Inflation_老虎社区_美港股上老虎

2021-04-28

Inflation

Inflation Is Coming. 5 Stocks to Buy Now.<blockquote>通货膨胀即将来临。立即购买的 5 只股票。</blockquote>

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Some companies reap higher profits when prices rise.<blockquote>投资者担心通货膨胀是因为他们认为通货膨胀对股市不利，但事实并非如此。当价格上涨时，一些公司获得更高的利润。</blockquote> The trick is figuring out which companies can navigate the changing landscape. Strategists at UBS did that, sifting through stocks to find the outperformers.<blockquote>诀窍是找出哪些公司可以驾驭不断变化的格局。瑞银的策略师就是这样做的，他们筛选股票，寻找表现优异的股票。</blockquote> First, though, the intricacies of inflation. When consumer demand grows for something, companies buy supplies from producers to fill that demand, and producers, in turn, raise their prices. This year is a good example. Reopenings plus trillions of fiscal stimulus dollars are&nbsp;lifting demand. Producer prices rose 4.2% year over year in March, the largest increase since 2011.<blockquote>然而，首先是通货膨胀的复杂性。当消费者对某样东西的需求增长时，公司会从生产商那里购买供应品来满足这种需求，而生产商反过来会提高价格。今年就是一个很好的例子。重新开放加上数万亿美元的财政刺激正在提振需求。3月份生产者价格同比上涨4.2%，为2011年以来最大涨幅。</blockquote> Now, companies often pass on their costs to consumers—and if consumer inflation is strong enough, the Federal Reserve lifts interest rates, making stocks less attractive.<blockquote>现在，公司经常将成本转嫁给消费者——如果消费者通胀足够强劲，美联储就会提高利率，从而降低股票的吸引力。</blockquote> But the companies that raise prices faster than their costs rise tend to see their shares outperform those of companies that don’t. That’s because pricing power that strong drives revenue growth and expands profit margins, combining for a high rate of earnings growth.<blockquote>但是，那些涨价速度快于成本上升速度的公司，其股票往往会跑赢那些涨价速度快于成本上升速度的公司。这是因为强大的定价权推动了收入增长和利润率的扩大，两者结合起来，带来了高盈利增长率。</blockquote> When consumer inflation runs above a 3% annualized rate for six months, which it now has, companies with strong pricing power historically see their stocks outperform by 12 percentage points in the following year, according to UBS.<blockquote>瑞银表示，当消费者通胀率连续六个月高于目前 3% 的年化利率时，具有强大定价能力的公司历来会看到其股票在下一年的表现优于大盘 12 个百分点。</blockquote> UBS screened for stocks of large-capitalization companies that have had strong pricing power—and expanded profit margins—since 2010. The strategists assigned what they call a pricing power z-score, a number based on the pricing power of the company relative to other large-cap stocks; the higher the score means better pricing power. They noted many of these companies have high market share in their industries, which means they have competitive offerings, enabling them to raise price. The stocks on their list place in the top third in pricing power.<blockquote>瑞银筛选了自 2010 年以来具有强大定价能力和扩大利润率的大盘股。策略师们给他们的看涨期权分配了一个定价权z分数，这个数字基于公司相对于其他大盘股的定价权；分数越高意味着定价能力越强。他们指出，其中许多公司在其行业中拥有很高的市场份额，这意味着他们拥有有竞争力的产品，使他们能够提高价格。他们名单上的股票在定价能力上排名前三位。</blockquote> Here are five of the best ones, starting with the highest score:Regeneron Pharmaceuticals&nbsp;(ticker: REGN) has a score of 1.69. Several of Regeneron’s drugs are competitive—and could well command high prices.<blockquote>以下是五个最好的，从得分最高的开始：再生元制药公司（股票代码：REGN）的得分为 1.69。再生元公司的几种药物都很有竞争力，很可能会卖出高价。</blockquote> Vertex Pharmaceuticals&nbsp;(VRTX) has a score of 1.55.Last October, Vertex posted disappointing trial results on a drug in its pipeline and fell out of favor with investors. But the $55 billion-by-market-capitalization company has a strong track record of drug pricing—and in March, Barron’s called the stock a compelling buy after the pullback.<blockquote>Vertex Pharmaceuticals (VRTX) 的得分为 1.55。去年 10 月，Vertex 公布了其正在研发的一种药物的试验结果令人失望，并失去了投资者的青睐。但这家市值达 550 亿美元的公司在药品定价方面有着良好的记录，巴伦回调后称该股票值得买入。</blockquote> Comcast&nbsp;(CMCSA) has a score of 1.53. The telecommunications company is launching its Peacock streaming service. Digital entertainment subscriptions are likely to rise in price as consumers shift away from traditional television and into less-costly streaming.<blockquote>康卡斯特 (CMCSA) 得分为 1.53。这家电信公司正在推出孔雀流媒体服务。随着消费者从传统电视转向成本较低的流媒体，数字娱乐订阅的价格可能会上涨。</blockquote> Jazz Pharmaceuticals&nbsp;(JAZZ) has a 1.48 score. The biopharm announced “positive” Phase 3 study results in late April on a new oral solution. The findings potentially support pricing power on the drug.<blockquote>爵士制药 (JAZZ) 得分为 1.48。该生物制药公司于 4 月下旬宣布了一种新型口服溶液的 “积极 ”3 期研究结果。这些发现可能会支持该药物的定价权。</blockquote> Estee Lauder (EL) has a 1.42 score. The beauty brand&nbsp;is strengthening its presence in China and is seeing keen interest in its skin-care products.<blockquote>雅诗兰黛（EL）得分为1.42。该美容品牌正在加强其在中国的业务，并对其护肤品产生了浓厚的兴趣。</blockquote> Inflation doesn’t always have to hurt stocks. Just look in the right places. Sorting stocks by sector may not be best for finding companies that can charge up. Companies with competitive positioning in their product categories—they’re the ticket.<blockquote>通货膨胀并不总是会损害股市。找对地方就行了。按行业对股票进行排序可能不是寻找可以充电的公司的最佳方法。在产品类别中具有竞争地位的公司--他们就是门票。</blockquote>","source":"lsy1601382232898","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>Inflation Is Coming. 5 Stocks to Buy Now.<blockquote>通货膨胀即将来临。立即购买的 5 只股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Is Coming. 5 Stocks to Buy Now.<blockquote>通货膨胀即将来临。立即购买的 5 只股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-04-28 10:26\n\n</h4>\n</header>\n<article>\nInvestors worry about inflation because they think it’s bad for stocks, but that isn’t necessarily the case. Some companies reap higher profits when prices rise.<blockquote>投资者担心通货膨胀是因为他们认为通货膨胀对股市不利，但事实并非如此。当价格上涨时，一些公司获得更高的利润。</blockquote> The trick is figuring out which companies can navigate the changing landscape. Strategists at UBS did that, sifting through stocks to find the outperformers.<blockquote>诀窍是找出哪些公司可以驾驭不断变化的格局。瑞银的策略师就是这样做的，他们筛选股票，寻找表现优异的股票。</blockquote> First, though, the intricacies of inflation. When consumer demand grows for something, companies buy supplies from producers to fill that demand, and producers, in turn, raise their prices. This year is a good example. Reopenings plus trillions of fiscal stimulus dollars are&nbsp;lifting demand. Producer prices rose 4.2% year over year in March, the largest increase since 2011.<blockquote>然而，首先是通货膨胀的复杂性。当消费者对某样东西的需求增长时，公司会从生产商那里购买供应品来满足这种需求，而生产商反过来会提高价格。今年就是一个很好的例子。重新开放加上数万亿美元的财政刺激正在提振需求。3月份生产者价格同比上涨4.2%，为2011年以来最大涨幅。</blockquote> Now, companies often pass on their costs to consumers—and if consumer inflation is strong enough, the Federal Reserve lifts interest rates, making stocks less attractive.<blockquote>现在，公司经常将成本转嫁给消费者——如果消费者通胀足够强劲，美联储就会提高利率，从而降低股票的吸引力。</blockquote> But the companies that raise prices faster than their costs rise tend to see their shares outperform those of companies that don’t. That’s because pricing power that strong drives revenue growth and expands profit margins, combining for a high rate of earnings growth.<blockquote>但是，那些涨价速度快于成本上升速度的公司，其股票往往会跑赢那些涨价速度快于成本上升速度的公司。这是因为强大的定价权推动了收入增长和利润率的扩大，两者结合起来，带来了高盈利增长率。</blockquote> When consumer inflation runs above a 3% annualized rate for six months, which it now has, companies with strong pricing power historically see their stocks outperform by 12 percentage points in the following year, according to UBS.<blockquote>瑞银表示，当消费者通胀率连续六个月高于目前 3% 的年化利率时，具有强大定价能力的公司历来会看到其股票在下一年的表现优于大盘 12 个百分点。</blockquote> UBS screened for stocks of large-capitalization companies that have had strong pricing power—and expanded profit margins—since 2010. The strategists assigned what they call a pricing power z-score, a number based on the pricing power of the company relative to other large-cap stocks; the higher the score means better pricing power. They noted many of these companies have high market share in their industries, which means they have competitive offerings, enabling them to raise price. The stocks on their list place in the top third in pricing power.<blockquote>瑞银筛选了自 2010 年以来具有强大定价能力和扩大利润率的大盘股。策略师们给他们的看涨期权分配了一个定价权z分数，这个数字基于公司相对于其他大盘股的定价权；分数越高意味着定价能力越强。他们指出，其中许多公司在其行业中拥有很高的市场份额，这意味着他们拥有有竞争力的产品，使他们能够提高价格。他们名单上的股票在定价能力上排名前三位。</blockquote> Here are five of the best ones, starting with the highest score:Regeneron Pharmaceuticals&nbsp;(ticker: REGN) has a score of 1.69. Several of Regeneron’s drugs are competitive—and could well command high prices.<blockquote>以下是五个最好的，从得分最高的开始：再生元制药公司（股票代码：REGN）的得分为 1.69。再生元公司的几种药物都很有竞争力，很可能会卖出高价。</blockquote> Vertex Pharmaceuticals&nbsp;(VRTX) has a score of 1.55.Last October, Vertex posted disappointing trial results on a drug in its pipeline and fell out of favor with investors. But the $55 billion-by-market-capitalization company has a strong track record of drug pricing—and in March, Barron’s called the stock a compelling buy after the pullback.<blockquote>Vertex Pharmaceuticals (VRTX) 的得分为 1.55。去年 10 月，Vertex 公布了其正在研发的一种药物的试验结果令人失望，并失去了投资者的青睐。但这家市值达 550 亿美元的公司在药品定价方面有着良好的记录，巴伦回调后称该股票值得买入。</blockquote> Comcast&nbsp;(CMCSA) has a score of 1.53. The telecommunications company is launching its Peacock streaming service. Digital entertainment subscriptions are likely to rise in price as consumers shift away from traditional television and into less-costly streaming.<blockquote>康卡斯特 (CMCSA) 得分为 1.53。这家电信公司正在推出孔雀流媒体服务。随着消费者从传统电视转向成本较低的流媒体，数字娱乐订阅的价格可能会上涨。</blockquote> Jazz Pharmaceuticals&nbsp;(JAZZ) has a 1.48 score. The biopharm announced “positive” Phase 3 study results in late April on a new oral solution. The findings potentially support pricing power on the drug.<blockquote>爵士制药 (JAZZ) 得分为 1.48。该生物制药公司于 4 月下旬宣布了一种新型口服溶液的 “积极 ”3 期研究结果。这些发现可能会支持该药物的定价权。</blockquote> Estee Lauder (EL) has a 1.42 score. The beauty brand&nbsp;is strengthening its presence in China and is seeing keen interest in its skin-care products.<blockquote>雅诗兰黛（EL）得分为1.42。该美容品牌正在加强其在中国的业务，并对其护肤品产生了浓厚的兴趣。</blockquote> Inflation doesn’t always have to hurt stocks. Just look in the right places. Sorting stocks by sector may not be best for finding companies that can charge up. Companies with competitive positioning in their product categories—they’re the ticket.<blockquote>通货膨胀并不总是会损害股市。找对地方就行了。按行业对股票进行排序可能不是寻找可以充电的公司的最佳方法。在产品类别中具有竞争地位的公司--他们就是门票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/inflation-is-coming-5-stocks-to-buy-now-51619555096?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EL":"雅诗兰黛","JAZZ":"爵士制药","REGN":"再生元制药公司","VRTX":"福泰制药","CMCSA":"康卡斯特"},"source_url":"https://www.barrons.com/articles/inflation-is-coming-5-stocks-to-buy-now-51619555096?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112682916","content_text":"Investors worry about inflation because they think it’s bad for stocks, but that isn’t necessarily the case. Some companies reap higher profits when prices rise.\nThe trick is figuring out which companies can navigate the changing landscape. Strategists at UBS did that, sifting through stocks to find the outperformers.\nFirst, though, the intricacies of inflation. When consumer demand grows for something, companies buy supplies from producers to fill that demand, and producers, in turn, raise their prices. This year is a good example. Reopenings plus trillions of fiscal stimulus dollars are lifting demand. Producer prices rose 4.2% year over year in March, the largest increase since 2011.\nNow, companies often pass on their costs to consumers—and if consumer inflation is strong enough, the Federal Reserve lifts interest rates, making stocks less attractive.\nBut the companies that raise prices faster than their costs rise tend to see their shares outperform those of companies that don’t. That’s because pricing power that strong drives revenue growth and expands profit margins, combining for a high rate of earnings growth.\nWhen consumer inflation runs above a 3% annualized rate for six months, which it now has, companies with strong pricing power historically see their stocks outperform by 12 percentage points in the following year, according to UBS.\nUBS screened for stocks of large-capitalization companies that have had strong pricing power—and expanded profit margins—since 2010. The strategists assigned what they call a pricing power z-score, a number based on the pricing power of the company relative to other large-cap stocks; the higher the score means better pricing power. They noted many of these companies have high market share in their industries, which means they have competitive offerings, enabling them to raise price. The stocks on their list place in the top third in pricing power.\nHere are five of the best ones, starting with the highest score:Regeneron Pharmaceuticals (ticker: REGN) has a score of 1.69. Several of Regeneron’s drugs are competitive—and could well command high prices.\nVertex Pharmaceuticals (VRTX) has a score of 1.55.Last October, Vertex posted disappointing trial results on a drug in its pipeline and fell out of favor with investors. But the $55 billion-by-market-capitalization company has a strong track record of drug pricing—and in March, Barron’s called the stock a compelling buy after the pullback.\nComcast (CMCSA) has a score of 1.53. The telecommunications company is launching its Peacock streaming service. Digital entertainment subscriptions are likely to rise in price as consumers shift away from traditional television and into less-costly streaming.\nJazz Pharmaceuticals (JAZZ) has a 1.48 score. The biopharm announced “positive” Phase 3 study results in late April on a new oral solution. The findings potentially support pricing power on the drug.\nEstee Lauder (EL) has a 1.42 score. The beauty brand is strengthening its presence in China and is seeing keen interest in its skin-care products.\nInflation doesn’t always have to hurt stocks. Just look in the right places. Sorting stocks by sector may not be best for finding companies that can charge up. Companies with competitive positioning in their product categories—they’re the ticket.","news_type":1,"symbols_score_info":{"VRTX":0.9,"REGN":0.9,"EL":0.9,"CMCSA":0.9,"JAZZ":0.9}},"isVote":1,"tweetType":1,"viewCount":773,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/100977770"}