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2021-12-16
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After a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":690319774,"tweetId":"690319774","gmtCreate":1639632834880,"gmtModify":1639632834950,"author":{"id":4098353374409940,"idStr":"4098353374409940","authorId":4098353374409940,"authorIdStr":"4098353374409940","name":"greenT","avatar":"https://static.tigerbbs.com/d563539e2e7aeddc980576ad4f1a1393","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Oo</p></body></html>","htmlText":"<html><head></head><body><p>Oo</p></body></html>","text":"Oo","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/690319774","repostId":2191399540,"repostType":2,"repost":{"id":"2191399540","kind":"highlight","pubTimestamp":1639624268,"share":"https://www.laohu8.com/m/news/2191399540?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:11","market":"us","language":"en","title":"After a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2191399540","media":"MarketWatch","summary":"Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gai","content":"<p>Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gain this year</p><p><blockquote>以下是今年贡献标普500指数一半以上涨幅的25只股票的前景</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f9d26b6e333f1a0e3ef46a61239eb7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>Shares of Apple have returned 32% this year, while Tesla has risen 36%. Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果的股价今年上涨了32%,而特斯拉的股价上涨了36%。盖蒂图片</span></p></blockquote></p><p> A report from Goldman Sachs shows how much of investors’ money is concentrated in only five high-flying stocks. And a screen of the biggest contributors to this year’s excellent performance for the S&P 500 index highlights two that are expected not to perform well in 2022: Apple and Tesla.</p><p><blockquote>高盛的一份报告显示,投资者的资金集中在五只飞涨的股票上。标普500指数今年表现出色的最大贡献者的屏幕突出了两个预计在2022年表现不佳的国家:苹果和特斯拉。</blockquote></p><p> Just five stocks — Microsoft Corp.,Alphabet Inc.,Apple Inc.,Nvidia Corp. and Tesla Inc. — contributed over a third of the S&P 500 Index’s 26% total return for 2021 through Dec. 9, according to analysts at Goldman. And from the end of April through Dec. 9, they contributed 51% of the index’s 13% return.</p><p><blockquote>据分析师称,截至12月9日,苹果指数2021年总回报率为26%,仅五只股票——微软公司、Alphabet公司、特斯拉公司、英伟达公司和标普500公司——就贡献了三分之一以上。高盛。从4月底到12月9日,他们贡献了该指数13%回报的51%。</blockquote></p><p> Moreover, only 25 stocks accounted for 58% of the index’s gains, including reinvested dividends, through Dec. 9, Goldman said. Its list of those stocks is below, along with screens of Wall Street analysts’ expectations for the group as we look ahead to 2022 and 2023.</p><p><blockquote>此外,高盛表示,截至12月9日,包括再投资股息在内,只有25只股票占该指数涨幅的58%。下面是这些股票的列表,以及华尔街分析师对2022年和2023年的预期。</blockquote></p><p> The analysts, led by David Kostin, pointed out that “market breadth has narrowed substantially” over the past several months. In other words, investors have concentrated more of their money (and risk) in the largest tech companies, by market capitalization.</p><p><blockquote>以大卫·科斯汀为首的分析师指出,过去几个月“市场广度大幅缩小”。换句话说,按市值计算,投资者将更多资金(和风险)集中在最大的科技公司。</blockquote></p><p> That said, the Goldman analysts continue to recommend that long-term investors “own high-growth, high-margin stocks.”</p><p><blockquote>尽管如此,高盛分析师继续建议长期投资者“持有高增长、高利润的股票”。</blockquote></p><p> <b>Digging into the 25 biggest contributors to the S&P 500’s returns this year</b></p><p><blockquote><b>挖掘今年标普500回报的25个最大贡献者</b></blockquote></p><p> This list shows each of the 25 stocks and their “contributions” to the gains, expressed in basis points. (A basis point is one 100th of a percent. ) The table also includes pricing information — closing prices as of Dec. 14 with declines from 52-week highs and the dates of those highs.</p><p><blockquote>该列表显示了25只股票及其对收益的“贡献”,以基点表示。(一个基点是百分之一。)该表还包括定价信息——截至12月14日的收盘价,从52周高点下跌,以及这些高点的日期。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Total return – 2021 through Dec. 9</b></td> <td><b>Contribution to S&P 500’s return for 2021 through Dec. 9 (basis points)</b></td> <td><b>Closing Price – 12/14/21</b></td> <td><b>Decline from 52-week high</b></td> <td><b>Date of 52-week high</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>51%</td> <td>271</td> <td>$328.34</td> <td>-6.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>68%</td> <td>224</td> <td>$2,878.14</td> <td>-4.7%</td> <td>11/19/2021</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>32%</td> <td>217</td> <td>$174.33</td> <td>-4.3%</td> <td>12/13/2021</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>134%</td> <td>137</td> <td>$283.37</td> <td>-18.2%</td> <td>11/22/2021</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>42%</td> <td>71</td> <td>$958.51</td> <td>-22.9%</td> <td>11/04/2021</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>58%</td> <td>52</td> <td>$402.20</td> <td>-4.4%</td> <td>12/06/2021</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>21%</td> <td>43</td> <td>$333.74</td> <td>-13.2%</td> <td>09/01/2021</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>37%</td> <td>39</td> <td>$479.46</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>50%</td> <td>36</td> <td>$44.13</td> <td>-9.4%</td> <td>11/03/2021</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>29%</td> <td>36</td> <td>$159.13</td> <td>-8.0%</td> <td>10/25/2021</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>61%</td> <td>34</td> <td>$61.54</td> <td>-7.3%</td> <td>11/08/2021</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>23%</td> <td>32</td> <td>$295.03</td> <td>-0.5%</td> <td>12/14/2021</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>7%</td> <td>31</td> <td>$3,381.83</td> <td>-10.4%</td> <td>07/13/2021</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>47%</td> <td>30</td> <td>$55.54</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>26</td> <td>$48.89</td> <td>-7.0%</td> <td>11/03/2021</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>47%</td> <td>24</td> <td>$116.22</td> <td>-2.5%</td> <td>12/08/2021</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>76%</td> <td>24</td> <td>$639.48</td> <td>-10.8%</td> <td>11/19/2021</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">LOW</a></td> <td>63%</td> <td>23</td> <td>$252.46</td> <td>-4.1%</td> <td>12/13/2021</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>44%</td> <td>23</td> <td>$369.73</td> <td>-3.0%</td> <td>12/13/2021</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>37%</td> <td>22</td> <td>$632.11</td> <td>-5.2%</td> <td>11/26/2021</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>40%</td> <td>21</td> <td>$545.34</td> <td>-2.8%</td> <td>12/10/2021</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>36%</td> <td>20</td> <td>$614.91</td> <td>-4.6%</td> <td>12/10/2021</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>26%</td> <td>20</td> <td>$614.86</td> <td>-12.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>44%</td> <td>20</td> <td>$307.70</td> <td>-7.9%</td> <td>09/10/2021</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>46%</td> <td>19</td> <td>$249.38</td> <td>-9.6%</td> <td>08/17/2021</td> </tr> </tbody> </table> Sources: Goldman Sachs, FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>总回报–2021年至12月9日</b></td><td><b>截至12月9日对标普500 2021年回报的贡献(基点)</b></td><td><b>收市价-12/14/21</b></td><td><b>较52周高点下跌</b></td><td><b>52周高点日期</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>51%</td><td>271</td><td>$328.34</td><td>-6.1%</td><td>11/22/2021</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>68%</td><td>224</td><td>$2,878.14</td><td>-4.7%</td><td>11/19/2021</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>32%</td><td>217</td><td>$174.33</td><td>-4.3%</td><td>12/13/2021</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>134%</td><td>137</td><td>$283.37</td><td>-18.2%</td><td>11/22/2021</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>42%</td><td>71</td><td>$958.51</td><td>-22.9%</td><td>11/04/2021</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>58%</td><td>52</td><td>$402.20</td><td>-4.4%</td><td>12/06/2021</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>21%</td><td>43</td><td>$333.74</td><td>-13.2%</td><td>09/01/2021</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>37%</td><td>39</td><td>$479.46</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>美国银行</td><td>BAC</td><td>50%</td><td>36</td><td>$44.13</td><td>-9.4%</td><td>11/03/2021</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>29%</td><td>36</td><td>$159.13</td><td>-8.0%</td><td>10/25/2021</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>61%</td><td>34</td><td>$61.54</td><td>-7.3%</td><td>11/08/2021</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>23%</td><td>32</td><td>$295.03</td><td>-0.5%</td><td>12/14/2021</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>7%</td><td>31</td><td>$3,381.83</td><td>-10.4%</td><td>07/13/2021</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>47%</td><td>30</td><td>$55.54</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>26</td><td>$48.89</td><td>-7.0%</td><td>11/03/2021</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>47%</td><td>24</td><td>$116.22</td><td>-2.5%</td><td>12/08/2021</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>76%</td><td>24</td><td>$639.48</td><td>-10.8%</td><td>11/19/2021</td></tr><tr><td>劳氏公司。</td><td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">低的</a></td><td>63%</td><td>23</td><td>$252.46</td><td>-4.1%</td><td>12/13/2021</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>44%</td><td>23</td><td>$369.73</td><td>-3.0%</td><td>12/13/2021</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>37%</td><td>22</td><td>$632.11</td><td>-5.2%</td><td>11/26/2021</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>40%</td><td>21</td><td>$545.34</td><td>-2.8%</td><td>12/10/2021</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>36%</td><td>20</td><td>$614.91</td><td>-4.6%</td><td>12/10/2021</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>26%</td><td>20</td><td>$614.86</td><td>-12.1%</td><td>11/22/2021</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>44%</td><td>20</td><td>$307.70</td><td>-7.9%</td><td>09/10/2021</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>46%</td><td>19</td><td>$249.38</td><td>-9.6%</td><td>08/17/2021</td></tr></tbody></table>资料来源:高盛、FactSet</blockquote></p><p> <table> <tbody></tbody> </table> We included the declines from 52-week highs through Dec. 14 to illustrate how volatile the stocks of rapidly growing tech giants can be. Shares of Nvidia, for example, were down 18% from the high reached Nov. 22. Tesla has tumbled into bear-market territory three times in 2021 and is down 23% from its high reached Nov. 4.</p><p><blockquote><table><tbody></tbody></table>我们纳入了截至12月14日从52周高点的跌幅,以说明快速增长的科技巨头的股票波动性有多大。例如,英伟达的股价较11月22日触及的高点下跌了18%。特斯拉在2021年已三次跌入熊市区域,较11月4日触及的高点下跌了23%。</blockquote></p><p> Leaving the list in the same order, here are consensus estimates among analysts polled by FactSet for sales (in millions of dollars) for calendar years through 2023, with projected compound annual growth rates (CAGR):</p><p><blockquote>按相同顺序排列,以下是FactSet调查的分析师对2023年之前历年销售额(以百万美元为单位)的一致估计,以及预计的复合年增长率(CAGR):</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated revenue – 2021</b></td> <td><b>Estimated revenue – 2022</b></td> <td><b>Estimated revenue – 2023</b></td> <td><b>Two-year estimated sales CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$182,593</td> <td>$210,753</td> <td>$240,396</td> <td>14.7%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$254,060</td> <td>$296,677</td> <td>$341,671</td> <td>16.0%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$369,729</td> <td>$389,037</td> <td>$413,789</td> <td>5.8%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$25,754</td> <td>$31,175</td> <td>$36,380</td> <td>18.9%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$51,678</td> <td>$73,183</td> <td>$89,639</td> <td>31.7%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$148,615</td> <td>$153,285</td> <td>$158,252</td> <td>3.2%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$117,569</td> <td>$139,805</td> <td>$164,737</td> <td>18.4%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$286,410</td> <td>$316,412</td> <td>$342,740</td> <td>9.4%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$89,268</td> <td>$93,591</td> <td>$99,180</td> <td>5.4%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$123,128</td> <td>$123,405</td> <td>$130,270</td> <td>2.9%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$294,130</td> <td>$308,304</td> <td>$292,830</td> <td>-0.2%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$294,667</td> <td>$294,894</td> <td>$309,287</td> <td>2.5%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$470,607</td> <td>$553,097</td> <td>$649,246</td> <td>17.5%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$81,333</td> <td>$92,070</td> <td>$72,748</td> <td>-5.4%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$76,024</td> <td>$72,048</td> <td>$75,462</td> <td>-0.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$155,748</td> <td>$168,114</td> <td>$159,898</td> <td>1.3%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10,714</td> <td>$12,980</td> <td>$14,881</td> <td>17.9%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$95,152</td> <td>$97,459</td> <td>$100,080</td> <td>2.6%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$52,819</td> <td>$58,906</td> <td>$63,622</td> <td>9.8%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$37,210</td> <td>$39,493</td> <td>$42,053</td> <td>6.3%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$203,027</td> <td>$222,877</td> <td>$238,794</td> <td>8.5%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$27,976</td> <td>$30,877</td> <td>$32,521</td> <td>7.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$15,957</td> <td>$18,393</td> <td>$21,000</td> <td>14.7%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$29,116</td> <td>$30,792</td> <td>$32,437</td> <td>5.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$27,601</td> <td>$27,774</td> <td>$30,366</td> <td>4.9%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计收入-2021</b></td><td><b>预计收入-2022年</b></td><td><b>预计收入-2023年</b></td><td><b>两年预计销售额复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$182,593</td><td>$210,753</td><td>$240,396</td><td>14.7%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$254,060</td><td>$296,677</td><td>$341,671</td><td>16.0%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$369,729</td><td>$389,037</td><td>$413,789</td><td>5.8%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$25,754</td><td>$31,175</td><td>$36,380</td><td>18.9%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$51,678</td><td>$73,183</td><td>$89,639</td><td>31.7%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$148,615</td><td>$153,285</td><td>$158,252</td><td>3.2%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$117,569</td><td>$139,805</td><td>$164,737</td><td>18.4%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$286,410</td><td>$316,412</td><td>$342,740</td><td>9.4%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$89,268</td><td>$93,591</td><td>$99,180</td><td>5.4%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$123,128</td><td>$123,405</td><td>$130,270</td><td>2.9%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$294,130</td><td>$308,304</td><td>$292,830</td><td>-0.2%</td></tr><tr><td>伯克希尔哈撒韦公司B级</td><td>BRK</td><td>$294,667</td><td>$294,894</td><td>$309,287</td><td>2.5%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$470,607</td><td>$553,097</td><td>$649,246</td><td>17.5%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$81,333</td><td>$92,070</td><td>$72,748</td><td>-5.4%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$76,024</td><td>$72,048</td><td>$75,462</td><td>-0.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$155,748</td><td>$168,114</td><td>$159,898</td><td>1.3%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10,714</td><td>$12,980</td><td>$14,881</td><td>17.9%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$95,152</td><td>$97,459</td><td>$100,080</td><td>2.6%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$52,819</td><td>$58,906</td><td>$63,622</td><td>9.8%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$37,210</td><td>$39,493</td><td>$42,053</td><td>6.3%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$203,027</td><td>$222,877</td><td>$238,794</td><td>8.5%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$27,976</td><td>$30,877</td><td>$32,521</td><td>7.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$15,957</td><td>$18,393</td><td>$21,000</td><td>14.7%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$29,116</td><td>$30,792</td><td>$32,437</td><td>5.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$27,601</td><td>$27,774</td><td>$30,366</td><td>4.9%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s another look ahead, this time at earnings-per-share estimates</p><p><blockquote>这是另一个展望,这次是每股收益预期</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated EPS – 2021</b></td> <td><b>Estimated EPS – 2022</b></td> <td><b>Estimated EPS – 2023</b></td> <td><b>Two-year estimated EPS CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$8.60</td> <td>$9.85</td> <td>$11.44</td> <td>15.3%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$108.65</td> <td>$113.97</td> <td>$130.48</td> <td>9.6%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$5.64</td> <td>$5.85</td> <td>$6.27</td> <td>5.4%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$4.18</td> <td>$5.08</td> <td>$6.15</td> <td>21.3%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$5.99</td> <td>$8.64</td> <td>$11.46</td> <td>38.3%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$15.17</td> <td>$16.13</td> <td>$17.30</td> <td>6.8%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$13.94</td> <td>$14.24</td> <td>$16.94</td> <td>10.3%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$18.84</td> <td>$21.63</td> <td>$24.58</td> <td>14.2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$3.52</td> <td>$3.19</td> <td>$3.63</td> <td>1.5%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$14.98</td> <td>$12.03</td> <td>$13.23</td> <td>-6.0%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$5.03</td> <td>$5.79</td> <td>$5.59</td> <td>5.4%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$11.65</td> <td>$12.63</td> <td>$14.13</td> <td>10.1%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$41.31</td> <td>$51.54</td> <td>$76.68</td> <td>36.2%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$4.19</td> <td>$5.75</td> <td>$4.87</td> <td>7.8%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$4.63</td> <td>$3.72</td> <td>$4.41</td> <td>-2.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$8.36</td> <td>$9.42</td> <td>$8.78</td> <td>2.5%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10.56</td> <td>$12.51</td> <td>$14.70</td> <td>18.0%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$11.71</td> <td>$12.86</td> <td>$14.40</td> <td>10.9%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$9.25</td> <td>$10.48</td> <td>$11.59</td> <td>11.9%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$23.45</td> <td>$21.17</td> <td>$23.34</td> <td>-0.2%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$11.63</td> <td>$13.06</td> <td>$14.33</td> <td>11.0%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$28.83</td> <td>$33.53</td> <td>$36.69</td> <td>12.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$12.63</td> <td>$14.47</td> <td>$16.88</td> <td>15.6%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$9.82</td> <td>$10.16</td> <td>$10.72</td> <td>4.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$8.02</td> <td>$8.13</td> <td>$9.71</td> <td>10.1%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计每股收益–2021年</b></td><td><b>预计每股收益–2022年</b></td><td><b>预计每股收益-2023年</b></td><td><b>两年预计每股收益复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$8.60</td><td>$9.85</td><td>$11.44</td><td>15.3%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$108.65</td><td>$113.97</td><td>$130.48</td><td>9.6%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$5.64</td><td>$5.85</td><td>$6.27</td><td>5.4%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$4.18</td><td>$5.08</td><td>$6.15</td><td>21.3%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$5.99</td><td>$8.64</td><td>$11.46</td><td>38.3%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$15.17</td><td>$16.13</td><td>$17.30</td><td>6.8%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$13.94</td><td>$14.24</td><td>$16.94</td><td>10.3%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$18.84</td><td>$21.63</td><td>$24.58</td><td>14.2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$3.52</td><td>$3.19</td><td>$3.63</td><td>1.5%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$14.98</td><td>$12.03</td><td>$13.23</td><td>-6.0%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$5.03</td><td>$5.79</td><td>$5.59</td><td>5.4%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>$11.65</td><td>$12.63</td><td>$14.13</td><td>10.1%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$41.31</td><td>$51.54</td><td>$76.68</td><td>36.2%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$4.19</td><td>$5.75</td><td>$4.87</td><td>7.8%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$4.63</td><td>$3.72</td><td>$4.41</td><td>-2.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$8.36</td><td>$9.42</td><td>$8.78</td><td>2.5%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10.56</td><td>$12.51</td><td>$14.70</td><td>18.0%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$11.71</td><td>$12.86</td><td>$14.40</td><td>10.9%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$9.25</td><td>$10.48</td><td>$11.59</td><td>11.9%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$23.45</td><td>$21.17</td><td>$23.34</td><td>-0.2%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$11.63</td><td>$13.06</td><td>$14.33</td><td>11.0%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$28.83</td><td>$33.53</td><td>$36.69</td><td>12.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$12.63</td><td>$14.47</td><td>$16.88</td><td>15.6%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$9.82</td><td>$10.16</td><td>$10.72</td><td>4.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$8.02</td><td>$8.13</td><td>$9.71</td><td>10.1%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s a summary of Wall Street analysts’ opinions about the stocks:</p><p><blockquote>以下是华尔街分析师对这些股票的看法摘要:</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Share “buy” ratings</b></td> <td><b>Share neutral ratings</b></td> <td><b>Share “sell” ratings</b></td> <td><b>Closing price – 12/14/21</b></td> <td><b>Consensus price target</b></td> <td><b>Implied 12-month upside potential</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>90%</td> <td>10%</td> <td>0%</td> <td>$328.34</td> <td>$366.41</td> <td>12%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$2,878.14</td> <td>$3,333.70</td> <td>16%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>79%</td> <td>19%</td> <td>2%</td> <td>$174.33</td> <td>$174.35</td> <td>0%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>81%</td> <td>12%</td> <td>7%</td> <td>$283.37</td> <td>$341.51</td> <td>21%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>43%</td> <td>30%</td> <td>28%</td> <td>$958.51</td> <td>$860.35</td> <td>-10%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>65%</td> <td>32%</td> <td>3%</td> <td>$402.20</td> <td>$417.16</td> <td>4%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>76%</td> <td>22%</td> <td>2%</td> <td>$333.74</td> <td>$398.32</td> <td>19%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>85%</td> <td>11%</td> <td>4%</td> <td>$479.46</td> <td>$490.88</td> <td>2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>64%</td> <td>25%</td> <td>11%</td> <td>$44.13</td> <td>$49.83</td> <td>13%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>61%</td> <td>32%</td> <td>7%</td> <td>$159.13</td> <td>$179.70</td> <td>13%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>39%</td> <td>51%</td> <td>10%</td> <td>$61.54</td> <td>$72.97</td> <td>19%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>43%</td> <td>57%</td> <td>0%</td> <td>$295.03</td> <td>$332.50</td> <td>13%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$3,381.83</td> <td>$4,102.98</td> <td>21%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>38%</td> <td>58%</td> <td>4%</td> <td>$55.54</td> <td>$53.67</td> <td>-3%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>33%</td> <td>0%</td> <td>$48.89</td> <td>$54.90</td> <td>12%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>68%</td> <td>32%</td> <td>0%</td> <td>$116.22</td> <td>$130.36</td> <td>12%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$639.48</td> <td>$756.29</td> <td>18%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>73%</td> <td>24%</td> <td>3%</td> <td>$252.46</td> <td>$272.43</td> <td>8%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>70%</td> <td>26%</td> <td>4%</td> <td>$369.73</td> <td>$383.68</td> <td>4%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$632.11</td> <td>$682.47</td> <td>8%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>59%</td> <td>35%</td> <td>6%</td> <td>$545.34</td> <td>$551.75</td> <td>1%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>84%</td> <td>13%</td> <td>3%</td> <td>$614.91</td> <td>$682.70</td> <td>11%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>81%</td> <td>19%</td> <td>0%</td> <td>$614.86</td> <td>$720.69</td> <td>17%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>82%</td> <td>14%</td> <td>4%</td> <td>$307.70</td> <td>$350.29</td> <td>14%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>67%</td> <td>28%</td> <td>5%</td> <td>$249.38</td> <td>$279.72</td> <td>12%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>分享“买入”评级</b></td><td><b>股票中性评级</b></td><td><b>股票“卖出”评级</b></td><td><b>收市价-12/14/21</b></td><td><b>共识价格目标</b></td><td><b>隐含的12个月上涨潜力</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>90%</td><td>10%</td><td>0%</td><td>$328.34</td><td>$366.41</td><td>12%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>94%</td><td>6%</td><td>0%</td><td>$2,878.14</td><td>$3,333.70</td><td>16%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>79%</td><td>19%</td><td>2%</td><td>$174.33</td><td>$174.35</td><td>0%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>81%</td><td>12%</td><td>7%</td><td>$283.37</td><td>$341.51</td><td>21%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>43%</td><td>30%</td><td>28%</td><td>$958.51</td><td>$860.35</td><td>-10%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>65%</td><td>32%</td><td>3%</td><td>$402.20</td><td>$417.16</td><td>4%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>76%</td><td>22%</td><td>2%</td><td>$333.74</td><td>$398.32</td><td>19%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>85%</td><td>11%</td><td>4%</td><td>$479.46</td><td>$490.88</td><td>2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>64%</td><td>25%</td><td>11%</td><td>$44.13</td><td>$49.83</td><td>13%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>61%</td><td>32%</td><td>7%</td><td>$159.13</td><td>$179.70</td><td>13%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>39%</td><td>51%</td><td>10%</td><td>$61.54</td><td>$72.97</td><td>19%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>43%</td><td>57%</td><td>0%</td><td>$295.03</td><td>$332.50</td><td>13%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>94%</td><td>6%</td><td>0%</td><td>$3,381.83</td><td>$4,102.98</td><td>21%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>38%</td><td>58%</td><td>4%</td><td>$55.54</td><td>$53.67</td><td>-3%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>33%</td><td>0%</td><td>$48.89</td><td>$54.90</td><td>12%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>68%</td><td>32%</td><td>0%</td><td>$116.22</td><td>$130.36</td><td>12%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>83%</td><td>13%</td><td>4%</td><td>$639.48</td><td>$756.29</td><td>18%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>73%</td><td>24%</td><td>3%</td><td>$252.46</td><td>$272.43</td><td>8%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>70%</td><td>26%</td><td>4%</td><td>$369.73</td><td>$383.68</td><td>4%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>83%</td><td>13%</td><td>4%</td><td>$632.11</td><td>$682.47</td><td>8%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>59%</td><td>35%</td><td>6%</td><td>$545.34</td><td>$551.75</td><td>1%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>84%</td><td>13%</td><td>3%</td><td>$614.91</td><td>$682.70</td><td>11%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>81%</td><td>19%</td><td>0%</td><td>$614.86</td><td>$720.69</td><td>17%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>82%</td><td>14%</td><td>4%</td><td>$307.70</td><td>$350.29</td><td>14%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>67%</td><td>28%</td><td>5%</td><td>$249.38</td><td>$279.72</td><td>12%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here are six data highlights to consider:</p><p><blockquote>以下是需要考虑的六个数据亮点:</blockquote></p><p></p><p> <ul> <li>Two of this year’s best performers are expected to be poor performers next year, based on the price targets: Apple and Tesla.</li> <li>Apple is expected to show much slower sales and earnings growth than the rest of the top five companies on the list through 2023.</li> <li>Tesla’s expected two-year sales CAGR of 31.7% is by far the highest on the list. But only 43% of analysts polled by FactSet rate the stock a “buy.”</li> <li>Tesla also has the highest expected EPS CAGR through 2023 at 38.3%, but Amazon.com Inc. is right behind, with a projected EPS CAGR of 36.2%. Next on the list by this measure is Nvidia, at 21.3%.</li> <li>From the price targets, Nvidia and Amazon are Wall Street analysts’ favorite stocks on the list, with implied 12-month upside of 21%.</li> <li>Pfizer Inc.’s sales are expected to rise in 2022 but fall in 2023 to a level below that of 2021, according to analysts polled by FactSet. That could reflect expectations that the coronavirus pandemic will be ending.</li> </ul></p><p><blockquote><ul><li>根据价格目标,今年表现最好的两家公司预计明年表现不佳:苹果和特斯拉。</li><li>预计到2023年,苹果的销售额和盈利增长将比榜单前五名中的其他公司慢得多。</li><li>特斯拉预计两年销售额复合年增长率为31.7%,是迄今为止榜单上最高的。但FactSet调查的分析师中只有43%将该股评级为“买入”。</li><li>特斯拉到2023年的预期每股收益复合年增长率也最高,为38.3%,但亚马逊紧随其后,预计每股收益复合年增长率为36.2%。按照这一标准,排名第二的是英伟达,占21.3%。</li><li>从目标价来看,英伟达和亚马逊是华尔街分析师最喜欢的上榜股票,隐含的12个月上涨空间为21%。</li><li>FactSet调查的分析师表示,辉瑞公司的销售额预计将在2022年增长,但在2023年将降至低于2021年的水平。这可能反映了人们对冠状病毒大流行将会结束的预期。</li></ul></blockquote></p><p></p>","source":"lsy1603348471595","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>After a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</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\">\nAfter a dazzling 2021, Apple and Tesla stocks are expected to be duds in 2022<blockquote>在经历了令人眼花缭乱的2021年之后,苹果和特斯拉的股票预计将在2022年表现不佳</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-16 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gain this year</p><p><blockquote>以下是今年贡献标普500指数一半以上涨幅的25只股票的前景</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f9d26b6e333f1a0e3ef46a61239eb7\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>Shares of Apple have returned 32% this year, while Tesla has risen 36%. Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果的股价今年上涨了32%,而特斯拉的股价上涨了36%。盖蒂图片</span></p></blockquote></p><p> A report from Goldman Sachs shows how much of investors’ money is concentrated in only five high-flying stocks. And a screen of the biggest contributors to this year’s excellent performance for the S&P 500 index highlights two that are expected not to perform well in 2022: Apple and Tesla.</p><p><blockquote>高盛的一份报告显示,投资者的资金集中在五只飞涨的股票上。标普500指数今年表现出色的最大贡献者的屏幕突出了两个预计在2022年表现不佳的国家:苹果和特斯拉。</blockquote></p><p> Just five stocks — Microsoft Corp.,Alphabet Inc.,Apple Inc.,Nvidia Corp. and Tesla Inc. — contributed over a third of the S&P 500 Index’s 26% total return for 2021 through Dec. 9, according to analysts at Goldman. And from the end of April through Dec. 9, they contributed 51% of the index’s 13% return.</p><p><blockquote>据分析师称,截至12月9日,苹果指数2021年总回报率为26%,仅五只股票——微软公司、Alphabet公司、特斯拉公司、英伟达公司和标普500公司——就贡献了三分之一以上。高盛。从4月底到12月9日,他们贡献了该指数13%回报的51%。</blockquote></p><p> Moreover, only 25 stocks accounted for 58% of the index’s gains, including reinvested dividends, through Dec. 9, Goldman said. Its list of those stocks is below, along with screens of Wall Street analysts’ expectations for the group as we look ahead to 2022 and 2023.</p><p><blockquote>此外,高盛表示,截至12月9日,包括再投资股息在内,只有25只股票占该指数涨幅的58%。下面是这些股票的列表,以及华尔街分析师对2022年和2023年的预期。</blockquote></p><p> The analysts, led by David Kostin, pointed out that “market breadth has narrowed substantially” over the past several months. In other words, investors have concentrated more of their money (and risk) in the largest tech companies, by market capitalization.</p><p><blockquote>以大卫·科斯汀为首的分析师指出,过去几个月“市场广度大幅缩小”。换句话说,按市值计算,投资者将更多资金(和风险)集中在最大的科技公司。</blockquote></p><p> That said, the Goldman analysts continue to recommend that long-term investors “own high-growth, high-margin stocks.”</p><p><blockquote>尽管如此,高盛分析师继续建议长期投资者“持有高增长、高利润的股票”。</blockquote></p><p> <b>Digging into the 25 biggest contributors to the S&P 500’s returns this year</b></p><p><blockquote><b>挖掘今年标普500回报的25个最大贡献者</b></blockquote></p><p> This list shows each of the 25 stocks and their “contributions” to the gains, expressed in basis points. (A basis point is one 100th of a percent. ) The table also includes pricing information — closing prices as of Dec. 14 with declines from 52-week highs and the dates of those highs.</p><p><blockquote>该列表显示了25只股票及其对收益的“贡献”,以基点表示。(一个基点是百分之一。)该表还包括定价信息——截至12月14日的收盘价,从52周高点下跌,以及这些高点的日期。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Total return – 2021 through Dec. 9</b></td> <td><b>Contribution to S&P 500’s return for 2021 through Dec. 9 (basis points)</b></td> <td><b>Closing Price – 12/14/21</b></td> <td><b>Decline from 52-week high</b></td> <td><b>Date of 52-week high</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>51%</td> <td>271</td> <td>$328.34</td> <td>-6.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>68%</td> <td>224</td> <td>$2,878.14</td> <td>-4.7%</td> <td>11/19/2021</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>32%</td> <td>217</td> <td>$174.33</td> <td>-4.3%</td> <td>12/13/2021</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>134%</td> <td>137</td> <td>$283.37</td> <td>-18.2%</td> <td>11/22/2021</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>42%</td> <td>71</td> <td>$958.51</td> <td>-22.9%</td> <td>11/04/2021</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>58%</td> <td>52</td> <td>$402.20</td> <td>-4.4%</td> <td>12/06/2021</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>21%</td> <td>43</td> <td>$333.74</td> <td>-13.2%</td> <td>09/01/2021</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>37%</td> <td>39</td> <td>$479.46</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>50%</td> <td>36</td> <td>$44.13</td> <td>-9.4%</td> <td>11/03/2021</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>29%</td> <td>36</td> <td>$159.13</td> <td>-8.0%</td> <td>10/25/2021</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>61%</td> <td>34</td> <td>$61.54</td> <td>-7.3%</td> <td>11/08/2021</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>23%</td> <td>32</td> <td>$295.03</td> <td>-0.5%</td> <td>12/14/2021</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>7%</td> <td>31</td> <td>$3,381.83</td> <td>-10.4%</td> <td>07/13/2021</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>47%</td> <td>30</td> <td>$55.54</td> <td>-0.7%</td> <td>12/14/2021</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>26</td> <td>$48.89</td> <td>-7.0%</td> <td>11/03/2021</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>47%</td> <td>24</td> <td>$116.22</td> <td>-2.5%</td> <td>12/08/2021</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>76%</td> <td>24</td> <td>$639.48</td> <td>-10.8%</td> <td>11/19/2021</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">LOW</a></td> <td>63%</td> <td>23</td> <td>$252.46</td> <td>-4.1%</td> <td>12/13/2021</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>44%</td> <td>23</td> <td>$369.73</td> <td>-3.0%</td> <td>12/13/2021</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>37%</td> <td>22</td> <td>$632.11</td> <td>-5.2%</td> <td>11/26/2021</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>40%</td> <td>21</td> <td>$545.34</td> <td>-2.8%</td> <td>12/10/2021</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>36%</td> <td>20</td> <td>$614.91</td> <td>-4.6%</td> <td>12/10/2021</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>26%</td> <td>20</td> <td>$614.86</td> <td>-12.1%</td> <td>11/22/2021</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>44%</td> <td>20</td> <td>$307.70</td> <td>-7.9%</td> <td>09/10/2021</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>46%</td> <td>19</td> <td>$249.38</td> <td>-9.6%</td> <td>08/17/2021</td> </tr> </tbody> </table> Sources: Goldman Sachs, FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>总回报–2021年至12月9日</b></td><td><b>截至12月9日对标普500 2021年回报的贡献(基点)</b></td><td><b>收市价-12/14/21</b></td><td><b>较52周高点下跌</b></td><td><b>52周高点日期</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>51%</td><td>271</td><td>$328.34</td><td>-6.1%</td><td>11/22/2021</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>68%</td><td>224</td><td>$2,878.14</td><td>-4.7%</td><td>11/19/2021</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>32%</td><td>217</td><td>$174.33</td><td>-4.3%</td><td>12/13/2021</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>134%</td><td>137</td><td>$283.37</td><td>-18.2%</td><td>11/22/2021</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>42%</td><td>71</td><td>$958.51</td><td>-22.9%</td><td>11/04/2021</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>58%</td><td>52</td><td>$402.20</td><td>-4.4%</td><td>12/06/2021</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>21%</td><td>43</td><td>$333.74</td><td>-13.2%</td><td>09/01/2021</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>37%</td><td>39</td><td>$479.46</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>美国银行</td><td>BAC</td><td>50%</td><td>36</td><td>$44.13</td><td>-9.4%</td><td>11/03/2021</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>29%</td><td>36</td><td>$159.13</td><td>-8.0%</td><td>10/25/2021</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>61%</td><td>34</td><td>$61.54</td><td>-7.3%</td><td>11/08/2021</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>23%</td><td>32</td><td>$295.03</td><td>-0.5%</td><td>12/14/2021</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>7%</td><td>31</td><td>$3,381.83</td><td>-10.4%</td><td>07/13/2021</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>47%</td><td>30</td><td>$55.54</td><td>-0.7%</td><td>12/14/2021</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>26</td><td>$48.89</td><td>-7.0%</td><td>11/03/2021</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>47%</td><td>24</td><td>$116.22</td><td>-2.5%</td><td>12/08/2021</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>76%</td><td>24</td><td>$639.48</td><td>-10.8%</td><td>11/19/2021</td></tr><tr><td>劳氏公司。</td><td><a href=\"https://www.marketwatch.com/investing/stock/LOW?mod=MW_story_quote\" target=\"_blank\">低的</a></td><td>63%</td><td>23</td><td>$252.46</td><td>-4.1%</td><td>12/13/2021</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>44%</td><td>23</td><td>$369.73</td><td>-3.0%</td><td>12/13/2021</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>37%</td><td>22</td><td>$632.11</td><td>-5.2%</td><td>11/26/2021</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>40%</td><td>21</td><td>$545.34</td><td>-2.8%</td><td>12/10/2021</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>36%</td><td>20</td><td>$614.91</td><td>-4.6%</td><td>12/10/2021</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>26%</td><td>20</td><td>$614.86</td><td>-12.1%</td><td>11/22/2021</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>44%</td><td>20</td><td>$307.70</td><td>-7.9%</td><td>09/10/2021</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>46%</td><td>19</td><td>$249.38</td><td>-9.6%</td><td>08/17/2021</td></tr></tbody></table>资料来源:高盛、FactSet</blockquote></p><p> <table> <tbody></tbody> </table> We included the declines from 52-week highs through Dec. 14 to illustrate how volatile the stocks of rapidly growing tech giants can be. Shares of Nvidia, for example, were down 18% from the high reached Nov. 22. Tesla has tumbled into bear-market territory three times in 2021 and is down 23% from its high reached Nov. 4.</p><p><blockquote><table><tbody></tbody></table>我们纳入了截至12月14日从52周高点的跌幅,以说明快速增长的科技巨头的股票波动性有多大。例如,英伟达的股价较11月22日触及的高点下跌了18%。特斯拉在2021年已三次跌入熊市区域,较11月4日触及的高点下跌了23%。</blockquote></p><p> Leaving the list in the same order, here are consensus estimates among analysts polled by FactSet for sales (in millions of dollars) for calendar years through 2023, with projected compound annual growth rates (CAGR):</p><p><blockquote>按相同顺序排列,以下是FactSet调查的分析师对2023年之前历年销售额(以百万美元为单位)的一致估计,以及预计的复合年增长率(CAGR):</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated revenue – 2021</b></td> <td><b>Estimated revenue – 2022</b></td> <td><b>Estimated revenue – 2023</b></td> <td><b>Two-year estimated sales CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$182,593</td> <td>$210,753</td> <td>$240,396</td> <td>14.7%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$254,060</td> <td>$296,677</td> <td>$341,671</td> <td>16.0%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$369,729</td> <td>$389,037</td> <td>$413,789</td> <td>5.8%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$25,754</td> <td>$31,175</td> <td>$36,380</td> <td>18.9%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$51,678</td> <td>$73,183</td> <td>$89,639</td> <td>31.7%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$148,615</td> <td>$153,285</td> <td>$158,252</td> <td>3.2%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$117,569</td> <td>$139,805</td> <td>$164,737</td> <td>18.4%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$286,410</td> <td>$316,412</td> <td>$342,740</td> <td>9.4%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$89,268</td> <td>$93,591</td> <td>$99,180</td> <td>5.4%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$123,128</td> <td>$123,405</td> <td>$130,270</td> <td>2.9%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$294,130</td> <td>$308,304</td> <td>$292,830</td> <td>-0.2%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$294,667</td> <td>$294,894</td> <td>$309,287</td> <td>2.5%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$470,607</td> <td>$553,097</td> <td>$649,246</td> <td>17.5%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$81,333</td> <td>$92,070</td> <td>$72,748</td> <td>-5.4%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$76,024</td> <td>$72,048</td> <td>$75,462</td> <td>-0.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$155,748</td> <td>$168,114</td> <td>$159,898</td> <td>1.3%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10,714</td> <td>$12,980</td> <td>$14,881</td> <td>17.9%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$95,152</td> <td>$97,459</td> <td>$100,080</td> <td>2.6%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$52,819</td> <td>$58,906</td> <td>$63,622</td> <td>9.8%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$37,210</td> <td>$39,493</td> <td>$42,053</td> <td>6.3%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$203,027</td> <td>$222,877</td> <td>$238,794</td> <td>8.5%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$27,976</td> <td>$30,877</td> <td>$32,521</td> <td>7.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$15,957</td> <td>$18,393</td> <td>$21,000</td> <td>14.7%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$29,116</td> <td>$30,792</td> <td>$32,437</td> <td>5.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$27,601</td> <td>$27,774</td> <td>$30,366</td> <td>4.9%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计收入-2021</b></td><td><b>预计收入-2022年</b></td><td><b>预计收入-2023年</b></td><td><b>两年预计销售额复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$182,593</td><td>$210,753</td><td>$240,396</td><td>14.7%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$254,060</td><td>$296,677</td><td>$341,671</td><td>16.0%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$369,729</td><td>$389,037</td><td>$413,789</td><td>5.8%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$25,754</td><td>$31,175</td><td>$36,380</td><td>18.9%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$51,678</td><td>$73,183</td><td>$89,639</td><td>31.7%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$148,615</td><td>$153,285</td><td>$158,252</td><td>3.2%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$117,569</td><td>$139,805</td><td>$164,737</td><td>18.4%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$286,410</td><td>$316,412</td><td>$342,740</td><td>9.4%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$89,268</td><td>$93,591</td><td>$99,180</td><td>5.4%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$123,128</td><td>$123,405</td><td>$130,270</td><td>2.9%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$294,130</td><td>$308,304</td><td>$292,830</td><td>-0.2%</td></tr><tr><td>伯克希尔哈撒韦公司B级</td><td>BRK</td><td>$294,667</td><td>$294,894</td><td>$309,287</td><td>2.5%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$470,607</td><td>$553,097</td><td>$649,246</td><td>17.5%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$81,333</td><td>$92,070</td><td>$72,748</td><td>-5.4%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$76,024</td><td>$72,048</td><td>$75,462</td><td>-0.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$155,748</td><td>$168,114</td><td>$159,898</td><td>1.3%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10,714</td><td>$12,980</td><td>$14,881</td><td>17.9%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$95,152</td><td>$97,459</td><td>$100,080</td><td>2.6%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$52,819</td><td>$58,906</td><td>$63,622</td><td>9.8%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$37,210</td><td>$39,493</td><td>$42,053</td><td>6.3%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$203,027</td><td>$222,877</td><td>$238,794</td><td>8.5%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$27,976</td><td>$30,877</td><td>$32,521</td><td>7.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$15,957</td><td>$18,393</td><td>$21,000</td><td>14.7%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$29,116</td><td>$30,792</td><td>$32,437</td><td>5.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$27,601</td><td>$27,774</td><td>$30,366</td><td>4.9%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s another look ahead, this time at earnings-per-share estimates</p><p><blockquote>这是另一个展望,这次是每股收益预期</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Estimated EPS – 2021</b></td> <td><b>Estimated EPS – 2022</b></td> <td><b>Estimated EPS – 2023</b></td> <td><b>Two-year estimated EPS CAGR</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>$8.60</td> <td>$9.85</td> <td>$11.44</td> <td>15.3%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>$108.65</td> <td>$113.97</td> <td>$130.48</td> <td>9.6%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>$5.64</td> <td>$5.85</td> <td>$6.27</td> <td>5.4%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>$4.18</td> <td>$5.08</td> <td>$6.15</td> <td>21.3%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>$5.99</td> <td>$8.64</td> <td>$11.46</td> <td>38.3%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>$15.17</td> <td>$16.13</td> <td>$17.30</td> <td>6.8%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>$13.94</td> <td>$14.24</td> <td>$16.94</td> <td>10.3%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>$18.84</td> <td>$21.63</td> <td>$24.58</td> <td>14.2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>$3.52</td> <td>$3.19</td> <td>$3.63</td> <td>1.5%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>$14.98</td> <td>$12.03</td> <td>$13.23</td> <td>-6.0%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>$5.03</td> <td>$5.79</td> <td>$5.59</td> <td>5.4%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>$11.65</td> <td>$12.63</td> <td>$14.13</td> <td>10.1%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>$41.31</td> <td>$51.54</td> <td>$76.68</td> <td>36.2%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>$4.19</td> <td>$5.75</td> <td>$4.87</td> <td>7.8%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>$4.63</td> <td>$3.72</td> <td>$4.41</td> <td>-2.4%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>$8.36</td> <td>$9.42</td> <td>$8.78</td> <td>2.5%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>$10.56</td> <td>$12.51</td> <td>$14.70</td> <td>18.0%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>$11.71</td> <td>$12.86</td> <td>$14.40</td> <td>10.9%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>$9.25</td> <td>$10.48</td> <td>$11.59</td> <td>11.9%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>$23.45</td> <td>$21.17</td> <td>$23.34</td> <td>-0.2%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>$11.63</td> <td>$13.06</td> <td>$14.33</td> <td>11.0%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>$28.83</td> <td>$33.53</td> <td>$36.69</td> <td>12.8%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>$12.63</td> <td>$14.47</td> <td>$16.88</td> <td>15.6%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>$9.82</td> <td>$10.16</td> <td>$10.72</td> <td>4.5%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>$8.02</td> <td>$8.13</td> <td>$9.71</td> <td>10.1%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>预计每股收益–2021年</b></td><td><b>预计每股收益–2022年</b></td><td><b>预计每股收益-2023年</b></td><td><b>两年预计每股收益复合年增长率</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>$8.60</td><td>$9.85</td><td>$11.44</td><td>15.3%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>$108.65</td><td>$113.97</td><td>$130.48</td><td>9.6%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>$5.64</td><td>$5.85</td><td>$6.27</td><td>5.4%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>$4.18</td><td>$5.08</td><td>$6.15</td><td>21.3%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>$5.99</td><td>$8.64</td><td>$11.46</td><td>38.3%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>$15.17</td><td>$16.13</td><td>$17.30</td><td>6.8%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>$13.94</td><td>$14.24</td><td>$16.94</td><td>10.3%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>$18.84</td><td>$21.63</td><td>$24.58</td><td>14.2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>$3.52</td><td>$3.19</td><td>$3.63</td><td>1.5%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>$14.98</td><td>$12.03</td><td>$13.23</td><td>-6.0%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>$5.03</td><td>$5.79</td><td>$5.59</td><td>5.4%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>$11.65</td><td>$12.63</td><td>$14.13</td><td>10.1%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>$41.31</td><td>$51.54</td><td>$76.68</td><td>36.2%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>$4.19</td><td>$5.75</td><td>$4.87</td><td>7.8%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>$4.63</td><td>$3.72</td><td>$4.41</td><td>-2.4%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>$8.36</td><td>$9.42</td><td>$8.78</td><td>2.5%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>$10.56</td><td>$12.51</td><td>$14.70</td><td>18.0%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>$11.71</td><td>$12.86</td><td>$14.40</td><td>10.9%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>$9.25</td><td>$10.48</td><td>$11.59</td><td>11.9%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>$23.45</td><td>$21.17</td><td>$23.34</td><td>-0.2%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>$11.63</td><td>$13.06</td><td>$14.33</td><td>11.0%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>$28.83</td><td>$33.53</td><td>$36.69</td><td>12.8%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>$12.63</td><td>$14.47</td><td>$16.88</td><td>15.6%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>$9.82</td><td>$10.16</td><td>$10.72</td><td>4.5%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>$8.02</td><td>$8.13</td><td>$9.71</td><td>10.1%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here’s a summary of Wall Street analysts’ opinions about the stocks:</p><p><blockquote>以下是华尔街分析师对这些股票的看法摘要:</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company</b></td> <td><b>Ticker</b></td> <td><b>Share “buy” ratings</b></td> <td><b>Share neutral ratings</b></td> <td><b>Share “sell” ratings</b></td> <td><b>Closing price – 12/14/21</b></td> <td><b>Consensus price target</b></td> <td><b>Implied 12-month upside potential</b></td> </tr> <tr> <td>Microsoft Corp.</td> <td>MSFT</td> <td>90%</td> <td>10%</td> <td>0%</td> <td>$328.34</td> <td>$366.41</td> <td>12%</td> </tr> <tr> <td>Alphabet Inc. Class A</td> <td>GOOGL</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$2,878.14</td> <td>$3,333.70</td> <td>16%</td> </tr> <tr> <td>Apple Inc.</td> <td>AAPL</td> <td>79%</td> <td>19%</td> <td>2%</td> <td>$174.33</td> <td>$174.35</td> <td>0%</td> </tr> <tr> <td>Nvidia Corp.</td> <td>NVDA</td> <td>81%</td> <td>12%</td> <td>7%</td> <td>$283.37</td> <td>$341.51</td> <td>21%</td> </tr> <tr> <td>Tesla Inc.</td> <td>TSLA</td> <td>43%</td> <td>30%</td> <td>28%</td> <td>$958.51</td> <td>$860.35</td> <td>-10%</td> </tr> <tr> <td>Home Depot Inc.</td> <td>HD</td> <td>65%</td> <td>32%</td> <td>3%</td> <td>$402.20</td> <td>$417.16</td> <td>4%</td> </tr> <tr> <td>Meta Platforms Inc. Class A</td> <td>FB</td> <td>76%</td> <td>22%</td> <td>2%</td> <td>$333.74</td> <td>$398.32</td> <td>19%</td> </tr> <tr> <td>UnitedHealth Group Inc.</td> <td>UNH</td> <td>85%</td> <td>11%</td> <td>4%</td> <td>$479.46</td> <td>$490.88</td> <td>2%</td> </tr> <tr> <td>Bank of America Corp</td> <td>BAC</td> <td>64%</td> <td>25%</td> <td>11%</td> <td>$44.13</td> <td>$49.83</td> <td>13%</td> </tr> <tr> <td>JPMorgan Chase & Co.</td> <td>JPM</td> <td>61%</td> <td>32%</td> <td>7%</td> <td>$159.13</td> <td>$179.70</td> <td>13%</td> </tr> <tr> <td>Exxon Mobil Corp.</td> <td>XOM</td> <td>39%</td> <td>51%</td> <td>10%</td> <td>$61.54</td> <td>$72.97</td> <td>19%</td> </tr> <tr> <td>Berkshire Hathaway Inc. Class B</td> <td>BRK</td> <td>43%</td> <td>57%</td> <td>0%</td> <td>$295.03</td> <td>$332.50</td> <td>13%</td> </tr> <tr> <td>Amazon.com Inc.</td> <td>AMZN</td> <td>94%</td> <td>6%</td> <td>0%</td> <td>$3,381.83</td> <td>$4,102.98</td> <td>21%</td> </tr> <tr> <td>Pfizer Inc.</td> <td>PFE</td> <td>38%</td> <td>58%</td> <td>4%</td> <td>$55.54</td> <td>$53.67</td> <td>-3%</td> </tr> <tr> <td>Wells Fargo & Co.</td> <td>WFC</td> <td>67%</td> <td>33%</td> <td>0%</td> <td>$48.89</td> <td>$54.90</td> <td>12%</td> </tr> <tr> <td>Chevron Corp.</td> <td>CVX</td> <td>68%</td> <td>32%</td> <td>0%</td> <td>$116.22</td> <td>$130.36</td> <td>12%</td> </tr> <tr> <td>Intuit Inc.</td> <td>INTU</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$639.48</td> <td>$756.29</td> <td>18%</td> </tr> <tr> <td>Lowe’s Companies Inc.</td> <td>LOW</td> <td>73%</td> <td>24%</td> <td>3%</td> <td>$252.46</td> <td>$272.43</td> <td>8%</td> </tr> <tr> <td>Accenture Plc Class A</td> <td>ACN</td> <td>70%</td> <td>26%</td> <td>4%</td> <td>$369.73</td> <td>$383.68</td> <td>4%</td> </tr> <tr> <td>Thermo Fisher Scientific Inc.</td> <td>TMO</td> <td>83%</td> <td>13%</td> <td>4%</td> <td>$632.11</td> <td>$682.47</td> <td>8%</td> </tr> <tr> <td>Costco Wholesale Corp.</td> <td>COST</td> <td>59%</td> <td>35%</td> <td>6%</td> <td>$545.34</td> <td>$551.75</td> <td>1%</td> </tr> <tr> <td>Broadcom Inc.</td> <td>AVGO</td> <td>84%</td> <td>13%</td> <td>3%</td> <td>$614.91</td> <td>$682.70</td> <td>11%</td> </tr> <tr> <td>Adobe Inc.</td> <td>ADBE</td> <td>81%</td> <td>19%</td> <td>0%</td> <td>$614.86</td> <td>$720.69</td> <td>17%</td> </tr> <tr> <td>Danaher Corp.</td> <td>DHR</td> <td>82%</td> <td>14%</td> <td>4%</td> <td>$307.70</td> <td>$350.29</td> <td>14%</td> </tr> <tr> <td>Eli Lilly and Co.</td> <td>LLY</td> <td>67%</td> <td>28%</td> <td>5%</td> <td>$249.38</td> <td>$279.72</td> <td>12%</td> </tr> </tbody> </table> Source: FactSet</p><p><blockquote><table><tbody><tr><td><b>公司</b></td><td><b>股票代码</b></td><td><b>分享“买入”评级</b></td><td><b>股票中性评级</b></td><td><b>股票“卖出”评级</b></td><td><b>收市价-12/14/21</b></td><td><b>共识价格目标</b></td><td><b>隐含的12个月上涨潜力</b></td></tr><tr><td>微软公司。</td><td>MSFT</td><td>90%</td><td>10%</td><td>0%</td><td>$328.34</td><td>$366.41</td><td>12%</td></tr><tr><td>Alphabet A级</td><td>GOOGL</td><td>94%</td><td>6%</td><td>0%</td><td>$2,878.14</td><td>$3,333.70</td><td>16%</td></tr><tr><td>苹果公司。</td><td>AAPL</td><td>79%</td><td>19%</td><td>2%</td><td>$174.33</td><td>$174.35</td><td>0%</td></tr><tr><td>英伟达公司。</td><td>NVDA</td><td>81%</td><td>12%</td><td>7%</td><td>$283.37</td><td>$341.51</td><td>21%</td></tr><tr><td>特斯拉公司。</td><td>特斯拉</td><td>43%</td><td>30%</td><td>28%</td><td>$958.51</td><td>$860.35</td><td>-10%</td></tr><tr><td>家得宝公司。</td><td>HD</td><td>65%</td><td>32%</td><td>3%</td><td>$402.20</td><td>$417.16</td><td>4%</td></tr><tr><td>元平台公司A级</td><td>FB</td><td>76%</td><td>22%</td><td>2%</td><td>$333.74</td><td>$398.32</td><td>19%</td></tr><tr><td>联合健康集团公司。</td><td>UNH</td><td>85%</td><td>11%</td><td>4%</td><td>$479.46</td><td>$490.88</td><td>2%</td></tr><tr><td>美国银行</td><td>BAC</td><td>64%</td><td>25%</td><td>11%</td><td>$44.13</td><td>$49.83</td><td>13%</td></tr><tr><td>摩根大通公司。</td><td>JPM</td><td>61%</td><td>32%</td><td>7%</td><td>$159.13</td><td>$179.70</td><td>13%</td></tr><tr><td>埃克森美孚公司。</td><td>XOM</td><td>39%</td><td>51%</td><td>10%</td><td>$61.54</td><td>$72.97</td><td>19%</td></tr><tr><td>伯克希尔哈撒韦公司B类</td><td>BRK</td><td>43%</td><td>57%</td><td>0%</td><td>$295.03</td><td>$332.50</td><td>13%</td></tr><tr><td>亚马逊公司。</td><td>AMZN</td><td>94%</td><td>6%</td><td>0%</td><td>$3,381.83</td><td>$4,102.98</td><td>21%</td></tr><tr><td>辉瑞公司。</td><td>PFE</td><td>38%</td><td>58%</td><td>4%</td><td>$55.54</td><td>$53.67</td><td>-3%</td></tr><tr><td>富国银行公司。</td><td>WFC</td><td>67%</td><td>33%</td><td>0%</td><td>$48.89</td><td>$54.90</td><td>12%</td></tr><tr><td>雪佛龙公司。</td><td>CVX</td><td>68%</td><td>32%</td><td>0%</td><td>$116.22</td><td>$130.36</td><td>12%</td></tr><tr><td>Intuit公司。</td><td>INTU</td><td>83%</td><td>13%</td><td>4%</td><td>$639.48</td><td>$756.29</td><td>18%</td></tr><tr><td>劳氏公司。</td><td>低的</td><td>73%</td><td>24%</td><td>3%</td><td>$252.46</td><td>$272.43</td><td>8%</td></tr><tr><td>埃森哲PLC A级</td><td>ACN</td><td>70%</td><td>26%</td><td>4%</td><td>$369.73</td><td>$383.68</td><td>4%</td></tr><tr><td>赛默飞世尔科技公司。</td><td>TMO</td><td>83%</td><td>13%</td><td>4%</td><td>$632.11</td><td>$682.47</td><td>8%</td></tr><tr><td>好市多批发公司。</td><td>成本</td><td>59%</td><td>35%</td><td>6%</td><td>$545.34</td><td>$551.75</td><td>1%</td></tr><tr><td>博通公司。</td><td>AVGO</td><td>84%</td><td>13%</td><td>3%</td><td>$614.91</td><td>$682.70</td><td>11%</td></tr><tr><td>Adobe公司。</td><td>ADBE</td><td>81%</td><td>19%</td><td>0%</td><td>$614.86</td><td>$720.69</td><td>17%</td></tr><tr><td>丹纳赫公司。</td><td>DHR</td><td>82%</td><td>14%</td><td>4%</td><td>$307.70</td><td>$350.29</td><td>14%</td></tr><tr><td>礼来公司。</td><td>LLY</td><td>67%</td><td>28%</td><td>5%</td><td>$249.38</td><td>$279.72</td><td>12%</td></tr></tbody></table>来源:FactSet</blockquote></p><p> Here are six data highlights to consider:</p><p><blockquote>以下是需要考虑的六个数据亮点:</blockquote></p><p></p><p> <ul> <li>Two of this year’s best performers are expected to be poor performers next year, based on the price targets: Apple and Tesla.</li> <li>Apple is expected to show much slower sales and earnings growth than the rest of the top five companies on the list through 2023.</li> <li>Tesla’s expected two-year sales CAGR of 31.7% is by far the highest on the list. But only 43% of analysts polled by FactSet rate the stock a “buy.”</li> <li>Tesla also has the highest expected EPS CAGR through 2023 at 38.3%, but Amazon.com Inc. is right behind, with a projected EPS CAGR of 36.2%. Next on the list by this measure is Nvidia, at 21.3%.</li> <li>From the price targets, Nvidia and Amazon are Wall Street analysts’ favorite stocks on the list, with implied 12-month upside of 21%.</li> <li>Pfizer Inc.’s sales are expected to rise in 2022 but fall in 2023 to a level below that of 2021, according to analysts polled by FactSet. That could reflect expectations that the coronavirus pandemic will be ending.</li> </ul></p><p><blockquote><ul><li>根据价格目标,今年表现最好的两家公司预计明年表现不佳:苹果和特斯拉。</li><li>预计到2023年,苹果的销售额和盈利增长将比榜单前五名中的其他公司慢得多。</li><li>特斯拉预计两年销售额复合年增长率为31.7%,是迄今为止榜单上最高的。但FactSet调查的分析师中只有43%将该股评级为“买入”。</li><li>特斯拉到2023年的预期每股收益复合年增长率也最高,为38.3%,但亚马逊紧随其后,预计每股收益复合年增长率为36.2%。按照这一标准,排名第二的是英伟达,占21.3%。</li><li>从目标价来看,英伟达和亚马逊是华尔街分析师最喜欢的上榜股票,隐含的12个月上涨空间为21%。</li><li>FactSet调查的分析师表示,辉瑞公司的销售额预计将在2022年增长,但在2023年将降至低于2021年的水平。这可能反映了人们对冠状病毒大流行将会结束的预期。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/after-a-dazzling-2021-apple-and-tesla-stocks-are-expected-to-be-duds-in-2022-11639582194?mod=home-page\">MarketWatch</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":{"BK4551":"寇图资本持仓","NVDA":"英伟达","TSLA":"特斯拉","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4099":"汽车制造商","MSFT":"微软","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","GOOG":"谷歌","BK4170":"电脑硬件、储存设备及电脑周边","GOOGL":"谷歌A"},"source_url":"https://www.marketwatch.com/story/after-a-dazzling-2021-apple-and-tesla-stocks-are-expected-to-be-duds-in-2022-11639582194?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191399540","content_text":"Here’s the outlook for the 25 stocks that have contributed more than half of the S&P 500 index’s gain this year\nShares of Apple have returned 32% this year, while Tesla has risen 36%. Getty Images\nA report from Goldman Sachs shows how much of investors’ money is concentrated in only five high-flying stocks. And a screen of the biggest contributors to this year’s excellent performance for the S&P 500 index highlights two that are expected not to perform well in 2022: Apple and Tesla.\nJust five stocks — Microsoft Corp.,Alphabet Inc.,Apple Inc.,Nvidia Corp. and Tesla Inc. — contributed over a third of the S&P 500 Index’s 26% total return for 2021 through Dec. 9, according to analysts at Goldman. And from the end of April through Dec. 9, they contributed 51% of the index’s 13% return.\nMoreover, only 25 stocks accounted for 58% of the index’s gains, including reinvested dividends, through Dec. 9, Goldman said. Its list of those stocks is below, along with screens of Wall Street analysts’ expectations for the group as we look ahead to 2022 and 2023.\nThe analysts, led by David Kostin, pointed out that “market breadth has narrowed substantially” over the past several months. In other words, investors have concentrated more of their money (and risk) in the largest tech companies, by market capitalization.\nThat said, the Goldman analysts continue to recommend that long-term investors “own high-growth, high-margin stocks.”\nDigging into the 25 biggest contributors to the S&P 500’s returns this year\nThis list shows each of the 25 stocks and their “contributions” to the gains, expressed in basis points. (A basis point is one 100th of a percent. ) The table also includes pricing information — closing prices as of Dec. 14 with declines from 52-week highs and the dates of those highs.\n\n\n\nCompany\nTicker\nTotal return – 2021 through Dec. 9\nContribution to S&P 500’s return for 2021 through Dec. 9 (basis points)\nClosing Price – 12/14/21\nDecline from 52-week high\nDate of 52-week high\n\n\nMicrosoft Corp.\nMSFT\n51%\n271\n$328.34\n-6.1%\n11/22/2021\n\n\nAlphabet Inc. Class A\nGOOGL\n68%\n224\n$2,878.14\n-4.7%\n11/19/2021\n\n\nApple Inc.\nAAPL\n32%\n217\n$174.33\n-4.3%\n12/13/2021\n\n\nNvidia Corp.\nNVDA\n134%\n137\n$283.37\n-18.2%\n11/22/2021\n\n\nTesla Inc.\nTSLA\n42%\n71\n$958.51\n-22.9%\n11/04/2021\n\n\nHome Depot Inc.\nHD\n58%\n52\n$402.20\n-4.4%\n12/06/2021\n\n\nMeta Platforms Inc. Class A\nFB\n21%\n43\n$333.74\n-13.2%\n09/01/2021\n\n\nUnitedHealth Group Inc.\nUNH\n37%\n39\n$479.46\n-0.7%\n12/14/2021\n\n\nBank of America Corp\nBAC\n50%\n36\n$44.13\n-9.4%\n11/03/2021\n\n\nJPMorgan Chase & Co.\nJPM\n29%\n36\n$159.13\n-8.0%\n10/25/2021\n\n\nExxon Mobil Corp.\nXOM\n61%\n34\n$61.54\n-7.3%\n11/08/2021\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n23%\n32\n$295.03\n-0.5%\n12/14/2021\n\n\nAmazon.com Inc.\nAMZN\n7%\n31\n$3,381.83\n-10.4%\n07/13/2021\n\n\nPfizer Inc.\nPFE\n47%\n30\n$55.54\n-0.7%\n12/14/2021\n\n\nWells Fargo & Co.\nWFC\n67%\n26\n$48.89\n-7.0%\n11/03/2021\n\n\nChevron Corp.\nCVX\n47%\n24\n$116.22\n-2.5%\n12/08/2021\n\n\nIntuit Inc.\nINTU\n76%\n24\n$639.48\n-10.8%\n11/19/2021\n\n\nLowe’s Companies Inc.\nLOW\n63%\n23\n$252.46\n-4.1%\n12/13/2021\n\n\nAccenture Plc Class A\nACN\n44%\n23\n$369.73\n-3.0%\n12/13/2021\n\n\nThermo Fisher Scientific Inc.\nTMO\n37%\n22\n$632.11\n-5.2%\n11/26/2021\n\n\nCostco Wholesale Corp.\nCOST\n40%\n21\n$545.34\n-2.8%\n12/10/2021\n\n\nBroadcom Inc.\nAVGO\n36%\n20\n$614.91\n-4.6%\n12/10/2021\n\n\nAdobe Inc.\nADBE\n26%\n20\n$614.86\n-12.1%\n11/22/2021\n\n\nDanaher Corp.\nDHR\n44%\n20\n$307.70\n-7.9%\n09/10/2021\n\n\nEli Lilly and Co.\nLLY\n46%\n19\n$249.38\n-9.6%\n08/17/2021\n\n\n\nSources: Goldman Sachs, FactSet\n\n\n\nWe included the declines from 52-week highs through Dec. 14 to illustrate how volatile the stocks of rapidly growing tech giants can be. Shares of Nvidia, for example, were down 18% from the high reached Nov. 22. Tesla has tumbled into bear-market territory three times in 2021 and is down 23% from its high reached Nov. 4.\nLeaving the list in the same order, here are consensus estimates among analysts polled by FactSet for sales (in millions of dollars) for calendar years through 2023, with projected compound annual growth rates (CAGR):\n\n\n\nCompany\nTicker\nEstimated revenue – 2021\nEstimated revenue – 2022\nEstimated revenue – 2023\nTwo-year estimated sales CAGR\n\n\nMicrosoft Corp.\nMSFT\n$182,593\n$210,753\n$240,396\n14.7%\n\n\nAlphabet Inc. Class A\nGOOGL\n$254,060\n$296,677\n$341,671\n16.0%\n\n\nApple Inc.\nAAPL\n$369,729\n$389,037\n$413,789\n5.8%\n\n\nNvidia Corp.\nNVDA\n$25,754\n$31,175\n$36,380\n18.9%\n\n\nTesla Inc.\nTSLA\n$51,678\n$73,183\n$89,639\n31.7%\n\n\nHome Depot Inc.\nHD\n$148,615\n$153,285\n$158,252\n3.2%\n\n\nMeta Platforms Inc. Class A\nFB\n$117,569\n$139,805\n$164,737\n18.4%\n\n\nUnitedHealth Group Inc.\nUNH\n$286,410\n$316,412\n$342,740\n9.4%\n\n\nBank of America Corp\nBAC\n$89,268\n$93,591\n$99,180\n5.4%\n\n\nJPMorgan Chase & Co.\nJPM\n$123,128\n$123,405\n$130,270\n2.9%\n\n\nExxon Mobil Corp.\nXOM\n$294,130\n$308,304\n$292,830\n-0.2%\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n$294,667\n$294,894\n$309,287\n2.5%\n\n\nAmazon.com Inc.\nAMZN\n$470,607\n$553,097\n$649,246\n17.5%\n\n\nPfizer Inc.\nPFE\n$81,333\n$92,070\n$72,748\n-5.4%\n\n\nWells Fargo & Co.\nWFC\n$76,024\n$72,048\n$75,462\n-0.4%\n\n\nChevron Corp.\nCVX\n$155,748\n$168,114\n$159,898\n1.3%\n\n\nIntuit Inc.\nINTU\n$10,714\n$12,980\n$14,881\n17.9%\n\n\nLowe’s Companies Inc.\nLOW\n$95,152\n$97,459\n$100,080\n2.6%\n\n\nAccenture Plc Class A\nACN\n$52,819\n$58,906\n$63,622\n9.8%\n\n\nThermo Fisher Scientific Inc.\nTMO\n$37,210\n$39,493\n$42,053\n6.3%\n\n\nCostco Wholesale Corp.\nCOST\n$203,027\n$222,877\n$238,794\n8.5%\n\n\nBroadcom Inc.\nAVGO\n$27,976\n$30,877\n$32,521\n7.8%\n\n\nAdobe Inc.\nADBE\n$15,957\n$18,393\n$21,000\n14.7%\n\n\nDanaher Corp.\nDHR\n$29,116\n$30,792\n$32,437\n5.5%\n\n\nEli Lilly and Co.\nLLY\n$27,601\n$27,774\n$30,366\n4.9%\n\n\n\nSource: FactSet\nHere’s another look ahead, this time at earnings-per-share estimates\n\n\n\nCompany\nTicker\nEstimated EPS – 2021\nEstimated EPS – 2022\nEstimated EPS – 2023\nTwo-year estimated EPS CAGR\n\n\nMicrosoft Corp.\nMSFT\n$8.60\n$9.85\n$11.44\n15.3%\n\n\nAlphabet Inc. Class A\nGOOGL\n$108.65\n$113.97\n$130.48\n9.6%\n\n\nApple Inc.\nAAPL\n$5.64\n$5.85\n$6.27\n5.4%\n\n\nNvidia Corp.\nNVDA\n$4.18\n$5.08\n$6.15\n21.3%\n\n\nTesla Inc.\nTSLA\n$5.99\n$8.64\n$11.46\n38.3%\n\n\nHome Depot Inc.\nHD\n$15.17\n$16.13\n$17.30\n6.8%\n\n\nMeta Platforms Inc. Class A\nFB\n$13.94\n$14.24\n$16.94\n10.3%\n\n\nUnitedHealth Group Inc.\nUNH\n$18.84\n$21.63\n$24.58\n14.2%\n\n\nBank of America Corp\nBAC\n$3.52\n$3.19\n$3.63\n1.5%\n\n\nJPMorgan Chase & Co.\nJPM\n$14.98\n$12.03\n$13.23\n-6.0%\n\n\nExxon Mobil Corp.\nXOM\n$5.03\n$5.79\n$5.59\n5.4%\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n$11.65\n$12.63\n$14.13\n10.1%\n\n\nAmazon.com Inc.\nAMZN\n$41.31\n$51.54\n$76.68\n36.2%\n\n\nPfizer Inc.\nPFE\n$4.19\n$5.75\n$4.87\n7.8%\n\n\nWells Fargo & Co.\nWFC\n$4.63\n$3.72\n$4.41\n-2.4%\n\n\nChevron Corp.\nCVX\n$8.36\n$9.42\n$8.78\n2.5%\n\n\nIntuit Inc.\nINTU\n$10.56\n$12.51\n$14.70\n18.0%\n\n\nLowe’s Companies Inc.\nLOW\n$11.71\n$12.86\n$14.40\n10.9%\n\n\nAccenture Plc Class A\nACN\n$9.25\n$10.48\n$11.59\n11.9%\n\n\nThermo Fisher Scientific Inc.\nTMO\n$23.45\n$21.17\n$23.34\n-0.2%\n\n\nCostco Wholesale Corp.\nCOST\n$11.63\n$13.06\n$14.33\n11.0%\n\n\nBroadcom Inc.\nAVGO\n$28.83\n$33.53\n$36.69\n12.8%\n\n\nAdobe Inc.\nADBE\n$12.63\n$14.47\n$16.88\n15.6%\n\n\nDanaher Corp.\nDHR\n$9.82\n$10.16\n$10.72\n4.5%\n\n\nEli Lilly and Co.\nLLY\n$8.02\n$8.13\n$9.71\n10.1%\n\n\n\nSource: FactSet\nHere’s a summary of Wall Street analysts’ opinions about the stocks:\n\n\n\nCompany\nTicker\nShare “buy” ratings\nShare neutral ratings\nShare “sell” ratings\nClosing price – 12/14/21\nConsensus price target\nImplied 12-month upside potential\n\n\nMicrosoft Corp.\nMSFT\n90%\n10%\n0%\n$328.34\n$366.41\n12%\n\n\nAlphabet Inc. Class A\nGOOGL\n94%\n6%\n0%\n$2,878.14\n$3,333.70\n16%\n\n\nApple Inc.\nAAPL\n79%\n19%\n2%\n$174.33\n$174.35\n0%\n\n\nNvidia Corp.\nNVDA\n81%\n12%\n7%\n$283.37\n$341.51\n21%\n\n\nTesla Inc.\nTSLA\n43%\n30%\n28%\n$958.51\n$860.35\n-10%\n\n\nHome Depot Inc.\nHD\n65%\n32%\n3%\n$402.20\n$417.16\n4%\n\n\nMeta Platforms Inc. Class A\nFB\n76%\n22%\n2%\n$333.74\n$398.32\n19%\n\n\nUnitedHealth Group Inc.\nUNH\n85%\n11%\n4%\n$479.46\n$490.88\n2%\n\n\nBank of America Corp\nBAC\n64%\n25%\n11%\n$44.13\n$49.83\n13%\n\n\nJPMorgan Chase & Co.\nJPM\n61%\n32%\n7%\n$159.13\n$179.70\n13%\n\n\nExxon Mobil Corp.\nXOM\n39%\n51%\n10%\n$61.54\n$72.97\n19%\n\n\nBerkshire Hathaway Inc. Class B\nBRK\n43%\n57%\n0%\n$295.03\n$332.50\n13%\n\n\nAmazon.com Inc.\nAMZN\n94%\n6%\n0%\n$3,381.83\n$4,102.98\n21%\n\n\nPfizer Inc.\nPFE\n38%\n58%\n4%\n$55.54\n$53.67\n-3%\n\n\nWells Fargo & Co.\nWFC\n67%\n33%\n0%\n$48.89\n$54.90\n12%\n\n\nChevron Corp.\nCVX\n68%\n32%\n0%\n$116.22\n$130.36\n12%\n\n\nIntuit Inc.\nINTU\n83%\n13%\n4%\n$639.48\n$756.29\n18%\n\n\nLowe’s Companies Inc.\nLOW\n73%\n24%\n3%\n$252.46\n$272.43\n8%\n\n\nAccenture Plc Class A\nACN\n70%\n26%\n4%\n$369.73\n$383.68\n4%\n\n\nThermo Fisher Scientific Inc.\nTMO\n83%\n13%\n4%\n$632.11\n$682.47\n8%\n\n\nCostco Wholesale Corp.\nCOST\n59%\n35%\n6%\n$545.34\n$551.75\n1%\n\n\nBroadcom Inc.\nAVGO\n84%\n13%\n3%\n$614.91\n$682.70\n11%\n\n\nAdobe Inc.\nADBE\n81%\n19%\n0%\n$614.86\n$720.69\n17%\n\n\nDanaher Corp.\nDHR\n82%\n14%\n4%\n$307.70\n$350.29\n14%\n\n\nEli Lilly and Co.\nLLY\n67%\n28%\n5%\n$249.38\n$279.72\n12%\n\n\n\nSource: FactSet\nHere are six data highlights to consider:\n\nTwo of this year’s best performers are expected to be poor performers next year, based on the price targets: Apple and Tesla.\nApple is expected to show much slower sales and earnings growth than the rest of the top five companies on the list through 2023.\nTesla’s expected two-year sales CAGR of 31.7% is by far the highest on the list. But only 43% of analysts polled by FactSet rate the stock a “buy.”\nTesla also has the highest expected EPS CAGR through 2023 at 38.3%, but Amazon.com Inc. is right behind, with a projected EPS CAGR of 36.2%. Next on the list by this measure is Nvidia, at 21.3%.\nFrom the price targets, Nvidia and Amazon are Wall Street analysts’ favorite stocks on the list, with implied 12-month upside of 21%.\nPfizer Inc.’s sales are expected to rise in 2022 but fall in 2023 to a level below that of 2021, according to analysts polled by FactSet. That could reflect expectations that the coronavirus pandemic will be ending.","news_type":1,"symbols_score_info":{"MSFT":0.9,"GOOG":0.9,"TSLA":0.9,"GOOGL":0.9,"NVDA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2510,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/690319774"}
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