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2021-10-22
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3 Top Cathie Wood Stocks to Buy Right Now<blockquote>立即购买的 3 只顶级 Cathie Wood 股票</blockquote>
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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她的 ETF 投资组合中。在不同的时候，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，您可能想效仿她的做法，现在就自己购买这些股票。</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>Eric Volkman（Sea Limited）：</b>崭露头角的科技企业集团 Sea Limited 完全有能力成为一家巨头，因为它拥有三个快速增长的业务部门，而不是一个，不是两个，而是三个。</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>这三家公司都处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>亚洲大受欢迎。第二季度，其游戏的活跃玩家同比增长 45%，达到 7.25 亿，越来越多的人为游戏内商品付费，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>用户去哪里，钱就跟着去哪里。仅第二季度，Sea 的数字娱乐总收入就略低于 10 亿美元，比去年同期高出 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 还拥有蓬勃发展的电子商务业务 Shopee。该公司称 Shopee 应用程序是东南亚排名第一的零售应用程序，其背后的收入正在涌入这项业务。该公司本季度吸引了 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>两个业务部门都应该继续做黑帮杀手业务。在发布第二季度报告时，该公司提高了这两个细分市场的全年指引；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，该业务的第三部分，即数字金融服务部门 SeaMoney，在独立收入方面相对短暂。不过，该公司表示，该部门第二季度的总支付额超过41亿美元，同比增长近150%。我们可以想象，鉴于 SeaMoney 与 Garena 和 Shopee 的整合方式，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人生阶段所做的那样，它是花钱赚钱——基本上是为了长期增长而牺牲近期盈利能力。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，视频游戏几乎高于所有其他娱乐媒体。在这个“注意力经济”从未如此重要的时代，让观众着迷可以打开跨平台的机会和协同效应，可以毫不夸张地说，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，Unity还提供预制资产，开发人员可以将其插入到他们的创作中。该公司的软件还可以用来创造传统游戏领域之外的体验。</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将铺平道路。假设一家服装公司想要推出专为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，他们可以选择一条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>对于大多数希望创造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正在押注Unity的未来。这家软件公司目前是其方舟投资基金中持有的第四大股票，该业务正显示出令人印象深刻的势头。上季度收入同比激增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，市场已经对其强劲表现进行了定价，但对于耐心的投资者来说，该股可能会继续成为大赢家。Unity Software 从互动内容和体验的持续增长中获益，是一个很好的选择。</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>当凯茜·伍德上个月卸载价值 6 亿美元的特斯拉股票时，她违反了第 1 号规定。Motley Fool 联合创始人 David Gardner 的 1 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，占其合并 ETF 投资组合的 7%，她可能决定从该头寸中获得的部分利润，并用它们来增持表现不佳的股票，例如<b>比特币基地</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>她从一场获胜的戏剧中拿走了钱，把它扔给了落后者。这违反了加德纳的第二条规则，即增加你的赢家，而不是输家。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，它是美国销量最大的电动汽车制造商，第三季度交付量为 241,000 辆，尽管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书工作都是正确的。</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>随着汽车市场正处于电动汽车革命之中，特斯拉处于领先地位，一位华尔街分析师仍然将其股票的目标价定为 1,200 美元是有原因的，该股目前正在 866 美元左右易手。当然，有些人认为它的价值不高——该系列的低端为 137 美元，平均目标价为 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它，特别是最近在柏林竣工的新工厂，价格很高。</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>主要传统汽车制造商正在增加自己的电动车型生产，其中一些，例如<b>通用汽车</b>声称到 2030 年代中期，他们的车队 100% 将实现全电动化，但目前没有一辆接近与特斯拉相媲美。<b>福特</b>是第三季度第二大电动汽车销售商，但这仅仅是因为它售出了近 19,000 辆野马 Mach-E。它仍然远远落后于特斯拉。</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还是获得了一些不错的回报，各种股票价格从每股 256 美元到每股 326 美元不等。考虑到这家电动汽车领导者现在的交易情况，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，利润可能还有更多。</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>立即购买的 3 只顶级 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>立即购买的 3 只顶级 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>特斯拉是全球领先的电动汽车制造商，并应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部门快速扩张：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>尽管投资大师凯西·伍德 (Cathie Wood) 的方舟投资交易所交易基金曾经炙手可热的回报在 2021 年大幅降温，但她仍然是一位相当敏锐的预测者。</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她的 ETF 投资组合中。在不同的时候，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，您可能想效仿她的做法，现在就自己购买这些股票。</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>Eric Volkman（Sea Limited）：</b>崭露头角的科技企业集团 Sea Limited 完全有能力成为一家巨头，因为它拥有三个快速增长的业务部门，而不是一个，不是两个，而是三个。</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>这三家公司都处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>亚洲大受欢迎。第二季度，其游戏的活跃玩家同比增长 45%，达到 7.25 亿，越来越多的人为游戏内商品付费，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>用户去哪里，钱就跟着去哪里。仅第二季度，Sea 的数字娱乐总收入就略低于 10 亿美元，比去年同期高出 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 还拥有蓬勃发展的电子商务业务 Shopee。该公司称 Shopee 应用程序是东南亚排名第一的零售应用程序，其背后的收入正在涌入这项业务。该公司本季度吸引了 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>两个业务部门都应该继续做黑帮杀手业务。在发布第二季度报告时，该公司提高了这两个细分市场的全年指引；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，该业务的第三部分，即数字金融服务部门 SeaMoney，在独立收入方面相对短暂。不过，该公司表示，该部门第二季度的总支付额超过41亿美元，同比增长近150%。我们可以想象，鉴于 SeaMoney 与 Garena 和 Shopee 的整合方式，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人生阶段所做的那样，它是花钱赚钱——基本上是为了长期增长而牺牲近期盈利能力。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，视频游戏几乎高于所有其他娱乐媒体。在这个“注意力经济”从未如此重要的时代，让观众着迷可以打开跨平台的机会和协同效应，可以毫不夸张地说，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，Unity还提供预制资产，开发人员可以将其插入到他们的创作中。该公司的软件还可以用来创造传统游戏领域之外的体验。</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将铺平道路。假设一家服装公司想要推出专为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，他们可以选择一条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>对于大多数希望创造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正在押注Unity的未来。这家软件公司目前是其方舟投资基金中持有的第四大股票，该业务正显示出令人印象深刻的势头。上季度收入同比激增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，市场已经对其强劲表现进行了定价，但对于耐心的投资者来说，该股可能会继续成为大赢家。Unity Software 从互动内容和体验的持续增长中获益，是一个很好的选择。</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>当凯茜·伍德上个月卸载价值 6 亿美元的特斯拉股票时，她违反了第 1 号规定。Motley Fool 联合创始人 David Gardner 的 1 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，占其合并 ETF 投资组合的 7%，她可能决定从该头寸中获得的部分利润，并用它们来增持表现不佳的股票，例如<b>比特币基地</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>她从一场获胜的戏剧中拿走了钱，把它扔给了落后者。这违反了加德纳的第二条规则，即增加你的赢家，而不是输家。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，它是美国销量最大的电动汽车制造商，第三季度交付量为 241,000 辆，尽管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书工作都是正确的。</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>随着汽车市场正处于电动汽车革命之中，特斯拉处于领先地位，一位华尔街分析师仍然将其股票的目标价定为 1,200 美元是有原因的，该股目前正在 866 美元左右易手。当然，有些人认为它的价值不高——该系列的低端为 137 美元，平均目标价为 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它，特别是最近在柏林竣工的新工厂，价格很高。</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>主要传统汽车制造商正在增加自己的电动车型生产，其中一些，例如<b>通用汽车</b>声称到 2030 年代中期，他们的车队 100% 将实现全电动化，但目前没有一辆接近与特斯拉相媲美。<b>福特</b>是第三季度第二大电动汽车销售商，但这仅仅是因为它售出了近 19,000 辆野马 Mach-E。它仍然远远落后于特斯拉。</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还是获得了一些不错的回报，各种股票价格从每股 256 美元到每股 326 美元不等。考虑到这家电动汽车领导者现在的交易情况，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，利润可能还有更多。</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":{"U":0.9,"TSLA":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1500,"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":7,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/851493410"}
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