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2021-06-03

Thanks

Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>

2021-06-03

Nice

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2021-06-03

Awesome

These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>

2021-06-03

Good. Well done

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2021-06-03

Good. Well done

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12:44","market":"hk","language":"en","title":"Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146528217","media":"The motley fool","summary":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoinhas emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDI","content":"<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（加密货币：DOGE）已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%，远远领先于基准，这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者也应该考虑狗狗币的高波动性。在过去的一个月里，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>技能</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>（场外交易代码：JUSHF）从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术，那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续，但在 2022 财年第一季度（截至 5 月 2 日），英伟达仍公布了出色的业绩。收入同比增长 84%，达到 56.6 亿美元，稀释每股收益 (EPS) 飙升 106%，达到 3.03 美元。第一季度，游戏收入同比增长106%，达到27.6亿美元，数据中心收入同比增长79%，达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者，9 月份推出了 GeForce RTX 30 系列 GPU，进一步巩固了这一地位。从那时起，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>（纳斯达克股票代码：AMD）（“独立GPU”是指与中央处理单元或CPU分开的GPU。）随后，该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求，他们正在建设基础设施，为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元（CPU），即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍，可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过 40.8 倍，但溢价估值似乎是合理的。即使在这些高水平上，投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股，开盘价为 17.89 美元，2 月份最高达到 46.30 美元，然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz 的收入同比增长 92%，达到 8400 万美元，高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是，本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入，但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度，此举预计将使其潜在市场增长 65%。在此背景下，Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍，但仍然相当昂贵，特别是考虑到它无利可图。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%，现金余额为 6.13 亿美元，债务为零，为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上，这是有充分理由的。虽然它是美国较小的国家之一。大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者，预计到 2023 年，该市场将带来 15 亿美元的收入，这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻，这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石的收入环比增长29%，达到4170万美元。该公司还拥有强大的资产负债表，拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能会成为对散户投资者有吸引力的投资。</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>Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</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\">\nIgnore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-06-03 12:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（加密货币：DOGE）已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%，远远领先于基准，这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者也应该考虑狗狗币的高波动性。在过去的一个月里，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>技能</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>（场外交易代码：JUSHF）从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术，那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续，但在 2022 财年第一季度（截至 5 月 2 日），英伟达仍公布了出色的业绩。收入同比增长 84%，达到 56.6 亿美元，稀释每股收益 (EPS) 飙升 106%，达到 3.03 美元。第一季度，游戏收入同比增长106%，达到27.6亿美元，数据中心收入同比增长79%，达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者，9 月份推出了 GeForce RTX 30 系列 GPU，进一步巩固了这一地位。从那时起，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>（纳斯达克股票代码：AMD）（“独立GPU”是指与中央处理单元或CPU分开的GPU。）随后，该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求，他们正在建设基础设施，为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元（CPU），即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍，可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过 40.8 倍，但溢价估值似乎是合理的。即使在这些高水平上，投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股，开盘价为 17.89 美元，2 月份最高达到 46.30 美元，然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz 的收入同比增长 92%，达到 8400 万美元，高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是，本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入，但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度，此举预计将使其潜在市场增长 65%。在此背景下，Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍，但仍然相当昂贵，特别是考虑到它无利可图。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%，现金余额为 6.13 亿美元，债务为零，为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上，这是有充分理由的。虽然它是美国较小的国家之一。大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者，预计到 2023 年，该市场将带来 15 亿美元的收入，这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻，这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石的收入环比增长29%，达到4170万美元。该公司还拥有强大的资产负债表，拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能会成为对散户投资者有吸引力的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/\">The 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":{"NVDA":"英伟达","AMD":"美国超微公司","JUSHF":"Jushi Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146528217","content_text":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoin(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDIA(NASDAQ:NVDA),Skillz(NYSE:SKLZ), andJushi Holdings(OTC:JUSHF)can prove much better portfolio holdings in the long run.1. NVIDIAIf you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market fromAdvanced Micro Devices(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.2. SkillzMobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.3. Jushi HoldingsShares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.","news_type":1,"symbols_score_info":{"SKLZ":0.9,"NVDA":0.9,"AMD":0.9,"JUSHF":0.9}},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111743597,"gmtCreate":1622703331919,"gmtModify":1634098973497,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111743597","repostId":"2140705444","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111757522,"gmtCreate":1622702978266,"gmtModify":1634098975382,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111757522","repostId":"1145575673","repostType":4,"repost":{"id":"1145575673","kind":"news","pubTimestamp":1622688292,"share":"https://www.laohunote.com/m/news/1145575673?lang=zh_CN&edition=full","pubTime":"2021-06-03 10:44","market":"us","language":"en","title":"These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145575673","media":"Nasdaq","summary":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has pr","content":"<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和5G设备在全球的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是两个从这个市场上大赚一笔的公司。过去三年，它们的股价翻了一番，轻松超过了大盘股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长，因此看到这两只股票在未来表现出类似令人印象深刻的表现也就不足为奇了。KEYSdata by YCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和盈利稳步增长。更好的是，它正在加快步伐，最近发布的季度报告就证明了这一点。截至 4 月 30 日的期间，是德科技的收入同比增长 36%，达到 12.2 亿美元的历史季度新高，而调整后净利润则从去年同期的每股 0.78 美元跃升至每股 1.44 美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年与大流行相关的中断后业务活动的改善推动的。订单活动增长 22%，达到 13.3 亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>该公司的通信解决方案集团占总收入的72%，由于5G部署硬件需求的增加，同比增长34%。首席执行官 Ron Nersesian 在最新的 Searnings 电话会议上强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们……在航空航天、国防和政府市场取得了多个5G解决方案的胜利。在对 5G 和数据中心 400 gig、800 gig 以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。 Nersesian 补充说，是德科技通过增加新账户扩大了其 5G 客户足迹，其中包括富士通、NEC 和联发科等主要参与者。更重要的是，该公司正在追逐 5G 市场中的开放无线接入网络 (O-RAN) 等新兴机遇。是德科技相信，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，该市场预计将在 5G 部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计每年将以高个位数百分比的速度增长。与此同时，据戴尔奥罗集团称，到 2025 年，O-RAN 市场可能会迎来价值 100 亿美元的投资。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并没有消失。管理层预计收入同比增长 20%，达到 12.1 亿美元，非 GAAP 每股收益为 1.42 美元，而去年同期为 1.19 美元，增长 19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股今天的市盈率为 35 倍，低于近 47 倍的五年平均市盈率。其预期市盈率为 21 倍，预计盈利将稳健增长，分析师预计是德科技从长远来看每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的 5G 股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2. 乌鸦</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来像是5G市场上最好的赌注之一，因为这家芯片制造商正在利用网络部署，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，占上季度总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，帮助消费者体验5G网络提供的极快速度。Qorvo 向 5G 智能手机市场的许多领先参与者供应芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为由于大量等待升级的iPhone用户，配备5G的iPhone有望产生巨大的销量。苹果预计将在 2021 年创下新的销售记录，预计明年也将继续这一势头。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机正在为Qorvo创造额外的收入机会，每部5至7美元。首席财务官马克·墨菲 (Mark Murphy) 在最新的电话会议上解释说，每部 5G 智能手机收入的增加和销量的改善将推动公司的移动业务迈向更高的阶段：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性，并推动更高的内容。我们预测本季度移动收入中点约为 8.1 亿美元，同比增长 73%。此外，Qorvo 的利润率也受到了极大的打击。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO 毛利率数据按 YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续以较高的速度增长。分析师预计，该公司未来五年的盈利年增长率将达到十几个百分点，而过去五年的年化盈利增长率仅为 6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到 Qorvo 的高速增长，其 28 的市盈率处于较低水平，而其 14 的远期市盈率预计将显着提高盈利能力。因此，对于寻求购买 Qorvo 股票的投资者来说还不算太晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从 5G 的推出中获得巨额利润。</blockquote></p><p></p>","source":"lsy1603171495471","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>These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</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\">\nThese 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-06-03 10:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和5G设备在全球的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是两个从这个市场上大赚一笔的公司。过去三年，它们的股价翻了一番，轻松超过了大盘股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长，因此看到这两只股票在未来表现出类似令人印象深刻的表现也就不足为奇了。KEYSdata by YCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和盈利稳步增长。更好的是，它正在加快步伐，最近发布的季度报告就证明了这一点。截至 4 月 30 日的期间，是德科技的收入同比增长 36%，达到 12.2 亿美元的历史季度新高，而调整后净利润则从去年同期的每股 0.78 美元跃升至每股 1.44 美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年与大流行相关的中断后业务活动的改善推动的。订单活动增长 22%，达到 13.3 亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>该公司的通信解决方案集团占总收入的72%，由于5G部署硬件需求的增加，同比增长34%。首席执行官 Ron Nersesian 在最新的 Searnings 电话会议上强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们……在航空航天、国防和政府市场取得了多个5G解决方案的胜利。在对 5G 和数据中心 400 gig、800 gig 以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。 Nersesian 补充说，是德科技通过增加新账户扩大了其 5G 客户足迹，其中包括富士通、NEC 和联发科等主要参与者。更重要的是，该公司正在追逐 5G 市场中的开放无线接入网络 (O-RAN) 等新兴机遇。是德科技相信，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，该市场预计将在 5G 部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计每年将以高个位数百分比的速度增长。与此同时，据戴尔奥罗集团称，到 2025 年，O-RAN 市场可能会迎来价值 100 亿美元的投资。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并没有消失。管理层预计收入同比增长 20%，达到 12.1 亿美元，非 GAAP 每股收益为 1.42 美元，而去年同期为 1.19 美元，增长 19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股今天的市盈率为 35 倍，低于近 47 倍的五年平均市盈率。其预期市盈率为 21 倍，预计盈利将稳健增长，分析师预计是德科技从长远来看每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的 5G 股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2. 乌鸦</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来像是5G市场上最好的赌注之一，因为这家芯片制造商正在利用网络部署，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，占上季度总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，帮助消费者体验5G网络提供的极快速度。Qorvo 向 5G 智能手机市场的许多领先参与者供应芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为由于大量等待升级的iPhone用户，配备5G的iPhone有望产生巨大的销量。苹果预计将在 2021 年创下新的销售记录，预计明年也将继续这一势头。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机正在为Qorvo创造额外的收入机会，每部5至7美元。首席财务官马克·墨菲 (Mark Murphy) 在最新的电话会议上解释说，每部 5G 智能手机收入的增加和销量的改善将推动公司的移动业务迈向更高的阶段：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性，并推动更高的内容。我们预测本季度移动收入中点约为 8.1 亿美元，同比增长 73%。此外，Qorvo 的利润率也受到了极大的打击。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO 毛利率数据按 YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续以较高的速度增长。分析师预计，该公司未来五年的盈利年增长率将达到十几个百分点，而过去五年的年化盈利增长率仅为 6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到 Qorvo 的高速增长，其 28 的市盈率处于较低水平，而其 14 的远期市盈率预计将显着提高盈利能力。因此，对于寻求购买 Qorvo 股票的投资者来说还不算太晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从 5G 的推出中获得巨额利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02\">Nasdaq</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":{"KEYS":"Keysight Technologies Inc","QRVO":"Qorvo, Inc."},"source_url":"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145575673","content_text":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.Keysight Technologies(NYSE: KEYS)andQorvo(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.KEYSdata byYCharts1. Keysight TechnologiesKeysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.2. QorvoQorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, includingApple,its largest customer, accounting for 30% of total revenue in fiscal 2020.The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.QRVO Gross Profit Margindata byYChartsGiven that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.","news_type":1,"symbols_score_info":{"QRVO":0.9,"KEYS":0.9}},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111757216,"gmtCreate":1622702935035,"gmtModify":1634098975503,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Good. Well done","listText":"Good. Well done","text":"Good. Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111757216","repostId":"2140446155","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111757927,"gmtCreate":1622702891369,"gmtModify":1634098976067,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Good. Well done","listText":"Good. Well done","text":"Good. Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111757927","repostId":"2140446155","repostType":4,"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":111743597,"gmtCreate":1622703331919,"gmtModify":1634098973497,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111743597","repostId":"2140705444","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111748866,"gmtCreate":1622703456255,"gmtModify":1634098972383,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111748866","repostId":"1146528217","repostType":4,"repost":{"id":"1146528217","kind":"news","pubTimestamp":1622695494,"share":"https://www.laohunote.com/m/news/1146528217?lang=zh_CN&edition=full","pubTime":"2021-06-03 12:44","market":"hk","language":"en","title":"Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146528217","media":"The motley fool","summary":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoinhas emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDI","content":"<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（加密货币：DOGE）已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%，远远领先于基准，这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者也应该考虑狗狗币的高波动性。在过去的一个月里，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>技能</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>（场外交易代码：JUSHF）从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术，那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续，但在 2022 财年第一季度（截至 5 月 2 日），英伟达仍公布了出色的业绩。收入同比增长 84%，达到 56.6 亿美元，稀释每股收益 (EPS) 飙升 106%，达到 3.03 美元。第一季度，游戏收入同比增长106%，达到27.6亿美元，数据中心收入同比增长79%，达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者，9 月份推出了 GeForce RTX 30 系列 GPU，进一步巩固了这一地位。从那时起，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>（纳斯达克股票代码：AMD）（“独立GPU”是指与中央处理单元或CPU分开的GPU。）随后，该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求，他们正在建设基础设施，为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元（CPU），即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍，可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过 40.8 倍，但溢价估值似乎是合理的。即使在这些高水平上，投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股，开盘价为 17.89 美元，2 月份最高达到 46.30 美元，然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz 的收入同比增长 92%，达到 8400 万美元，高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是，本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入，但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度，此举预计将使其潜在市场增长 65%。在此背景下，Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍，但仍然相当昂贵，特别是考虑到它无利可图。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%，现金余额为 6.13 亿美元，债务为零，为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上，这是有充分理由的。虽然它是美国较小的国家之一。大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者，预计到 2023 年，该市场将带来 15 亿美元的收入，这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻，这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石的收入环比增长29%，达到4170万美元。该公司还拥有强大的资产负债表，拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能会成为对散户投资者有吸引力的投资。</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>Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</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\">\nIgnore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这 3 只独特的股票无限值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-06-03 12:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您在任何市场条件下保持投资组合的运转。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（加密货币：DOGE）已成为当今市场上最受炒作的资产之一。考虑到加密货币今年迄今已上涨 7,733%，远远领先于基准，这是可以理解的<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者也应该考虑狗狗币的高波动性。在过去的一个月里，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有比竞争对手有任何可持续的优势。由于可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——这是最应该避免的。相反，<b>英伟达</b>（纳斯达克股票代码：NVDA）<b>技能</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>（场外交易代码：JUSHF）从长远来看可以证明更好的投资组合持有量。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资推动人工智能、云计算、自动驾驶、5G 和其他几个下一代趋势的领先半导体技术，那么 NVIDIA 可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>尽管全球半导体短缺持续，但在 2022 财年第一季度（截至 5 月 2 日），英伟达仍公布了出色的业绩。收入同比增长 84%，达到 56.6 亿美元，稀释每股收益 (EPS) 飙升 106%，达到 3.03 美元。第一季度，游戏收入同比增长106%，达到27.6亿美元，数据中心收入同比增长79%，达到20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>NVIDIA 长期以来一直以其图形处理单元 (GPU) 而闻名于游戏领域的领导者，9 月份推出了 GeForce RTX 30 系列 GPU，进一步巩固了这一地位。从那时起，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA支持的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30 系列在帮助 Nvidia 重新夺回独立 GPU 市场的部分份额方面发挥了关键作用<b>先进微器件</b>（纳斯达克股票代码：AMD）（“独立GPU”是指与中央处理单元或CPU分开的GPU。）随后，该公司在2020年底拥有83%的独立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA 的数据中心部门正见证着大型数据中心客户的强劲需求，他们正在建设基础设施，为客户提供人工智能功能。管理层还宣布计划在2023年前推出他们的第一个数据中心中央处理单元（CPU），即基于ARM的“Grace”芯片。Grace CPU的工作速度比现有服务器快10倍，可以进一步巩固NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过 40.8 倍，但溢价估值似乎是合理的。即使在这些高水平上，投资者也可以通过购买这只市场领先的半导体股票来获得丰厚的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2. 技能</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去的几个月里一直在疯狂。该公司于 12 月通过特殊目的收购公司 (SPAC) 途径首次公开募股，开盘价为 17.89 美元，2 月份最高达到 46.30 美元，然后在 4 月份跌至 12.40 美元的历史低点。股价大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及大量内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz 抛售的规模似乎不合理。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收入的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz 创始人兼首席执行官 Andrew Paradise 在致散户投资者的一封公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz 的收入同比增长 92%，达到 8400 万美元，高于之前 8000 万美元的指导。该公司还将 2021 财年收入同比增长预期从 59% 上调至 63%。但是，本指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟 (NFL) 签订了多年博彩协议。虽然这笔交易不会大幅增加 Skillz 2021 财年的收入，但它将吸引更多用户使用该平台。该公司还计划在 2021 财年末进入印度，此举预计将使其潜在市场增长 65%。在此背景下，Skillz 在未来几个季度报告收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz 目前的交易价格是过去 12 个月 (TTM) 销售额的 31 倍，但仍然相当昂贵，特别是考虑到它无利可图。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年期间以23%的复合平均增长率每年扩张。Skillz 的毛利率为 95%，现金余额为 6.13 亿美元，债务为零，为散户投资者提供了有吸引力的风险回报方案。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股公司的股价在过去 12 个月中上涨了 450% 以上，这是有充分理由的。虽然它是美国较小的国家之一。大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有 528,000 名注册医用大麻患者，预计到 2023 年，该市场将带来 15 亿美元的收入，这意味着巨石将在未来几个月内大幅受益。随着宾夕法尼亚州走向娱乐大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场快速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将娱乐性大麻的销售合法化。伊利诺伊州预计2021年的年营业额为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于 2024 年开始销售休闲大麻，这将进一步促进巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石的收入环比增长29%，达到4170万美元。该公司还拥有强大的资产负债表，拥有 1.68 亿美元现金和 8200 万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能会成为对散户投资者有吸引力的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/\">The 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":{"NVDA":"英伟达","AMD":"美国超微公司","JUSHF":"Jushi Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146528217","content_text":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoin(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDIA(NASDAQ:NVDA),Skillz(NYSE:SKLZ), andJushi Holdings(OTC:JUSHF)can prove much better portfolio holdings in the long run.1. NVIDIAIf you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market fromAdvanced Micro Devices(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.2. SkillzMobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.3. Jushi HoldingsShares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.","news_type":1,"symbols_score_info":{"SKLZ":0.9,"NVDA":0.9,"AMD":0.9,"JUSHF":0.9}},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111757522,"gmtCreate":1622702978266,"gmtModify":1634098975382,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111757522","repostId":"1145575673","repostType":4,"repost":{"id":"1145575673","kind":"news","pubTimestamp":1622688292,"share":"https://www.laohunote.com/m/news/1145575673?lang=zh_CN&edition=full","pubTime":"2021-06-03 10:44","market":"us","language":"en","title":"These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145575673","media":"Nasdaq","summary":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has pr","content":"<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和5G设备在全球的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是两个从这个市场上大赚一笔的公司。过去三年，它们的股价翻了一番，轻松超过了大盘股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长，因此看到这两只股票在未来表现出类似令人印象深刻的表现也就不足为奇了。KEYSdata by YCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和盈利稳步增长。更好的是，它正在加快步伐，最近发布的季度报告就证明了这一点。截至 4 月 30 日的期间，是德科技的收入同比增长 36%，达到 12.2 亿美元的历史季度新高，而调整后净利润则从去年同期的每股 0.78 美元跃升至每股 1.44 美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年与大流行相关的中断后业务活动的改善推动的。订单活动增长 22%，达到 13.3 亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>该公司的通信解决方案集团占总收入的72%，由于5G部署硬件需求的增加，同比增长34%。首席执行官 Ron Nersesian 在最新的 Searnings 电话会议上强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们……在航空航天、国防和政府市场取得了多个5G解决方案的胜利。在对 5G 和数据中心 400 gig、800 gig 以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。 Nersesian 补充说，是德科技通过增加新账户扩大了其 5G 客户足迹，其中包括富士通、NEC 和联发科等主要参与者。更重要的是，该公司正在追逐 5G 市场中的开放无线接入网络 (O-RAN) 等新兴机遇。是德科技相信，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，该市场预计将在 5G 部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计每年将以高个位数百分比的速度增长。与此同时，据戴尔奥罗集团称，到 2025 年，O-RAN 市场可能会迎来价值 100 亿美元的投资。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并没有消失。管理层预计收入同比增长 20%，达到 12.1 亿美元，非 GAAP 每股收益为 1.42 美元，而去年同期为 1.19 美元，增长 19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股今天的市盈率为 35 倍，低于近 47 倍的五年平均市盈率。其预期市盈率为 21 倍，预计盈利将稳健增长，分析师预计是德科技从长远来看每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的 5G 股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2. 乌鸦</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来像是5G市场上最好的赌注之一，因为这家芯片制造商正在利用网络部署，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，占上季度总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，帮助消费者体验5G网络提供的极快速度。Qorvo 向 5G 智能手机市场的许多领先参与者供应芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为由于大量等待升级的iPhone用户，配备5G的iPhone有望产生巨大的销量。苹果预计将在 2021 年创下新的销售记录，预计明年也将继续这一势头。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机正在为Qorvo创造额外的收入机会，每部5至7美元。首席财务官马克·墨菲 (Mark Murphy) 在最新的电话会议上解释说，每部 5G 智能手机收入的增加和销量的改善将推动公司的移动业务迈向更高的阶段：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性，并推动更高的内容。我们预测本季度移动收入中点约为 8.1 亿美元，同比增长 73%。此外，Qorvo 的利润率也受到了极大的打击。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO 毛利率数据按 YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续以较高的速度增长。分析师预计，该公司未来五年的盈利年增长率将达到十几个百分点，而过去五年的年化盈利增长率仅为 6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到 Qorvo 的高速增长，其 28 的市盈率处于较低水平，而其 14 的远期市盈率预计将显着提高盈利能力。因此，对于寻求购买 Qorvo 股票的投资者来说还不算太晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从 5G 的推出中获得巨额利润。</blockquote></p><p></p>","source":"lsy1603171495471","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>These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</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\">\nThese 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-06-03 10:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和5G设备在全球的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是两个从这个市场上大赚一笔的公司。过去三年，它们的股价翻了一番，轻松超过了大盘股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长，因此看到这两只股票在未来表现出类似令人印象深刻的表现也就不足为奇了。KEYSdata by YCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和盈利稳步增长。更好的是，它正在加快步伐，最近发布的季度报告就证明了这一点。截至 4 月 30 日的期间，是德科技的收入同比增长 36%，达到 12.2 亿美元的历史季度新高，而调整后净利润则从去年同期的每股 0.78 美元跃升至每股 1.44 美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年与大流行相关的中断后业务活动的改善推动的。订单活动增长 22%，达到 13.3 亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>该公司的通信解决方案集团占总收入的72%，由于5G部署硬件需求的增加，同比增长34%。首席执行官 Ron Nersesian 在最新的 Searnings 电话会议上强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们……在航空航天、国防和政府市场取得了多个5G解决方案的胜利。在对 5G 和数据中心 400 gig、800 gig 以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。 Nersesian 补充说，是德科技通过增加新账户扩大了其 5G 客户足迹，其中包括富士通、NEC 和联发科等主要参与者。更重要的是，该公司正在追逐 5G 市场中的开放无线接入网络 (O-RAN) 等新兴机遇。是德科技相信，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，该市场预计将在 5G 部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计每年将以高个位数百分比的速度增长。与此同时，据戴尔奥罗集团称，到 2025 年，O-RAN 市场可能会迎来价值 100 亿美元的投资。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并没有消失。管理层预计收入同比增长 20%，达到 12.1 亿美元，非 GAAP 每股收益为 1.42 美元，而去年同期为 1.19 美元，增长 19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股今天的市盈率为 35 倍，低于近 47 倍的五年平均市盈率。其预期市盈率为 21 倍，预计盈利将稳健增长，分析师预计是德科技从长远来看每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的 5G 股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2. 乌鸦</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来像是5G市场上最好的赌注之一，因为这家芯片制造商正在利用网络部署，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，占上季度总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，帮助消费者体验5G网络提供的极快速度。Qorvo 向 5G 智能手机市场的许多领先参与者供应芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为由于大量等待升级的iPhone用户，配备5G的iPhone有望产生巨大的销量。苹果预计将在 2021 年创下新的销售记录，预计明年也将继续这一势头。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机正在为Qorvo创造额外的收入机会，每部5至7美元。首席财务官马克·墨菲 (Mark Murphy) 在最新的电话会议上解释说，每部 5G 智能手机收入的增加和销量的改善将推动公司的移动业务迈向更高的阶段：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性，并推动更高的内容。我们预测本季度移动收入中点约为 8.1 亿美元，同比增长 73%。此外，Qorvo 的利润率也受到了极大的打击。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO 毛利率数据按 YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续以较高的速度增长。分析师预计，该公司未来五年的盈利年增长率将达到十几个百分点，而过去五年的年化盈利增长率仅为 6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到 Qorvo 的高速增长，其 28 的市盈率处于较低水平，而其 14 的远期市盈率预计将显着提高盈利能力。因此，对于寻求购买 Qorvo 股票的投资者来说还不算太晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从 5G 的推出中获得巨额利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02\">Nasdaq</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":{"KEYS":"Keysight Technologies Inc","QRVO":"Qorvo, Inc."},"source_url":"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145575673","content_text":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.Keysight Technologies(NYSE: KEYS)andQorvo(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.KEYSdata byYCharts1. Keysight TechnologiesKeysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.2. QorvoQorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, includingApple,its largest customer, accounting for 30% of total revenue in fiscal 2020.The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.QRVO Gross Profit Margindata byYChartsGiven that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.","news_type":1,"symbols_score_info":{"QRVO":0.9,"KEYS":0.9}},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111757216,"gmtCreate":1622702935035,"gmtModify":1634098975503,"author":{"id":"3585792690178837","authorId":"3585792690178837","name":"jcwt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585792690178837","idStr":"3585792690178837"},"themes":[],"title":"","htmlText":"Good. Well done","listText":"Good. Well done","text":"Good. 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