yes_老虎社区_美港股上老虎

2021-09-08

yes

Have $2,000? 2 Growth Stocks to Buy and Hold for the Long Term<blockquote>有2000美元吗？2只值得购买并长期持有的成长型股票</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":880521587,"tweetId":"880521587","gmtCreate":1631066483949,"gmtModify":1631891366092,"author":{"id":3575390834397772,"idStr":"3575390834397772","authorId":3575390834397772,"authorIdStr":"3575390834397772","name":"Tigal80","avatar":"https://static.tigerbbs.com/86f76710483a16eae0642572ffa5f1be","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>yes</body></html>","htmlText":"<html><head></head><body>yes</body></html>","text":"yes","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/880521587","repostId":1164863300,"repostType":4,"repost":{"id":"1164863300","kind":"news","pubTimestamp":1631063711,"share":"https://www.laohu8.com/m/news/1164863300?lang=zh_CN&edition=full","pubTime":"2021-09-08 09:15","market":"us","language":"en","title":"Have $2,000? 2 Growth Stocks to Buy and Hold for the Long Term<blockquote>有2000美元吗？2只值得购买并长期持有的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164863300","media":"Motley Fool","summary":"These two companies are firing on all cylinders and are well-positioned for solid long-term growth trajectories.","content":"Key Points<blockquote>要点</blockquote> <ul> <li>AMD has managed to increase its share in the x86 CPU market, despite all odds.</li> <li>Bumble's female-centric approach is a key differentiator in the online dating space.</li> </ul> What is common between leading chipmaker&nbsp;Advanced Micro Devices(NASDAQ:AMD)&nbsp;and women-first online dating player&nbsp;Bumble(NASDAQ:BMBL)? While there are no obvious similarities as far as the business models are concerned, both companies enjoy solid competitive advantages in their respective markets and are growing their top line at impressive rates. These are exactly the kind of business fundamentals investors should be considering while building a long-term portfolio.<blockquote><ul><li>尽管困难重重，AMD还是设法增加了其在x86 CPU市场的份额。</li><li>Bumble以女性为中心的方法是在线约会领域的一个关键区别。</li></ul>领先芯片制造商之间的共同点是什么先进微设备公司（纳斯达克：AMD）和women-first在线约会玩家邦布尔（纳斯达克：BMBL）？虽然就商业模式而言没有明显的相似之处，但两家公司在各自的市场上都享有稳固的竞争优势，并且营收正在以令人印象深刻的速度增长。这些正是投资者在建立长期投资组合时应该考虑的商业基本面。</blockquote> Considering their growth potential, both AMD and Bumble are also trading at reasonable valuations. Here are few more reasons why retail investors should consider purchasing and then holding on to these stocks for the long term.<blockquote>考虑到其增长潜力，AMD和Bumble的估值也合理。以下是散户投资者应该考虑购买并长期持有这些股票的几个原因。</blockquote> <img src=\"https://static.tigerbbs.com/16a26e7dfec4138fd81ecd6c1b82bfa2\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> 1. Advanced Micro Devices<blockquote>1.先进微设备公司</blockquote> Shares of Advanced Micro Devices have gained some momentum after the company's stellar second-quarter results (ending June 30, 2021), with both&nbsp;revenue and earnings&nbsp;far surpassing consensus estimates. The company has also raised its year-over-year revenue growth guidance for fiscal 2021 from 37% to 60% and non-GAAP&nbsp;gross margin guidance&nbsp;from 47% to 48%. These are impressive numbers, considering that they follow an already strong 45%&nbsp;year-over-year revenue&nbsp;growth of fiscal 2020.<blockquote>Advanced Micro Devices公布了出色的第二季度业绩（截至2021年6月30日）后，该公司的股价获得了一些动力，收入和盈利都远远超过了市场普遍预期。该公司还将2021财年的同比收入增长指引从37%上调至60%，非GAAP毛利率指引从47%上调至48%。考虑到2020财年收入同比增长45%，这些数字令人印象深刻。</blockquote> Investors seem to have become even more bullish&nbsp;after Chinese regulators gave&nbsp;antitrust clearance&nbsp;to&nbsp;Analog Devices'(NASDAQ:ADI)recently announced acquisition of&nbsp;Maxim Integrated Products. In addition, the market now expects Chinese regulators to also approve AMD's proposed acquisition&nbsp;of leading&nbsp;field-programmable gate array(FGPA) company&nbsp;Xilinx. However, since every deal is unique, it's hard to make realistic predictions in such situations.<blockquote>在中国监管机构批准反垄断后，投资者似乎变得更加乐观ADI公司（纳斯达克：ADI）最近宣布收购Maxim集成产品此外，市场现在预计中国监管机构也将批准AMD收购领先的现场可编程门阵列（FGPA）公司的提议Xilinx然而，由于每笔交易都是独一无二的，在这种情况下很难做出现实的预测。</blockquote> But even without the success of the Xilinx deal, AMD's prowess in the fast-growing gaming, data center, and automotive markets is enough reason to propel the stock in a long-term upward trajectory. In the latest&nbsp;earnings conference call, CEO Lisa Su also expressed confidence in the company's ability to ramp up supply from its chip fabrication partners, despite the ongoing semiconductor shortage, which is expected to last&nbsp;until 2022.<blockquote>但即使Xilinx交易没有成功，AMD在快速增长的游戏、数据中心和汽车市场的实力也足以推动该股走上长期上涨的轨道。在最新的财报电话会议中，首席执行官苏姿丰还表示，尽管半导体短缺预计将持续到2022年，但对公司增加芯片制造合作伙伴供应的能力充满信心。</blockquote> According to Mercury Research, AMD currently accounts for 22.5% of the x86 central processing unit (CPU) market share, the highest it has achieved in the last 14 years. While the company has gained 4.2 percentage points in share in the past year, archrival&nbsp;Intel's share reduced year over year by the same amount to 77.5%. AMD is making rapid strides in the server CPU market, with market share jumping by 3.7 percentage points to 9.5% in the second quarter, again at the expense of Intel's share.<blockquote>根据Mercury Research的数据，AMD目前占据了22.5%的x86中央处理器（CPU）市场份额，是最近14年来的最高水平。虽然该公司的份额在过去一年中增长了4.2个百分点，但主要竞争对手英特尔的份额同比下降相同数量至77.5%。AMD在服务器CPU市场高歌猛进，第二季度市场份额跃升3.7个百分点至9.5%，再次以牺牲英特尔的份额为代价。</blockquote> The rapid penetration of cloud services, especially driven by rising internal workload adoption at several large companies, has pushed up demand for&nbsp;AMD's server&nbsp;chips. This trend is expected to continue, considering that third-generation EPYC processors (x86 server CPU) are twice as fast as Intel's competing Xeon Gold lineup in some common workloads. The buzz around AMD will only get stronger as the company gears up for the launch of fourth-generation EPYC processors, based on 5nm processors scheduled for 2022.<blockquote>云服务的快速渗透，特别是在几家大公司内部工作负载采用率上升的推动下，推高了对AMD服务器芯片的需求。考虑到第三代EPYC处理器（x86服务器CPU）在一些常见工作负载中的速度是英特尔竞争对手Xeon Gold系列的两倍，预计这一趋势将持续下去。随着AMD准备在2022年推出基于5纳米处理器的第四代EPYC处理器，围绕AMD的嗡嗡声只会变得更加强烈。</blockquote> AMD is also focused on consumer opportunity. The soaring demand for gaming consoles has proved to be a solid tailwind for the company. AMD's collaboration with&nbsp;Samsung&nbsp;to develop a&nbsp;custom GPU&nbsp;for the latter's Exynos system-on-chip (SOC) processor can prove to be a major growth driver for AMD in the burgeoning smartphone market.<blockquote>AMD还关注消费者机会。事实证明，游戏机需求的飙升对该公司来说是一个强劲的推动力。AMD与三星为后者的Exynos片上系统（SOC）处理器开发定制GPU可能会成为AMD在蓬勃发展的智能手机市场中的主要增长动力。</blockquote> AMD is currently trading at a trailing-12-month price-to-earnings (P/E) multiple of 39.54, which is significantly higher compared to the 26.7 median P/E multiple of the overall semiconductor industry. However, against the backdrop of solid growth across all end markets, robust technological advantages, and improving financials, AMD seems to be a good pick even at these elevated levels.<blockquote>AMD目前过去12个月的市盈率(P/E)为39.54倍，明显高于整个半导体行业26.7倍的市盈率中位数。然而，在所有终端市场稳健增长、强大的技术优势和财务状况改善的背景下，即使在这些较高的水平上，AMD似乎也是一个不错的选择。</blockquote> <img src=\"https://static.tigerbbs.com/de304888d11d098d7c4945c41f1eec7d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> 2. Bumble<blockquote>2.邦布尔</blockquote> A relatively new player in the sea of online dating apps, Bumble has managed to increase the U.S. market share of its pro-feminist namesake app from 17% in 2019 to 19% in 2020, according to Sensor Tower. This places Bumble app firmly at the No. 2 position in the U.S. dating app space behind top-ranking&nbsp;Match Group's(NASDAQ:MTCH)Tinder, which accounted for 40% of the domestic market. By allowing only women to initiate conversation in heterosexual matches, the Bumble app has enabled a safer and less harassment-prone environment for women.<blockquote>根据Sensor Tower的数据，作为在线约会应用海洋中相对较新的参与者，Bumble已成功将其亲女权主义同名应用的美国市场份额从2019年的17%增加到2020年的19%。这使得Bumble应用程序在美国约会应用程序领域稳居第二位，仅次于排名第一的应用程序匹配组（纳斯达克：MTCH）的Tinder，占国内市场40%的份额。通过只允许女性在异性恋比赛中发起对话，Bumble应用程序为女性创造了一个更安全、更不容易受到骚扰的环境。</blockquote> The success of this strategy is apparent, considering that Bumble app's total paying users rose year over year by 36.5% to 1.47 million, while total average revenue per paying user (ARPPU) was up by 13.4% to $28.81 in the second quarter (ending June 20, 2021). These numbers are impressive on the back of a stellar first quarter (ending March 31, 2021) performance, where the Bumble app's total paying users jumped by 44% year over year to 1.35 million, and ARPPU was up year over year by 11.71% to $27.75. The company also operates another dating app,Badoo, with a user base of $1.45 million mostly in Europe and Latin American markets. Badoo's paying users and ARPPU are growing at a slower pace as compared to the Bumble app.<blockquote>考虑到Bumble app的总付费用户同比增长36.5%至147万，而第二季度（截至2021年6月）每付费用户平均总收入(ARPPU)增长13.4%至28.81美元，这一策略的成功是显而易见的。这些数字令人印象深刻，因为第一季度（截至2021年3月31日）表现出色，Bumble应用程序的付费用户总数同比增长44%，达到135万，ARPPU同比增长11.71%，达到27.75美元。该公司还运营另一款约会应用Badoo，用户群为145万美元，主要分布在欧洲和拉丁美洲市场。与Bumble应用程序相比，Badoo的付费用户和ARPPU的增长速度较慢。</blockquote> Since paying users are expected to account for only 14.69% of the online dating users in the U.S. in 2021, there is a huge opportunity available for the expansion of Bumble's target addressable market. Bumble estimates the global online dating market opportunity to grow annually by 13% from $5.2 billion to $9.9 billion in 2025. With the company's trailing-12-month revenue close to $685 million, there is a significant runway for growth in the years ahead. Besides dating, Bumble is also exploring other&nbsp;monetization avenues&nbsp;in areas such as&nbsp;platonic friendships&nbsp;(Bumble BFF) and business connections (Bumble Bizz).<blockquote>由于预计2021年付费用户仅占美国在线约会用户的14.69%，Bumble目标潜在市场的扩张存在巨大机会。Bumble估计，到2025年，全球在线约会市场的机会将以每年13%的速度增长，从52亿美元增长到99亿美元。该公司过去12个月的收入接近6.85亿美元，未来几年还有很大的增长空间。除了约会，Bumble还在柏拉图式友谊（Bumble BFF）和商业联系（Bumble Bizz）等领域探索其他货币化途径。</blockquote> In the second quarter, Bumble's revenue jumped 38% year over year to $186 million. However, profitability seems to have taken a hit since net loss doubled year over year to $11.1 million. High earnings volatility is not that abnormal for a young growth company.<blockquote>第二季度，Bumble的收入同比增长38%至1.86亿美元。然而，由于净亏损同比翻倍至1110万美元，盈利能力似乎受到了打击。对于一家年轻的成长型公司来说，高盈利波动性并不罕见。</blockquote> The company is currently trading at a discount of more than 30% from its all-time high in early 2021. Considering the discounted share price and solid growth prospects, this stock could prove to be an attractive pick for retail investors.<blockquote>该公司目前的交易价格较2021年初的历史高点折价超过30%。考虑到折扣的股价和稳健的增长前景，这只股票可能对散户投资者来说是一个有吸引力的选择。</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>Have $2,000? 2 Growth Stocks to Buy and Hold for the Long Term<blockquote>有2000美元吗？2只值得购买并长期持有的成长型股票</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\">\nHave $2,000? 2 Growth Stocks to Buy and Hold for the Long Term<blockquote>有2000美元吗？2只值得购买并长期持有的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-09-08 09:15\n\n</h4>\n</header>\n<article>\nKey Points<blockquote>要点</blockquote> <ul> <li>AMD has managed to increase its share in the x86 CPU market, despite all odds.</li> <li>Bumble's female-centric approach is a key differentiator in the online dating space.</li> </ul> What is common between leading chipmaker&nbsp;Advanced Micro Devices(NASDAQ:AMD)&nbsp;and women-first online dating player&nbsp;Bumble(NASDAQ:BMBL)? While there are no obvious similarities as far as the business models are concerned, both companies enjoy solid competitive advantages in their respective markets and are growing their top line at impressive rates. These are exactly the kind of business fundamentals investors should be considering while building a long-term portfolio.<blockquote><ul><li>尽管困难重重，AMD还是设法增加了其在x86 CPU市场的份额。</li><li>Bumble以女性为中心的方法是在线约会领域的一个关键区别。</li></ul>领先芯片制造商之间的共同点是什么先进微设备公司（纳斯达克：AMD）和women-first在线约会玩家邦布尔（纳斯达克：BMBL）？虽然就商业模式而言没有明显的相似之处，但两家公司在各自的市场上都享有稳固的竞争优势，并且营收正在以令人印象深刻的速度增长。这些正是投资者在建立长期投资组合时应该考虑的商业基本面。</blockquote> Considering their growth potential, both AMD and Bumble are also trading at reasonable valuations. Here are few more reasons why retail investors should consider purchasing and then holding on to these stocks for the long term.<blockquote>考虑到其增长潜力，AMD和Bumble的估值也合理。以下是散户投资者应该考虑购买并长期持有这些股票的几个原因。</blockquote> <img src=\"https://static.tigerbbs.com/16a26e7dfec4138fd81ecd6c1b82bfa2\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> 1. Advanced Micro Devices<blockquote>1.先进微设备公司</blockquote> Shares of Advanced Micro Devices have gained some momentum after the company's stellar second-quarter results (ending June 30, 2021), with both&nbsp;revenue and earnings&nbsp;far surpassing consensus estimates. The company has also raised its year-over-year revenue growth guidance for fiscal 2021 from 37% to 60% and non-GAAP&nbsp;gross margin guidance&nbsp;from 47% to 48%. These are impressive numbers, considering that they follow an already strong 45%&nbsp;year-over-year revenue&nbsp;growth of fiscal 2020.<blockquote>Advanced Micro Devices公布了出色的第二季度业绩（截至2021年6月30日）后，该公司的股价获得了一些动力，收入和盈利都远远超过了市场普遍预期。该公司还将2021财年的同比收入增长指引从37%上调至60%，非GAAP毛利率指引从47%上调至48%。考虑到2020财年收入同比增长45%，这些数字令人印象深刻。</blockquote> Investors seem to have become even more bullish&nbsp;after Chinese regulators gave&nbsp;antitrust clearance&nbsp;to&nbsp;Analog Devices'(NASDAQ:ADI)recently announced acquisition of&nbsp;Maxim Integrated Products. In addition, the market now expects Chinese regulators to also approve AMD's proposed acquisition&nbsp;of leading&nbsp;field-programmable gate array(FGPA) company&nbsp;Xilinx. However, since every deal is unique, it's hard to make realistic predictions in such situations.<blockquote>在中国监管机构批准反垄断后，投资者似乎变得更加乐观ADI公司（纳斯达克：ADI）最近宣布收购Maxim集成产品此外，市场现在预计中国监管机构也将批准AMD收购领先的现场可编程门阵列（FGPA）公司的提议Xilinx然而，由于每笔交易都是独一无二的，在这种情况下很难做出现实的预测。</blockquote> But even without the success of the Xilinx deal, AMD's prowess in the fast-growing gaming, data center, and automotive markets is enough reason to propel the stock in a long-term upward trajectory. In the latest&nbsp;earnings conference call, CEO Lisa Su also expressed confidence in the company's ability to ramp up supply from its chip fabrication partners, despite the ongoing semiconductor shortage, which is expected to last&nbsp;until 2022.<blockquote>但即使Xilinx交易没有成功，AMD在快速增长的游戏、数据中心和汽车市场的实力也足以推动该股走上长期上涨的轨道。在最新的财报电话会议中，首席执行官苏姿丰还表示，尽管半导体短缺预计将持续到2022年，但对公司增加芯片制造合作伙伴供应的能力充满信心。</blockquote> According to Mercury Research, AMD currently accounts for 22.5% of the x86 central processing unit (CPU) market share, the highest it has achieved in the last 14 years. While the company has gained 4.2 percentage points in share in the past year, archrival&nbsp;Intel's share reduced year over year by the same amount to 77.5%. AMD is making rapid strides in the server CPU market, with market share jumping by 3.7 percentage points to 9.5% in the second quarter, again at the expense of Intel's share.<blockquote>根据Mercury Research的数据，AMD目前占据了22.5%的x86中央处理器（CPU）市场份额，是最近14年来的最高水平。虽然该公司的份额在过去一年中增长了4.2个百分点，但主要竞争对手英特尔的份额同比下降相同数量至77.5%。AMD在服务器CPU市场高歌猛进，第二季度市场份额跃升3.7个百分点至9.5%，再次以牺牲英特尔的份额为代价。</blockquote> The rapid penetration of cloud services, especially driven by rising internal workload adoption at several large companies, has pushed up demand for&nbsp;AMD's server&nbsp;chips. This trend is expected to continue, considering that third-generation EPYC processors (x86 server CPU) are twice as fast as Intel's competing Xeon Gold lineup in some common workloads. The buzz around AMD will only get stronger as the company gears up for the launch of fourth-generation EPYC processors, based on 5nm processors scheduled for 2022.<blockquote>云服务的快速渗透，特别是在几家大公司内部工作负载采用率上升的推动下，推高了对AMD服务器芯片的需求。考虑到第三代EPYC处理器（x86服务器CPU）在一些常见工作负载中的速度是英特尔竞争对手Xeon Gold系列的两倍，预计这一趋势将持续下去。随着AMD准备在2022年推出基于5纳米处理器的第四代EPYC处理器，围绕AMD的嗡嗡声只会变得更加强烈。</blockquote> AMD is also focused on consumer opportunity. The soaring demand for gaming consoles has proved to be a solid tailwind for the company. AMD's collaboration with&nbsp;Samsung&nbsp;to develop a&nbsp;custom GPU&nbsp;for the latter's Exynos system-on-chip (SOC) processor can prove to be a major growth driver for AMD in the burgeoning smartphone market.<blockquote>AMD还关注消费者机会。事实证明，游戏机需求的飙升对该公司来说是一个强劲的推动力。AMD与三星为后者的Exynos片上系统（SOC）处理器开发定制GPU可能会成为AMD在蓬勃发展的智能手机市场中的主要增长动力。</blockquote> AMD is currently trading at a trailing-12-month price-to-earnings (P/E) multiple of 39.54, which is significantly higher compared to the 26.7 median P/E multiple of the overall semiconductor industry. However, against the backdrop of solid growth across all end markets, robust technological advantages, and improving financials, AMD seems to be a good pick even at these elevated levels.<blockquote>AMD目前过去12个月的市盈率(P/E)为39.54倍，明显高于整个半导体行业26.7倍的市盈率中位数。然而，在所有终端市场稳健增长、强大的技术优势和财务状况改善的背景下，即使在这些较高的水平上，AMD似乎也是一个不错的选择。</blockquote> <img src=\"https://static.tigerbbs.com/de304888d11d098d7c4945c41f1eec7d\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> 2. Bumble<blockquote>2.邦布尔</blockquote> A relatively new player in the sea of online dating apps, Bumble has managed to increase the U.S. market share of its pro-feminist namesake app from 17% in 2019 to 19% in 2020, according to Sensor Tower. This places Bumble app firmly at the No. 2 position in the U.S. dating app space behind top-ranking&nbsp;Match Group's(NASDAQ:MTCH)Tinder, which accounted for 40% of the domestic market. By allowing only women to initiate conversation in heterosexual matches, the Bumble app has enabled a safer and less harassment-prone environment for women.<blockquote>根据Sensor Tower的数据，作为在线约会应用海洋中相对较新的参与者，Bumble已成功将其亲女权主义同名应用的美国市场份额从2019年的17%增加到2020年的19%。这使得Bumble应用程序在美国约会应用程序领域稳居第二位，仅次于排名第一的应用程序匹配组（纳斯达克：MTCH）的Tinder，占国内市场40%的份额。通过只允许女性在异性恋比赛中发起对话，Bumble应用程序为女性创造了一个更安全、更不容易受到骚扰的环境。</blockquote> The success of this strategy is apparent, considering that Bumble app's total paying users rose year over year by 36.5% to 1.47 million, while total average revenue per paying user (ARPPU) was up by 13.4% to $28.81 in the second quarter (ending June 20, 2021). These numbers are impressive on the back of a stellar first quarter (ending March 31, 2021) performance, where the Bumble app's total paying users jumped by 44% year over year to 1.35 million, and ARPPU was up year over year by 11.71% to $27.75. The company also operates another dating app,Badoo, with a user base of $1.45 million mostly in Europe and Latin American markets. Badoo's paying users and ARPPU are growing at a slower pace as compared to the Bumble app.<blockquote>考虑到Bumble app的总付费用户同比增长36.5%至147万，而第二季度（截至2021年6月）每付费用户平均总收入(ARPPU)增长13.4%至28.81美元，这一策略的成功是显而易见的。这些数字令人印象深刻，因为第一季度（截至2021年3月31日）表现出色，Bumble应用程序的付费用户总数同比增长44%，达到135万，ARPPU同比增长11.71%，达到27.75美元。该公司还运营另一款约会应用Badoo，用户群为145万美元，主要分布在欧洲和拉丁美洲市场。与Bumble应用程序相比，Badoo的付费用户和ARPPU的增长速度较慢。</blockquote> Since paying users are expected to account for only 14.69% of the online dating users in the U.S. in 2021, there is a huge opportunity available for the expansion of Bumble's target addressable market. Bumble estimates the global online dating market opportunity to grow annually by 13% from $5.2 billion to $9.9 billion in 2025. With the company's trailing-12-month revenue close to $685 million, there is a significant runway for growth in the years ahead. Besides dating, Bumble is also exploring other&nbsp;monetization avenues&nbsp;in areas such as&nbsp;platonic friendships&nbsp;(Bumble BFF) and business connections (Bumble Bizz).<blockquote>由于预计2021年付费用户仅占美国在线约会用户的14.69%，Bumble目标潜在市场的扩张存在巨大机会。Bumble估计，到2025年，全球在线约会市场的机会将以每年13%的速度增长，从52亿美元增长到99亿美元。该公司过去12个月的收入接近6.85亿美元，未来几年还有很大的增长空间。除了约会，Bumble还在柏拉图式友谊（Bumble BFF）和商业联系（Bumble Bizz）等领域探索其他货币化途径。</blockquote> In the second quarter, Bumble's revenue jumped 38% year over year to $186 million. However, profitability seems to have taken a hit since net loss doubled year over year to $11.1 million. High earnings volatility is not that abnormal for a young growth company.<blockquote>第二季度，Bumble的收入同比增长38%至1.86亿美元。然而，由于净亏损同比翻倍至1110万美元，盈利能力似乎受到了打击。对于一家年轻的成长型公司来说，高盈利波动性并不罕见。</blockquote> The company is currently trading at a discount of more than 30% from its all-time high in early 2021. Considering the discounted share price and solid growth prospects, this stock could prove to be an attractive pick for retail investors.<blockquote>该公司目前的交易价格较2021年初的历史高点折价超过30%。考虑到折扣的股价和稳健的增长前景，这只股票可能对散户投资者来说是一个有吸引力的选择。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/09/07/2-red-hot-growth-stocks-to-buy-now/\">Motley Fool</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":{"AMD":"美国超微公司","BMBL":"Bumble Inc."},"source_url":"https://www.fool.com/investing/2021/09/07/2-red-hot-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164863300","content_text":"Key Points\n\nAMD has managed to increase its share in the x86 CPU market, despite all odds.\nBumble's female-centric approach is a key differentiator in the online dating space.\n\nWhat is common between leading chipmaker Advanced Micro Devices(NASDAQ:AMD) and women-first online dating player Bumble(NASDAQ:BMBL)? While there are no obvious similarities as far as the business models are concerned, both companies enjoy solid competitive advantages in their respective markets and are growing their top line at impressive rates. These are exactly the kind of business fundamentals investors should be considering while building a long-term portfolio.\nConsidering their growth potential, both AMD and Bumble are also trading at reasonable valuations. Here are few more reasons why retail investors should consider purchasing and then holding on to these stocks for the long term.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nShares of Advanced Micro Devices have gained some momentum after the company's stellar second-quarter results (ending June 30, 2021), with both revenue and earnings far surpassing consensus estimates. The company has also raised its year-over-year revenue growth guidance for fiscal 2021 from 37% to 60% and non-GAAP gross margin guidance from 47% to 48%. These are impressive numbers, considering that they follow an already strong 45% year-over-year revenue growth of fiscal 2020.\nInvestors seem to have become even more bullish after Chinese regulators gave antitrust clearance to Analog Devices'(NASDAQ:ADI)recently announced acquisition of Maxim Integrated Products. In addition, the market now expects Chinese regulators to also approve AMD's proposed acquisition of leading field-programmable gate array(FGPA) company Xilinx. However, since every deal is unique, it's hard to make realistic predictions in such situations.\nBut even without the success of the Xilinx deal, AMD's prowess in the fast-growing gaming, data center, and automotive markets is enough reason to propel the stock in a long-term upward trajectory. In the latest earnings conference call, CEO Lisa Su also expressed confidence in the company's ability to ramp up supply from its chip fabrication partners, despite the ongoing semiconductor shortage, which is expected to last until 2022.\nAccording to Mercury Research, AMD currently accounts for 22.5% of the x86 central processing unit (CPU) market share, the highest it has achieved in the last 14 years. While the company has gained 4.2 percentage points in share in the past year, archrival Intel's share reduced year over year by the same amount to 77.5%. AMD is making rapid strides in the server CPU market, with market share jumping by 3.7 percentage points to 9.5% in the second quarter, again at the expense of Intel's share.\nThe rapid penetration of cloud services, especially driven by rising internal workload adoption at several large companies, has pushed up demand for AMD's server chips. This trend is expected to continue, considering that third-generation EPYC processors (x86 server CPU) are twice as fast as Intel's competing Xeon Gold lineup in some common workloads. The buzz around AMD will only get stronger as the company gears up for the launch of fourth-generation EPYC processors, based on 5nm processors scheduled for 2022.\nAMD is also focused on consumer opportunity. The soaring demand for gaming consoles has proved to be a solid tailwind for the company. AMD's collaboration with Samsung to develop a custom GPU for the latter's Exynos system-on-chip (SOC) processor can prove to be a major growth driver for AMD in the burgeoning smartphone market.\nAMD is currently trading at a trailing-12-month price-to-earnings (P/E) multiple of 39.54, which is significantly higher compared to the 26.7 median P/E multiple of the overall semiconductor industry. However, against the backdrop of solid growth across all end markets, robust technological advantages, and improving financials, AMD seems to be a good pick even at these elevated levels.\nIMAGE SOURCE: GETTY IMAGES.\n2. Bumble\nA relatively new player in the sea of online dating apps, Bumble has managed to increase the U.S. market share of its pro-feminist namesake app from 17% in 2019 to 19% in 2020, according to Sensor Tower. This places Bumble app firmly at the No. 2 position in the U.S. dating app space behind top-ranking Match Group's(NASDAQ:MTCH)Tinder, which accounted for 40% of the domestic market. By allowing only women to initiate conversation in heterosexual matches, the Bumble app has enabled a safer and less harassment-prone environment for women.\nThe success of this strategy is apparent, considering that Bumble app's total paying users rose year over year by 36.5% to 1.47 million, while total average revenue per paying user (ARPPU) was up by 13.4% to $28.81 in the second quarter (ending June 20, 2021). These numbers are impressive on the back of a stellar first quarter (ending March 31, 2021) performance, where the Bumble app's total paying users jumped by 44% year over year to 1.35 million, and ARPPU was up year over year by 11.71% to $27.75. The company also operates another dating app,Badoo, with a user base of $1.45 million mostly in Europe and Latin American markets. Badoo's paying users and ARPPU are growing at a slower pace as compared to the Bumble app.\nSince paying users are expected to account for only 14.69% of the online dating users in the U.S. in 2021, there is a huge opportunity available for the expansion of Bumble's target addressable market. Bumble estimates the global online dating market opportunity to grow annually by 13% from $5.2 billion to $9.9 billion in 2025. With the company's trailing-12-month revenue close to $685 million, there is a significant runway for growth in the years ahead. Besides dating, Bumble is also exploring other monetization avenues in areas such as platonic friendships (Bumble BFF) and business connections (Bumble Bizz).\nIn the second quarter, Bumble's revenue jumped 38% year over year to $186 million. However, profitability seems to have taken a hit since net loss doubled year over year to $11.1 million. High earnings volatility is not that abnormal for a young growth company.\nThe company is currently trading at a discount of more than 30% from its all-time high in early 2021. Considering the discounted share price and solid growth prospects, this stock could prove to be an attractive pick for retail investors.","news_type":1,"symbols_score_info":{"AMD":0.9,"BMBL":0.9}},"isVote":1,"tweetType":1,"viewCount":514,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/880521587"}