Thanks_老虎社区_美港股上老虎

2021-10-01

Thanks

There are 5 Stocks for October<blockquote>10月份有5只股票</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":864155610,"tweetId":"864155610","gmtCreate":1633077834284,"gmtModify":1633077834737,"author":{"id":3572316149124317,"idStr":"3572316149124317","authorId":3572316149124317,"authorIdStr":"3572316149124317","name":"川姐","avatar":"https://static.tigerbbs.com/28a87e149cd4b977f188b8ae3cb01bd8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":23,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Thanks&nbsp;</body></html>","htmlText":"<html><head></head><body>Thanks&nbsp;</body></html>","text":"Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/864155610","repostId":1127119899,"repostType":4,"repost":{"id":"1127119899","kind":"news","pubTimestamp":1633076226,"share":"https://www.laohu8.com/m/news/1127119899?lang=zh_CN&edition=full","pubTime":"2021-10-01 16:17","market":"us","language":"en","title":"There are 5 Stocks for October<blockquote>10月份有5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127119899","media":"Motley Food","summary":"Key Points\n\nStocks could come under pressure in the coming months as labor shortages and supply chai","content":"Key Points<blockquote>要点</blockquote> <ul> <li>Stocks could come under pressure in the coming months as labor shortages and supply chain issues escalate.</li> <li>For long-term investors, the next few years matter far more than the next few months.</li> <li>Good long-term bets for investors in October are Digital Realty Trust, SSR Mining, Intel, Intuitive Surgical, and GXO Logistics.</li> </ul> Where should you invest right now?<blockquote><ul><li>随着劳动力短缺和供应链问题升级，未来几个月股市可能会面临压力。</li><li>对于长期投资者来说，未来几年远比未来几个月更重要。</li><li>10 月份投资者的良好长期赌注是 Digital Realty Trust、SSR Mining、英特尔、Intuitive Surgical 和 GXO Logistics。</li></ul>你现在应该在哪里投资？</blockquote> The stock market has been rising all year, battling through another wave of the pandemic to carve out a new all-time high in the past month. The next few months may be messier, with labor shortages and supply chain issues causing serious problems for companies big and small.<blockquote>股市全年都在上涨，度过了另一波疫情，在过去一个月创下了历史新高。未来几个月可能会更加混乱，劳动力短缺和供应链问题给大大小小的公司带来了严重的问题。</blockquote> For long-term investors more concerned about the next few years than the next few months, five of our Motley Fool contributors have honed in on five stocks capable of delivering solid returns. Here's what you need to know aboutDigital Realty Trust(NYSE:DLR),SSR Mining(NASDAQ:SSRM),Intel(NASDAQ:INTC),&nbsp;Intuitive Surgical(NASDAQ:ISRG), andGXO Logistics(NYSE:GXO).<blockquote>对于更关心未来几年而不是未来几个月的长期投资者来说，我们的五位 Motley Fool 撰稿人已经专注于五只能够提供稳定回报的股票。以下是您需要了解的信息数字房地产信托（纽约证券交易所代码：DLR），SSR采矿（纳斯达克股票代码：SSRM）英特尔（纳斯达克股票代码：INTC），直观手术（纳斯达克股票代码：ISRG），以及GXO物流（纽约证券交易所代码：GXO）</blockquote> Matt Frankel, CFP(Digital Realty Trust):Real estate investment trust (REIT) Digital Realty Trust didn't have a great September, with shares falling by more than 10% despite a lack of company-specific news. But I think this could be a great time to add shares of this long-term winner, which has deliveredfive timesthe total return of theS&amp;P 500since its 2004 IPO.<blockquote>Matt Frankel，CFP（数字房地产信托）：房地产投资信托 (REIT) 数字房地产信托 (Digital Realty Trust) 9 月份表现不佳，尽管缺乏公司特定新闻，但股价仍下跌超过 10%。但我认为这可能是增持这家长期赢家股票的好时机，它已经实现了五次标准普尔 500 指数自 2004 年首次公开募股以来的总回报率。</blockquote> Digital Realty is a data center operator, and if you're not familiar with the appellation, think of data centers as the physical \"homes\" of the internet. All of the data flowing around the cloud has to live somewhere, and that's where these purpose-built facilities come in.<blockquote>Digital Realty是一家数据中心运营商，如果你不熟悉这个名字，可以把数据中心想象成互联网的物理“家”。所有在云中流动的数据都必须存在于某个地方，这就是这些专门构建的设施的用武之地。</blockquote> The need for secure and reliable places to house servers and networking equipment is likely to grow rapidly in the future. For example, the artificial intelligence (AI) market is expected to grow to about six times its current size by 2025, and autonomous vehicles, augmented reality, and other high-data devices are expected to grow at similar rates. And the gradual rollout of 5G technology in the United States and abroad will facilitate increasingly larger volumes of data flowing around the globe.<blockquote>对安全可靠的地方存放服务器和网络设备的需求在未来可能会快速增长。例如，到2025年，人工智能（AI）市场预计将增长到目前规模的六倍左右，自动驾驶汽车、增强现实和其他高数据设备预计将以类似的速度增长。5G技术在美国和国外的逐步推出将促进越来越多的数据在全球流动。</blockquote> In the meantime, Digital Realty pays a 3.2% dividend yield, and the company has increased the payout at a 10% annualized rate since its IPO. There are few stocks in the market that offer this combination of income, growth, and reliability.<blockquote>与此同时，Digital Realty 支付 3.2% 的股息收益率，自 IPO 以来，该公司已以 10% 的年化速度增加了派息。市场上很少有股票能提供这种收入、增长和可靠性的组合。</blockquote> Sean Williams(SSR Mining):With the market suddenly turbulent, the pandemic ongoing, and higher inflation rearing its head, I think October is the perfect month to consider an industry that's home to a large number of deeply discountedvalue stocks. That's whygold stockSSR Mining is my clear-cut top buy this month.<blockquote>肖恩·威廉姆斯（SSR矿业）：随着市场突然动荡、疫情持续、通胀上升，我认为十月是考虑这个拥有大量大幅折扣价值股票的行业的完美月份。这就是为什么黄金股票SSR Mining是我本月明确的首选买入。</blockquote> The SSR Mining buy thesis boils down to macroeconomic and company-specific factors. On a macro level, the tailwinds for physical goldare about as strong as they've ever been. Historically low bond yields are making sure that safe, inflation-topping income is hard to come by. Meanwhile, rapidly rising inflation threatens to eat away at the purchasing power of the dollar. This all points to investors seeking the safety of physical gold as a store of value. A higher spot price for gold will lift SSR's sales, cash flow, and profitability.<blockquote>SSR矿业买入论点可归结为宏观经济和公司特定因素。在宏观层面上，实物黄金的顺风比以往任何时候都强劲。历史低位的债券收益率确保了安全、高于通胀的收入很难获得。与此同时，快速上升的通货膨胀有可能侵蚀美元的购买力。所有这些都指向投资者寻求实物黄金作为价值储存手段的安全性。黄金现货价格上涨将提高 SSR 的销售额、现金流和盈利能力。</blockquote> As for the company, SSR Mining completed a merger of equals last year with Turkey's Alacer Gold. This brought SSR's three producing assets under the same umbrella as the low-cost Copler mine in Turkey and effectively doubled output. Production should range between 700,000 gold equivalent ounces (GEO) and 800,000 GEO over the next five years, with the company calling for$450 million in annual free cash flowin 2021 and 2022.<blockquote>至于该公司，SSR Mining 去年完成了与土耳其 Alacer Gold 的 equals 合并。这使得 SSR 的三个生产资产与土耳其的低成本 Copler 矿处于同一保护伞下，并有效地使产量翻了一番。未来五年的产量应在 700,000 黄金当量盎司 (GEO) 至 800,000 GEO 之间，该公司预计 2021 年和 2022 年的年度自由现金流将达到 4.5 亿美元。</blockquote> I've been a long-term shareholder of SSR Mining, and what's really stood out for me is the prudent management of the balance sheet. Whereas most gold stocks are chipping away at net-debt positions, SSR is sitting on a net-cash position of over $500 million. This allowed the company to initiate a quarterly dividend (1.4% yield) and a $150 million share buyback program this year.<blockquote>我一直是 SSR Mining 的长期股东，真正让我印象深刻的是对资产负债表的审慎管理。尽管大多数黄金股的净债务头寸都在减少，但 SSR 的净现金头寸却超过 5 亿美元。这使得该公司今年能够启动季度股息（1.4% 收益率）和 1.5 亿美元的股票回购计划。</blockquote> And there's insane value, too. SSR Mining can be purchased for under nine times Wall Street's earnings consensus for 2021 and 2022, and less than five times projected cash flow per share. In more than a decade of following mining stocks, I've come to the conclusion that a multiple of 10 times cash flow represents fair value. This shows how inexpensive SSR Mining is, relative to its forecasted cash flow.<blockquote>而且还有疯狂的价值。SSR Mining 的收购价格不到华尔街 2021 年和 2022 年盈利共识的九倍，不到预计每股现金流的五倍。在对矿业股的十多年跟踪中，我得出的结论是，现金流的10倍的倍数代表公允价值。这表明 SSR 采矿相对于其预测现金流是多么便宜。</blockquote> Tim Green(Intel):Very fewsemiconductor companiesmanufacture their own chips anymore. Instead of constantly shoveling billions of dollars into state-of-the-art microchip fabrication plants (fabs) and pricey equipment, chip companies rely on foundries likeTaiwan SemiconductorManufacturing Company(TSMC) to make their designs a reality.<blockquote>蒂姆·格林（英特尔）：很少有半导体公司再制造自己的芯片。芯片公司并没有不断地将数十亿美元投入最先进的微芯片制造厂 (fabs) 和昂贵的设备，而是依赖以下代工厂：台湾积体电路制造公司（台积电）让他们的设计成为现实。</blockquote> Making chips for other companies has become a massively profitable business, particularly for TSMC. TSMC controls more than half of the foundry market, and tech giants likeApple,Qualcomm, andNVIDIAdepend on it for their products.<blockquote>为其他公司制造芯片已成为一项利润丰厚的业务，尤其是对台积电而言。台积电控制着一半以上的代工市场，科技巨头如苹果,高通，和英伟达他们的产品依赖它。</blockquote> Although Intel&nbsp;uses third-party foundries for some of its chips, the U.S.-based chip giant isn't giving up on manufacturing.Intel is instead doubling down on manufacturing. The company is pouring $20 billion into new fabs in Arizona and as much as $95 billion over the decade into fabs in Europe. Intel will also be looking to make acquisitions to accelerate its manufacturing push.<blockquote>尽管英特尔的一些芯片使用第三方代工厂，但这家美国芯片巨头并没有放弃制造。相反，英特尔正在加倍投资制造。该公司正在向亚利桑那州的新晶圆厂投入 200 亿美元，并在十年内向欧洲的晶圆厂投入多达 950 亿美元。英特尔还将寻求进行收购，以加速其制造业发展。</blockquote> All this spending will support Intel's own products as well as its fledgling foundry business. Intel is aiming to offer an alternative to TSMC, with the added benefit of manufacturing capacity outside of Taiwan. With relations between the U.S. and China tense, so much of the semiconductor industry depending on TSMC seems like a fragile situation.<blockquote>所有这些支出将支持英特尔自己的产品及其刚刚起步的代工业务。英特尔的目标是提供台积电的替代方案，并受益于台湾以外的制造能力。随着中美关系的紧张，如此多的半导体行业依赖台积电似乎是一个脆弱的局面。</blockquote> Intel's manufacturing ambitions will take years to bear fruit, and profits will come under pressure as the company plays catch up. It will look like the wrong strategy until it doesn't. Intel spent years coasting as TSMC gained a manufacturing edge and asAdvanced Micro Devicesrose from the dead. That era at Intel is over.<blockquote>英特尔的制造雄心需要数年时间才能结出硕果，随着公司迎头赶上，利润将面临压力。这看起来像是错误的策略，直到它不是。随着台积电获得制造优势以及先进微器件死而复生。英特尔的那个时代已经结束。</blockquote> Keith Speights(Intuitive Surgical): I view Intuitive Surgical as a no-brainerhealthcare stockto buy in October. There are two attributes that Intuitive possesses that make it such a great pick -- its strong moat and its excellent growth prospects.<blockquote>Keith Speights（直觉外科）: 我认为 Intuitive Surgical 是 10 月份值得购买的医疗保健股票。Intuitive 拥有两个属性使其成为如此伟大的选择——其强大的护城河和出色的增长前景。</blockquote> Intuitive Surgical pioneered the field of robotic surgical systems more than two decades ago. It now has more than 6,300 systems installed worldwide. Well over 8.5 million procedures have been performed with its robotic technology.<blockquote>二十多年前，Intuitive Surgical 开创了机器人手术系统领域。它现在在全球安装了6300多个系统。其机器人技术已经执行了超过850万例手术。</blockquote> Other companies have entered the market in recent years. None of them, though, can come close to Intuitive Surgical's track record. And rivals will have a difficult time dislodging Intuitive from existing customers after they've invested in implementing the company's robotic systems and training their staff.<blockquote>其他公司近年来也进入了这个市场。然而，它们都无法接近 Intuitive Surgical 的记录。在投资实施该公司的机器人系统并培训员工后，竞争对手将很难将 Intuitive 从现有客户中赶走。</blockquote> I'm most excited about Intuitive Surgical's growth prospects. The company estimates that around 6 million procedures are performed annually for which its current systems could be used without gaining any additional regulatory clearances. That's five times the number of procedures performed with Intuitive's systems last year.<blockquote>我最兴奋的是直觉外科的增长前景。该公司估计，每年执行约 600 万个程序，其当前的系统无需获得任何额外的监管许可即可使用。这是去年使用 Intuitive 系统执行的程序数量的五倍。</blockquote> But Intuitive is investing heavily in innovation to expand the types of surgeries where robotic assistance could be helpful. It believes that new products and clearances could expand the addressable market to close to 20 million procedures annually.<blockquote>但Intuitive正在大力投资创新，以扩大机器人辅助可以提供帮助的手术类型。它相信，新产品和许可可以将可寻址的市场扩展到每年近2000万例手术。</blockquote> Over the short term, Intuitive Surgical's share price could be volatile if COVID-19 causes elective surgeries to be delayed. However, the company is poised to be a big winner over the long term. Intuitive Surgical ranks as one of a handful ofstocks that I'll never sellbecause its prospects are so attractive.<blockquote>短期内，如果 COVID-19 导致择期手术推迟，Intuitive Surgical 的股价可能会波动。然而，从长远来看，该公司有望成为大赢家。直觉外科是我永远不会出售的少数股票之一，因为它的前景非常有吸引力。</blockquote> Jeremy Bowman(GXO Logistics):Companies fromNiketo&nbsp;Sherwin-Williamsare complaining that their businesses are being impacted by global supply chain challenges, including delays at ports, factory shutdowns because of COVID-19, higher prices, and labor shortages.<blockquote>杰里米·鲍曼（GXO物流）：公司来自耐克二舍温-威廉姆斯抱怨他们的业务受到全球供应链挑战的影响，包括港口延误、新冠肺炎导致的工厂关闭、价格上涨和劳动力短缺。</blockquote> GXO Logistics can't solve all of these problems, but it can do a lot to alleviate the supply chain woes that many companies are experiencing around the world. GXO, which split fromXPO Logisticsin August, is the world's biggest pure-play contract logistics company. The company has nearly 1,000 warehouses, and it helps its customers expedite shipping, process returns, and increase efficiency through automation.<blockquote>GXO物流不能解决所有这些问题，但它可以做很多事情来缓解世界各地许多公司正在经历的供应链困境。GXO，从XPO物流8月，是全球最大的纯游戏合同物流公司。该公司拥有近 1,000 个仓库，通过自动化帮助客户加快运输、处理退货并提高效率。</blockquote> With the boom in e-commerce and the squeeze in theglobal supply chain, companies are likely to be looking for the kind of solutions that GXO can provide, placing them closer to their customers and offering faster delivery speeds.<blockquote>随着电子商务的繁荣和全球供应链的挤压，公司可能会寻找GXO可以提供的解决方案，使他们更接近客户，并提供更快的交付速度。</blockquote> GXO has yet to report earnings as a stand-alone company, but the company is targeting 10% revenue growth and 17% adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)growth in 2022, and that guidance came before the recent port delays and other supply chain challenges, which should favor the company over the long term.<blockquote>GXO 尚未作为一家独立公司报告收益，但该公司的目标是 2022 年收入增长 10%，调整后息税折旧摊销前利润 (EBITDA) 增长 17%，而这一指导是在最近的港口延误和其他供应链挑战之前发布的，从长远来看，这应该有利于该公司。</blockquote> Meanwhile, GXO is also likely to make acquisitions to consolidate its leadership in a highly fragmented industry, following in the footsteps of its former parent company XPO Logistics. The opportunity in front of GXO was already appealing, leading up to the spin-off, and with the world's biggest companies desperate for supply chain solutions, GXO is ready to answer the call.<blockquote>与此同时，GXO 还可能追随其前母公司 XPO Logistics 的脚步，进行收购，以巩固其在高度分散的行业中的领导地位。GXO 面前的机会已经很有吸引力，导致了分拆，随着世界上最大的公司迫切需要供应链解决方案，GXO 已准备好应对看涨期权。</blockquote> When our award-winning analyst team hasa stock tip, it can pay to listen. After all, the newsletter they have run for over a decade,Motley Fool Stock Advisor, has tripled the market.*<blockquote>当我们屡获殊荣的分析师团队给出股票提示时，倾听是值得的。毕竟，他们办了十多年的时事通讯，Motley Fool 股票顾问，使市场增长了两倍。*</blockquote> They just revealed what they believe are theten best stocksfor investors to buy right now… and Digital Realty Trust, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.<blockquote>他们刚刚透露了他们认为是十大最佳股票投资者现在就买…数字房地产信托公司不在其中!没错——他们认为这 10 只股票更值得购买。</blockquote>","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>There are 5 Stocks for October<blockquote>10月份有5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere are 5 Stocks for October<blockquote>10月份有5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Food2021-10-01 16:17\n\n</h4>\n</header>\n<article>\nKey Points<blockquote>要点</blockquote> <ul> <li>Stocks could come under pressure in the coming months as labor shortages and supply chain issues escalate.</li> <li>For long-term investors, the next few years matter far more than the next few months.</li> <li>Good long-term bets for investors in October are Digital Realty Trust, SSR Mining, Intel, Intuitive Surgical, and GXO Logistics.</li> </ul> Where should you invest right now?<blockquote><ul><li>随着劳动力短缺和供应链问题升级，未来几个月股市可能会面临压力。</li><li>对于长期投资者来说，未来几年远比未来几个月更重要。</li><li>10 月份投资者的良好长期赌注是 Digital Realty Trust、SSR Mining、英特尔、Intuitive Surgical 和 GXO Logistics。</li></ul>你现在应该在哪里投资？</blockquote> The stock market has been rising all year, battling through another wave of the pandemic to carve out a new all-time high in the past month. The next few months may be messier, with labor shortages and supply chain issues causing serious problems for companies big and small.<blockquote>股市全年都在上涨，度过了另一波疫情，在过去一个月创下了历史新高。未来几个月可能会更加混乱，劳动力短缺和供应链问题给大大小小的公司带来了严重的问题。</blockquote> For long-term investors more concerned about the next few years than the next few months, five of our Motley Fool contributors have honed in on five stocks capable of delivering solid returns. Here's what you need to know aboutDigital Realty Trust(NYSE:DLR),SSR Mining(NASDAQ:SSRM),Intel(NASDAQ:INTC),&nbsp;Intuitive Surgical(NASDAQ:ISRG), andGXO Logistics(NYSE:GXO).<blockquote>对于更关心未来几年而不是未来几个月的长期投资者来说，我们的五位 Motley Fool 撰稿人已经专注于五只能够提供稳定回报的股票。以下是您需要了解的信息数字房地产信托（纽约证券交易所代码：DLR），SSR采矿（纳斯达克股票代码：SSRM）英特尔（纳斯达克股票代码：INTC），直观手术（纳斯达克股票代码：ISRG），以及GXO物流（纽约证券交易所代码：GXO）</blockquote> Matt Frankel, CFP(Digital Realty Trust):Real estate investment trust (REIT) Digital Realty Trust didn't have a great September, with shares falling by more than 10% despite a lack of company-specific news. But I think this could be a great time to add shares of this long-term winner, which has deliveredfive timesthe total return of theS&amp;P 500since its 2004 IPO.<blockquote>Matt Frankel，CFP（数字房地产信托）：房地产投资信托 (REIT) 数字房地产信托 (Digital Realty Trust) 9 月份表现不佳，尽管缺乏公司特定新闻，但股价仍下跌超过 10%。但我认为这可能是增持这家长期赢家股票的好时机，它已经实现了五次标准普尔 500 指数自 2004 年首次公开募股以来的总回报率。</blockquote> Digital Realty is a data center operator, and if you're not familiar with the appellation, think of data centers as the physical \"homes\" of the internet. All of the data flowing around the cloud has to live somewhere, and that's where these purpose-built facilities come in.<blockquote>Digital Realty是一家数据中心运营商，如果你不熟悉这个名字，可以把数据中心想象成互联网的物理“家”。所有在云中流动的数据都必须存在于某个地方，这就是这些专门构建的设施的用武之地。</blockquote> The need for secure and reliable places to house servers and networking equipment is likely to grow rapidly in the future. For example, the artificial intelligence (AI) market is expected to grow to about six times its current size by 2025, and autonomous vehicles, augmented reality, and other high-data devices are expected to grow at similar rates. And the gradual rollout of 5G technology in the United States and abroad will facilitate increasingly larger volumes of data flowing around the globe.<blockquote>对安全可靠的地方存放服务器和网络设备的需求在未来可能会快速增长。例如，到2025年，人工智能（AI）市场预计将增长到目前规模的六倍左右，自动驾驶汽车、增强现实和其他高数据设备预计将以类似的速度增长。5G技术在美国和国外的逐步推出将促进越来越多的数据在全球流动。</blockquote> In the meantime, Digital Realty pays a 3.2% dividend yield, and the company has increased the payout at a 10% annualized rate since its IPO. There are few stocks in the market that offer this combination of income, growth, and reliability.<blockquote>与此同时，Digital Realty 支付 3.2% 的股息收益率，自 IPO 以来，该公司已以 10% 的年化速度增加了派息。市场上很少有股票能提供这种收入、增长和可靠性的组合。</blockquote> Sean Williams(SSR Mining):With the market suddenly turbulent, the pandemic ongoing, and higher inflation rearing its head, I think October is the perfect month to consider an industry that's home to a large number of deeply discountedvalue stocks. That's whygold stockSSR Mining is my clear-cut top buy this month.<blockquote>肖恩·威廉姆斯（SSR矿业）：随着市场突然动荡、疫情持续、通胀上升，我认为十月是考虑这个拥有大量大幅折扣价值股票的行业的完美月份。这就是为什么黄金股票SSR Mining是我本月明确的首选买入。</blockquote> The SSR Mining buy thesis boils down to macroeconomic and company-specific factors. On a macro level, the tailwinds for physical goldare about as strong as they've ever been. Historically low bond yields are making sure that safe, inflation-topping income is hard to come by. Meanwhile, rapidly rising inflation threatens to eat away at the purchasing power of the dollar. This all points to investors seeking the safety of physical gold as a store of value. A higher spot price for gold will lift SSR's sales, cash flow, and profitability.<blockquote>SSR矿业买入论点可归结为宏观经济和公司特定因素。在宏观层面上，实物黄金的顺风比以往任何时候都强劲。历史低位的债券收益率确保了安全、高于通胀的收入很难获得。与此同时，快速上升的通货膨胀有可能侵蚀美元的购买力。所有这些都指向投资者寻求实物黄金作为价值储存手段的安全性。黄金现货价格上涨将提高 SSR 的销售额、现金流和盈利能力。</blockquote> As for the company, SSR Mining completed a merger of equals last year with Turkey's Alacer Gold. This brought SSR's three producing assets under the same umbrella as the low-cost Copler mine in Turkey and effectively doubled output. Production should range between 700,000 gold equivalent ounces (GEO) and 800,000 GEO over the next five years, with the company calling for$450 million in annual free cash flowin 2021 and 2022.<blockquote>至于该公司，SSR Mining 去年完成了与土耳其 Alacer Gold 的 equals 合并。这使得 SSR 的三个生产资产与土耳其的低成本 Copler 矿处于同一保护伞下，并有效地使产量翻了一番。未来五年的产量应在 700,000 黄金当量盎司 (GEO) 至 800,000 GEO 之间，该公司预计 2021 年和 2022 年的年度自由现金流将达到 4.5 亿美元。</blockquote> I've been a long-term shareholder of SSR Mining, and what's really stood out for me is the prudent management of the balance sheet. Whereas most gold stocks are chipping away at net-debt positions, SSR is sitting on a net-cash position of over $500 million. This allowed the company to initiate a quarterly dividend (1.4% yield) and a $150 million share buyback program this year.<blockquote>我一直是 SSR Mining 的长期股东，真正让我印象深刻的是对资产负债表的审慎管理。尽管大多数黄金股的净债务头寸都在减少，但 SSR 的净现金头寸却超过 5 亿美元。这使得该公司今年能够启动季度股息（1.4% 收益率）和 1.5 亿美元的股票回购计划。</blockquote> And there's insane value, too. SSR Mining can be purchased for under nine times Wall Street's earnings consensus for 2021 and 2022, and less than five times projected cash flow per share. In more than a decade of following mining stocks, I've come to the conclusion that a multiple of 10 times cash flow represents fair value. This shows how inexpensive SSR Mining is, relative to its forecasted cash flow.<blockquote>而且还有疯狂的价值。SSR Mining 的收购价格不到华尔街 2021 年和 2022 年盈利共识的九倍，不到预计每股现金流的五倍。在对矿业股的十多年跟踪中，我得出的结论是，现金流的10倍的倍数代表公允价值。这表明 SSR 采矿相对于其预测现金流是多么便宜。</blockquote> Tim Green(Intel):Very fewsemiconductor companiesmanufacture their own chips anymore. Instead of constantly shoveling billions of dollars into state-of-the-art microchip fabrication plants (fabs) and pricey equipment, chip companies rely on foundries likeTaiwan SemiconductorManufacturing Company(TSMC) to make their designs a reality.<blockquote>蒂姆·格林（英特尔）：很少有半导体公司再制造自己的芯片。芯片公司并没有不断地将数十亿美元投入最先进的微芯片制造厂 (fabs) 和昂贵的设备，而是依赖以下代工厂：台湾积体电路制造公司（台积电）让他们的设计成为现实。</blockquote> Making chips for other companies has become a massively profitable business, particularly for TSMC. TSMC controls more than half of the foundry market, and tech giants likeApple,Qualcomm, andNVIDIAdepend on it for their products.<blockquote>为其他公司制造芯片已成为一项利润丰厚的业务，尤其是对台积电而言。台积电控制着一半以上的代工市场，科技巨头如苹果,高通，和英伟达他们的产品依赖它。</blockquote> Although Intel&nbsp;uses third-party foundries for some of its chips, the U.S.-based chip giant isn't giving up on manufacturing.Intel is instead doubling down on manufacturing. The company is pouring $20 billion into new fabs in Arizona and as much as $95 billion over the decade into fabs in Europe. Intel will also be looking to make acquisitions to accelerate its manufacturing push.<blockquote>尽管英特尔的一些芯片使用第三方代工厂，但这家美国芯片巨头并没有放弃制造。相反，英特尔正在加倍投资制造。该公司正在向亚利桑那州的新晶圆厂投入 200 亿美元，并在十年内向欧洲的晶圆厂投入多达 950 亿美元。英特尔还将寻求进行收购，以加速其制造业发展。</blockquote> All this spending will support Intel's own products as well as its fledgling foundry business. Intel is aiming to offer an alternative to TSMC, with the added benefit of manufacturing capacity outside of Taiwan. With relations between the U.S. and China tense, so much of the semiconductor industry depending on TSMC seems like a fragile situation.<blockquote>所有这些支出将支持英特尔自己的产品及其刚刚起步的代工业务。英特尔的目标是提供台积电的替代方案，并受益于台湾以外的制造能力。随着中美关系的紧张，如此多的半导体行业依赖台积电似乎是一个脆弱的局面。</blockquote> Intel's manufacturing ambitions will take years to bear fruit, and profits will come under pressure as the company plays catch up. It will look like the wrong strategy until it doesn't. Intel spent years coasting as TSMC gained a manufacturing edge and asAdvanced Micro Devicesrose from the dead. That era at Intel is over.<blockquote>英特尔的制造雄心需要数年时间才能结出硕果，随着公司迎头赶上，利润将面临压力。这看起来像是错误的策略，直到它不是。随着台积电获得制造优势以及先进微器件死而复生。英特尔的那个时代已经结束。</blockquote> Keith Speights(Intuitive Surgical): I view Intuitive Surgical as a no-brainerhealthcare stockto buy in October. There are two attributes that Intuitive possesses that make it such a great pick -- its strong moat and its excellent growth prospects.<blockquote>Keith Speights（直觉外科）: 我认为 Intuitive Surgical 是 10 月份值得购买的医疗保健股票。Intuitive 拥有两个属性使其成为如此伟大的选择——其强大的护城河和出色的增长前景。</blockquote> Intuitive Surgical pioneered the field of robotic surgical systems more than two decades ago. It now has more than 6,300 systems installed worldwide. Well over 8.5 million procedures have been performed with its robotic technology.<blockquote>二十多年前，Intuitive Surgical 开创了机器人手术系统领域。它现在在全球安装了6300多个系统。其机器人技术已经执行了超过850万例手术。</blockquote> Other companies have entered the market in recent years. None of them, though, can come close to Intuitive Surgical's track record. And rivals will have a difficult time dislodging Intuitive from existing customers after they've invested in implementing the company's robotic systems and training their staff.<blockquote>其他公司近年来也进入了这个市场。然而，它们都无法接近 Intuitive Surgical 的记录。在投资实施该公司的机器人系统并培训员工后，竞争对手将很难将 Intuitive 从现有客户中赶走。</blockquote> I'm most excited about Intuitive Surgical's growth prospects. The company estimates that around 6 million procedures are performed annually for which its current systems could be used without gaining any additional regulatory clearances. That's five times the number of procedures performed with Intuitive's systems last year.<blockquote>我最兴奋的是直觉外科的增长前景。该公司估计，每年执行约 600 万个程序，其当前的系统无需获得任何额外的监管许可即可使用。这是去年使用 Intuitive 系统执行的程序数量的五倍。</blockquote> But Intuitive is investing heavily in innovation to expand the types of surgeries where robotic assistance could be helpful. It believes that new products and clearances could expand the addressable market to close to 20 million procedures annually.<blockquote>但Intuitive正在大力投资创新，以扩大机器人辅助可以提供帮助的手术类型。它相信，新产品和许可可以将可寻址的市场扩展到每年近2000万例手术。</blockquote> Over the short term, Intuitive Surgical's share price could be volatile if COVID-19 causes elective surgeries to be delayed. However, the company is poised to be a big winner over the long term. Intuitive Surgical ranks as one of a handful ofstocks that I'll never sellbecause its prospects are so attractive.<blockquote>短期内，如果 COVID-19 导致择期手术推迟，Intuitive Surgical 的股价可能会波动。然而，从长远来看，该公司有望成为大赢家。直觉外科是我永远不会出售的少数股票之一，因为它的前景非常有吸引力。</blockquote> Jeremy Bowman(GXO Logistics):Companies fromNiketo&nbsp;Sherwin-Williamsare complaining that their businesses are being impacted by global supply chain challenges, including delays at ports, factory shutdowns because of COVID-19, higher prices, and labor shortages.<blockquote>杰里米·鲍曼（GXO物流）：公司来自耐克二舍温-威廉姆斯抱怨他们的业务受到全球供应链挑战的影响，包括港口延误、新冠肺炎导致的工厂关闭、价格上涨和劳动力短缺。</blockquote> GXO Logistics can't solve all of these problems, but it can do a lot to alleviate the supply chain woes that many companies are experiencing around the world. GXO, which split fromXPO Logisticsin August, is the world's biggest pure-play contract logistics company. The company has nearly 1,000 warehouses, and it helps its customers expedite shipping, process returns, and increase efficiency through automation.<blockquote>GXO物流不能解决所有这些问题，但它可以做很多事情来缓解世界各地许多公司正在经历的供应链困境。GXO，从XPO物流8月，是全球最大的纯游戏合同物流公司。该公司拥有近 1,000 个仓库，通过自动化帮助客户加快运输、处理退货并提高效率。</blockquote> With the boom in e-commerce and the squeeze in theglobal supply chain, companies are likely to be looking for the kind of solutions that GXO can provide, placing them closer to their customers and offering faster delivery speeds.<blockquote>随着电子商务的繁荣和全球供应链的挤压，公司可能会寻找GXO可以提供的解决方案，使他们更接近客户，并提供更快的交付速度。</blockquote> GXO has yet to report earnings as a stand-alone company, but the company is targeting 10% revenue growth and 17% adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)growth in 2022, and that guidance came before the recent port delays and other supply chain challenges, which should favor the company over the long term.<blockquote>GXO 尚未作为一家独立公司报告收益，但该公司的目标是 2022 年收入增长 10%，调整后息税折旧摊销前利润 (EBITDA) 增长 17%，而这一指导是在最近的港口延误和其他供应链挑战之前发布的，从长远来看，这应该有利于该公司。</blockquote> Meanwhile, GXO is also likely to make acquisitions to consolidate its leadership in a highly fragmented industry, following in the footsteps of its former parent company XPO Logistics. The opportunity in front of GXO was already appealing, leading up to the spin-off, and with the world's biggest companies desperate for supply chain solutions, GXO is ready to answer the call.<blockquote>与此同时，GXO 还可能追随其前母公司 XPO Logistics 的脚步，进行收购，以巩固其在高度分散的行业中的领导地位。GXO 面前的机会已经很有吸引力，导致了分拆，随着世界上最大的公司迫切需要供应链解决方案，GXO 已准备好应对看涨期权。</blockquote> When our award-winning analyst team hasa stock tip, it can pay to listen. After all, the newsletter they have run for over a decade,Motley Fool Stock Advisor, has tripled the market.*<blockquote>当我们屡获殊荣的分析师团队给出股票提示时，倾听是值得的。毕竟，他们办了十多年的时事通讯，Motley Fool 股票顾问，使市场增长了两倍。*</blockquote> They just revealed what they believe are theten best stocksfor investors to buy right now… and Digital Realty Trust, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.<blockquote>他们刚刚透露了他们认为是十大最佳股票投资者现在就买…数字房地产信托公司不在其中!没错——他们认为这 10 只股票更值得购买。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/09/30/5-top-stocks-for-october/\">Motley Food</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DLR":"数字房地产信托公司","ISRG":"直觉外科公司","INTC":"英特尔","SSRM":"SSR Mining Inc"},"source_url":"https://www.fool.com/investing/2021/09/30/5-top-stocks-for-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127119899","content_text":"Key Points\n\nStocks could come under pressure in the coming months as labor shortages and supply chain issues escalate.\nFor long-term investors, the next few years matter far more than the next few months.\nGood long-term bets for investors in October are Digital Realty Trust, SSR Mining, Intel, Intuitive Surgical, and GXO Logistics.\n\nWhere should you invest right now?\nThe stock market has been rising all year, battling through another wave of the pandemic to carve out a new all-time high in the past month. The next few months may be messier, with labor shortages and supply chain issues causing serious problems for companies big and small.\nFor long-term investors more concerned about the next few years than the next few months, five of our Motley Fool contributors have honed in on five stocks capable of delivering solid returns. Here's what you need to know aboutDigital Realty Trust(NYSE:DLR),SSR Mining(NASDAQ:SSRM),Intel(NASDAQ:INTC), Intuitive Surgical(NASDAQ:ISRG), andGXO Logistics(NYSE:GXO).\nMatt Frankel, CFP(Digital Realty Trust):Real estate investment trust (REIT) Digital Realty Trust didn't have a great September, with shares falling by more than 10% despite a lack of company-specific news. But I think this could be a great time to add shares of this long-term winner, which has deliveredfive timesthe total return of theS&P 500since its 2004 IPO.\nDigital Realty is a data center operator, and if you're not familiar with the appellation, think of data centers as the physical \"homes\" of the internet. All of the data flowing around the cloud has to live somewhere, and that's where these purpose-built facilities come in.\nThe need for secure and reliable places to house servers and networking equipment is likely to grow rapidly in the future. For example, the artificial intelligence (AI) market is expected to grow to about six times its current size by 2025, and autonomous vehicles, augmented reality, and other high-data devices are expected to grow at similar rates. And the gradual rollout of 5G technology in the United States and abroad will facilitate increasingly larger volumes of data flowing around the globe.\nIn the meantime, Digital Realty pays a 3.2% dividend yield, and the company has increased the payout at a 10% annualized rate since its IPO. There are few stocks in the market that offer this combination of income, growth, and reliability.\nSean Williams(SSR Mining):With the market suddenly turbulent, the pandemic ongoing, and higher inflation rearing its head, I think October is the perfect month to consider an industry that's home to a large number of deeply discountedvalue stocks. That's whygold stockSSR Mining is my clear-cut top buy this month.\nThe SSR Mining buy thesis boils down to macroeconomic and company-specific factors. On a macro level, the tailwinds for physical goldare about as strong as they've ever been. Historically low bond yields are making sure that safe, inflation-topping income is hard to come by. Meanwhile, rapidly rising inflation threatens to eat away at the purchasing power of the dollar. This all points to investors seeking the safety of physical gold as a store of value. A higher spot price for gold will lift SSR's sales, cash flow, and profitability.\nAs for the company, SSR Mining completed a merger of equals last year with Turkey's Alacer Gold. This brought SSR's three producing assets under the same umbrella as the low-cost Copler mine in Turkey and effectively doubled output. Production should range between 700,000 gold equivalent ounces (GEO) and 800,000 GEO over the next five years, with the company calling for$450 million in annual free cash flowin 2021 and 2022.\nI've been a long-term shareholder of SSR Mining, and what's really stood out for me is the prudent management of the balance sheet. Whereas most gold stocks are chipping away at net-debt positions, SSR is sitting on a net-cash position of over $500 million. This allowed the company to initiate a quarterly dividend (1.4% yield) and a $150 million share buyback program this year.\nAnd there's insane value, too. SSR Mining can be purchased for under nine times Wall Street's earnings consensus for 2021 and 2022, and less than five times projected cash flow per share. In more than a decade of following mining stocks, I've come to the conclusion that a multiple of 10 times cash flow represents fair value. This shows how inexpensive SSR Mining is, relative to its forecasted cash flow.\nTim Green(Intel):Very fewsemiconductor companiesmanufacture their own chips anymore. Instead of constantly shoveling billions of dollars into state-of-the-art microchip fabrication plants (fabs) and pricey equipment, chip companies rely on foundries likeTaiwan SemiconductorManufacturing Company(TSMC) to make their designs a reality.\nMaking chips for other companies has become a massively profitable business, particularly for TSMC. TSMC controls more than half of the foundry market, and tech giants likeApple,Qualcomm, andNVIDIAdepend on it for their products.\nAlthough Intel uses third-party foundries for some of its chips, the U.S.-based chip giant isn't giving up on manufacturing.Intel is instead doubling down on manufacturing. The company is pouring $20 billion into new fabs in Arizona and as much as $95 billion over the decade into fabs in Europe. Intel will also be looking to make acquisitions to accelerate its manufacturing push.\nAll this spending will support Intel's own products as well as its fledgling foundry business. Intel is aiming to offer an alternative to TSMC, with the added benefit of manufacturing capacity outside of Taiwan. With relations between the U.S. and China tense, so much of the semiconductor industry depending on TSMC seems like a fragile situation.\nIntel's manufacturing ambitions will take years to bear fruit, and profits will come under pressure as the company plays catch up. It will look like the wrong strategy until it doesn't. Intel spent years coasting as TSMC gained a manufacturing edge and asAdvanced Micro Devicesrose from the dead. That era at Intel is over.\nKeith Speights(Intuitive Surgical): I view Intuitive Surgical as a no-brainerhealthcare stockto buy in October. There are two attributes that Intuitive possesses that make it such a great pick -- its strong moat and its excellent growth prospects.\nIntuitive Surgical pioneered the field of robotic surgical systems more than two decades ago. It now has more than 6,300 systems installed worldwide. Well over 8.5 million procedures have been performed with its robotic technology.\nOther companies have entered the market in recent years. None of them, though, can come close to Intuitive Surgical's track record. And rivals will have a difficult time dislodging Intuitive from existing customers after they've invested in implementing the company's robotic systems and training their staff.\nI'm most excited about Intuitive Surgical's growth prospects. The company estimates that around 6 million procedures are performed annually for which its current systems could be used without gaining any additional regulatory clearances. That's five times the number of procedures performed with Intuitive's systems last year.\nBut Intuitive is investing heavily in innovation to expand the types of surgeries where robotic assistance could be helpful. It believes that new products and clearances could expand the addressable market to close to 20 million procedures annually.\nOver the short term, Intuitive Surgical's share price could be volatile if COVID-19 causes elective surgeries to be delayed. However, the company is poised to be a big winner over the long term. Intuitive Surgical ranks as one of a handful ofstocks that I'll never sellbecause its prospects are so attractive.\nJeremy Bowman(GXO Logistics):Companies fromNiketo Sherwin-Williamsare complaining that their businesses are being impacted by global supply chain challenges, including delays at ports, factory shutdowns because of COVID-19, higher prices, and labor shortages.\nGXO Logistics can't solve all of these problems, but it can do a lot to alleviate the supply chain woes that many companies are experiencing around the world. GXO, which split fromXPO Logisticsin August, is the world's biggest pure-play contract logistics company. The company has nearly 1,000 warehouses, and it helps its customers expedite shipping, process returns, and increase efficiency through automation.\nWith the boom in e-commerce and the squeeze in theglobal supply chain, companies are likely to be looking for the kind of solutions that GXO can provide, placing them closer to their customers and offering faster delivery speeds.\nGXO has yet to report earnings as a stand-alone company, but the company is targeting 10% revenue growth and 17% adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)growth in 2022, and that guidance came before the recent port delays and other supply chain challenges, which should favor the company over the long term.\nMeanwhile, GXO is also likely to make acquisitions to consolidate its leadership in a highly fragmented industry, following in the footsteps of its former parent company XPO Logistics. The opportunity in front of GXO was already appealing, leading up to the spin-off, and with the world's biggest companies desperate for supply chain solutions, GXO is ready to answer the call.\nWhen our award-winning analyst team hasa stock tip, it can pay to listen. After all, the newsletter they have run for over a decade,Motley Fool Stock Advisor, has tripled the market.*\nThey just revealed what they believe are theten best stocksfor investors to buy right now… and Digital Realty Trust, Inc. wasn't one of them! That's right -- they think these 10 stocks are even better buys.","news_type":1,"symbols_score_info":{"INTC":0.9,"ISRG":0.9,"SSRM":0.9,"DLR":0.9}},"isVote":1,"tweetType":1,"viewCount":2963,"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":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/864155610"}