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2021-10-23
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3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即值得买入的3只凯西·伍德(Cathie Wood)股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":851438944,"tweetId":"851438944","gmtCreate":1634919099709,"gmtModify":1634919100034,"author":{"id":3576666566979913,"idStr":"3576666566979913","authorId":3576666566979913,"authorIdStr":"3576666566979913","name":"YBinvest","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/851438944","repostId":1152751148,"repostType":4,"repost":{"id":"1152751148","kind":"news","pubTimestamp":1634882431,"share":"https://www.laohu8.com/m/news/1152751148?lang=zh_CN&edition=full","pubTime":"2021-10-22 14:00","market":"us","language":"en","title":"3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即值得买入的3只凯西·伍德(Cathie Wood)股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152751148","media":"Motley Fool","summary":"She's one of the top investment managers today, and she makes it easy to follow her lead.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Unity Software benefits from the growing demand for interactive content.</li> <li>Tesla is the world's premiere electric vehicle maker, and should retain that position for years to come.</li> <li>Sea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.</li> </ul> </p><p><blockquote><ul><li>Unity软件受益于对交互式内容不断增长的需求。</li><li>特斯拉是世界上首屈一指的电动汽车制造商，并且应该在未来几年保持这一地位。</li><li>Sea Limited正在三个利润丰厚的业务领域迅速扩张：数字娱乐、电子商务和金融科技。</li></ul></blockquote></p><p> Although the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.</p><p><blockquote>尽管投资大师Cathie Wood的Ark Investment交易所交易基金曾经白热化的回报在2021年大幅降温，但她仍然是一位相当敏锐的预言家。</blockquote></p><p> That's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up <b>Sea Limited</b>,<b>Unity Software</b>, and <b>Tesla</b> -- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.</p><p><blockquote>这就是为什么投资者仍然值得花时间关注她将哪些股票添加到ETF投资组合中。在不同的时间，她拿起<b>海有限公司</b>,<b>Unity软件</b>，和<b>特斯拉</b>--根据我们的三位Motley Fool撰稿人的说法，您现在可能想效仿她的做法，自己购买这些股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1954e49a58d74b9f1238238fb60b672\" tg-width=\"2000\" tg-height=\"1053\" 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>A potentially huge wave that's yet to crest</b></p><p><blockquote><b>尚未达到顶峰的潜在巨浪</b></blockquote></p><p> <b>Eric Volkman (Sea Limited):</b>Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.</p><p><blockquote><b>埃里克·沃克曼（Sea Limited）：</b>崭露头角的科技集团Sea Limited处于成为巨头的有利地位，因为它拥有不是一个、不是两个而是三个快速增长的业务部门。</blockquote></p><p> Each of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game <i>Free Fire --</i>a monster hit in Asia. In the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.</p><p><blockquote>这三者都位于科技行业的热门领域。这家总部位于新加坡的公司的数字娱乐部门Garena以视频游戏为支柱<i>自由射击--</i>一个怪物袭击了亚洲。第二季度，其游戏的活跃玩家人数同比增长45%，达到7.25亿人，越来越多的人为游戏内的好东西付费，以获得竞争优势——季度付费用户数量以更快的速度增长85%，超过9200万。</blockquote></p><p> Where users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.</p><p><blockquote>用户走到哪里，钱就跟着走到哪里。仅第二季度，Sea的数字娱乐总收入就略低于10亿美元，比去年同期增长167%。这是因为总预订量增长了65%，达到12亿美元。</blockquote></p><p> Sea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.</p><p><blockquote>Sea还拥有Shopee，这是一家蓬勃发展的电子商务公司。该公司称Shopee应用程序是东南亚第一大零售应用程序，该业务的收入正在涌入。该季度吸引了12亿美元，同比增长161%，商品总价值增长88%，达到150亿美元。</blockquote></p><p> Both business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.</p><p><blockquote>这两个业务部门都应该继续做大生意。在发布第二季度报告时，该公司上调了这两个部门的全年指引；预计2020年数字娱乐将增长44%，电子商务将增长近122%。</blockquote></p><p> At the moment, the third leg of the business, a digital financial services arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.</p><p><blockquote>目前，该业务的第三条腿，即数字金融服务部门SeaMoney，在独立收入方面相对较小。不过，该公司表示，该部门第二季度的支付总额超过41亿美元，同比增长近150%。考虑到SeaMoney与Garena和Shopee的整合，我们可以想象这个数字将会大幅增长。</blockquote></p><p> Sea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.</p><p><blockquote>Sea尚未盈利。事实上，其第二季度净亏损加深至超过4.33亿美元。然而，就像许多最好的科技公司在类似的生命阶段所做的那样，它花钱赚钱——基本上是为了长期增长而牺牲短期盈利能力。由于其增长率强劲且令人印象深刻，这感觉像是一个明智的策略，将在未来几年获得回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2a10448e78dc6c3698efbc6b3efcf0\" 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>Capitalize on this massive digital media trend</b></p><p><blockquote><b>利用这一巨大的数字媒体趋势</b></blockquote></p><p> <b>Keith Noonan(Unity Software):</b>Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.</p><p><blockquote><b>基思·努南（Unity Software）：</b>就参与度而言，视频游戏几乎凌驾于所有其他娱乐媒体之上。在一个“注意力经济”从未如此重要的时代，让观众着迷打开了跨平台的机会和协同效应，毫不夸张地说，娱乐的未来是互动的。</blockquote></p><p> Unity Software is best known as a company that provides a development engine for building video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.</p><p><blockquote>Unity Software最出名的是一家为构建视频游戏提供开发引擎的公司。除了其核心引擎之外，Unity还提供了开发人员可以插入到他们的创作中的预制资产。该公司的软件还可以用来创造传统游戏空间之外的体验。</blockquote></p><p></p><p> There's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.</p><p><blockquote>包括增强现实（AR）和虚拟现实（VR）在内的技术趋势很有可能使数字浏览和购物更具互动性和游戏性，而Unity将为此铺平道路。假设一家服装公司想要推出为AR或VR界面量身定制的购物体验。他们可以花费时间和金钱从头开始构建他们的软件，最终得到高度定制的代码。或者，他们可以采取可能更具成本效益的路线，选择使用Unity灵活的引擎和资产。</blockquote></p><p> Opting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.</p><p><blockquote>对于大多数希望创建数字体验的企业来说，选择现有的开发引擎或平台将是一个简单的选择，Cathie Wood在Unity的未来上下了很大的赌注。这家软件公司目前是她的ARK Invest基金持有的第四大股票，该业务显示出令人印象深刻的势头。上季度收入同比飙升48%，投资者可以期待更大的增长。</blockquote></p><p> With the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors. Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.</p><p><blockquote>该公司的市值约为410亿美元，估值约为今年预期收益的39倍，市场已经消化了一些强劲的表现，但该股可能会继续成为耐心投资者的大赢家。Unity Software因受益于互动内容和体验的持续增长而脱颖而出，成为一款出色的镐铲游戏。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf2292f58edc06f32e78988dbf0240b\" tg-width=\"2000\" tg-height=\"1250\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: TESLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：特斯拉。</span></p></blockquote></p><p> <b>Winners tend to win, so let them run</b></p><p><blockquote><b>胜利者往往会赢，所以让他们跑吧</b></blockquote></p><p> <b>Rich Duprey(Tesla):</b>When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the No. 1 investing principle of Motley Fool co-founder David Gardner: Let your winners run. High.</p><p><blockquote><b>里奇·杜普雷（特斯拉）：</b>当凯西·伍德(Cathie Wood)上个月抛售价值6亿美元的特斯拉股票时，她违反了第一条规定。1 Motley Fool联合创始人David Gardner的投资原则：让你的赢家奔跑。高的。</blockquote></p><p> Perhaps because the electric car maker is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like <b>Coinbase</b> and <b>Robinhood</b>. That was probably a mistake.</p><p><blockquote>也许是因为这家电动汽车制造商仍然是Ark Invest最大的持股，占其ETF投资组合总额的7%，她可能决定从该头寸中赚取的部分利润，并用它们来增持表现不佳的股票，例如<b>Coinbase</b>和<b>罗宾汉</b>.那可能是个错误。</blockquote></p><p> She took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.</p><p><blockquote>她从一部获胜的戏剧中拿了钱，然后把钱扔给了落后的人。这违反了加德纳的第二条规则，即增加你的赢家，而不是你的输家。特斯拉肯定会赢。</blockquote></p><p> It is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.</p><p><blockquote>当然，它是美国最畅销的电动汽车制造商，第三季度交付量为241,000辆，不过它表示这是一个保守的数字，因为只有在车辆已转让给客户并且所有文件的情况下，车辆才会根据该指标进行计算工作是正确的。</blockquote></p><p> With the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.</p><p><blockquote>由于汽车市场正处于电动汽车革命之中，而特斯拉处于领先地位，一位华尔街分析师仍然将该股的目标价定为1,200美元，目前该股的易手价格约为866美元。当然，有些人认为它并不值那么多——该系列的低端价格为137美元，平均目标价格为627.13美元——但特斯拉有机会看到对其汽车的持续需求并能够满足需求。它，特别是最近在柏林竣工的新工厂，很高。</blockquote></p><p> Major legacy automakers are ramping up their own production of electric models, and some, such as <b>General Motors</b>, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.<b>Ford</b> was the second-biggest EV seller in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.</p><p><blockquote>主要的传统汽车制造商正在增加自己的电动车型产量，其中一些，例如<b>通用汽车</b>，声称到2030年代中期，其100%的车队将是全电动的，但目前没有一家能够与特斯拉相媲美。<b>福特</b>是第三季度第二大电动汽车销售商，但这是因为其售出了近19,000辆野马Mach-E。与特斯拉相比还是有很大差距的。</blockquote></p><p> Still, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.</p><p><blockquote>尽管如此，伍德在特斯拉的投资仍获得了不错的回报，各种投资的价格从每股256美元到每股326美元不等。考虑到这位电动汽车领导者现在的交易地点，她已经获得了一些可观的利润，但即使对于今天买入的投资者来说，利润也可能更多。</blockquote></p><p> Although Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.</p><p><blockquote>尽管特斯拉的股票看起来并不便宜，但其卓越的地位使其值得溢价。</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>3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即值得买入的3只凯西·伍德(Cathie Wood)股票</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\">\n3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即值得买入的3只凯西·伍德(Cathie Wood)股票</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\">2021-10-22 14:00</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>Unity Software benefits from the growing demand for interactive content.</li> <li>Tesla is the world's premiere electric vehicle maker, and should retain that position for years to come.</li> <li>Sea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.</li> </ul> </p><p><blockquote><ul><li>Unity软件受益于对交互式内容不断增长的需求。</li><li>特斯拉是世界上首屈一指的电动汽车制造商，并且应该在未来几年保持这一地位。</li><li>Sea Limited正在三个利润丰厚的业务领域迅速扩张：数字娱乐、电子商务和金融科技。</li></ul></blockquote></p><p> Although the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.</p><p><blockquote>尽管投资大师Cathie Wood的Ark Investment交易所交易基金曾经白热化的回报在2021年大幅降温，但她仍然是一位相当敏锐的预言家。</blockquote></p><p> That's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up <b>Sea Limited</b>,<b>Unity Software</b>, and <b>Tesla</b> -- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.</p><p><blockquote>这就是为什么投资者仍然值得花时间关注她将哪些股票添加到ETF投资组合中。在不同的时间，她拿起<b>海有限公司</b>,<b>Unity软件</b>，和<b>特斯拉</b>--根据我们的三位Motley Fool撰稿人的说法，您现在可能想效仿她的做法，自己购买这些股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1954e49a58d74b9f1238238fb60b672\" tg-width=\"2000\" tg-height=\"1053\" 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>A potentially huge wave that's yet to crest</b></p><p><blockquote><b>尚未达到顶峰的潜在巨浪</b></blockquote></p><p> <b>Eric Volkman (Sea Limited):</b>Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.</p><p><blockquote><b>埃里克·沃克曼（Sea Limited）：</b>崭露头角的科技集团Sea Limited处于成为巨头的有利地位，因为它拥有不是一个、不是两个而是三个快速增长的业务部门。</blockquote></p><p> Each of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game <i>Free Fire --</i>a monster hit in Asia. In the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.</p><p><blockquote>这三者都位于科技行业的热门领域。这家总部位于新加坡的公司的数字娱乐部门Garena以视频游戏为支柱<i>自由射击--</i>一个怪物袭击了亚洲。第二季度，其游戏的活跃玩家人数同比增长45%，达到7.25亿人，越来越多的人为游戏内的好东西付费，以获得竞争优势——季度付费用户数量以更快的速度增长85%，超过9200万。</blockquote></p><p> Where users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.</p><p><blockquote>用户走到哪里，钱就跟着走到哪里。仅第二季度，Sea的数字娱乐总收入就略低于10亿美元，比去年同期增长167%。这是因为总预订量增长了65%，达到12亿美元。</blockquote></p><p> Sea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.</p><p><blockquote>Sea还拥有Shopee，这是一家蓬勃发展的电子商务公司。该公司称Shopee应用程序是东南亚第一大零售应用程序，该业务的收入正在涌入。该季度吸引了12亿美元，同比增长161%，商品总价值增长88%，达到150亿美元。</blockquote></p><p> Both business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.</p><p><blockquote>这两个业务部门都应该继续做大生意。在发布第二季度报告时，该公司上调了这两个部门的全年指引；预计2020年数字娱乐将增长44%，电子商务将增长近122%。</blockquote></p><p> At the moment, the third leg of the business, a digital financial services arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.</p><p><blockquote>目前，该业务的第三条腿，即数字金融服务部门SeaMoney，在独立收入方面相对较小。不过，该公司表示，该部门第二季度的支付总额超过41亿美元，同比增长近150%。考虑到SeaMoney与Garena和Shopee的整合，我们可以想象这个数字将会大幅增长。</blockquote></p><p> Sea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.</p><p><blockquote>Sea尚未盈利。事实上，其第二季度净亏损加深至超过4.33亿美元。然而，就像许多最好的科技公司在类似的生命阶段所做的那样，它花钱赚钱——基本上是为了长期增长而牺牲短期盈利能力。由于其增长率强劲且令人印象深刻，这感觉像是一个明智的策略，将在未来几年获得回报。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2a10448e78dc6c3698efbc6b3efcf0\" 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>Capitalize on this massive digital media trend</b></p><p><blockquote><b>利用这一巨大的数字媒体趋势</b></blockquote></p><p> <b>Keith Noonan(Unity Software):</b>Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.</p><p><blockquote><b>基思·努南（Unity Software）：</b>就参与度而言，视频游戏几乎凌驾于所有其他娱乐媒体之上。在一个“注意力经济”从未如此重要的时代，让观众着迷打开了跨平台的机会和协同效应，毫不夸张地说，娱乐的未来是互动的。</blockquote></p><p> Unity Software is best known as a company that provides a development engine for building video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.</p><p><blockquote>Unity Software最出名的是一家为构建视频游戏提供开发引擎的公司。除了其核心引擎之外，Unity还提供了开发人员可以插入到他们的创作中的预制资产。该公司的软件还可以用来创造传统游戏空间之外的体验。</blockquote></p><p></p><p> There's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.</p><p><blockquote>包括增强现实（AR）和虚拟现实（VR）在内的技术趋势很有可能使数字浏览和购物更具互动性和游戏性，而Unity将为此铺平道路。假设一家服装公司想要推出为AR或VR界面量身定制的购物体验。他们可以花费时间和金钱从头开始构建他们的软件，最终得到高度定制的代码。或者，他们可以采取可能更具成本效益的路线，选择使用Unity灵活的引擎和资产。</blockquote></p><p> Opting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.</p><p><blockquote>对于大多数希望创建数字体验的企业来说，选择现有的开发引擎或平台将是一个简单的选择，Cathie Wood在Unity的未来上下了很大的赌注。这家软件公司目前是她的ARK Invest基金持有的第四大股票，该业务显示出令人印象深刻的势头。上季度收入同比飙升48%，投资者可以期待更大的增长。</blockquote></p><p> With the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors. Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.</p><p><blockquote>该公司的市值约为410亿美元，估值约为今年预期收益的39倍，市场已经消化了一些强劲的表现，但该股可能会继续成为耐心投资者的大赢家。Unity Software因受益于互动内容和体验的持续增长而脱颖而出，成为一款出色的镐铲游戏。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf2292f58edc06f32e78988dbf0240b\" tg-width=\"2000\" tg-height=\"1250\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: TESLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：特斯拉。</span></p></blockquote></p><p> <b>Winners tend to win, so let them run</b></p><p><blockquote><b>胜利者往往会赢，所以让他们跑吧</b></blockquote></p><p> <b>Rich Duprey(Tesla):</b>When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the No. 1 investing principle of Motley Fool co-founder David Gardner: Let your winners run. High.</p><p><blockquote><b>里奇·杜普雷（特斯拉）：</b>当凯西·伍德(Cathie Wood)上个月抛售价值6亿美元的特斯拉股票时，她违反了第一条规定。1 Motley Fool联合创始人David Gardner的投资原则：让你的赢家奔跑。高的。</blockquote></p><p> Perhaps because the electric car maker is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like <b>Coinbase</b> and <b>Robinhood</b>. That was probably a mistake.</p><p><blockquote>也许是因为这家电动汽车制造商仍然是Ark Invest最大的持股，占其ETF投资组合总额的7%，她可能决定从该头寸中赚取的部分利润，并用它们来增持表现不佳的股票，例如<b>Coinbase</b>和<b>罗宾汉</b>.那可能是个错误。</blockquote></p><p> She took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.</p><p><blockquote>她从一部获胜的戏剧中拿了钱，然后把钱扔给了落后的人。这违反了加德纳的第二条规则，即增加你的赢家，而不是你的输家。特斯拉肯定会赢。</blockquote></p><p> It is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.</p><p><blockquote>当然，它是美国最畅销的电动汽车制造商，第三季度交付量为241,000辆，不过它表示这是一个保守的数字，因为只有在车辆已转让给客户并且所有文件的情况下，车辆才会根据该指标进行计算工作是正确的。</blockquote></p><p> With the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.</p><p><blockquote>由于汽车市场正处于电动汽车革命之中，而特斯拉处于领先地位，一位华尔街分析师仍然将该股的目标价定为1,200美元，目前该股的易手价格约为866美元。当然，有些人认为它并不值那么多——该系列的低端价格为137美元，平均目标价格为627.13美元——但特斯拉有机会看到对其汽车的持续需求并能够满足需求。它，特别是最近在柏林竣工的新工厂，很高。</blockquote></p><p> Major legacy automakers are ramping up their own production of electric models, and some, such as <b>General Motors</b>, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.<b>Ford</b> was the second-biggest EV seller in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.</p><p><blockquote>主要的传统汽车制造商正在增加自己的电动车型产量，其中一些，例如<b>通用汽车</b>，声称到2030年代中期，其100%的车队将是全电动的，但目前没有一家能够与特斯拉相媲美。<b>福特</b>是第三季度第二大电动汽车销售商，但这是因为其售出了近19,000辆野马Mach-E。与特斯拉相比还是有很大差距的。</blockquote></p><p> Still, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.</p><p><blockquote>尽管如此，伍德在特斯拉的投资仍获得了不错的回报，各种投资的价格从每股256美元到每股326美元不等。考虑到这位电动汽车领导者现在的交易地点，她已经获得了一些可观的利润，但即使对于今天买入的投资者来说，利润也可能更多。</blockquote></p><p> Although Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.</p><p><blockquote>尽管特斯拉的股票看起来并不便宜，但其卓越的地位使其值得溢价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/\">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":{"U":"Unity Software Inc.","SE":"Sea Ltd","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/10/21/3-top-cathie-wood-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152751148","content_text":"Key Points\n\nUnity Software benefits from the growing demand for interactive content.\nTesla is the world's premiere electric vehicle maker, and should retain that position for years to come.\nSea Limited is expanding rapidly in three lucrative business segments: digital entertainment, e-commerce, and fintech.\n\n\nAlthough the once white-hot returns of investing guru Cathie Wood's Ark Investment exchange-traded funds have cooled off considerably in 2021, she remains a fairly sharp prognosticator.\nThat's why it's still worth investors' time to watch which stocks she's adding to her ETFs' portfolios. At various times, she has picked up Sea Limited,Unity Software, and Tesla -- and according to three of our Motley Fool contributors, you might want to follow her lead and buy those stocks yourself right now.\nIMAGE SOURCE: GETTY IMAGES.\nA potentially huge wave that's yet to crest\nEric Volkman (Sea Limited):Budding tech conglomerate Sea Limited is well-positioned to be a powerhouse, as it has not one, not two, but a trio of fast-growing business segments.\nEach of the three is in a red-hot area of the tech sector. The Singapore-based company's digital entertainment wing, Garena, is anchored by the video game Free Fire --a monster hit in Asia. In the second quarter, active players of its titles grew by 45% year over year to a massive 725 million souls, and more people are paying for in-game goodies to give themselves a competitive edge -- the number of quarterly paying users advanced at an even faster 85% pace to over 92 million.\nWhere users go, the money follows. Sea's total revenue for digital entertainment was just under $1 billion in Q2 alone, a mighty 167% higher than in the same quarter last year. That was on the back of total bookings that rose by 65% to $1.2 billion.\nSea also has Shopee, a thriving e-commerce operation. On the back of the Shopee app, which the company says is the No. 1 retail app in Southeast Asia, revenue is pouring in for this business. It drew $1.2 billion during the quarter, up a whopping 161% year over year, with gross merchandise value clocking in 88% higher at $15 billion.\nBoth business segments should continue to do gangbusters business. When it delivered its Q2 report, the company raised its full-year guidance for both segments; it's anticipating 44% growth over 2020 for digital entertainment, and nearly 122% for e-commerce.\nAt the moment, the third leg of the business, a digital financial services arm SeaMoney, is a relative blip in terms of standalone revenue. However, the company said the unit's total payment volume in Q2 was over $4.1 billion, a nearly 150% year-over-year rise. We can imagine that number will grow considerably given how SeaMoney is integrated with Garena and Shopee.\nSea isn't yet profitable. In fact, its net loss deepened in Q2 to more than $433 million. However, like many of the best tech companies did at similar life stages, it's spending money to make money -- basically sacrificing near-term profitability for longer-term growth. Since its growth rates are robust and highly impressive, this feels like a smart strategy that will pay off in the coming years.\nIMAGE SOURCE: GETTY IMAGES.\nCapitalize on this massive digital media trend\nKeith Noonan(Unity Software):Video games stand above pretty much every other entertainment medium when it comes to engagement. In an era where the \"attention economy\" has never been more important, and keeping audiences captivated opens up cross-platform opportunities and synergies, it's no stretch to say that the future of entertainment is interactive.\nUnity Software is best known as a company that provides a development engine for building video games. In addition to its core engine, Unity also provides pre-made assets that developers can plug into their creations. The company's software can also be used to create experiences outside of the traditional gaming space.\nThere's a good chance that tech trends including augmented reality (AR) and virtual reality (VR) will make digital browsing and shopping more interactive and game-like, and Unity will pave the way. Let's say a clothing company wants to launch a shopping experience tailored for an AR or VR interface. They could spend the time and money building their software from the ground up and wind up with highly customized code. Or, they could take what would likely be a much more cost-effective route and opt to use Unity's flexible engine and assets.\nOpting for existing development engines or platforms will be an easy choice for most businesses looking to create digital experiences, and Cathie Wood is betting big on the future of Unity. The software company currently stands as the fourth-largest stock holding across her ARK Invest funds, and the business is showing impressive momentum. Revenue surged by 48% year over year last quarter, and investors can look forward to more big growth.\nWith the company sporting a market capitalization of roughly $41 billion and valued at approximately 39 times this year's expected earnings, the market has already priced in some strong performance, but the stock could go on to be a big winner for patient investors. Unity Software stands out as a great pick-and-shovel play for benefiting from the ongoing growth of interactive content and experiences.\nIMAGE SOURCE: TESLA.\nWinners tend to win, so let them run\nRich Duprey(Tesla):When Cathie Wood unloaded $600 million worth of Tesla stock last month, she violated the No. 1 investing principle of Motley Fool co-founder David Gardner: Let your winners run. High.\nPerhaps because the electric car maker is still Ark Invest's largest holding, representing 7% of its combined ETF portfolios, she might have decided to take some of the profits she earned from that position and use them to bolster her stakes in underperforming stocks like Coinbase and Robinhood. That was probably a mistake.\nShe took money from a winning play to dump it into laggards. That violates Gardner's No. 2 rule, which is to add to your winners, not your losers. And Tesla is definitely winning.\nIt is, of course, the biggest-selling EV maker in the U.S. with 241,000 deliveries in the third quarter, though it says that's a conservative figure because a vehicle is only counted by that metric if it has been transferred to the customer and all the paperwork is correct.\nWith the automotive market in the midst of an EV revolution and Tesla positioned at its head, there's a reason one Wall Street analyst still has a $1,200 price target on its stock, which is currently changing hands in the neighborhood of $866. Sure, some don't think it's worth nearly that much -- the low end of the range is $137, and the average price target is $627.13 -- but the opportunity for Tesla to see sustained demand for its vehicles and to be able to meet it, particularly with the new factory it recently completed in Berlin, is high.\nMajor legacy automakers are ramping up their own production of electric models, and some, such as General Motors, are making claims that 100% of their fleets will be all-electric by the mid-2030s, but none are close to matching Tesla at the moment.Ford was the second-biggest EV seller in the third quarter, but that was by dint of its having sold almost 19,000 Mustang Mach-Es. It's still far behind Tesla.\nStill, Wood is sitting on some nice returns from her investments in Tesla, with various tranches ranging in price from $256 per share to $326 per share. Considering where the EV leader trades now, she's made some decent profits, but there's likely more where that came from, even for investors buying in today.\nAlthough Tesla's stock doesn't look cheap, its preeminent position makes it worth the premium.","news_type":1,"symbols_score_info":{"SE":0.9,"U":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":911,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/851438944"}
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