Ice1234
2021-11-17
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3 High-Flying Growth Stocks With 104% to 123% Upside, According to Wall Street<blockquote>据华尔街称，3只高速增长的股票，上涨空间为104%至123%</blockquote>
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The combination of historically low lending rates and ongoing quantitative easing measures from the Federal Reserve has made capital cheap and abundant for fast-paced companies. This is why growth stocks have had no trouble running circles around value stocks.</p><p><blockquote>自12年前大衰退结束以来，成长型股票一直是华尔街的热门话题。历史上较低的贷款利率和美联储持续的量化宽松措施相结合，使得快节奏的公司资本变得廉价而充足。这就是为什么成长型股票在价值型股票周围运行没有任何问题。</blockquote></p><p> But for some high-flying growth stocks, significant upside awaits, depending on the analyst or investment bank you ask. Although the following trio of growth stocks have already soared in value over the past couple of years, the high-water price target on Wall Street for each implies they'll more than double in value over the coming 12 months.</p><p><blockquote>但对于一些高速增长的股票来说，等待着显着的上涨空间，具体取决于您询问的分析师或投资银行。尽管以下三只成长型股票的价值在过去几年中已经飙升，但华尔街对每只股票的高水目标价意味着它们的价值在未来12个月内将翻一番以上。</blockquote></p><p> Moderna: Implied upside of 112%</p><p><blockquote>Moderna：隐含上涨空间112%</blockquote></p><p> The first highflier that at least one Wall Street firm believes could more than double is biotech stock <b>Moderna</b>(NASDAQ:MRNA). Despite gaining almost 1,100% since the beginning of 2020, Wall Street's peak price target of $490 over the coming year suggests it could shoot higher by another 112%.</p><p><blockquote>至少一家华尔街公司认为第一只股价可能上涨一倍以上的雄心勃勃的股票是生物科技股<b>现代</b>（纳斯达克：MRNA）。尽管自2020年初以来上涨了近1,100%，但华尔街未来一年490美元的峰值目标价表明其可能会再上涨112%。</blockquote></p><p> Chances are that most people are familiar with the Moderna name. It's been one of the key players on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated a vaccine efficacy (VE) of 94% in U.S clinical studies in November of last year. Few other COVID-19 vaccine candidates have come close to mRNA-1273's initial VE, which is what's made itsuch a popular vaccine choice with the public.</p><p><blockquote>大多数人可能都熟悉Moderna这个名字。它一直是冠状病毒疾病2019（新冠肺炎）疫苗领域的关键参与者之一。该公司的疫苗mRNA-1273在去年11月的美国临床研究中证明了94%的疫苗功效(VE)。很少有其他COVID-19候选疫苗能够接近mRNA-1273的初始VE，这也是其成为公众如此受欢迎的疫苗选择的原因。</blockquote></p><p> Although it isn't clear how we as a society will adapt to COVID-19 moving forward, the mutability of the SARS-CoV-2 virus that causes COVID-19, as well as the need to vaccinate billions of additional people worldwide, is creating a need for initial inoculations and, likely, booster shots. Should COVID-19 vaccines become necessary each year, Moderna would have itself a recurring revenue stream.</p><p><blockquote>尽管尚不清楚我们作为一个社会将如何适应新冠肺炎的发展，但导致新冠肺炎的新型冠状病毒病毒的可变性，以及为全球数十亿人接种疫苗的需要，正在产生对初始接种的需求，可能还有加强注射。如果每年都需要COVID-19疫苗，Moderna将拥有经常性收入来源。</blockquote></p><p> What's more, Moderna is one of a small handful of drug companies looking to develop a combination vaccine for influenza and COVID-19. Being able to prepare people for two potentially deadly ailments each year could give Moderna a leg up on its growing competition.</p><p><blockquote>更重要的是，Moderna是少数寻求开发流感和COVID-19联合疫苗的制药公司之一。能够让人们每年为两种潜在的致命疾病做好准备可能会让Moderna在日益激烈的竞争中占据优势。</blockquote></p><p> However, I'd be remiss if I didn't point out that Moderna's only sustaining revenue stream is from its COVID-19 vaccine. If booster shots aren't necessary beyond 2022, the company's sales could shrink rapidly. Between new vaccine entrants, oral vaccine innovation, and Moderna's whopping $94 billion market cap, there seems to bea lot of risk baked into this valuation.</p><p><blockquote>然而，如果我不指出Moderna唯一持续的收入来源来自其COVID-19疫苗，那我就失职了。如果2022年之后不再需要加强注射，该公司的销售额可能会迅速萎缩。在新的疫苗进入者、口服疫苗创新以及Moderna高达940亿美元的市值之间，这一估值似乎存在很大风险。</blockquote></p><p> Penn National Gaming: Implied upside of 123%</p><p><blockquote>Penn National Gaming：隐含上涨123%</blockquote></p><p> A second high-flying growth company with some serious projected upside is <b>Penn National Gaming</b>(NASDAQ:PENN). Even with Penn National's share price surging 128% to $58.25 since the beginning of 2020, one Wall Street firm foresees it reaching $130 over the next 12 months. For those of you keeping score at home, this works out to an implied upside of 123%.</p><p><blockquote>第二家具有强劲增长前景的高速增长公司是<b>宾夕法尼亚国家博彩公司</b>（纳斯达克：宾夕法尼亚大学）。尽管Penn National的股价自2020年初以来飙升128%至58.25美元，但一家华尔街公司预计未来12个月将达到130美元。对于那些在家记分的人来说，这意味着123%的上涨空间。</blockquote></p><p> The buzz surrounding Penn National Gaming has to do with its push into online sports betting and iGaming, which includes online video games and other types of online casino betting. Specifically, investor buzz hit a boiling point last year when the company announced it was acquiring a 36% equity stake in Barstool Sports. This deal was viewed as a way for Penn National to break free from its reliance on its traditional casino operations and firmly move into the online betting/gaming arena. Though estimates vary wildly on Wall Street, online sports betting could be an up to $19 billion opportunity by mid-decade.</p><p><blockquote>围绕Penn National Gaming的嗡嗡声与其进军在线体育博彩和iGaming有关，其中包括在线视频游戏和其他类型的在线赌场博彩。具体来说，去年，当该公司宣布收购Barstool Sports 36%的股权时，投资者的议论达到了沸点。这笔交易被视为Penn National摆脱对传统赌场业务的依赖，坚定进入在线博彩/游戏领域的一种方式。尽管华尔街的估计差异很大，但到本世纪中期，在线体育博彩可能会带来高达190亿美元的机会。</blockquote></p><p> Even though sports betting and iGaming are viewed as Penn National's ticket to faster growth and improved profitability, it can't be overlooked thatthe company's physical presence has helped it outperformmost traditional casino operators during the pandemic. Despite Hurricane Ida and pockets of the COVID-19 delta variant adversely impacting some of its properties in the third quarter, Penn National has done well due to its gaming properties being located away from major tourist hubs. With plenty of local appeal, Penn National simply hasn't seen the wild ups-and-downs of Macao or Las Vegas.</p><p><blockquote>尽管体育博彩和iGaming被视为宾大国民银行实现更快增长和提高盈利能力的门票，但不容忽视的是，该公司的实体存在帮助其在疫情期间超越了大多数传统赌场运营商。尽管飓风艾达和新冠肺炎德尔塔变异毒株的部分地区在第三季度对其部分物业产生了不利影响，但由于其博彩物业远离主要旅游中心，宾州国民银行表现良好。宾州国民银行在当地有很大的吸引力，根本没有经历过澳门或拉斯维加斯的剧烈起伏。</blockquote></p><p> But just like Moderna, there's another side to this story. For instance, Barstool Sports founder Dave Portnoy was recently hit with sexual misconduct allegations, according to a <i>Business Insider</i> report. With Portnoy the face of the Barstool brand, and Penn National counting on its recently launched Barstool Sportsbook app to drive growth, things are suddenly in flux until these legal claims are resolved.</p><p><blockquote>但就像Moderna一样，这个故事还有另一面。例如，据报道，Barstool Sports创始人戴夫·波特诺伊(Dave Portnoy)最近受到不当性行为指控<i>商业内幕</i>报告。随着波特诺伊成为Barstool品牌的代言人，Penn National指望其最近推出的Barstool Sportsbook应用程序来推动增长，在这些法律索赔得到解决之前，事情突然发生了变化。</blockquote></p><p> Further, as my colleague Travis Hoium recently pointed out,Penn National Gaming is late to the party and may not have the momentum it needs to gobble up iGaming market share. Suffice it to say, hitting a share price of $130 in 12 months is unlikely.</p><p><blockquote>此外，正如我的同事Travis Hoium最近指出的那样，Penn National Gaming姗姗来迟，可能没有吞噬iGaming市场份额所需的势头。可以说，股价不太可能在12个月内达到130美元。</blockquote></p><p> Nio: Implied upside of 104%</p><p><blockquote>蔚来：隐含上涨空间104%</blockquote></p><p></p><p> The third high-flying stock that still offers abundant implied upside iselectric-vehicle(EV) manufacturer <b>Nio</b>(NYSE:NIO). With a currency-converted peak price target of nearly $87, the expectation for the most bullish Wall Street investment firm is 104% upside from where Nio shares ended the previous week. Mind you, Nio shares are already up 961% since the beginning of 2020.</p><p><blockquote>第三只仍具有丰富隐含上涨空间的飞涨股票是电动汽车(EV)制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）。这家最乐观的华尔街投资公司的货币换算后峰值目标价接近87美元，预计蔚来股价较上周收盘价上涨104%。请注意，自2020年初以来，蔚来股价已上涨961%。</blockquote></p><p> The clear-cut growth driver for Nio is the need to fight climate change. One of the easiest ways to reduce long-term carbon emissions is to replace fossil fuel-burning vehicles with cleaner automobiles, such as EVs. Nio gets an added boost by being located in China, the world's largest auto market. By 2035, approximately half of China's annual vehicle sales should be powered by alternative energy (EV's and, to a far lesser extent, hybrids).</p><p><blockquote>蔚来明确的增长动力是应对气候变化的需要。减少长期碳排放的最简单方法之一是用更清洁的汽车（例如电动汽车）取代燃烧化石燃料的汽车。蔚来因位于中国这个全球最大的汽车市场而获得了额外的推动。到2035年，中国大约一半的汽车年销量应该由替代能源（电动汽车，以及在较小程度上混合动力汽车）提供动力。</blockquote></p><p> Innovation certainly seems to be driving demand. In two years, quarterly deliveries have effectively tripled from 8,224 in Q4 2019 to 24,439 in Q3 2021. Nio has made a habit of introducing a new premium EV annually. Last year's rollout of the EC6 crossover SUV has provided a nice bump up in deliveries.</p><p><blockquote>创新似乎确实在推动需求。两年内，季度交付量实际上增加了两倍，从2019年第四季度的8,224辆增加到2021年第三季度的24,439辆。蔚来已经养成了每年推出一款新的高端电动汽车的习惯。去年EC6跨界SUV的推出大幅提高了交付量。</blockquote></p><p> To build on this point, Nio also introduced its battery-as-a-service program in 2020. In exchange for a monthly fee, buyers receive a discount on the upfront cost of their new Nio EV, as well as the ability to upgrade or replace batteries in the future. Although Nio is giving up some near-term revenue, it's being replaced by high-margin subscription sales that'll ultimately boost brand loyalty.</p><p><blockquote>为了以此为基础，蔚来还在2020年推出了电池即服务计划。作为月费的交换，买家可以获得新蔚来电动汽车前期成本的折扣，以及未来升级或更换电池的能力。尽管蔚来放弃了一些近期收入，但它正在被高利润的订阅销售所取代，这最终将提高品牌忠诚度。</blockquote></p><p> The biggest concern for the company is how long it's going to take for global supply chain issues to resolve. Nio and its peers are all suffering from semiconductor chip shortages, which is directly impeding production and expansion opportunities. Management would like to get Nio's output to an annual run-rate of 150,000, but it could be a while before this expansion becomes a reality.</p><p><blockquote>该公司最担心的是全球供应链问题需要多长时间才能解决。蔚来及其同行都受到半导体芯片短缺的困扰，这直接阻碍了生产和扩张机会。管理层希望蔚来的年产量达到15万辆，但这种扩张成为现实可能还需要一段时间。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Flying Growth Stocks With 104% to 123% Upside, According to Wall Street<blockquote>据华尔街称，3只高速增长的股票，上涨空间为104%至123%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Flying Growth Stocks With 104% to 123% Upside, According to Wall Street<blockquote>据华尔街称，3只高速增长的股票，上涨空间为104%至123%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-17 19:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since the end of the Great Recession over 12 years ago, growth stocks have been the talk of the town on Wall Street. The combination of historically low lending rates and ongoing quantitative easing measures from the Federal Reserve has made capital cheap and abundant for fast-paced companies. This is why growth stocks have had no trouble running circles around value stocks.</p><p><blockquote>自12年前大衰退结束以来，成长型股票一直是华尔街的热门话题。历史上较低的贷款利率和美联储持续的量化宽松措施相结合，使得快节奏的公司资本变得廉价而充足。这就是为什么成长型股票在价值型股票周围运行没有任何问题。</blockquote></p><p> But for some high-flying growth stocks, significant upside awaits, depending on the analyst or investment bank you ask. Although the following trio of growth stocks have already soared in value over the past couple of years, the high-water price target on Wall Street for each implies they'll more than double in value over the coming 12 months.</p><p><blockquote>但对于一些高速增长的股票来说，等待着显着的上涨空间，具体取决于您询问的分析师或投资银行。尽管以下三只成长型股票的价值在过去几年中已经飙升，但华尔街对每只股票的高水目标价意味着它们的价值在未来12个月内将翻一番以上。</blockquote></p><p> Moderna: Implied upside of 112%</p><p><blockquote>Moderna：隐含上涨空间112%</blockquote></p><p> The first highflier that at least one Wall Street firm believes could more than double is biotech stock <b>Moderna</b>(NASDAQ:MRNA). Despite gaining almost 1,100% since the beginning of 2020, Wall Street's peak price target of $490 over the coming year suggests it could shoot higher by another 112%.</p><p><blockquote>至少一家华尔街公司认为第一只股价可能上涨一倍以上的雄心勃勃的股票是生物科技股<b>现代</b>（纳斯达克：MRNA）。尽管自2020年初以来上涨了近1,100%，但华尔街未来一年490美元的峰值目标价表明其可能会再上涨112%。</blockquote></p><p> Chances are that most people are familiar with the Moderna name. It's been one of the key players on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated a vaccine efficacy (VE) of 94% in U.S clinical studies in November of last year. Few other COVID-19 vaccine candidates have come close to mRNA-1273's initial VE, which is what's made itsuch a popular vaccine choice with the public.</p><p><blockquote>大多数人可能都熟悉Moderna这个名字。它一直是冠状病毒疾病2019（新冠肺炎）疫苗领域的关键参与者之一。该公司的疫苗mRNA-1273在去年11月的美国临床研究中证明了94%的疫苗功效(VE)。很少有其他COVID-19候选疫苗能够接近mRNA-1273的初始VE，这也是其成为公众如此受欢迎的疫苗选择的原因。</blockquote></p><p> Although it isn't clear how we as a society will adapt to COVID-19 moving forward, the mutability of the SARS-CoV-2 virus that causes COVID-19, as well as the need to vaccinate billions of additional people worldwide, is creating a need for initial inoculations and, likely, booster shots. Should COVID-19 vaccines become necessary each year, Moderna would have itself a recurring revenue stream.</p><p><blockquote>尽管尚不清楚我们作为一个社会将如何适应新冠肺炎的发展，但导致新冠肺炎的新型冠状病毒病毒的可变性，以及为全球数十亿人接种疫苗的需要，正在产生对初始接种的需求，可能还有加强注射。如果每年都需要COVID-19疫苗，Moderna将拥有经常性收入来源。</blockquote></p><p> What's more, Moderna is one of a small handful of drug companies looking to develop a combination vaccine for influenza and COVID-19. Being able to prepare people for two potentially deadly ailments each year could give Moderna a leg up on its growing competition.</p><p><blockquote>更重要的是，Moderna是少数寻求开发流感和COVID-19联合疫苗的制药公司之一。能够让人们每年为两种潜在的致命疾病做好准备可能会让Moderna在日益激烈的竞争中占据优势。</blockquote></p><p> However, I'd be remiss if I didn't point out that Moderna's only sustaining revenue stream is from its COVID-19 vaccine. If booster shots aren't necessary beyond 2022, the company's sales could shrink rapidly. Between new vaccine entrants, oral vaccine innovation, and Moderna's whopping $94 billion market cap, there seems to bea lot of risk baked into this valuation.</p><p><blockquote>然而，如果我不指出Moderna唯一持续的收入来源来自其COVID-19疫苗，那我就失职了。如果2022年之后不再需要加强注射，该公司的销售额可能会迅速萎缩。在新的疫苗进入者、口服疫苗创新以及Moderna高达940亿美元的市值之间，这一估值似乎存在很大风险。</blockquote></p><p> Penn National Gaming: Implied upside of 123%</p><p><blockquote>Penn National Gaming：隐含上涨123%</blockquote></p><p> A second high-flying growth company with some serious projected upside is <b>Penn National Gaming</b>(NASDAQ:PENN). Even with Penn National's share price surging 128% to $58.25 since the beginning of 2020, one Wall Street firm foresees it reaching $130 over the next 12 months. For those of you keeping score at home, this works out to an implied upside of 123%.</p><p><blockquote>第二家具有强劲增长前景的高速增长公司是<b>宾夕法尼亚国家博彩公司</b>（纳斯达克：宾夕法尼亚大学）。尽管Penn National的股价自2020年初以来飙升128%至58.25美元，但一家华尔街公司预计未来12个月将达到130美元。对于那些在家记分的人来说，这意味着123%的上涨空间。</blockquote></p><p> The buzz surrounding Penn National Gaming has to do with its push into online sports betting and iGaming, which includes online video games and other types of online casino betting. Specifically, investor buzz hit a boiling point last year when the company announced it was acquiring a 36% equity stake in Barstool Sports. This deal was viewed as a way for Penn National to break free from its reliance on its traditional casino operations and firmly move into the online betting/gaming arena. Though estimates vary wildly on Wall Street, online sports betting could be an up to $19 billion opportunity by mid-decade.</p><p><blockquote>围绕Penn National Gaming的嗡嗡声与其进军在线体育博彩和iGaming有关，其中包括在线视频游戏和其他类型的在线赌场博彩。具体来说，去年，当该公司宣布收购Barstool Sports 36%的股权时，投资者的议论达到了沸点。这笔交易被视为Penn National摆脱对传统赌场业务的依赖，坚定进入在线博彩/游戏领域的一种方式。尽管华尔街的估计差异很大，但到本世纪中期，在线体育博彩可能会带来高达190亿美元的机会。</blockquote></p><p> Even though sports betting and iGaming are viewed as Penn National's ticket to faster growth and improved profitability, it can't be overlooked thatthe company's physical presence has helped it outperformmost traditional casino operators during the pandemic. Despite Hurricane Ida and pockets of the COVID-19 delta variant adversely impacting some of its properties in the third quarter, Penn National has done well due to its gaming properties being located away from major tourist hubs. With plenty of local appeal, Penn National simply hasn't seen the wild ups-and-downs of Macao or Las Vegas.</p><p><blockquote>尽管体育博彩和iGaming被视为宾大国民银行实现更快增长和提高盈利能力的门票，但不容忽视的是，该公司的实体存在帮助其在疫情期间超越了大多数传统赌场运营商。尽管飓风艾达和新冠肺炎德尔塔变异毒株的部分地区在第三季度对其部分物业产生了不利影响，但由于其博彩物业远离主要旅游中心，宾州国民银行表现良好。宾州国民银行在当地有很大的吸引力，根本没有经历过澳门或拉斯维加斯的剧烈起伏。</blockquote></p><p> But just like Moderna, there's another side to this story. For instance, Barstool Sports founder Dave Portnoy was recently hit with sexual misconduct allegations, according to a <i>Business Insider</i> report. With Portnoy the face of the Barstool brand, and Penn National counting on its recently launched Barstool Sportsbook app to drive growth, things are suddenly in flux until these legal claims are resolved.</p><p><blockquote>但就像Moderna一样，这个故事还有另一面。例如，据报道，Barstool Sports创始人戴夫·波特诺伊(Dave Portnoy)最近受到不当性行为指控<i>商业内幕</i>报告。随着波特诺伊成为Barstool品牌的代言人，Penn National指望其最近推出的Barstool Sportsbook应用程序来推动增长，在这些法律索赔得到解决之前，事情突然发生了变化。</blockquote></p><p> Further, as my colleague Travis Hoium recently pointed out,Penn National Gaming is late to the party and may not have the momentum it needs to gobble up iGaming market share. Suffice it to say, hitting a share price of $130 in 12 months is unlikely.</p><p><blockquote>此外，正如我的同事Travis Hoium最近指出的那样，Penn National Gaming姗姗来迟，可能没有吞噬iGaming市场份额所需的势头。可以说，股价不太可能在12个月内达到130美元。</blockquote></p><p> Nio: Implied upside of 104%</p><p><blockquote>蔚来：隐含上涨空间104%</blockquote></p><p></p><p> The third high-flying stock that still offers abundant implied upside iselectric-vehicle(EV) manufacturer <b>Nio</b>(NYSE:NIO). With a currency-converted peak price target of nearly $87, the expectation for the most bullish Wall Street investment firm is 104% upside from where Nio shares ended the previous week. Mind you, Nio shares are already up 961% since the beginning of 2020.</p><p><blockquote>第三只仍具有丰富隐含上涨空间的飞涨股票是电动汽车(EV)制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）。这家最乐观的华尔街投资公司的货币换算后峰值目标价接近87美元，预计蔚来股价较上周收盘价上涨104%。请注意，自2020年初以来，蔚来股价已上涨961%。</blockquote></p><p> The clear-cut growth driver for Nio is the need to fight climate change. One of the easiest ways to reduce long-term carbon emissions is to replace fossil fuel-burning vehicles with cleaner automobiles, such as EVs. Nio gets an added boost by being located in China, the world's largest auto market. By 2035, approximately half of China's annual vehicle sales should be powered by alternative energy (EV's and, to a far lesser extent, hybrids).</p><p><blockquote>蔚来明确的增长动力是应对气候变化的需要。减少长期碳排放的最简单方法之一是用更清洁的汽车（例如电动汽车）取代燃烧化石燃料的汽车。蔚来因位于中国这个全球最大的汽车市场而获得了额外的推动。到2035年，中国大约一半的汽车年销量应该由替代能源（电动汽车，以及在较小程度上混合动力汽车）提供动力。</blockquote></p><p> Innovation certainly seems to be driving demand. In two years, quarterly deliveries have effectively tripled from 8,224 in Q4 2019 to 24,439 in Q3 2021. Nio has made a habit of introducing a new premium EV annually. Last year's rollout of the EC6 crossover SUV has provided a nice bump up in deliveries.</p><p><blockquote>创新似乎确实在推动需求。两年内，季度交付量实际上增加了两倍，从2019年第四季度的8,224辆增加到2021年第三季度的24,439辆。蔚来已经养成了每年推出一款新的高端电动汽车的习惯。去年EC6跨界SUV的推出大幅提高了交付量。</blockquote></p><p> To build on this point, Nio also introduced its battery-as-a-service program in 2020. In exchange for a monthly fee, buyers receive a discount on the upfront cost of their new Nio EV, as well as the ability to upgrade or replace batteries in the future. Although Nio is giving up some near-term revenue, it's being replaced by high-margin subscription sales that'll ultimately boost brand loyalty.</p><p><blockquote>为了以此为基础，蔚来还在2020年推出了电池即服务计划。作为月费的交换，买家可以获得新蔚来电动汽车前期成本的折扣，以及未来升级或更换电池的能力。尽管蔚来放弃了一些近期收入，但它正在被高利润的订阅销售所取代，这最终将提高品牌忠诚度。</blockquote></p><p> The biggest concern for the company is how long it's going to take for global supply chain issues to resolve. Nio and its peers are all suffering from semiconductor chip shortages, which is directly impeding production and expansion opportunities. Management would like to get Nio's output to an annual run-rate of 150,000, but it could be a while before this expansion becomes a reality.</p><p><blockquote>该公司最担心的是全球供应链问题需要多长时间才能解决。蔚来及其同行都受到半导体芯片短缺的困扰，这直接阻碍了生产和扩张机会。管理层希望蔚来的年产量达到15万辆，但这种扩张成为现实可能还需要一段时间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/17/3-growth-stocks-with-104-to-123-upside-wall-street/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PENN":"佩恩国民博彩","MRNA":"Moderna, Inc.","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/11/17/3-growth-stocks-with-104-to-123-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157564908","content_text":"Since the end of the Great Recession over 12 years ago, growth stocks have been the talk of the town on Wall Street. The combination of historically low lending rates and ongoing quantitative easing measures from the Federal Reserve has made capital cheap and abundant for fast-paced companies. This is why growth stocks have had no trouble running circles around value stocks.\nBut for some high-flying growth stocks, significant upside awaits, depending on the analyst or investment bank you ask. Although the following trio of growth stocks have already soared in value over the past couple of years, the high-water price target on Wall Street for each implies they'll more than double in value over the coming 12 months.\nModerna: Implied upside of 112%\nThe first highflier that at least one Wall Street firm believes could more than double is biotech stock Moderna(NASDAQ:MRNA). Despite gaining almost 1,100% since the beginning of 2020, Wall Street's peak price target of $490 over the coming year suggests it could shoot higher by another 112%.\nChances are that most people are familiar with the Moderna name. It's been one of the key players on the coronavirus disease 2019 (COVID-19) vaccine front. The company's vaccine, mRNA-1273, demonstrated a vaccine efficacy (VE) of 94% in U.S clinical studies in November of last year. Few other COVID-19 vaccine candidates have come close to mRNA-1273's initial VE, which is what's made itsuch a popular vaccine choice with the public.\nAlthough it isn't clear how we as a society will adapt to COVID-19 moving forward, the mutability of the SARS-CoV-2 virus that causes COVID-19, as well as the need to vaccinate billions of additional people worldwide, is creating a need for initial inoculations and, likely, booster shots. Should COVID-19 vaccines become necessary each year, Moderna would have itself a recurring revenue stream.\nWhat's more, Moderna is one of a small handful of drug companies looking to develop a combination vaccine for influenza and COVID-19. Being able to prepare people for two potentially deadly ailments each year could give Moderna a leg up on its growing competition.\nHowever, I'd be remiss if I didn't point out that Moderna's only sustaining revenue stream is from its COVID-19 vaccine. If booster shots aren't necessary beyond 2022, the company's sales could shrink rapidly. Between new vaccine entrants, oral vaccine innovation, and Moderna's whopping $94 billion market cap, there seems to bea lot of risk baked into this valuation.\nPenn National Gaming: Implied upside of 123%\nA second high-flying growth company with some serious projected upside is Penn National Gaming(NASDAQ:PENN). Even with Penn National's share price surging 128% to $58.25 since the beginning of 2020, one Wall Street firm foresees it reaching $130 over the next 12 months. For those of you keeping score at home, this works out to an implied upside of 123%.\nThe buzz surrounding Penn National Gaming has to do with its push into online sports betting and iGaming, which includes online video games and other types of online casino betting. Specifically, investor buzz hit a boiling point last year when the company announced it was acquiring a 36% equity stake in Barstool Sports. This deal was viewed as a way for Penn National to break free from its reliance on its traditional casino operations and firmly move into the online betting/gaming arena. Though estimates vary wildly on Wall Street, online sports betting could be an up to $19 billion opportunity by mid-decade.\nEven though sports betting and iGaming are viewed as Penn National's ticket to faster growth and improved profitability, it can't be overlooked thatthe company's physical presence has helped it outperformmost traditional casino operators during the pandemic. Despite Hurricane Ida and pockets of the COVID-19 delta variant adversely impacting some of its properties in the third quarter, Penn National has done well due to its gaming properties being located away from major tourist hubs. With plenty of local appeal, Penn National simply hasn't seen the wild ups-and-downs of Macao or Las Vegas.\nBut just like Moderna, there's another side to this story. For instance, Barstool Sports founder Dave Portnoy was recently hit with sexual misconduct allegations, according to a Business Insider report. With Portnoy the face of the Barstool brand, and Penn National counting on its recently launched Barstool Sportsbook app to drive growth, things are suddenly in flux until these legal claims are resolved.\nFurther, as my colleague Travis Hoium recently pointed out,Penn National Gaming is late to the party and may not have the momentum it needs to gobble up iGaming market share. Suffice it to say, hitting a share price of $130 in 12 months is unlikely.\nNio: Implied upside of 104%\nThe third high-flying stock that still offers abundant implied upside iselectric-vehicle(EV) manufacturer Nio(NYSE:NIO). With a currency-converted peak price target of nearly $87, the expectation for the most bullish Wall Street investment firm is 104% upside from where Nio shares ended the previous week. Mind you, Nio shares are already up 961% since the beginning of 2020.\nThe clear-cut growth driver for Nio is the need to fight climate change. One of the easiest ways to reduce long-term carbon emissions is to replace fossil fuel-burning vehicles with cleaner automobiles, such as EVs. Nio gets an added boost by being located in China, the world's largest auto market. By 2035, approximately half of China's annual vehicle sales should be powered by alternative energy (EV's and, to a far lesser extent, hybrids).\nInnovation certainly seems to be driving demand. In two years, quarterly deliveries have effectively tripled from 8,224 in Q4 2019 to 24,439 in Q3 2021. Nio has made a habit of introducing a new premium EV annually. Last year's rollout of the EC6 crossover SUV has provided a nice bump up in deliveries.\nTo build on this point, Nio also introduced its battery-as-a-service program in 2020. In exchange for a monthly fee, buyers receive a discount on the upfront cost of their new Nio EV, as well as the ability to upgrade or replace batteries in the future. Although Nio is giving up some near-term revenue, it's being replaced by high-margin subscription sales that'll ultimately boost brand loyalty.\nThe biggest concern for the company is how long it's going to take for global supply chain issues to resolve. Nio and its peers are all suffering from semiconductor chip shortages, which is directly impeding production and expansion opportunities. Management would like to get Nio's output to an annual run-rate of 150,000, but it could be a while before this expansion becomes a reality.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PENN":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2075,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/878312920"}
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