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2022-02-22
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3 Top Tech Stocks That Will Make You Rich by Retirement<blockquote>3只顶级科技股将让您退休后致富</blockquote>
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If you have more than 10 years until retirement, they look like promising bets after the recent tech wreck.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/MSFT\">微软</a>可以在云计算增长数十年。</li><li><a href=\"https://laohu8.com/S/ASML\">ASML</a>支持高级计算,其EUV工具无可替代。</li><li><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>是网络安全领域的领导者,受益于强大的网络效应。</li></ul>这些股票具有引人注目的竞争优势和增长前景。如果您距离退休还有10多年的时间,那么在最近的科技灾难之后,它们看起来是很有前途的赌注。</blockquote></p><p>Today's high inflation is a good reminder that your savings need to grow just to keep your purchasing power intact. The best way to do that may be growth stocks and dividend growth stocks, which, after the recent tech sell-off, are now trading at much better valuations.</p><p><blockquote>今天的高通胀很好地提醒人们,您的储蓄需要增长才能保持购买力完好无损。最好的方法可能是成长型股票和股息成长型股票,在最近的科技股抛售之后,这些股票现在的估值要好得多。</blockquote></p><p>Times of market turmoil are uncomfortable, but usually the best time for long-term investors to put money to work. Here are three growth stars with competitive advantages, giving them staying power and a path to making today's investors rich decades out into the future.</p><p><blockquote>市场动荡时期令人不舒服,但通常是长期投资者投入资金的最佳时机。这里有三个具有竞争优势的成长型明星,赋予他们持久力,并为今天的投资者在未来几十年变得富有提供了一条途径。</blockquote></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a></blockquote></p><p>Microsoft would make an excellent core holding for both aggressive and defensive investors. Its legacy operating system is an entrenched part of most personal computers in the world, and its software franchises including the Office productivity suite and Dynamics enterprise resource planning suite are cash cows that are growing at a solid pace. Meanwhile, Microsoft's solid number two position in cloud computing has given it a rising growth star, with the Azure cloud platform growing 46% last quarter. The company has also been making thoughtful acquisitions over the past few years under CEO Satya Nadella, into social media with LinkedIn, developer tools with GitHub, and video games, with acquisitions of several game studios culminating in a recent offer to buy Activision Blizzard.</p><p><blockquote>微软将成为激进型和防御型投资者的绝佳核心持股。其传统操作系统是世界上大多数个人电脑的根深蒂固的一部分,其软件特许经营权(包括Office生产力套件和Dynamics企业资源规划套件)是正在稳步增长的摇钱树。与此同时,微软在云计算领域稳固的第二名地位使其成为一颗冉冉升起的增长之星,Azure云平台上季度增长了46%。过去几年,在首席执行官萨蒂亚·纳德拉(Satya Nadella)的领导下,该公司还进行了深思熟虑的收购,包括LinkedIn的社交媒体、GitHub的开发者工具和视频游戏,收购了多家游戏工作室,最终在最近提出收购动视暴雪的要约。</blockquote></p><p>Microsoft's sprawling empire thus has a nice combo of cash cows, growth stars, and emerging products and services, compounding your investment dollars at very high returns on invested capital. Add in a growing 0.9% dividend and consistent share repurchases, and investors get a bit of everything, including cash returns and impressive growth.</p><p><blockquote>因此,微软庞大的帝国拥有摇钱树、成长之星以及新兴产品和服务的完美组合,以非常高的投资资本回报复合您的投资美元。再加上不断增长的0.9%股息和持续的股票回购,投资者可以获得一切,包括现金回报和令人印象深刻的增长。</blockquote></p><p>Microsoft might not look cheap at 31 times earnings, but when you consider it has a higher credit rating than the U.S. government, and that the 30-year U.S. Treasury bond only yields 2.25% today, Microsoft's 3.3% earnings yield looks pretty good. That's especially true since those earnings are still growing over 20% per year despite the company's huge size.</p><p><blockquote>微软31倍的市盈率可能看起来并不便宜,但当你考虑到它的信用评级高于美国政府,而且30年期美国国债目前的收益率仅为2.25%时,微软3.3%的市盈率看起来相当不错。尤其如此,因为尽管公司规模庞大,但这些收益仍以每年20%以上的速度增长。</blockquote></p><p><a href=\"https://laohu8.com/S/ASML\">ASML Holdings</a></p><p><blockquote><a href=\"https://laohu8.com/S/ASML\">ASML控股</a></blockquote></p><p>You may have heard that we are in a semiconductor shortage, due to the boom in digitization coming out of the pandemic. The importance of chips and chip-making has never been more at the forefront, as evidenced by developing nations set to give billions in subsidies to chip companies just to keep some capacity on their own shores. Yet due to the wider tech sell-off, the semiconductor index is down about 14% to start the year.</p><p><blockquote>您可能听说过,由于大流行带来的数字化热潮,我们正处于半导体短缺之中。芯片和芯片制造的重要性从未如此突出,发展中国家将向芯片公司提供数十亿美元的补贴,只是为了在本国保留一些产能,这就证明了这一点。然而,由于更广泛的科技股抛售,半导体指数年初下跌了约14%。</blockquote></p><p>The sell-off has been especially bad for higher-multiple chip stocks like ASML Holdings, which is down 18.6% for the year and 27.4% from all-time highs set back last summer. Still, ASML deserves a high multiple, given that it has a monopoly on extreme ultraviolet lithography (EUV) -- a key technology to producing leading-edge chips.</p><p><blockquote>对于ASML Holdings等市盈率较高的芯片股来说,抛售尤其糟糕,该股今年下跌了18.6%,较去年夏天创下的历史高点下跌了27.4%。尽管如此,鉴于ASML垄断了极紫外光刻(EUV)——生产领先芯片的关键技术——,它应该获得很高的市盈率。</blockquote></p><p>EUV tools only began to be used a few years ago for leading-edge logic chips, and all the major DRAM memory companies are now beginning to use EUV on current and future nodes. So, we are still in the early innings of EUV usage.</p><p><blockquote>EUV工具几年前才开始用于前沿逻辑芯片,所有主要的DRAM内存公司现在都开始在当前和未来的节点上使用EUV。因此,我们仍处于EUV使用的早期阶段。</blockquote></p><p>Although ASML projects solid 25% shipment growth this year, its growth is still severely constrained by supply chain and logistics problems. On the last conference call with analysts, CEO Peter Wennink said for many of its tools, shipments were 40% below current demand.</p><p><blockquote>尽管ASML预计今年出货量将稳定增长25%,但其增长仍受到供应链和物流问题的严重制约。在上次与分析师的电话会议上,首席执行官Peter Wennink表示,其许多工具的出货量比当前需求低40%。</blockquote></p><p>Amid interest rate fears, ASML has now rerated to a more palatable 40 times trailing earnings. But like Microsoft, it offers a compelling combination of cash returns in the form of buybacks and a growing 1% dividend, along with inevitable earnings growth well into the future. It's another quality stock to buy amid this year's sell-off and tuck away for decades.</p><p><blockquote>由于利率担忧,ASML现已将往绩市盈率重新调整至更容易接受的40倍。但与微软一样,它以回购和不断增长的1%股息的形式提供了令人信服的现金回报组合,以及未来不可避免的盈利增长。这是另一只在今年的抛售中值得买入并隐藏数十年的优质股票。</blockquote></p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></blockquote></p><p>Unlike the previous two stocks, cybersecurity disruptor CrowdStrike doesn't pay a dividend or buy back stock... at least not yet. However, when looking out five or 10 years, that could very well be a possibility.</p><p><blockquote>与前两只股票不同,网络安全颠覆者CrowdStrike不支付股息或回购股票……至少现在还没有。然而,展望5年或10年,这很有可能。</blockquote></p><p></p><p>CrowdStrike takes its name from its business model. The company amalgamates threat data from endpoints across all its customers into a single, centralized threat graph that gets smarter from that data. A company that gets stronger as it gains more customers benefits from what's called a network effect, which is a powerful advantage that gives a company excellent staying power.</p><p><blockquote>CrowdStrike的名字来源于它的商业模式。该公司将来自所有客户终端的威胁数据合并到一个集中的威胁图中,该图可以从这些数据中变得更加智能。一家随着获得更多客户而变得更强大的公司受益于所谓的网络效应,这是一种强大的优势,可以赋予公司出色的持久力。</blockquote></p><p>Fortunately for CrowdStrike but unfortunately for the rest of us, cyber-threats are only proliferating. The Biden Administration recently issued stricter new guidelines for large businesses and government agencies to update their cyber systems, meaning more and more companies will now be compelled to buy best-in-class solutions like CrowdStrike's.</p><p><blockquote>对CrowdStrike来说幸运的是,但对我们其他人来说不幸的是,网络威胁只会激增。拜登政府最近发布了更严格的新指导方针,要求大型企业和政府机构更新其网络系统,这意味着越来越多的公司现在将被迫购买像CrowdStrike这样的一流解决方案。</blockquote></p><p>CrowdStrike is also investing aggressively to capitalize on that opportunity, both internally and through several acquisitions to augment its core endpoint protection offering into a comprehensive cyber platform. Management anticipates its addressable market could more than double over the next three years to $116 billion, if it succeeds in bringing new products to market.</p><p><blockquote>CrowdStrike还积极投资以利用这一机会,无论是在内部还是通过几项收购,将其核心终端保护产品增强为一个全面的网络平台。管理层预计,如果成功将新产品推向市场,其潜在市场在未来三年内可能会增加一倍以上,达到1,160亿美元。</blockquote></p><p>CrowdStrike has also given an indication it could one day be quite profitable. The company's current free cash flow margin is 32%. While investors should be aware that leaves out significant stock-based compensation, the company doesn't seem to have pressing cash needs, and stock-based comp should diminish as a percentage of revenue over time as CrowdStrike scales.</p><p><blockquote>CrowdStrike还表示,有一天它可能会非常盈利。该公司目前的自由现金流利润率为32%。虽然投资者应该意识到,这忽略了大量的股票薪酬,但该公司似乎没有紧迫的现金需求,而且随着CrowdStrike规模的扩大,股票薪酬占收入的百分比应该会随着时间的推移而下降。</blockquote></p><p>Looking out a decade or more, CrowdStrike looks like a long-term winner. It still trades at a lofty 30 times sales, but it's down 43% from its November highs amid the growth-stock sell-off. Now may be a time for long-term investors to look at this leader in the high-growth cybersecurity industry.</p><p><blockquote>展望十年或更长时间,CrowdStrike看起来像是一个长期赢家。其交易价格仍是销售额的30倍,但由于成长型股票抛售,较11月高点下跌了43%。现在可能是长期投资者关注这家高增长网络安全行业领导者的时候了。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks That Will Make You Rich by Retirement<blockquote>3只顶级科技股将让您退休后致富</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Tech Stocks That Will Make You Rich by Retirement<blockquote>3只顶级科技股将让您退休后致富</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\">2022-02-21 20:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>KEY POINTS</p><p><blockquote><html><head></head><body>要点</body></html></blockquote></p><p><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> can ride cloud computing growth for decades.</li><li><a href=\"https://laohu8.com/S/ASML\">ASML</a> enables advanced computing, and there is no alternative to its EUV tools.</li><li><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> is a leader in cybersecurity that benefits from strong network effects.</li></ul>These stocks have compelling competitive advantages and growth prospects. If you have more than 10 years until retirement, they look like promising bets after the recent tech wreck.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/MSFT\">微软</a>可以在云计算增长数十年。</li><li><a href=\"https://laohu8.com/S/ASML\">ASML</a>支持高级计算,其EUV工具无可替代。</li><li><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>是网络安全领域的领导者,受益于强大的网络效应。</li></ul>这些股票具有引人注目的竞争优势和增长前景。如果您距离退休还有10多年的时间,那么在最近的科技灾难之后,它们看起来是很有前途的赌注。</blockquote></p><p>Today's high inflation is a good reminder that your savings need to grow just to keep your purchasing power intact. The best way to do that may be growth stocks and dividend growth stocks, which, after the recent tech sell-off, are now trading at much better valuations.</p><p><blockquote>今天的高通胀很好地提醒人们,您的储蓄需要增长才能保持购买力完好无损。最好的方法可能是成长型股票和股息成长型股票,在最近的科技股抛售之后,这些股票现在的估值要好得多。</blockquote></p><p>Times of market turmoil are uncomfortable, but usually the best time for long-term investors to put money to work. Here are three growth stars with competitive advantages, giving them staying power and a path to making today's investors rich decades out into the future.</p><p><blockquote>市场动荡时期令人不舒服,但通常是长期投资者投入资金的最佳时机。这里有三个具有竞争优势的成长型明星,赋予他们持久力,并为今天的投资者在未来几十年变得富有提供了一条途径。</blockquote></p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></p><p><blockquote><a href=\"https://laohu8.com/S/MSFT\">微软</a></blockquote></p><p>Microsoft would make an excellent core holding for both aggressive and defensive investors. Its legacy operating system is an entrenched part of most personal computers in the world, and its software franchises including the Office productivity suite and Dynamics enterprise resource planning suite are cash cows that are growing at a solid pace. Meanwhile, Microsoft's solid number two position in cloud computing has given it a rising growth star, with the Azure cloud platform growing 46% last quarter. The company has also been making thoughtful acquisitions over the past few years under CEO Satya Nadella, into social media with LinkedIn, developer tools with GitHub, and video games, with acquisitions of several game studios culminating in a recent offer to buy Activision Blizzard.</p><p><blockquote>微软将成为激进型和防御型投资者的绝佳核心持股。其传统操作系统是世界上大多数个人电脑的根深蒂固的一部分,其软件特许经营权(包括Office生产力套件和Dynamics企业资源规划套件)是正在稳步增长的摇钱树。与此同时,微软在云计算领域稳固的第二名地位使其成为一颗冉冉升起的增长之星,Azure云平台上季度增长了46%。过去几年,在首席执行官萨蒂亚·纳德拉(Satya Nadella)的领导下,该公司还进行了深思熟虑的收购,包括LinkedIn的社交媒体、GitHub的开发者工具和视频游戏,收购了多家游戏工作室,最终在最近提出收购动视暴雪的要约。</blockquote></p><p>Microsoft's sprawling empire thus has a nice combo of cash cows, growth stars, and emerging products and services, compounding your investment dollars at very high returns on invested capital. Add in a growing 0.9% dividend and consistent share repurchases, and investors get a bit of everything, including cash returns and impressive growth.</p><p><blockquote>因此,微软庞大的帝国拥有摇钱树、成长之星以及新兴产品和服务的完美组合,以非常高的投资资本回报复合您的投资美元。再加上不断增长的0.9%股息和持续的股票回购,投资者可以获得一切,包括现金回报和令人印象深刻的增长。</blockquote></p><p>Microsoft might not look cheap at 31 times earnings, but when you consider it has a higher credit rating than the U.S. government, and that the 30-year U.S. Treasury bond only yields 2.25% today, Microsoft's 3.3% earnings yield looks pretty good. That's especially true since those earnings are still growing over 20% per year despite the company's huge size.</p><p><blockquote>微软31倍的市盈率可能看起来并不便宜,但当你考虑到它的信用评级高于美国政府,而且30年期美国国债目前的收益率仅为2.25%时,微软3.3%的市盈率看起来相当不错。尤其如此,因为尽管公司规模庞大,但这些收益仍以每年20%以上的速度增长。</blockquote></p><p><a href=\"https://laohu8.com/S/ASML\">ASML Holdings</a></p><p><blockquote><a href=\"https://laohu8.com/S/ASML\">ASML控股</a></blockquote></p><p>You may have heard that we are in a semiconductor shortage, due to the boom in digitization coming out of the pandemic. The importance of chips and chip-making has never been more at the forefront, as evidenced by developing nations set to give billions in subsidies to chip companies just to keep some capacity on their own shores. Yet due to the wider tech sell-off, the semiconductor index is down about 14% to start the year.</p><p><blockquote>您可能听说过,由于大流行带来的数字化热潮,我们正处于半导体短缺之中。芯片和芯片制造的重要性从未如此突出,发展中国家将向芯片公司提供数十亿美元的补贴,只是为了在本国保留一些产能,这就证明了这一点。然而,由于更广泛的科技股抛售,半导体指数年初下跌了约14%。</blockquote></p><p>The sell-off has been especially bad for higher-multiple chip stocks like ASML Holdings, which is down 18.6% for the year and 27.4% from all-time highs set back last summer. Still, ASML deserves a high multiple, given that it has a monopoly on extreme ultraviolet lithography (EUV) -- a key technology to producing leading-edge chips.</p><p><blockquote>对于ASML Holdings等市盈率较高的芯片股来说,抛售尤其糟糕,该股今年下跌了18.6%,较去年夏天创下的历史高点下跌了27.4%。尽管如此,鉴于ASML垄断了极紫外光刻(EUV)——生产领先芯片的关键技术——,它应该获得很高的市盈率。</blockquote></p><p>EUV tools only began to be used a few years ago for leading-edge logic chips, and all the major DRAM memory companies are now beginning to use EUV on current and future nodes. So, we are still in the early innings of EUV usage.</p><p><blockquote>EUV工具几年前才开始用于前沿逻辑芯片,所有主要的DRAM内存公司现在都开始在当前和未来的节点上使用EUV。因此,我们仍处于EUV使用的早期阶段。</blockquote></p><p>Although ASML projects solid 25% shipment growth this year, its growth is still severely constrained by supply chain and logistics problems. On the last conference call with analysts, CEO Peter Wennink said for many of its tools, shipments were 40% below current demand.</p><p><blockquote>尽管ASML预计今年出货量将稳定增长25%,但其增长仍受到供应链和物流问题的严重制约。在上次与分析师的电话会议上,首席执行官Peter Wennink表示,其许多工具的出货量比当前需求低40%。</blockquote></p><p>Amid interest rate fears, ASML has now rerated to a more palatable 40 times trailing earnings. But like Microsoft, it offers a compelling combination of cash returns in the form of buybacks and a growing 1% dividend, along with inevitable earnings growth well into the future. It's another quality stock to buy amid this year's sell-off and tuck away for decades.</p><p><blockquote>由于利率担忧,ASML现已将往绩市盈率重新调整至更容易接受的40倍。但与微软一样,它以回购和不断增长的1%股息的形式提供了令人信服的现金回报组合,以及未来不可避免的盈利增长。这是另一只在今年的抛售中值得买入并隐藏数十年的优质股票。</blockquote></p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></blockquote></p><p>Unlike the previous two stocks, cybersecurity disruptor CrowdStrike doesn't pay a dividend or buy back stock... at least not yet. However, when looking out five or 10 years, that could very well be a possibility.</p><p><blockquote>与前两只股票不同,网络安全颠覆者CrowdStrike不支付股息或回购股票……至少现在还没有。然而,展望5年或10年,这很有可能。</blockquote></p><p></p><p>CrowdStrike takes its name from its business model. The company amalgamates threat data from endpoints across all its customers into a single, centralized threat graph that gets smarter from that data. A company that gets stronger as it gains more customers benefits from what's called a network effect, which is a powerful advantage that gives a company excellent staying power.</p><p><blockquote>CrowdStrike的名字来源于它的商业模式。该公司将来自所有客户终端的威胁数据合并到一个集中的威胁图中,该图可以从这些数据中变得更加智能。一家随着获得更多客户而变得更强大的公司受益于所谓的网络效应,这是一种强大的优势,可以赋予公司出色的持久力。</blockquote></p><p>Fortunately for CrowdStrike but unfortunately for the rest of us, cyber-threats are only proliferating. The Biden Administration recently issued stricter new guidelines for large businesses and government agencies to update their cyber systems, meaning more and more companies will now be compelled to buy best-in-class solutions like CrowdStrike's.</p><p><blockquote>对CrowdStrike来说幸运的是,但对我们其他人来说不幸的是,网络威胁只会激增。拜登政府最近发布了更严格的新指导方针,要求大型企业和政府机构更新其网络系统,这意味着越来越多的公司现在将被迫购买像CrowdStrike这样的一流解决方案。</blockquote></p><p>CrowdStrike is also investing aggressively to capitalize on that opportunity, both internally and through several acquisitions to augment its core endpoint protection offering into a comprehensive cyber platform. Management anticipates its addressable market could more than double over the next three years to $116 billion, if it succeeds in bringing new products to market.</p><p><blockquote>CrowdStrike还积极投资以利用这一机会,无论是在内部还是通过几项收购,将其核心终端保护产品增强为一个全面的网络平台。管理层预计,如果成功将新产品推向市场,其潜在市场在未来三年内可能会增加一倍以上,达到1,160亿美元。</blockquote></p><p>CrowdStrike has also given an indication it could one day be quite profitable. The company's current free cash flow margin is 32%. While investors should be aware that leaves out significant stock-based compensation, the company doesn't seem to have pressing cash needs, and stock-based comp should diminish as a percentage of revenue over time as CrowdStrike scales.</p><p><blockquote>CrowdStrike还表示,有一天它可能会非常盈利。该公司目前的自由现金流利润率为32%。虽然投资者应该意识到,这忽略了大量的股票薪酬,但该公司似乎没有紧迫的现金需求,而且随着CrowdStrike规模的扩大,股票薪酬占收入的百分比应该会随着时间的推移而下降。</blockquote></p><p>Looking out a decade or more, CrowdStrike looks like a long-term winner. It still trades at a lofty 30 times sales, but it's down 43% from its November highs amid the growth-stock sell-off. Now may be a time for long-term investors to look at this leader in the high-growth cybersecurity industry.</p><p><blockquote>展望十年或更长时间,CrowdStrike看起来像是一个长期赢家。其交易价格仍是销售额的30倍,但由于成长型股票抛售,较11月高点下跌了43%。现在可能是长期投资者关注这家高增长网络安全行业领导者的时候了。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2022/02/21/3-top-tech-stocks-that-will-make-you-rich-by-retir/\">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":{"CRWD":"CrowdStrike Holdings, Inc.","ASML":"阿斯麦","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/02/21/3-top-tech-stocks-that-will-make-you-rich-by-retir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156868694","content_text":"KEY POINTSMicrosoft can ride cloud computing growth for decades.ASML enables advanced computing, and there is no alternative to its EUV tools.CrowdStrike is a leader in cybersecurity that benefits from strong network effects.These stocks have compelling competitive advantages and growth prospects. If you have more than 10 years until retirement, they look like promising bets after the recent tech wreck.Today's high inflation is a good reminder that your savings need to grow just to keep your purchasing power intact. The best way to do that may be growth stocks and dividend growth stocks, which, after the recent tech sell-off, are now trading at much better valuations.Times of market turmoil are uncomfortable, but usually the best time for long-term investors to put money to work. Here are three growth stars with competitive advantages, giving them staying power and a path to making today's investors rich decades out into the future.MicrosoftMicrosoft would make an excellent core holding for both aggressive and defensive investors. Its legacy operating system is an entrenched part of most personal computers in the world, and its software franchises including the Office productivity suite and Dynamics enterprise resource planning suite are cash cows that are growing at a solid pace. Meanwhile, Microsoft's solid number two position in cloud computing has given it a rising growth star, with the Azure cloud platform growing 46% last quarter. The company has also been making thoughtful acquisitions over the past few years under CEO Satya Nadella, into social media with LinkedIn, developer tools with GitHub, and video games, with acquisitions of several game studios culminating in a recent offer to buy Activision Blizzard.Microsoft's sprawling empire thus has a nice combo of cash cows, growth stars, and emerging products and services, compounding your investment dollars at very high returns on invested capital. Add in a growing 0.9% dividend and consistent share repurchases, and investors get a bit of everything, including cash returns and impressive growth.Microsoft might not look cheap at 31 times earnings, but when you consider it has a higher credit rating than the U.S. government, and that the 30-year U.S. Treasury bond only yields 2.25% today, Microsoft's 3.3% earnings yield looks pretty good. That's especially true since those earnings are still growing over 20% per year despite the company's huge size.ASML HoldingsYou may have heard that we are in a semiconductor shortage, due to the boom in digitization coming out of the pandemic. The importance of chips and chip-making has never been more at the forefront, as evidenced by developing nations set to give billions in subsidies to chip companies just to keep some capacity on their own shores. Yet due to the wider tech sell-off, the semiconductor index is down about 14% to start the year.The sell-off has been especially bad for higher-multiple chip stocks like ASML Holdings, which is down 18.6% for the year and 27.4% from all-time highs set back last summer. Still, ASML deserves a high multiple, given that it has a monopoly on extreme ultraviolet lithography (EUV) -- a key technology to producing leading-edge chips.EUV tools only began to be used a few years ago for leading-edge logic chips, and all the major DRAM memory companies are now beginning to use EUV on current and future nodes. So, we are still in the early innings of EUV usage.Although ASML projects solid 25% shipment growth this year, its growth is still severely constrained by supply chain and logistics problems. On the last conference call with analysts, CEO Peter Wennink said for many of its tools, shipments were 40% below current demand.Amid interest rate fears, ASML has now rerated to a more palatable 40 times trailing earnings. But like Microsoft, it offers a compelling combination of cash returns in the form of buybacks and a growing 1% dividend, along with inevitable earnings growth well into the future. It's another quality stock to buy amid this year's sell-off and tuck away for decades.CrowdStrikeUnlike the previous two stocks, cybersecurity disruptor CrowdStrike doesn't pay a dividend or buy back stock... at least not yet. However, when looking out five or 10 years, that could very well be a possibility.CrowdStrike takes its name from its business model. The company amalgamates threat data from endpoints across all its customers into a single, centralized threat graph that gets smarter from that data. A company that gets stronger as it gains more customers benefits from what's called a network effect, which is a powerful advantage that gives a company excellent staying power.Fortunately for CrowdStrike but unfortunately for the rest of us, cyber-threats are only proliferating. The Biden Administration recently issued stricter new guidelines for large businesses and government agencies to update their cyber systems, meaning more and more companies will now be compelled to buy best-in-class solutions like CrowdStrike's.CrowdStrike is also investing aggressively to capitalize on that opportunity, both internally and through several acquisitions to augment its core endpoint protection offering into a comprehensive cyber platform. Management anticipates its addressable market could more than double over the next three years to $116 billion, if it succeeds in bringing new products to market.CrowdStrike has also given an indication it could one day be quite profitable. The company's current free cash flow margin is 32%. While investors should be aware that leaves out significant stock-based compensation, the company doesn't seem to have pressing cash needs, and stock-based comp should diminish as a percentage of revenue over time as CrowdStrike scales.Looking out a decade or more, CrowdStrike looks like a long-term winner. It still trades at a lofty 30 times sales, but it's down 43% from its November highs amid the growth-stock sell-off. Now may be a time for long-term investors to look at this leader in the high-growth cybersecurity industry.","news_type":1,"symbols_score_info":{"ASML":0.9,"CRWD":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2740,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/638733396"}
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