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- ZenSZenS
  ·2021-12-07
  [Happy] [Happy]
  4 of the Safest Dividend Stocks That'll Help You Crush Inflation<blockquote>4只最安全的股息股票将帮助您抑制通货膨胀</blockquote>
  Apple and four other tech stalwarts are well insulated from inflation.
  4 of the Safest Dividend Stocks That'll Help You Crush Inflation<blockquote>4只最安全的股息股票将帮助您抑制通货膨胀</blockquote>
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- ZenSZenS
  ·2021-12-02
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  Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>
  Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks
  Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>
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Higher interest rates, which counter inflation, are also sparking fears of an economic slowdown and causing investors to rotate from dividend stocks toward lower-risk bonds.</p><p><blockquote>由于投资者担心成本上升和未来估值下降，通胀上升正在对许多高增长股票造成严重破坏。对抗通胀的利率上升也引发了人们对经济放缓的担忧，并导致投资者从股息股票转向风险较低的债券。</blockquote></p><p> Faced with&nbsp;these challenges, it might seem like a bad idea to buy dividend-paying tech stocks. However, these four tech dividend stocks should remain resilient and easily withstand the upcoming inflation-related challenges.</p><p><blockquote>面对这些挑战，购买派息科技股似乎是个坏主意。然而，这四只科技股息股应该保持弹性，并轻松抵御即将到来的通胀相关挑战。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3710057a11169b9e18f5bf46888ca7fb\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Apple.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：苹果。</span></p></blockquote></p><p> <b>1. Apple</b></p><p><blockquote><b>1.苹果</b></blockquote></p><p> <b>Apple</b>&nbsp;only pays a forward dividend yield of 0.5%, but its lowpayout ratioof 15% indicates there's still plenty of room for much higher payments. Apple's stock price has risen nearly 270% over the past three years, but it still doesn't look terribly expensive at 29 times forward earnings.</p><p><blockquote><b>苹果</b>仅支付0.5%的远期股息收益率，但其15%的低派息率表明仍有很大的空间来支付更高的股息。苹果的股价在过去三年里上涨了近270%，但29倍的预期市盈率看起来仍然不是很贵。</blockquote></p><p> Apple is an inflation-resistant company for two simple reasons. First, it has the clout to negotiate more favorable prices from its suppliers. Second, it probably won't lose a lot of its loyal customers if it charges higher prices for its hardware since they're already firmly locked into its software ecosystem.</p><p><blockquote>苹果是一家抗通胀公司，原因很简单，有两个。首先，它有能力从供应商那里谈判更优惠的价格。其次，如果它对硬件收取更高的价格，它可能不会失去很多忠实客户，因为他们已经牢牢地锁定在其软件生态系统中。</blockquote></p><p> Apple has also consistently executed big stock buybacks, which have reduced its outstanding shares by nearly 22% over the past five years. Spending more cash on those buybacks, which boosts the value of its remaining shares, is a better strategy than letting its cash stagnate in an inflationary environment.</p><p><blockquote>苹果还持续执行大规模股票回购，过去五年使其流通股减少了近22%。在这些回购上花费更多现金，从而提高其剩余股票的价值，是比让现金在通胀环境中停滞不前更好的策略。</blockquote></p><p> Apple will face a&nbsp;near-term slowdown&nbsp;as it grapples with supply chain constraints, but its long-term outlook is still bright. Its services ecosystem continues to expand, and it will eventually expand into new next-gen markets like augmented reality, virtual reality, and connected cars.</p><p><blockquote>由于努力应对供应链限制，苹果将面临近期经济放缓，但其长期前景仍然光明。其服务生态系统不断扩展，最终将扩展到增强现实、虚拟现实和联网汽车等新的下一代市场。</blockquote></p><p> <b>2. Verizon</b></p><p><blockquote><b>2.威瑞森</b></blockquote></p><p> <b>Verizon</b>&nbsp;pays a forward dividend yield of 5%. The telecom giant has raised that dividend annually for 15 straight years, and it's spent less than half of its earnings per share on those payments over the past 12 months. The stock also trades at just nine times forward earnings.</p><p><blockquote><b>Verizon</b>支付5%的远期股息率。这家电信巨头已连续15年每年提高股息，在过去12个月里，它在这些支付上的支出不到每股收益的一半。该股的预期市盈率也仅为九倍。</blockquote></p><p> At first glance, Verizon seems like a lackluster investment. It's declined more than 10% over the past three years as the&nbsp;<b>S&amp;P 500</b>&nbsp;has risen nearly 70%.</p><p><blockquote>乍一看，Verizon似乎是一项乏善可陈的投资。过去三年下降了10%以上<b>标普500</b>已上涨近70%。</blockquote></p><p> However, Verizon's stock will likely remain stable as rising inflation and higher interest rates rattle the markets. As the largest wireless carrier in the U.S., Verizon can likely pass on most of its higher costs onto consumers without significantly increasing its churn rates. It's also a more streamlined company than&nbsp;<b>AT&amp;T</b>, which is still trying toundo the damageof the debt-fueled expansions of its media and pay-TV ecosystems.</p><p><blockquote>然而，随着通胀上升和利率上升扰乱市场，Verizon的股价可能会保持稳定。作为美国最大的无线运营商，Verizon可能会将大部分较高的成本转嫁给消费者，而不会显着增加其流失率。它也是一家比<b>AT&amp;T</b>该公司仍在努力弥补债务推动的媒体和付费电视生态系统扩张造成的损害。</blockquote></p><p> Verizon's stable returns, sticky ecosystem, high dividend, and low valuation will all make it an ideal safe-haven stock in an inflationary market.</p><p><blockquote>Verizon稳定的回报、粘性生态系统、高股息和低估值都将使其成为通胀市场中理想的避险股票。</blockquote></p><p> <b>3. Qualcomm</b></p><p><blockquote><b>3.高通</b></blockquote></p><p> <b>Qualcomm</b>, one of the world's largest mobile chipmakers, pays a forward dividend yield of 1.5%. It's raised its annual payout over the past two years, and it's only spent about a third of its earnings on its dividends over the past 12 months.</p><p><blockquote><b>Qualcomm</b>是全球最大的移动芯片制造商之一，支付1.5%的远期股息率。过去两年，该公司提高了年度派息，而过去12个月，该公司仅将收益的三分之一左右用于股息。</blockquote></p><p> Qualcomm's two main businesses are both well-insulated from inflation. Its Snapdragon system on chips (SoCs), which bundle together a mobile CPU, GPU, and baseband modem, power most of the world's high-end smartphones. They can also be found in&nbsp;virtual reality headsets, cars, and drones. The secular growth of those markets will give Qualcomm plenty of pricing power.</p><p><blockquote>高通的两项主要业务都很好地抵御了通货膨胀。其骁龙片上系统（SoC）将移动CPU、GPU和基带调制解调器捆绑在一起，为世界上大多数高端智能手机提供动力。它们也可以在虚拟现实耳机、汽车和无人机中找到。这些市场的长期增长将赋予高通充足的定价权。</blockquote></p><p> Its licensing business, which leverages its portfolio of wireless patents to earn a cut of every smartphone sold worldwide, also generates a stable stream of high-margin revenue. It then plows a large portion of that excess cash into big buybacks and dividends.</p><p><blockquote>其授权业务利用其无线专利组合从全球销售的每部智能手机中赚取分成，也产生了稳定的高利润收入流。然后，它将大部分多余现金投入到大规模回购和股息中。</blockquote></p><p> Qualcomm's stock has already risen more than 200% as investors have recognized those long-term strengths, but it still looks cheap at 17 times forward earnings.</p><p><blockquote>随着投资者认识到这些长期优势，高通的股价已经上涨了200%以上，但预计市盈率为17倍，看起来仍然很便宜。</blockquote></p><p> <b>4. Texas Instruments</b></p><p><blockquote><b>4.德州仪器</b></blockquote></p><p> <b>Texas Instruments</b>&nbsp;manufactures a wide range of analog and embedded chips for consumer electronics, cars, industrial machines, and other markets. These chips aren't as powerful as Qualcomm's mobile chips, but they're just as essential and less capital-intensive to produce.</p><p><blockquote><b>德州仪器</b>为消费电子、汽车、工业机器和其他市场制造各种模拟和嵌入式芯片。这些芯片不如高通的移动芯片强大，但它们同样重要，生产资本密集度更低。</blockquote></p><p> Unlike Qualcomm, which outsources the production of its chips to third-party foundries, TI manufactures its own chips in-house. That business model insulates it from the ongoing chip shortage, and its cost-cutting migration from 200mm to 300mm wafers over the past few years enabled it to significantly reduce its own manufacturing costs and boost its gross margins.</p><p><blockquote>与将芯片生产外包给第三方代工厂的高通不同，TI在内部制造自己的芯片。这种商业模式使其免受持续芯片短缺的影响，过去几年其从200毫米晶圆到300毫米晶圆的成本削减迁移使其能够显着降低自身制造成本并提高毛利率。</blockquote></p><p></p><p> TI's business is naturally resistant to inflation since it has much better control over its own supply chain and operating expenses than other chipmakers, and it generates plenty of excess cash for buybacks and dividends. It reduced its number of outstanding shares by 46% between 2004 and 2020, and it's raised its dividend annually for 18 straight years. It currently pays a forward dividend yield of 2.4%, which is supported by a sustainable payout ratio of 52%.</p><p><blockquote>TI的业务自然能够抵抗通货膨胀，因为它比其他芯片制造商更好地控制自己的供应链和运营费用，并且它产生大量多余现金用于回购和股息。2004年至2020年间，该公司已发行股票数量减少了46%，并连续18年每年提高股息。它目前支付2.4%的远期股息收益率，并得到52%的可持续派息率的支持。</blockquote></p><p> TI's stock has more than doubled over the past three years, but it still trades at 23 times forward earnings. That reasonable valuation, along with its healthy yield and stable business, makes TI a reliable and inflation-resistant tech stock.</p><p><blockquote>TI的股价在过去三年中上涨了一倍多，但其预期市盈率仍为23倍。合理的估值，加上其健康的收益率和稳定的业务，使TI成为一只可靠且抗通胀的科技股。</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>4 of the Safest Dividend Stocks That'll Help You Crush Inflation<blockquote>4只最安全的股息股票将帮助您抑制通货膨胀</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\">\n4 of the Safest Dividend Stocks That'll Help You Crush Inflation<blockquote>4只最安全的股息股票将帮助您抑制通货膨胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-07 16:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Rising inflation is wreaking havoc on many high-growth stocks as investors fret over higher costs and reduced future valuations. Higher interest rates, which counter inflation, are also sparking fears of an economic slowdown and causing investors to rotate from dividend stocks toward lower-risk bonds.</p><p><blockquote>由于投资者担心成本上升和未来估值下降，通胀上升正在对许多高增长股票造成严重破坏。对抗通胀的利率上升也引发了人们对经济放缓的担忧，并导致投资者从股息股票转向风险较低的债券。</blockquote></p><p> Faced with&nbsp;these challenges, it might seem like a bad idea to buy dividend-paying tech stocks. However, these four tech dividend stocks should remain resilient and easily withstand the upcoming inflation-related challenges.</p><p><blockquote>面对这些挑战，购买派息科技股似乎是个坏主意。然而，这四只科技股息股应该保持弹性，并轻松抵御即将到来的通胀相关挑战。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3710057a11169b9e18f5bf46888ca7fb\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Apple.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：苹果。</span></p></blockquote></p><p> <b>1. Apple</b></p><p><blockquote><b>1.苹果</b></blockquote></p><p> <b>Apple</b>&nbsp;only pays a forward dividend yield of 0.5%, but its lowpayout ratioof 15% indicates there's still plenty of room for much higher payments. Apple's stock price has risen nearly 270% over the past three years, but it still doesn't look terribly expensive at 29 times forward earnings.</p><p><blockquote><b>苹果</b>仅支付0.5%的远期股息收益率，但其15%的低派息率表明仍有很大的空间来支付更高的股息。苹果的股价在过去三年里上涨了近270%，但29倍的预期市盈率看起来仍然不是很贵。</blockquote></p><p> Apple is an inflation-resistant company for two simple reasons. First, it has the clout to negotiate more favorable prices from its suppliers. Second, it probably won't lose a lot of its loyal customers if it charges higher prices for its hardware since they're already firmly locked into its software ecosystem.</p><p><blockquote>苹果是一家抗通胀公司，原因很简单，有两个。首先，它有能力从供应商那里谈判更优惠的价格。其次，如果它对硬件收取更高的价格，它可能不会失去很多忠实客户，因为他们已经牢牢地锁定在其软件生态系统中。</blockquote></p><p> Apple has also consistently executed big stock buybacks, which have reduced its outstanding shares by nearly 22% over the past five years. Spending more cash on those buybacks, which boosts the value of its remaining shares, is a better strategy than letting its cash stagnate in an inflationary environment.</p><p><blockquote>苹果还持续执行大规模股票回购，过去五年使其流通股减少了近22%。在这些回购上花费更多现金，从而提高其剩余股票的价值，是比让现金在通胀环境中停滞不前更好的策略。</blockquote></p><p> Apple will face a&nbsp;near-term slowdown&nbsp;as it grapples with supply chain constraints, but its long-term outlook is still bright. Its services ecosystem continues to expand, and it will eventually expand into new next-gen markets like augmented reality, virtual reality, and connected cars.</p><p><blockquote>由于努力应对供应链限制，苹果将面临近期经济放缓，但其长期前景仍然光明。其服务生态系统不断扩展，最终将扩展到增强现实、虚拟现实和联网汽车等新的下一代市场。</blockquote></p><p> <b>2. Verizon</b></p><p><blockquote><b>2.威瑞森</b></blockquote></p><p> <b>Verizon</b>&nbsp;pays a forward dividend yield of 5%. The telecom giant has raised that dividend annually for 15 straight years, and it's spent less than half of its earnings per share on those payments over the past 12 months. The stock also trades at just nine times forward earnings.</p><p><blockquote><b>Verizon</b>支付5%的远期股息率。这家电信巨头已连续15年每年提高股息，在过去12个月里，它在这些支付上的支出不到每股收益的一半。该股的预期市盈率也仅为九倍。</blockquote></p><p> At first glance, Verizon seems like a lackluster investment. It's declined more than 10% over the past three years as the&nbsp;<b>S&amp;P 500</b>&nbsp;has risen nearly 70%.</p><p><blockquote>乍一看，Verizon似乎是一项乏善可陈的投资。过去三年下降了10%以上<b>标普500</b>已上涨近70%。</blockquote></p><p> However, Verizon's stock will likely remain stable as rising inflation and higher interest rates rattle the markets. As the largest wireless carrier in the U.S., Verizon can likely pass on most of its higher costs onto consumers without significantly increasing its churn rates. It's also a more streamlined company than&nbsp;<b>AT&amp;T</b>, which is still trying toundo the damageof the debt-fueled expansions of its media and pay-TV ecosystems.</p><p><blockquote>然而，随着通胀上升和利率上升扰乱市场，Verizon的股价可能会保持稳定。作为美国最大的无线运营商，Verizon可能会将大部分较高的成本转嫁给消费者，而不会显着增加其流失率。它也是一家比<b>AT&amp;T</b>该公司仍在努力弥补债务推动的媒体和付费电视生态系统扩张造成的损害。</blockquote></p><p> Verizon's stable returns, sticky ecosystem, high dividend, and low valuation will all make it an ideal safe-haven stock in an inflationary market.</p><p><blockquote>Verizon稳定的回报、粘性生态系统、高股息和低估值都将使其成为通胀市场中理想的避险股票。</blockquote></p><p> <b>3. Qualcomm</b></p><p><blockquote><b>3.高通</b></blockquote></p><p> <b>Qualcomm</b>, one of the world's largest mobile chipmakers, pays a forward dividend yield of 1.5%. It's raised its annual payout over the past two years, and it's only spent about a third of its earnings on its dividends over the past 12 months.</p><p><blockquote><b>Qualcomm</b>是全球最大的移动芯片制造商之一，支付1.5%的远期股息率。过去两年，该公司提高了年度派息，而过去12个月，该公司仅将收益的三分之一左右用于股息。</blockquote></p><p> Qualcomm's two main businesses are both well-insulated from inflation. Its Snapdragon system on chips (SoCs), which bundle together a mobile CPU, GPU, and baseband modem, power most of the world's high-end smartphones. They can also be found in&nbsp;virtual reality headsets, cars, and drones. The secular growth of those markets will give Qualcomm plenty of pricing power.</p><p><blockquote>高通的两项主要业务都很好地抵御了通货膨胀。其骁龙片上系统（SoC）将移动CPU、GPU和基带调制解调器捆绑在一起，为世界上大多数高端智能手机提供动力。它们也可以在虚拟现实耳机、汽车和无人机中找到。这些市场的长期增长将赋予高通充足的定价权。</blockquote></p><p> Its licensing business, which leverages its portfolio of wireless patents to earn a cut of every smartphone sold worldwide, also generates a stable stream of high-margin revenue. It then plows a large portion of that excess cash into big buybacks and dividends.</p><p><blockquote>其授权业务利用其无线专利组合从全球销售的每部智能手机中赚取分成，也产生了稳定的高利润收入流。然后，它将大部分多余现金投入到大规模回购和股息中。</blockquote></p><p> Qualcomm's stock has already risen more than 200% as investors have recognized those long-term strengths, but it still looks cheap at 17 times forward earnings.</p><p><blockquote>随着投资者认识到这些长期优势，高通的股价已经上涨了200%以上，但预计市盈率为17倍，看起来仍然很便宜。</blockquote></p><p> <b>4. Texas Instruments</b></p><p><blockquote><b>4.德州仪器</b></blockquote></p><p> <b>Texas Instruments</b>&nbsp;manufactures a wide range of analog and embedded chips for consumer electronics, cars, industrial machines, and other markets. These chips aren't as powerful as Qualcomm's mobile chips, but they're just as essential and less capital-intensive to produce.</p><p><blockquote><b>德州仪器</b>为消费电子、汽车、工业机器和其他市场制造各种模拟和嵌入式芯片。这些芯片不如高通的移动芯片强大，但它们同样重要，生产资本密集度更低。</blockquote></p><p> Unlike Qualcomm, which outsources the production of its chips to third-party foundries, TI manufactures its own chips in-house. That business model insulates it from the ongoing chip shortage, and its cost-cutting migration from 200mm to 300mm wafers over the past few years enabled it to significantly reduce its own manufacturing costs and boost its gross margins.</p><p><blockquote>与将芯片生产外包给第三方代工厂的高通不同，TI在内部制造自己的芯片。这种商业模式使其免受持续芯片短缺的影响，过去几年其从200毫米晶圆到300毫米晶圆的成本削减迁移使其能够显着降低自身制造成本并提高毛利率。</blockquote></p><p></p><p> TI's business is naturally resistant to inflation since it has much better control over its own supply chain and operating expenses than other chipmakers, and it generates plenty of excess cash for buybacks and dividends. It reduced its number of outstanding shares by 46% between 2004 and 2020, and it's raised its dividend annually for 18 straight years. It currently pays a forward dividend yield of 2.4%, which is supported by a sustainable payout ratio of 52%.</p><p><blockquote>TI的业务自然能够抵抗通货膨胀，因为它比其他芯片制造商更好地控制自己的供应链和运营费用，并且它产生大量多余现金用于回购和股息。2004年至2020年间，该公司已发行股票数量减少了46%，并连续18年每年提高股息。它目前支付2.4%的远期股息收益率，并得到52%的可持续派息率的支持。</blockquote></p><p> TI's stock has more than doubled over the past three years, but it still trades at 23 times forward earnings. That reasonable valuation, along with its healthy yield and stable business, makes TI a reliable and inflation-resistant tech stock.</p><p><blockquote>TI的股价在过去三年中上涨了一倍多，但其预期市盈率仍为23倍。合理的估值，加上其健康的收益率和稳定的业务，使TI成为一只可靠且抗通胀的科技股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/06/safe-dividend-stocks-that-help-crush-inflation/\">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":{"AAPL":"苹果","TXN":"德州仪器","VZ":"Verizon Comms","QCOM":"高通"},"source_url":"https://www.fool.com/investing/2021/12/06/safe-dividend-stocks-that-help-crush-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153880755","content_text":"Rising inflation is wreaking havoc on many high-growth stocks as investors fret over higher costs and reduced future valuations. Higher interest rates, which counter inflation, are also sparking fears of an economic slowdown and causing investors to rotate from dividend stocks toward lower-risk bonds.\nFaced with these challenges, it might seem like a bad idea to buy dividend-paying tech stocks. However, these four tech dividend stocks should remain resilient and easily withstand the upcoming inflation-related challenges.\nImage source: Apple.\n1. Apple\nApple only pays a forward dividend yield of 0.5%, but its lowpayout ratioof 15% indicates there's still plenty of room for much higher payments. Apple's stock price has risen nearly 270% over the past three years, but it still doesn't look terribly expensive at 29 times forward earnings.\nApple is an inflation-resistant company for two simple reasons. First, it has the clout to negotiate more favorable prices from its suppliers. Second, it probably won't lose a lot of its loyal customers if it charges higher prices for its hardware since they're already firmly locked into its software ecosystem.\nApple has also consistently executed big stock buybacks, which have reduced its outstanding shares by nearly 22% over the past five years. Spending more cash on those buybacks, which boosts the value of its remaining shares, is a better strategy than letting its cash stagnate in an inflationary environment.\nApple will face a near-term slowdown as it grapples with supply chain constraints, but its long-term outlook is still bright. Its services ecosystem continues to expand, and it will eventually expand into new next-gen markets like augmented reality, virtual reality, and connected cars.\n2. Verizon\nVerizon pays a forward dividend yield of 5%. The telecom giant has raised that dividend annually for 15 straight years, and it's spent less than half of its earnings per share on those payments over the past 12 months. The stock also trades at just nine times forward earnings.\nAt first glance, Verizon seems like a lackluster investment. It's declined more than 10% over the past three years as the S&P 500 has risen nearly 70%.\nHowever, Verizon's stock will likely remain stable as rising inflation and higher interest rates rattle the markets. As the largest wireless carrier in the U.S., Verizon can likely pass on most of its higher costs onto consumers without significantly increasing its churn rates. It's also a more streamlined company than AT&T, which is still trying toundo the damageof the debt-fueled expansions of its media and pay-TV ecosystems.\nVerizon's stable returns, sticky ecosystem, high dividend, and low valuation will all make it an ideal safe-haven stock in an inflationary market.\n3. Qualcomm\nQualcomm, one of the world's largest mobile chipmakers, pays a forward dividend yield of 1.5%. It's raised its annual payout over the past two years, and it's only spent about a third of its earnings on its dividends over the past 12 months.\nQualcomm's two main businesses are both well-insulated from inflation. Its Snapdragon system on chips (SoCs), which bundle together a mobile CPU, GPU, and baseband modem, power most of the world's high-end smartphones. They can also be found in virtual reality headsets, cars, and drones. The secular growth of those markets will give Qualcomm plenty of pricing power.\nIts licensing business, which leverages its portfolio of wireless patents to earn a cut of every smartphone sold worldwide, also generates a stable stream of high-margin revenue. It then plows a large portion of that excess cash into big buybacks and dividends.\nQualcomm's stock has already risen more than 200% as investors have recognized those long-term strengths, but it still looks cheap at 17 times forward earnings.\n4. Texas Instruments\nTexas Instruments manufactures a wide range of analog and embedded chips for consumer electronics, cars, industrial machines, and other markets. These chips aren't as powerful as Qualcomm's mobile chips, but they're just as essential and less capital-intensive to produce.\nUnlike Qualcomm, which outsources the production of its chips to third-party foundries, TI manufactures its own chips in-house. That business model insulates it from the ongoing chip shortage, and its cost-cutting migration from 200mm to 300mm wafers over the past few years enabled it to significantly reduce its own manufacturing costs and boost its gross margins.\nTI's business is naturally resistant to inflation since it has much better control over its own supply chain and operating expenses than other chipmakers, and it generates plenty of excess cash for buybacks and dividends. It reduced its number of outstanding shares by 46% between 2004 and 2020, and it's raised its dividend annually for 18 straight years. It currently pays a forward dividend yield of 2.4%, which is supported by a sustainable payout ratio of 52%.\nTI's stock has more than doubled over the past three years, but it still trades at 23 times forward earnings. That reasonable valuation, along with its healthy yield and stable business, makes TI a reliable and inflation-resistant tech stock.","news_type":1,"symbols_score_info":{"TXN":0.9,"AAPL":0.9,"VZ":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603242331,"gmtCreate":1638418542071,"gmtModify":1638418542188,"author":{"id":"4099386477789900","authorId":"4099386477789900","name":"ZenS","avatar":"https://static.tigerbbs.com/324509a48d68e3dda5197e34410bd081","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099386477789900","idStr":"4099386477789900"},"themes":[],"htmlText":"Both","listText":"Both","text":"Both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603242331","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","kind":"news","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。今天，我们仔细看看Moderna和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎重新引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11月26日星期五，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的COVID-19疫苗制造商之间，我们评估了Moderna和辉瑞的股票，并问自己：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>Moderna股票目前有13名分析师一致持有，平均目标价为298美元，这表明较当前水平下跌17%。华尔街的评估表明，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的COVID-19疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，继11月上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，平均目标价为50美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的Chris Schott将辉瑞的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然分析师认为该公司核心业务的上涨空间有限，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。例如，自2020年3月COVID-19大流行开始以来，Moderna的股价已上涨超过1,200%，而辉瑞股价同期上涨了79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE表现。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为MRNA是COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达32倍，该股可能会更加波动，并存在更高的下行风险。另一方面，PFE可能是整个医疗保健领域更好的长期押注，特别是考虑到2023年去风险市盈率仅为13倍。</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>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-01 22:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。今天，我们仔细看看Moderna和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎重新引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11月26日星期五，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的COVID-19疫苗制造商之间，我们评估了Moderna和辉瑞的股票，并问自己：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>Moderna股票目前有13名分析师一致持有，平均目标价为298美元，这表明较当前水平下跌17%。华尔街的评估表明，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的COVID-19疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，继11月上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，平均目标价为50美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的Chris Schott将辉瑞的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然分析师认为该公司核心业务的上涨空间有限，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。例如，自2020年3月COVID-19大流行开始以来，Moderna的股价已上涨超过1,200%，而辉瑞股价同期上涨了79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE表现。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为MRNA是COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达32倍，该股可能会更加波动，并存在更高的下行风险。另一方面，PFE可能是整个医疗保健领域更好的长期押注，特别是考虑到2023年去风险市盈率仅为13倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">TheStreet</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":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}