p> Lastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.</p><p><blockquote>最后，Sea新兴的数字钱包服务部门正在快速增长。该公司拥有近3300万付费移动钱包用户。随着Sea专注于众多银行服务不足的地区，这一数字金融服务领域可能会成为未来几年的强劲增长动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>AMC Entertainment: 313% implied sales growth by 2023</b></p><p><blockquote><b>AMC院线：到2023年隐含销售额增长313%</b></blockquote></p><p> Sometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock <b>AMC Entertainment</b>(NYSE:AMC) is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.</p><p><blockquote>有时，仅靠销售增长并不能让投资者了解全貌。例如，电影院股票<b>AMC院线</b>（纽约证券交易所股票代码：AMC）的销售额预计将从2020年的12.4亿美元增长到2023年的52.2亿美元。然而，疫情肆虐AMC，迫使其许多影院暂时关闭。2023年52.2亿美元的销售额仍较大流行前一年2019年54.7亿美元的销售额有所下降。</blockquote></p><p> Whether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.</p><p><blockquote>无论是行业还是公司具体情况，似乎都没有什么对AMC有利。电影业陷入了长达19年的下滑，2002年至2019年间，经通胀调整的票房总收入下降了22%。</blockquote></p><p> Even though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.</p><p><blockquote>尽管AMC已经能够与主要工作室达成一些独家协议，但这些协议的期限从30天到45天不等。在疫情之前，影院独占期延长了75至90天。毫无疑问，AMC已经失去了对工作室的议价能力，或者流媒体正在蚕食其利润。</blockquote></p><p> As for the company, it's unlikely to be profitable any time before 2024, and the math simply doesn't check out as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.</p><p><blockquote>至于该公司，在2024年之前的任何时候都不太可能盈利，而且数学根本无法确定它最终将如何偿还54亿美元的未偿债务、4.2亿美元的递延租金和近49亿美元的长期租赁负债。由于每周票房总额较2019年持续下降两位数，毫无疑问AMC将继续耗尽剩余现金。</blockquote></p><p> Even with \"rapid sales growth,\" some companies should be avoided like the plague.</p><p><blockquote>即使“销售快速增长”，也应该像躲避瘟疫一样避开一些公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fc13611f3bbe728494e0ef9d530643\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Moderna: 1,304% implied sales growth by 2023</b></p><p><blockquote><b>Moderna：到2023年隐含销售额增长1,304%</b></blockquote></p><p> The kingpin of sales growth on this list among large-cap companies is biotech-stock <b>Moderna</b>(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.</p><p><blockquote>这份大盘股公司中销售额增长的主力是生物科技股<b>现代</b>（纳斯达克：MRNA）。2020年，Moderna的销售额略高于8.03亿美元。到2023年，分析师预计这只热门生物科技股将产生112.8亿美元的收入。这比预期的1,300%的销售额增长要好。</blockquote></p><p> Chances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.</p><p><blockquote>您可能对Moderna这个名字很熟悉，因为它在冠状病毒疾病2019（COVID-19）疫苗方面取得了成功。该公司的疫苗mRNA-1273在去年11月发布的美国临床试验中证明了94%的疫苗效力，并在众多发达市场的成人接种中发挥了关键作用。</blockquote></p><p> The big unknown for Moderna is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.</p><p><blockquote>Moderna最大的未知数是mRNA-1273在2021-2022年之后将展示什么样的腿。一方面，新冠肺炎的变种和疫苗效力随着时间的推移而恶化表明，加强注射可能会成为未来的常规。这将为Moderna提供前所未有的经常性收入来源。</blockquote></p><p> On the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.</p><p><blockquote>另一方面，新疫苗即将进入该领域，创新可能会威胁到Moderna作为COVID-19前两名参与者的地位。例如，如果竞争对手将联合疫苗推向市场（如新冠肺炎/流感），可能会使mRNA-1273成为一个不太诱人的选择。</blockquote></p><p> Considering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.</p><p><blockquote>考虑到Moderna 1410亿美元的市值是基于单一治疗药物，该股票存在很大风险。</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>5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023<blockquote>5只大盘股预计到2023年销售额将增长313%至1,304%</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\">\n5 Large-Cap Stocks Expected to Increase Sales 313% to 1,304% by 2023<blockquote>5只大盘股预计到2023年销售额将增长313%至1,304%</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\">2021-11-04 18:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Be careful: Sales growth alone doesn't always give you the full story about a company.</li> </ul> Since the Great Recession ended in 2009, no group of companies has performed better than growth stocks. Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.</p><p><blockquote><ul><li>小心：仅靠销售增长并不总是能让您了解一家公司的全部情况。</li></ul>自2009年大衰退结束以来，没有哪一组公司的表现比成长型股票更好。历史上较低的贷款利率和美联储坚持使用量化宽松措施来保持低利率，导致廉价资本的充足渠道。</blockquote></p><p> And it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.</p><p><blockquote>不仅仅是小盘股留下了火热的增长轨迹。根据华尔街的一致销售额估计，以下五只大盘股（市值至少为100亿美元的公司）的年销售额都有望在2023年增长313%，达到1,304%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddae655c5dfcf584e1db5b561b7b2051\" tg-width=\"2000\" tg-height=\"1529\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Nio: 447% implied sales growth by 2023</b></p><p><blockquote><b>蔚来：到2023年隐含销售额增长447%</b></blockquote></p><p> Electric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and <b>Nio</b>(NYSE:NIO) is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.</p><p><blockquote>电动汽车(EV)制造商应该是十年来增长最快的公司之一，并且<b>蔚来</b>（纽约证券交易所代码：蔚来）也不例外。继该公司去年实现25.8亿美元的销售额后，华尔街预测蔚来的评级到2023年将实现约141亿美元的年销售额。</blockquote></p><p> It's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.</p><p><blockquote>众所周知，世界上几乎所有最大的经济体都在采取措施应对气候变化。推动消费者和企业转向电动汽车是减少碳排放最简单的方法之一。蔚来总部位于全球最大的汽车市场中国，根据中国汽车工程学会的数据，到2035年，中国汽车年销量的一半将是电动汽车或混合动力汽车（主要是前者）。</blockquote></p><p> Nio's rapid sales growth is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.</p><p><blockquote>蔚来的快速销售增长是由其创新推动的。该公司每年都会推出一款新的电动汽车及其高利润、忠诚度驱动的订阅计划。去年，它推出了电池即服务订阅计划，允许买家升级或更换电池。这项服务还降低了蔚来电动汽车的前期成本。</blockquote></p><p> In exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.</p><p><blockquote>作为放弃近期销售的交换，蔚来正在获得高利润的月度订阅收入。更重要的是，它让买家对品牌保持忠诚。</blockquote></p><p> Assuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.</p><p><blockquote>假设汽车行业能够克服最近的芯片短缺问题，蔚来扩大产能并在三年内将销量增加五倍以上应该没有任何问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a0952a9abfc3d69f1c7af0861a2d97b\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Snowflake: 401% implied sales growth by 2023</b></p><p><blockquote><b>Snowflake：到2023年隐含销售额增长401%</b></blockquote></p><p> Although double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company <b>Snowflake</b>(NYSE:SNOW) seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.</p><p><blockquote>尽管两位数的销售额增长在云股中司空见惯，但云数据仓储公司<b>雪花</b>（纽约证券交易所股票代码：SNOW）似乎独树一帜。2021财年，Snowflake的销售额约为5.92亿美元。到2023日历年结束的2024财年，华尔街预计Snowflake将产生近29.7亿美元的收入。对于那些在家记分的人来说，销售额增长了五倍。</blockquote></p><p> The Snowflake growth story is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.</p><p><blockquote>雪花成长的故事是关于竞争优势的。例如，Snowflake没有选择流行的基于订阅的模式，而是根据客户存储的数据量和使用的Snowflake计算点数向客户收费。这是一种更透明的成本方法，其客户似乎很喜欢。</blockquote></p><p> Further, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.</p><p><blockquote>此外，Snowflake的基础设施建立在领先的云基础设施服务提供商之上。这有助于该公司的客户解决竞争云平台之间可能存在的数据共享障碍。</blockquote></p><p> The big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.</p><p><blockquote>最大的问题是，Snowflake能否支撑其2022财年预计销售额94倍的令人鼻血的估值，而盈利还有很长的路要走。为此，我不太确定——但到目前为止，我已经被证明是错的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537b181fc66378021049916184ef4425\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Sea Limited: 322% implied sales growth by 2023</b></p><p><blockquote><b>Sea Limited：到2023年隐含销售额增长322%</b></blockquote></p><p> Another large-cap stock with big-time sales-growth expectations is Singapore-based <b>Sea Limited</b>(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.</p><p><blockquote>另一只销售增长预期巨大的大盘股是新加坡<b>海有限公司</b>（纽约证券交易所代码：SE）。Sea去年的销售额为43.8亿美元。到2023年，华尔街预计全年收入约为185亿美元。</blockquote></p><p> Sea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate is significantly higher than the industry average.</p><p><blockquote>Sea成功的关键不是什么秘密，而是其多元化的三个高增长细分市场。首先是数字娱乐，它是唯一一个产生正息税折旧摊销前利润(EBITDA)的行业。截至6月，Sea的季度活跃移动游戏玩家为7.25亿，其中12.7%是付费游戏。这一转化率明显高于行业平均水平。</blockquote></p><p></p><p> The company's most exciting segment is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.</p><p><blockquote>该公司最令人兴奋的部分是电子商务平台Shopee，该平台一直是东南亚下载量最大的购物应用程序，并在巴西快速增长。为了提供有关Shopee增长速度的一些背景信息，第二季度的商品交易总额(GMV)为150亿美元。与此同时，2018年全年Shopee上注册的GMV仅为100亿美元。</blockquote></p><p> Lastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.</p><p><blockquote>最后，Sea新兴的数字钱包服务部门正在快速增长。该公司拥有近3300万付费移动钱包用户。随着Sea专注于众多银行服务不足的地区，这一数字金融服务领域可能会成为未来几年的强劲增长动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d05a27ae059e7e27dd31e695de449b2\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>AMC Entertainment: 313% implied sales growth by 2023</b></p><p><blockquote><b>AMC院线：到2023年隐含销售额增长313%</b></blockquote></p><p> Sometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock <b>AMC Entertainment</b>(NYSE:AMC) is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.</p><p><blockquote>有时，仅靠销售增长并不能让投资者了解全貌。例如，电影院股票<b>AMC院线</b>（纽约证券交易所股票代码：AMC）的销售额预计将从2020年的12.4亿美元增长到2023年的52.2亿美元。然而，疫情肆虐AMC，迫使其许多影院暂时关闭。2023年52.2亿美元的销售额仍较大流行前一年2019年54.7亿美元的销售额有所下降。</blockquote></p><p> Whether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.</p><p><blockquote>无论是行业还是公司具体情况，似乎都没有什么对AMC有利。电影业陷入了长达19年的下滑，2002年至2019年间，经通胀调整的票房总收入下降了22%。</blockquote></p><p> Even though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.</p><p><blockquote>尽管AMC已经能够与主要工作室达成一些独家协议，但这些协议的期限从30天到45天不等。在疫情之前，影院独占期延长了75至90天。毫无疑问，AMC已经失去了对工作室的议价能力，或者流媒体正在蚕食其利润。</blockquote></p><p> As for the company, it's unlikely to be profitable any time before 2024, and the math simply doesn't check out as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.</p><p><blockquote>至于该公司，在2024年之前的任何时候都不太可能盈利，而且数学根本无法确定它最终将如何偿还54亿美元的未偿债务、4.2亿美元的递延租金和近49亿美元的长期租赁负债。由于每周票房总额较2019年持续下降两位数，毫无疑问AMC将继续耗尽剩余现金。</blockquote></p><p> Even with \"rapid sales growth,\" some companies should be avoided like the plague.</p><p><blockquote>即使“销售快速增长”，也应该像躲避瘟疫一样避开一些公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fc13611f3bbe728494e0ef9d530643\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Moderna: 1,304% implied sales growth by 2023</b></p><p><blockquote><b>Moderna：到2023年隐含销售额增长1,304%</b></blockquote></p><p> The kingpin of sales growth on this list among large-cap companies is biotech-stock <b>Moderna</b>(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.</p><p><blockquote>这份大盘股公司中销售额增长的主力是生物科技股<b>现代</b>（纳斯达克：MRNA）。2020年，Moderna的销售额略高于8.03亿美元。到2023年，分析师预计这只热门生物科技股将产生112.8亿美元的收入。这比预期的1,300%的销售额增长要好。</blockquote></p><p> Chances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.</p><p><blockquote>您可能对Moderna这个名字很熟悉，因为它在冠状病毒疾病2019（COVID-19）疫苗方面取得了成功。该公司的疫苗mRNA-1273在去年11月发布的美国临床试验中证明了94%的疫苗效力，并在众多发达市场的成人接种中发挥了关键作用。</blockquote></p><p> The big unknown for Moderna is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.</p><p><blockquote>Moderna最大的未知数是mRNA-1273在2021-2022年之后将展示什么样的腿。一方面，新冠肺炎的变种和疫苗效力随着时间的推移而恶化表明，加强注射可能会成为未来的常规。这将为Moderna提供前所未有的经常性收入来源。</blockquote></p><p> On the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.</p><p><blockquote>另一方面，新疫苗即将进入该领域，创新可能会威胁到Moderna作为COVID-19前两名参与者的地位。例如，如果竞争对手将联合疫苗推向市场（如新冠肺炎/流感），可能会使mRNA-1273成为一个不太诱人的选择。</blockquote></p><p> Considering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.</p><p><blockquote>考虑到Moderna 1410亿美元的市值是基于单一治疗药物，该股票存在很大风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/\">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":{"SNOW":"Snowflake","NIO":"蔚来","MRNA":"Moderna, Inc.","AMC":"AMC院线","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/11/04/5-large-cap-stocks-increase-sales-313-to-1304/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144131531","content_text":"Key Points\n\nBe careful: Sales growth alone doesn't always give you the full story about a company.\n\nSince the Great Recession ended in 2009, no group of companies has performed better than growth stocks. Historically low lending rates and the Federal Reserve's insistence on using quantitative-easing measures to keep rates low has led to abundant access to cheap capital.\nAnd it's not just small-cap stocks that are leaving a fiery trail of growth in their wake. According to consensus sales estimates from Wall Street, the following five large-cap stocks(companies with market caps of at least $10 billion) are all on pace to grow their annual sales by 313% to as much as 1,304% by 2023.\nIMAGE SOURCE: GETTY IMAGES.\nNio: 447% implied sales growth by 2023\nElectric-vehicle(EV) manufacturers should be some of the fastest-growing companies of the decade, and Nio(NYSE:NIO) is no exception. After the company produced $2.58 billion in sales last year, Wall Street's forecast calls for Nio to drive home roughly $14.1 billion in annual sales by 2023.\nIt's no secret that virtually all of the largest economies in the world are taking steps to fight climate change. Pushing consumers and enterprises to shift to EVs is one of the easiest ways to reduce carbon emissions. Nio is headquartered in the largest auto market in the world, China, which should see half of its annual vehicle sales be EVs or hybrids (mostly the former) by 2035, according to the Society of Automotive Engineers of China.\nNio's rapid sales growth is being driven by its innovation. The company is introducing a new EV each year -- and its high-margin, loyalty-driven subscription program. Last year, it introduced a battery-as-a-service subscription program that'll allow buyers to upgrade or replace their batteries. This service also reduces the upfront cost of Nio's EVs.\nIn exchange for giving up near-term sales, Nio is receiving high-margin monthly subscription revenue. More importantly, it's keeping buyers loyal to the brand.\nAssuming the auto industry can overcome recent chip shortages, Nio shouldn't have any trouble expanding its capacity and more than quintupling its sales in three years.\nIMAGE SOURCE: GETTY IMAGES.\nSnowflake: 401% implied sales growth by 2023\nAlthough double-digit sales growth is commonplace among cloud stocks, cloud data-warehousing company Snowflake(NYSE:SNOW) seems to be in a league of its own. In fiscal 2021, Snowflake brought in about $592 million in sales. By fiscal 2024, which ends in calendar year 2023, Wall Street is looking for Snowflake to generate almost $2.97 billion in revenue. That's a quintupling in sales, for those of you keeping score at home.\nThe Snowflake growth story is all about competitive advantages. For example, instead of opting for the popular subscription-based model, Snowflake charges its customers based on how much data they store and how many Snowflake Compute Credits used. This is a more transparent cost approach that its customers seem to like.\nFurther, Snowflake's infrastructure is built atop the leading cloud-infrastructure service providers. This helps the company's clients work around data-sharing barriers that might otherwise exist between competing cloud platforms.\nThe big question is whether Snowflake can support its nosebleed valuation of 94 times projected fiscal 2022 sales, with profitability still a long way off. To that end, I'm not so sure -- but Ihave been proven wrong, thus far.\nIMAGE SOURCE: GETTY IMAGES.\nSea Limited: 322% implied sales growth by 2023\nAnother large-cap stock with big-time sales-growth expectations is Singapore-based Sea Limited(NYSE:SE). Sea reported $4.38 billion in sales last year. Come 2023, Wall Street is expecting roughly $18.5 billion in full-year revenue.\nSea's not-so-secret key to success is its diversified trio of high-growth segments. First, there's digital entertainment, which is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea ended June with 725 million quarterly active mobile gamers, 12.7% of which were paying to play. This conversion rate is significantly higher than the industry average.\nThe company's most exciting segment is e-commerce platform Shopee, which has consistently been the most-downloaded shopping app in Southeastern Asia and has seen rapid growth in Brazil. To offer some context as to how quickly Shopee is growing, the gross merchandise value (GMV) transacted in the second quarter was $15 billion. Meanwhile, only $10 billion in GMV was registered on Shopee in all of 2018.\nLastly, Sea's nascent digital-wallet services segment is growing rapidly. The company is nearing 33 million paying mobile-wallet users. With Sea focusing on numerous underbanked regions, this digital financial-services segment could be a sneaky strong growth driver for years to come.\nIMAGE SOURCE: GETTY IMAGES.\nAMC Entertainment: 313% implied sales growth by 2023\nSometimes, sales growth alone doesn't give investors the full picture. For instance,movie-theater stock AMC Entertainment(NYSE:AMC) is slated to grow its sales from $1.24 billion in 2020 to an estimated $5.22 billion by 2023. However, the pandemic ravaged AMC and forced many of its theaters to temporarily close. This $5.22 billion estimate for 2023 still represents a decline from the $5.47 billion in sales recorded in 2019, the year prior to the pandemic.\nWhether it's industry or company specific,nothing seems to be working in AMC's favor. The movie-theater industry has been mired in a 19-year decline, with inflation-adjusted box-office gross sales falling 22% between 2002 and 2019.\nEven though AMC has been able to secure some exclusivity agreements with major studios, these agreements range from 30 to 45 days. Prior to the pandemic, theatrical exclusivity extended 75 to 90 days. There's no question that AMC has lost its bargaining power to studios, or that streaming is eating into its margins.\nAs for the company, it's unlikely to be profitable any time before 2024, and the math simply doesn't check out as to how it'll eventually pay back its $5.4 billion in outstanding debt, $420 million in deferred rent, and nearly $4.9 billion in long-term lease liabilities. With weekly box-office gross sales consistently down double digits from 2019, there's little doubt AMC will continue to burn through its remaining cash.\nEven with \"rapid sales growth,\" some companies should be avoided like the plague.\nIMAGE SOURCE: GETTY IMAGES.\nModerna: 1,304% implied sales growth by 2023\nThe kingpin of sales growth on this list among large-cap companies is biotech-stock Moderna(NASDAQ:MRNA). In 2020, Moderna posted a little over $803 million in sales. By 2023, analysts expect this hot biotech stock to yield $11.28 billion in revenue. That's a better than 1,300% expected sales increase.\nChances are you're familiar with the Moderna name because of its success on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated 94% vaccine efficacy in a U.S. clinical trial released last November and has played a key role in inoculating adults in numerous developed markets.\nThe big unknown for Moderna is what sort of legs mRNA-1273 will exhibit beyond 2021-2022. On one hand, variants of COVID-19 and the deterioration of vaccine efficacy over time suggests that booster shots may become a routine moving forward. This would offer Moderna a recurring revenue stream that it's never had before.\nOn the other hand, new vaccines are set to enter the space, and innovation could threaten Moderna's grip as a top-two COVID-19 player. For example, if competitors bring combination vaccines to market (e.g., COVID-19/influenza), it could make mRNA-1273 a less-tantalizing option.\nConsidering that Moderna's $141 billion market cap is based on a single therapeutic, there's a lot of risk built into this stock.","news_type":1,"symbols_score_info":{"SNOW":0.9,"SE":0.9,"MRNA":0.9,"AMC":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1932,"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/846347955"}
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