PeopleAction
2021-04-04
Have a great Easter Sunday!
2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":349019321,"tweetId":"349019321","gmtCreate":1617504168463,"gmtModify":1634520753018,"author":{"id":3553751084635254,"idStr":"3553751084635254","authorId":3553751084635254,"authorIdStr":"3553751084635254","name":"PeopleAction","avatar":"https://static.tigerbbs.com/50b5756d6638c3b8fc7eb475adc1ab9c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Have a great Easter Sunday!</p></body></html>","htmlText":"<html><head></head><body><p>Have a great Easter Sunday!</p></body></html>","text":"Have a great Easter Sunday!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/349019321","repostId":1158992788,"repostType":4,"repost":{"id":"1158992788","kind":"news","pubTimestamp":1617365040,"share":"https://www.laohunote.com/m/news/1158992788?lang=zh_CN&edition=full","pubTime":"2021-04-02 20:04","market":"us","language":"en","title":"2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158992788","media":"Motley Fool","summary":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies wi","content":"<p>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.</p><p><blockquote>这两只科技股提供了稳定性和增长的结合,投资者可以放心地购买并长期持有。当天的热门股票听起来可能太好了,不容错过,但你的长期投资组合应该关注那些在今天和未来十年都应该具有强劲基本面的股票。很难看到10年后的未来,意想不到的事情总是会突然出现,扰乱一个合理的叙事。</blockquote></p><p>However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.</p><p><blockquote>然而,我们可以采取一些措施来识别具有出色增长机会和可持续竞争优势的公司。一些大趋势相对容易预测,从长远来看,推动这些趋势的最佳公司可能会跑赢市场。有了 10 年的时间范围,我们不必那么小心地限制波动性或吹毛求疵的估值比率。十年后,赢家将度过经济周期,增长足以证明当今除最激进的估值之外的所有估值都是合理的。</blockquote></p><p>These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.</p><p><blockquote>这两只股票已经建立了业务,接触了主要的技术趋势,并在增长类别中拥有声誉良好的产品。它们是你投资组合的重要组成部分。</blockquote></p><p><b>NVIDIA</b></p><p><blockquote><b>英伟达</b></blockquote></p><p><b>NVIDIA</b>(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)成为计算机图形处理单元 (GPU) 设计和生产领域的领导者。该公司的产品已经发展成为数据中心、加密货币挖矿硬件、自动驾驶汽车和机器人技术的重要组成部分。这使得 NVDIA 的命运与预计将定义未来十年的一些颠覆性技术趋势直接一致。随着区块链、人工智能、安全、远程连接和视频游戏变得更加突出,对英伟达行业领先产品的需求也将增长。</blockquote></p><p>The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves from<b>Apple</b>and others to manufacture chips internally boost demand for chip design services.</p><p><blockquote>该公司还在就收购一家名为 Arm 的授权芯片设计公司进行深入讨论,这将把 NVIDIA 的业务扩展到新的增长渠道。如果从<b>苹果</b>以及其他在内部制造芯片的公司推动了对芯片设计服务的需求。</blockquote></p><p>The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.</p><p><blockquote>这个故事有相当大的风险。众所周知,半导体行业具有周期性,因为需求和定价可能会根据产品更换周期而不是全球宏观经济状况而大幅波动。此外,高度波动的加密货币价格的严重下跌也可能导致采矿所用芯片的需求急剧下降。NVIDIA 的市盈率超过 38 倍,市盈率近 19 倍,企业价值与 EBITDA 比率超过 55。如果坏消息传来,股价可能会迅速暴跌。</blockquote></p><p>Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.</p><p><blockquote>尽管如此,英伟达仍在快速增长,其产品享有极佳的声誉。该公司与未来十年所有最令人兴奋的技术趋势紧密相连,股东面前有一个巨大的机会。今天持有很好,未来可能会更大。</blockquote></p><p><b>Microsoft</b></p><p><blockquote><b>微软</b></blockquote></p><p><b>Microsoft</b>(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.</p><p><blockquote><b>微软</b>(纳斯达克股票代码:MSFT)以其 Windows 操作系统和办公软件套件而闻名,但它也是云服务的主要参与者之一。该公司还拥有网络和就业社交媒体平台LinkedIn,拥有庞大的视频游戏业务,并销售广受欢迎的Surface品牌触摸屏电脑。</blockquote></p><p>Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.</p><p><blockquote>微软拥有罕见的有利特征组合。该公司通过巨大的规模和产品多样性享有稳定性,但它也实现了非凡的增长——这并不常见。2021财年的前六个月,总销售额比上一年增长了近15%。该公司的 Azure 服务器产品和云服务最近一个季度同比增长 50%。该细分市场已经扩大到超过微软旗舰个人计算产品产生的收入。现在几乎每个企业都是技术支持的,软件即服务(SaaS)、网络安全和远程协作的不可避免的增长是云服务提供商的催化剂。</blockquote></p><p>Microsoft is in direct competition with fearsome heavy-hitters including<b>Amazon</b>,<b>Alphabet</b>, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.</p><p><blockquote>微软正在与可怕的重量级人物直接竞争,包括<b>亚马逊</b>,<b>Alphabet</b>还有苹果。这当然是一个风险。也就是说,Azure在云市场仅次于AWS,占有20%的份额。令人鼓舞的是,在过去的一年里,它实际上增加了市场份额。未来十年,微软只需保持份额即可实现增长,因为云服务预计每年将增长近20%。</blockquote></p><p>At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.</p><p><blockquote>远期市盈率仅为 28.7,相对于与竞争相关的风险,这里有太多的上涨潜力。微软拥有既定的业务,使其成为相对安全的股票,并且还提供了跑赢市场的增长潜力。</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>2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</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\">\n2 Top Stocks You Can Buy and Hold for the Next Decade<blockquote>未来十年您可以购买和持有的 2 只热门股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-02 20:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.</p><p><blockquote>这两只科技股提供了稳定性和增长的结合,投资者可以放心地购买并长期持有。当天的热门股票听起来可能太好了,不容错过,但你的长期投资组合应该关注那些在今天和未来十年都应该具有强劲基本面的股票。很难看到10年后的未来,意想不到的事情总是会突然出现,扰乱一个合理的叙事。</blockquote></p><p>However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.</p><p><blockquote>然而,我们可以采取一些措施来识别具有出色增长机会和可持续竞争优势的公司。一些大趋势相对容易预测,从长远来看,推动这些趋势的最佳公司可能会跑赢市场。有了 10 年的时间范围,我们不必那么小心地限制波动性或吹毛求疵的估值比率。十年后,赢家将度过经济周期,增长足以证明当今除最激进的估值之外的所有估值都是合理的。</blockquote></p><p>These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.</p><p><blockquote>这两只股票已经建立了业务,接触了主要的技术趋势,并在增长类别中拥有声誉良好的产品。它们是你投资组合的重要组成部分。</blockquote></p><p><b>NVIDIA</b></p><p><blockquote><b>英伟达</b></blockquote></p><p><b>NVIDIA</b>(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)成为计算机图形处理单元 (GPU) 设计和生产领域的领导者。该公司的产品已经发展成为数据中心、加密货币挖矿硬件、自动驾驶汽车和机器人技术的重要组成部分。这使得 NVDIA 的命运与预计将定义未来十年的一些颠覆性技术趋势直接一致。随着区块链、人工智能、安全、远程连接和视频游戏变得更加突出,对英伟达行业领先产品的需求也将增长。</blockquote></p><p>The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves from<b>Apple</b>and others to manufacture chips internally boost demand for chip design services.</p><p><blockquote>该公司还在就收购一家名为 Arm 的授权芯片设计公司进行深入讨论,这将把 NVIDIA 的业务扩展到新的增长渠道。如果从<b>苹果</b>以及其他在内部制造芯片的公司推动了对芯片设计服务的需求。</blockquote></p><p>The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.</p><p><blockquote>这个故事有相当大的风险。众所周知,半导体行业具有周期性,因为需求和定价可能会根据产品更换周期而不是全球宏观经济状况而大幅波动。此外,高度波动的加密货币价格的严重下跌也可能导致采矿所用芯片的需求急剧下降。NVIDIA 的市盈率超过 38 倍,市盈率近 19 倍,企业价值与 EBITDA 比率超过 55。如果坏消息传来,股价可能会迅速暴跌。</blockquote></p><p>Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.</p><p><blockquote>尽管如此,英伟达仍在快速增长,其产品享有极佳的声誉。该公司与未来十年所有最令人兴奋的技术趋势紧密相连,股东面前有一个巨大的机会。今天持有很好,未来可能会更大。</blockquote></p><p><b>Microsoft</b></p><p><blockquote><b>微软</b></blockquote></p><p><b>Microsoft</b>(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.</p><p><blockquote><b>微软</b>(纳斯达克股票代码:MSFT)以其 Windows 操作系统和办公软件套件而闻名,但它也是云服务的主要参与者之一。该公司还拥有网络和就业社交媒体平台LinkedIn,拥有庞大的视频游戏业务,并销售广受欢迎的Surface品牌触摸屏电脑。</blockquote></p><p>Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.</p><p><blockquote>微软拥有罕见的有利特征组合。该公司通过巨大的规模和产品多样性享有稳定性,但它也实现了非凡的增长——这并不常见。2021财年的前六个月,总销售额比上一年增长了近15%。该公司的 Azure 服务器产品和云服务最近一个季度同比增长 50%。该细分市场已经扩大到超过微软旗舰个人计算产品产生的收入。现在几乎每个企业都是技术支持的,软件即服务(SaaS)、网络安全和远程协作的不可避免的增长是云服务提供商的催化剂。</blockquote></p><p>Microsoft is in direct competition with fearsome heavy-hitters including<b>Amazon</b>,<b>Alphabet</b>, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.</p><p><blockquote>微软正在与可怕的重量级人物直接竞争,包括<b>亚马逊</b>,<b>Alphabet</b>还有苹果。这当然是一个风险。也就是说,Azure在云市场仅次于AWS,占有20%的份额。令人鼓舞的是,在过去的一年里,它实际上增加了市场份额。未来十年,微软只需保持份额即可实现增长,因为云服务预计每年将增长近20%。</blockquote></p><p>At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.</p><p><blockquote>远期市盈率仅为 28.7,相对于与竞争相关的风险,这里有太多的上涨潜力。微软拥有既定的业务,使其成为相对安全的股票,并且还提供了跑赢市场的增长潜力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/\">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","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/04/02/2-top-stocks-you-can-buy-and-hold-for-the-next-dec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158992788","content_text":"These two tech stocks provide a combination of stability and growth that investors can confidently buy and hold for the long term.The hot stock of the day might sound too good to pass up, but your long-term investment portfolio should focus on stocks that should have strong fundamentals both today and a decade into the future. It's hard to see 10 years into the future, and the unexpected can always leap up to disrupt a sound narrative.However, there are steps we can take to identify companies with stellar growth opportunities and sustainable competitive advantages. Some mega-trends are relatively easy to predict, and the best companies enabling those trends are likely to outperform the market over the long term. With a 10-year time horizon, we don't have to take as much care to limit volatility or nitpickvaluation ratios. A decade from now, the winners will have ridden out economic cycles and grown enough to justify all but the most aggressive valuations today.These two stocks have established businesses, exposure to major tech trends, and reputable products in growth categories. They're great building blocks for your investment portfolio.NVIDIANVIDIA(NASDAQ:NVDA)rose to prominence as a leader in the design and production of graphics processing units (GPU) for computers. The company's products have evolved to become important components in data centers, cryptocurrency mining hardware, autonomous vehicles, and robotics. This aligns NVDIA's fortunes directly with some of thedisruptive technology trendsthat are expected to define the next decade. As blockchain, AI, security, remote connectivity, and video gaming become more prominent, demand for NVIDIA's industry-leading products will also grow.The company is also in advanced discussions to acquire a licensed chip design company called Arm, which would expand NVIDIA's operations into a new growth avenue. That'd be especially true if moves fromAppleand others to manufacture chips internally boost demand for chip design services.The story has a fair share of risks. The semiconductor industry is notoriously cyclical, as demand and pricing can fluctuate drastically based on theproduct replacement cycle, rather than global macroeconomic conditions. Plus, a serious decline in highly volatile cryptocurrency prices could also see a steep drop in demand for the chips used in mining. NVIDIA trades at more than 38 timesforward earnings, nearly 19 timesprice to book, and has anenterprise-value-to-EBITDAratio above 55. If bad news creeps in, share prices could crater quickly.Still, NVIDIA is growing rapidly, and its products have an excellent reputation. The company is deeply connected to all of the most exciting technology trends of the next decade, and there's an enormous opportunity ahead for shareholders. It's good to hold today, and it could be much larger in the future.MicrosoftMicrosoft(NASDAQ:MSFT)is famous for its Windows operating system and the Office software suite, but it is also one of the major players incloud services. The company also owns the networking and employment social media platform LinkedIn, has a large video game business, and sells the popular Surface brand of touchscreen computers.Microsoft has a rare combination of favorable characteristics. The company enjoys stability through enormous scale and product diversity, but it is also delivering exceptional growth -- that's not common. For the first six months of fiscal 2021, total sales increased nearly 15% over the prior year. The company's Azure server products and cloud services grew 50% year over year in the most recent quarter. That segment has expanded to exceed the revenue produced by Microsoft's flagship personal computing products. Almost every business is tech-enabled now, and the inevitable growth of software as a service (SaaS), cybersecurity, and remote collaboration is a catalyst for cloud service providers.Microsoft is in direct competition with fearsome heavy-hitters includingAmazon,Alphabet, and Apple. That's certainly a risk. That said, Azure is second only to AWS in the cloud market, with 20% share. Encouragingly, it has actually gained market share over the past year. Microsoft will grow by merely maintaining share in the next decade, as cloud services are expected to expand nearly 20% annually.At a forward P/E ratio of only 28.7, there's too much upside potential here relative to the risks associated with competition. Microsoft has the established business to make it a relatively safe stock, and it also provides growth potential to outpace the market.","news_type":1,"symbols_score_info":{"NVDA":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2354,"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":23,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/349019321"}
精彩评论