The 10 Best S&P 500 Tech Stocks of 2021 Start With a Highflying Security Company_老虎社区_美港股上老虎

The 10 Best S&P 500 Tech Stocks of 2021 Start With a Highflying Security Company

Barrons2021-12-29

In a year in which cybersecurity incidents soared, the security hardware company Fortinet was the best-performing technology stock in the S&P 500,up about 150% year to date.Fortinet’s (ticker: FTNT) ...

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·2021-12-29
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The company layers a “security fabric” on top of the hardware that includes “zero trust” network access controls, endpoint protection, and other features.Growth has been impressive: Third-quarter revenue was up 33%, with product revenue up 52% and billings up 42%. RBC analyst Dan Bergstrom wrote in a research note last month following the earnings report that the company is seeing broad-based strength, “driven by the convergence of security and networking, consolidation and increased awareness around the threat landscape.”In a research note last week previewing the outlook for the software sector for 2022, Mizuho analyst Gregg Moskowitz noted that over the past few years, the company has “strengthened its competitive positioning and taken share in the network security market.” But he thinks it has “more work to do in the cloud,” and notes that its earnings comparisons get tougher in 2022.The chip maker Nvidia (NVDA) was the No. 2 tech stock in the S&P 500 in 2021, up 137% year to date, boosting its valuation to $750 billion, which makes it the world’s most highly valued semiconductor company—nearly twice the combined valuation of Intel (INTC) and Advanced Micro Devices (AMD). Originally focused on producing graphics cards used in PCs and game consoles, the company has evolved into a key component provider to cloud computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%.The IT consulting and events company Gartner (IT) has rallied 109% this year, as its IT research and consulting arms returned to prepandemic levels, though its events business has continued to lag. Gartner’s surge reflects widespread anticipation of a continued acceleration in enterprise technology spending as the world emerges from the pandemic. Another strong stock on a related theme was EPAM Systems (EPAM), an IT consulting firm that has rallied 95% over the past year.Arista Networks shares (ANET) have doubled this year on strong demand for its networking wares, in particular from cloud players. The company is seeing accelerating earnings growth, and last month announced both a 4-for-1 stock split and a $1 billion stock-repurchase plan. Another stock that benefited from strong demand from cloud players is disk-drive maker Seagate Technology (STX), which rallied 83%. While the company was once largely tied to the PC market, it now primarily sells drives for enterprise applications.Semiconductor equipment stocks have been strong performers in 2021, no surprise given the continuing chip shortage and new commitments to expand capacity from Intel (INTC),Taiwan Semiconductor (TSM),GlobalFoundries (GF), and other chip manufacturers. Among the best performers in the S&P 500 were Applied Materials (AMAT), up 89%, and KLA (KLAC), up 70%.Intuit (INTU) shares have rallied 70%, driven by better-than-expected revenue growth, thanks in part to the company’s successful acquisition of Credit Karma. October-quarter revenues were up 52%, 15 percentage points ahead of the company’s original guidance. In an interview with Barron’s in November, Intuit CEO Sasan Goodarzi said the better-than-expected growth reflects the success of the company’s strategy over the past few years to expand its services for both consumers and small businesses beyond accounting and tax software.Rounding out the top 10, with a gain of 69%, is Google parent Alphabet (GOOGL), pushing its valuation to nearly $2 trillion. The company continues to see strong growth in demand for online advertising. Google has largely avoided the pain inflicted on some ad-supported businesses by Apple‘s (AAPL) shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spend is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":696781597,"gmtCreate":1640770089309,"gmtModify":1640770089628,"author":{"id":"3582248787663478","authorId":"3582248787663478","name":"kdcc","avatar":"https://static.tigerbbs.com/6b7ab80d653c786d04ef593538824fd5","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3582248787663478","authorIdStr":"3582248787663478"},"htmlText":"Like pls thanks..&nbsp;","listText":"Like pls thanks..&nbsp;","text":"Like pls thanks..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696781597","repostId":1136005118,"repostType":4,"repost":{"id":"1136005118","kind":"news","pubTimestamp":1640767599,"share":"https://www.laohu8.com/m/news/1136005118?lang=zh_CN&edition=full","pubTime":"2021-12-29 16:46","market":"us","language":"en","title":"The 10 Best S&P 500 Tech Stocks of 2021 Start With a Highflying Security Company<blockquote>2021年标普500 10只最佳科技股从一家飞速发展的安全公司开始</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136005118","media":"Barrons","summary":"In a year in which cybersecurity incidents soared, the security hardware company Fortinet was the be","content":"<p><html><head></head><body>In a year in which cybersecurity incidents soared, the security hardware company Fortinet was the best-performing technology stock in the S&amp;P 500,up about 150% year to date.</p><p><blockquote><html><head></head><body>在网络安全事件激增的一年里，安全硬件公司Fortinet是标普500表现最好的科技股，今年迄今上涨了约150%。</body></html></blockquote></p><p>Fortinet’s (ticker: FTNT) flagship product is the FortiGate firewall, which combines various security and networking features for both enterprise and government customers. The company layers a “security fabric” on top of the hardware that includes “zero trust” network access controls, endpoint protection, and other features.</p><p><blockquote>Fortinet（股票代码：FTNT）的旗舰产品是FortiGate防火墙，它结合了面向企业和政府客户的各种安全和网络功能。该公司在硬件之上构建了一个“安全结构”，其中包括“零信任”网络访问控制、终端保护和其他功能。</blockquote></p><p>Growth has been impressive: Third-quarter revenue was up 33%, with product revenue up 52% and billings up 42%. RBC analyst Dan Bergstrom wrote in a research note last month following the earnings report that the company is seeing broad-based strength, “driven by the convergence of security and networking, consolidation and increased awareness around the threat landscape.”</p><p><blockquote>增长令人印象深刻：第三季度收入增长33%，产品收入增长52%，账单增长42%。加拿大皇家银行分析师丹·博格斯特伦(Dan Bergstrom)上个月在财报发布后的一份研究报告中写道，“在安全和网络融合、整合以及对威胁形势认识提高的推动下”，该公司正在看到广泛的实力。</blockquote></p><p>In a research note last week previewing the outlook for the software sector for 2022, Mizuho analyst Gregg Moskowitz noted that over the past few years, the company has “strengthened its competitive positioning and taken share in the network security market.” But he thinks it has “more work to do in the cloud,” and notes that its earnings comparisons get tougher in 2022.</p><p><blockquote>瑞穗分析师Gregg Moskowitz在上周预览2022年软件行业前景的研究报告中指出，在过去几年中，该公司“加强了其竞争地位，并在网络安全市场占据了份额”。但他认为该公司“在云中还有更多工作要做”，并指出2022年其盈利比较将变得更加严格。</blockquote></p><p>The chip maker Nvidia (NVDA) was the No. 2 tech stock in the S&amp;P 500 in 2021, up 137% year to date, boosting its valuation to $750 billion, which makes it the world’s most highly valued semiconductor company—nearly twice the combined valuation of Intel (INTC) and Advanced Micro Devices (AMD). Originally focused on producing graphics cards used in PCs and game consoles, the company has evolved into a key component provider to cloud computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%.</p><p><blockquote>芯片制造商英伟达(NVDA)是2021年标普500第二大科技股，今年迄今上涨137%，估值升至7500亿美元，这使其成为全球估值最高的半导体公司——几乎是英特尔(INTC)和超微半导体(AMD)估值总和的两倍。该公司最初专注于生产用于个人电脑和游戏机的显卡，现已发展成为云计算公司的关键组件提供商，并参与半导体世界几乎所有关键趋势，包括加密货币挖矿、人工智能、电动和自动驾驶汽车，甚至元宇宙。最近一个季度的收入飙升了50%。</blockquote></p><p>The IT consulting and events company Gartner (IT) has rallied 109% this year, as its IT research and consulting arms returned to prepandemic levels, though its events business has continued to lag. Gartner’s surge reflects widespread anticipation of a continued acceleration in enterprise technology spending as the world emerges from the pandemic. Another strong stock on a related theme was EPAM Systems (EPAM), an IT consulting firm that has rallied 95% over the past year.</p><p><blockquote>IT咨询和活动公司Gartner(IT)今年股价上涨了109%，其IT研究和咨询部门恢复到了大流行前的水平，尽管其活动业务继续滞后。Gartner的激增反映了人们普遍预期，随着世界摆脱疫情，企业技术支出将持续加速。另一只相关主题的强势股票是EPAM Systems(EPAM)，这是一家IT咨询公司，在过去一年中上涨了95%。</blockquote></p><p>Arista Networks shares (ANET) have doubled this year on strong demand for its networking wares, in particular from cloud players. The company is seeing accelerating earnings growth, and last month announced both a 4-for-1 stock split and a $1 billion stock-repurchase plan. Another stock that benefited from strong demand from cloud players is disk-drive maker Seagate Technology (STX), which rallied 83%. While the company was once largely tied to the PC market, it now primarily sells drives for enterprise applications.</p><p><blockquote>由于对其网络产品的强劲需求，尤其是来自云玩家的强劲需求，Arista Networks(ANET)的股价今年翻了一番。该公司的盈利增长正在加速，上个月宣布了4比1的股票分割和10亿美元的股票回购计划。另一只受益于云玩家强劲需求的股票是磁盘驱动器制造商希捷科技(STX)，该股上涨了83%。虽然该公司曾经主要与PC市场相关，但现在主要销售用于企业应用程序的驱动器。</blockquote></p><p>Semiconductor equipment stocks have been strong performers in 2021, no surprise given the continuing chip shortage and new commitments to expand capacity from Intel (INTC),Taiwan Semiconductor (TSM),GlobalFoundries (GF), and other chip manufacturers. Among the best performers in the S&amp;P 500 were Applied Materials (AMAT), up 89%, and KLA (KLAC), up 70%.</p><p><blockquote>考虑到芯片持续短缺以及英特尔(INTC)、台积电(TSM)、格芯(GF)和其他芯片制造商扩大产能的新承诺，半导体设备股在2021年表现强劲，这并不奇怪。标普500中表现最好的是应用材料公司(AMAT)，上涨89%，KLA(KLAC)，上涨70%。</blockquote></p><p>Intuit (INTU) shares have rallied 70%, driven by better-than-expected revenue growth, thanks in part to the company’s successful acquisition of Credit Karma. October-quarter revenues were up 52%, 15 percentage points ahead of the company’s original guidance. In an interview with <i>Barron’s</i> in November, Intuit CEO Sasan Goodarzi said the better-than-expected growth reflects the success of the company’s strategy over the past few years to expand its services for both consumers and small businesses beyond accounting and tax software.</p><p><blockquote>在好于预期的收入增长推动下，Intuit(INTU)股价上涨了70%，部分原因是该公司成功收购了Credit Karma。10月份季度收入增长52%，比公司最初的指引高出15个百分点。在接受采访时<i>巴伦周刊</i>去年11月，Intuit首席执行官Sasan Goodarzi表示，好于预期的增长反映了该公司过去几年为消费者和小型企业扩展会计和税务软件以外的服务的战略取得了成功。</blockquote></p><p>Rounding out the top 10, with a gain of 69%, is Google parent Alphabet (GOOGL), pushing its valuation to nearly $2 trillion. The company continues to see strong growth in demand for online advertising. Google has largely avoided the pain inflicted on some ad-supported businesses by Apple‘s (AAPL) shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spend is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）以69%的涨幅跻身前十名，将其估值推至近2万亿美元。该公司的在线广告需求继续强劲增长。谷歌在很大程度上避免了苹果(AAPL)转向新规则给一些广告支持业务带来的痛苦，新规则使跟踪iPhone上的客户行为变得更加困难。搜索活动不像展示广告那样依赖于确定消费者意图，而且一些广告支出似乎正在从社交媒体转向基于搜索的广告。该公司的YouTube业务也增长强劲。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","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>The 10 Best S&P 500 Tech Stocks of 2021 Start With a Highflying Security Company<blockquote>2021年标普500 10只最佳科技股从一家飞速发展的安全公司开始</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\">\nThe 10 Best S&P 500 Tech Stocks of 2021 Start With a Highflying Security Company<blockquote>2021年标普500 10只最佳科技股从一家飞速发展的安全公司开始</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-29 16:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In a year in which cybersecurity incidents soared, the security hardware company Fortinet was the best-performing technology stock in the S&amp;P 500,up about 150% year to date.</p><p><blockquote><html><head></head><body>在网络安全事件激增的一年里，安全硬件公司Fortinet是标普500表现最好的科技股，今年迄今上涨了约150%。</body></html></blockquote></p><p>Fortinet’s (ticker: FTNT) flagship product is the FortiGate firewall, which combines various security and networking features for both enterprise and government customers. The company layers a “security fabric” on top of the hardware that includes “zero trust” network access controls, endpoint protection, and other features.</p><p><blockquote>Fortinet（股票代码：FTNT）的旗舰产品是FortiGate防火墙，它结合了面向企业和政府客户的各种安全和网络功能。该公司在硬件之上构建了一个“安全结构”，其中包括“零信任”网络访问控制、终端保护和其他功能。</blockquote></p><p>Growth has been impressive: Third-quarter revenue was up 33%, with product revenue up 52% and billings up 42%. RBC analyst Dan Bergstrom wrote in a research note last month following the earnings report that the company is seeing broad-based strength, “driven by the convergence of security and networking, consolidation and increased awareness around the threat landscape.”</p><p><blockquote>增长令人印象深刻：第三季度收入增长33%，产品收入增长52%，账单增长42%。加拿大皇家银行分析师丹·博格斯特伦(Dan Bergstrom)上个月在财报发布后的一份研究报告中写道，“在安全和网络融合、整合以及对威胁形势认识提高的推动下”，该公司正在看到广泛的实力。</blockquote></p><p>In a research note last week previewing the outlook for the software sector for 2022, Mizuho analyst Gregg Moskowitz noted that over the past few years, the company has “strengthened its competitive positioning and taken share in the network security market.” But he thinks it has “more work to do in the cloud,” and notes that its earnings comparisons get tougher in 2022.</p><p><blockquote>瑞穗分析师Gregg Moskowitz在上周预览2022年软件行业前景的研究报告中指出，在过去几年中，该公司“加强了其竞争地位，并在网络安全市场占据了份额”。但他认为该公司“在云中还有更多工作要做”，并指出2022年其盈利比较将变得更加严格。</blockquote></p><p>The chip maker Nvidia (NVDA) was the No. 2 tech stock in the S&amp;P 500 in 2021, up 137% year to date, boosting its valuation to $750 billion, which makes it the world’s most highly valued semiconductor company—nearly twice the combined valuation of Intel (INTC) and Advanced Micro Devices (AMD). Originally focused on producing graphics cards used in PCs and game consoles, the company has evolved into a key component provider to cloud computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%.</p><p><blockquote>芯片制造商英伟达(NVDA)是2021年标普500第二大科技股，今年迄今上涨137%，估值升至7500亿美元，这使其成为全球估值最高的半导体公司——几乎是英特尔(INTC)和超微半导体(AMD)估值总和的两倍。该公司最初专注于生产用于个人电脑和游戏机的显卡，现已发展成为云计算公司的关键组件提供商，并参与半导体世界几乎所有关键趋势，包括加密货币挖矿、人工智能、电动和自动驾驶汽车，甚至元宇宙。最近一个季度的收入飙升了50%。</blockquote></p><p>The IT consulting and events company Gartner (IT) has rallied 109% this year, as its IT research and consulting arms returned to prepandemic levels, though its events business has continued to lag. Gartner’s surge reflects widespread anticipation of a continued acceleration in enterprise technology spending as the world emerges from the pandemic. Another strong stock on a related theme was EPAM Systems (EPAM), an IT consulting firm that has rallied 95% over the past year.</p><p><blockquote>IT咨询和活动公司Gartner(IT)今年股价上涨了109%，其IT研究和咨询部门恢复到了大流行前的水平，尽管其活动业务继续滞后。Gartner的激增反映了人们普遍预期，随着世界摆脱疫情，企业技术支出将持续加速。另一只相关主题的强势股票是EPAM Systems(EPAM)，这是一家IT咨询公司，在过去一年中上涨了95%。</blockquote></p><p>Arista Networks shares (ANET) have doubled this year on strong demand for its networking wares, in particular from cloud players. The company is seeing accelerating earnings growth, and last month announced both a 4-for-1 stock split and a $1 billion stock-repurchase plan. Another stock that benefited from strong demand from cloud players is disk-drive maker Seagate Technology (STX), which rallied 83%. While the company was once largely tied to the PC market, it now primarily sells drives for enterprise applications.</p><p><blockquote>由于对其网络产品的强劲需求，尤其是来自云玩家的强劲需求，Arista Networks(ANET)的股价今年翻了一番。该公司的盈利增长正在加速，上个月宣布了4比1的股票分割和10亿美元的股票回购计划。另一只受益于云玩家强劲需求的股票是磁盘驱动器制造商希捷科技(STX)，该股上涨了83%。虽然该公司曾经主要与PC市场相关，但现在主要销售用于企业应用程序的驱动器。</blockquote></p><p>Semiconductor equipment stocks have been strong performers in 2021, no surprise given the continuing chip shortage and new commitments to expand capacity from Intel (INTC),Taiwan Semiconductor (TSM),GlobalFoundries (GF), and other chip manufacturers. Among the best performers in the S&amp;P 500 were Applied Materials (AMAT), up 89%, and KLA (KLAC), up 70%.</p><p><blockquote>考虑到芯片持续短缺以及英特尔(INTC)、台积电(TSM)、格芯(GF)和其他芯片制造商扩大产能的新承诺，半导体设备股在2021年表现强劲，这并不奇怪。标普500中表现最好的是应用材料公司(AMAT)，上涨89%，KLA(KLAC)，上涨70%。</blockquote></p><p>Intuit (INTU) shares have rallied 70%, driven by better-than-expected revenue growth, thanks in part to the company’s successful acquisition of Credit Karma. October-quarter revenues were up 52%, 15 percentage points ahead of the company’s original guidance. In an interview with <i>Barron’s</i> in November, Intuit CEO Sasan Goodarzi said the better-than-expected growth reflects the success of the company’s strategy over the past few years to expand its services for both consumers and small businesses beyond accounting and tax software.</p><p><blockquote>在好于预期的收入增长推动下，Intuit(INTU)股价上涨了70%，部分原因是该公司成功收购了Credit Karma。10月份季度收入增长52%，比公司最初的指引高出15个百分点。在接受采访时<i>巴伦周刊</i>去年11月，Intuit首席执行官Sasan Goodarzi表示，好于预期的增长反映了该公司过去几年为消费者和小型企业扩展会计和税务软件以外的服务的战略取得了成功。</blockquote></p><p>Rounding out the top 10, with a gain of 69%, is Google parent Alphabet (GOOGL), pushing its valuation to nearly $2 trillion. The company continues to see strong growth in demand for online advertising. Google has largely avoided the pain inflicted on some ad-supported businesses by Apple‘s (AAPL) shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spend is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.</p><p><blockquote>谷歌母公司Alphabet（GOOGL）以69%的涨幅跻身前十名，将其估值推至近2万亿美元。该公司的在线广告需求继续强劲增长。谷歌在很大程度上避免了苹果(AAPL)转向新规则给一些广告支持业务带来的痛苦，新规则使跟踪iPhone上的客户行为变得更加困难。搜索活动不像展示广告那样依赖于确定消费者意图，而且一些广告支出似乎正在从社交媒体转向基于搜索的广告。该公司的YouTube业务也增长强劲。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/the-10-best-s-p-500-tech-stocks-of-2021-start-with-a-highflying-security-stock-51640726539?mod=hp_LEADSUPP_2\">Barrons</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":{"GF":"新德基金","AMAT":"应用材料","GOOGL":"谷歌A","ANET":"Arista Networks, Inc.","EPAM":"Epam Systems","IT":"加特纳","KLAC":"科磊","TSM":"台积电","NVDA":"英伟达","AMD":"美国超微公司","FTNT":"飞塔信息","INTU":"财捷","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/the-10-best-s-p-500-tech-stocks-of-2021-start-with-a-highflying-security-stock-51640726539?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136005118","content_text":"In a year in which cybersecurity incidents soared, the security hardware company Fortinet was the best-performing technology stock in the S&P 500,up about 150% year to date.Fortinet’s (ticker: FTNT) flagship product is the FortiGate firewall, which combines various security and networking features for both enterprise and government customers. The company layers a “security fabric” on top of the hardware that includes “zero trust” network access controls, endpoint protection, and other features.Growth has been impressive: Third-quarter revenue was up 33%, with product revenue up 52% and billings up 42%. RBC analyst Dan Bergstrom wrote in a research note last month following the earnings report that the company is seeing broad-based strength, “driven by the convergence of security and networking, consolidation and increased awareness around the threat landscape.”In a research note last week previewing the outlook for the software sector for 2022, Mizuho analyst Gregg Moskowitz noted that over the past few years, the company has “strengthened its competitive positioning and taken share in the network security market.” But he thinks it has “more work to do in the cloud,” and notes that its earnings comparisons get tougher in 2022.The chip maker Nvidia (NVDA) was the No. 2 tech stock in the S&P 500 in 2021, up 137% year to date, boosting its valuation to $750 billion, which makes it the world’s most highly valued semiconductor company—nearly twice the combined valuation of Intel (INTC) and Advanced Micro Devices (AMD). Originally focused on producing graphics cards used in PCs and game consoles, the company has evolved into a key component provider to cloud computing companies—and a play on almost every key trend in the semiconductor world, including cryptocurrency mining, artificial intelligence, electric and autonomous vehicles, and even the metaverse. Revenue in the latest quarter surged 50%.The IT consulting and events company Gartner (IT) has rallied 109% this year, as its IT research and consulting arms returned to prepandemic levels, though its events business has continued to lag. Gartner’s surge reflects widespread anticipation of a continued acceleration in enterprise technology spending as the world emerges from the pandemic. Another strong stock on a related theme was EPAM Systems (EPAM), an IT consulting firm that has rallied 95% over the past year.Arista Networks shares (ANET) have doubled this year on strong demand for its networking wares, in particular from cloud players. The company is seeing accelerating earnings growth, and last month announced both a 4-for-1 stock split and a $1 billion stock-repurchase plan. Another stock that benefited from strong demand from cloud players is disk-drive maker Seagate Technology (STX), which rallied 83%. While the company was once largely tied to the PC market, it now primarily sells drives for enterprise applications.Semiconductor equipment stocks have been strong performers in 2021, no surprise given the continuing chip shortage and new commitments to expand capacity from Intel (INTC),Taiwan Semiconductor (TSM),GlobalFoundries (GF), and other chip manufacturers. Among the best performers in the S&P 500 were Applied Materials (AMAT), up 89%, and KLA (KLAC), up 70%.Intuit (INTU) shares have rallied 70%, driven by better-than-expected revenue growth, thanks in part to the company’s successful acquisition of Credit Karma. October-quarter revenues were up 52%, 15 percentage points ahead of the company’s original guidance. In an interview with Barron’s in November, Intuit CEO Sasan Goodarzi said the better-than-expected growth reflects the success of the company’s strategy over the past few years to expand its services for both consumers and small businesses beyond accounting and tax software.Rounding out the top 10, with a gain of 69%, is Google parent Alphabet (GOOGL), pushing its valuation to nearly $2 trillion. The company continues to see strong growth in demand for online advertising. Google has largely avoided the pain inflicted on some ad-supported businesses by Apple‘s (AAPL) shift to new rules that make it harder to follow customer behavior on iPhones. Search activity isn’t as dependent as display ads for determining consumer intent—and it seems likely that some ad spend is shifting from social media to search-based advertising. Growth is robust, too, in the company’s YouTube business.","news_type":1,"symbols_score_info":{"AMD":0.9,"EPAM":0.9,"GOOGL":0.9,"INTC":0.9,"TSM":0.9,"FTNT":0.9,"ANET":0.9,"INTU":0.9,"GF":0.9,"IT":0.9,"AMAT":0.9,"NVDA":0.9,"KLAC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":22,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}