个人中心 - 老虎社区

Lizlee

IP属地：未知

帖子 · 1帖子 · 1
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- LizleeLizlee
  ·2021-05-20
  [What]
  4 Top Streaming Stocks to Watch in May<blockquote>5 月份最值得关注的 4 只流媒体股票</blockquote>
  The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reac
  4 Top Streaming Stocks to Watch in May<blockquote>5 月份最值得关注的 4 只流媒体股票</blockquote>
  2,989 评论
  点赞
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3583378283368129","uuid":"3583378283368129","gmtCreate":1620284259257,"gmtModify":1620284259257,"name":"Lizlee","pinyin":"lizlee","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":3,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.13","exceedPercentage":"60.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":197499105,"gmtCreate":1621476831607,"gmtModify":1634188832247,"author":{"id":"3583378283368129","authorId":"3583378283368129","name":"Lizlee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583378283368129","authorIdStr":"3583378283368129"},"themes":[],"title":"","htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197499105","repostId":"1130153329","repostType":2,"repost":{"id":"1130153329","kind":"news","pubTimestamp":1620613537,"share":"https://www.laohu8.com/m/news/1130153329?lang=zh_CN&edition=full","pubTime":"2021-05-10 10:25","market":"us","language":"en","title":"4 Top Streaming Stocks to Watch in May<blockquote>5 月份最值得关注的 4 只流媒体股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130153329","media":"fool","summary":"The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reac","content":"<p>The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reach 1.1 billion worldwide last year.&nbsp;That's a huge tailwind for both established players and recent entrants to the streaming market.</p><p><blockquote>美国电影协会（Motion Picture Association）在3月份报告称，去年全球流媒体视频订阅量增长了26%，达到11亿。这对流媒体市场的老牌玩家和新进入者来说都是一个巨大的推动力。</blockquote></p><p>Here are four top&nbsp;streaming stocksthat investors should consider buying, or at least keep on a watchlist.</p><p><blockquote>以下是投资者应该考虑购买或至少保留在观察名单上的四只顶级流媒体股票。</blockquote></p><p><b>1. Netflix: This show is far from over</b></p><p><blockquote><b>1. Netflix：这部剧远未结束</b></blockquote></p><p>Shares of&nbsp;<b>Netflix</b>(NASDAQ:NFLX)are down 7% year to date after the company posted first-quarter subscriber numbers that came in below expectations. But this could be a good buying opportunity, since the deceleration in subscriber growth merely reflects more people choosing to sign up for a membership in 2020, which left fewer prospective members waiting on the fence.</p><p><blockquote>股份<b>网飞</b>（纳斯达克股票代码：NFLX）今年迄今已下跌 7%，此前该公司公布的第一季度用户数量低于预期。但这可能是一个很好的购买机会，因为订户增长的放缓仅仅反映了更多的人选择在2020年注册会员，这使得更少的潜在会员在观望。</blockquote></p><p>There were plenty of indications in the first-quarter report thatNetflix's growth storyis far from over. Revenue grew 24% year over year, driven by higher average revenue per membership.&nbsp;The bright side is that the content production delays helped the company save some money, with operating profit reaching $1.9 billion.</p><p><blockquote>第一季度报告中有大量迹象表明，Netflix 的增长故事还远未结束。在每位会员平均收入较高的推动下，收入同比增长24%。好的一面是，内容制作的延迟帮助公司节省了一些资金，营业利润达到了19亿美元。</blockquote></p><p>That extra profit will inevitably finance more content, leading to more subscriber growth. Management expects to add more subscribers in the second half of the year as several hit series and new films launch on the service.</p><p><blockquote>额外的利润将不可避免地为更多的内容提供资金，从而导致更多的订户增长。随着几部热门剧集和新电影在该服务上推出，管理层预计下半年将增加更多订户。</blockquote></p><p>What's more, management stated it is getting \"very close to being sustainably [free cash flow] positive,\" which will lessen the need for external financing to fund operations in the future.</p><p><blockquote>更重要的是，管理层表示，它正在“非常接近可持续的（自由现金流）正”，这将减少未来对外部融资为运营提供资金的需求。</blockquote></p><p>With 208 million global paid subscribers, Netflix still has less than a 20% share of global streaming memberships.&nbsp;This top streaming stock may still be hitting new highs 10 years from now.</p><p><blockquote>Netflix 拥有 2.08 亿全球付费用户，但在全球流媒体会员中所占份额仍不到 20%。10 年后，这只顶级流媒体股票仍可能创下新高。</blockquote></p><p><b>2. Discovery: Going on a streaming safari</b></p><p><blockquote><b>2. 发现：进行流媒体之旅</b></blockquote></p><p><b>Discovery</b>(NASDAQ:DISCK)(NASDAQ:DISCA)is no longer stuck in the land of cable; it has taken its valuable networks to discovery+ -- it's new streaming service that debuted in January.&nbsp;It has plenty of valuable content to offer, including HGTV, Food Network, Discovery Channel, Animal Planet, among many others. Discovery had the most-watched domestic pay-TV lineup in the first quarter, which should lead to a promising future in streaming.</p><p><blockquote><b>发现</b>（纳斯达克股票代码：DISCK）（纳斯达克股票代码：DISCA）不再陷入有线电视领域；它将其宝贵的网络带到了Discovery+——这是一月份首次亮相的新流媒体服务。它有很多有价值的内容可以提供，包括HGTV、美食网、探索频道、动物星球等等。Discovery 在第一季度拥有收视率最高的国内付费电视阵容，这应该会带来流媒体领域充满希望的未来。</blockquote></p><p>The stock more than doubled in value after the launch and now sits up 24% year to date.&nbsp;I believe investors were correct to send the stock price up to begin with, although the stock might have risen too far, too fast. Nonetheless, the growth from discovery+ should insulate the company from the declining market for cable,&nbsp;making Discovery's current price-to-free cash flow multiple of 9.5 look very attractive.</p><p><blockquote>该股上市后价值翻了一番多，今年迄今已上涨 24%。我相信投资者一开始推高股价是正确的，尽管该股可能涨得太远、太快了。尽管如此，Discovery+ 的增长应该会使该公司免受有线电视市场下滑的影响，这使得 Discovery 目前 9.5 的市净率现金流倍数看起来非常有吸引力。</blockquote></p><p>In Q1, Discovery's direct-to-consumer business reached 13 million subscribers. That growth more than offset the decline in advertising revenue in the U.S. market and pushed total revenue up 4% year over year in the first quarter.&nbsp;In the near term, management is confident that the recent strength of Discovery's content lineup will position it well to regain advertising growth.</p><p><blockquote>第一季度，Discovery 的直接面向消费者的业务用户数量达到了 1300 万。这一增长足以抵消美国市场广告收入的下降，并推动第一季度总收入同比增长 4%。在短期内，管理层相信 Discovery 近期内容阵容的实力将使其处于有利地位，能够重新获得广告增长。</blockquote></p><p>Discovery's profitability will come under pressure as it ramps up content spending for streaming, but that's expected. The growth ofdiscovery+ is a major catalystthat could send this media stock higher over the next few years.</p><p><blockquote>随着 Discovery 增加流媒体内容支出，其盈利能力将面临压力，但这是意料之中的。Discovery+ 的增长是一个主要催化剂，可能会在未来几年推动该媒体股票走高。</blockquote></p><p><b>3. Roku: The toll bridge of the streaming services market</b></p><p><blockquote><b>3.Roku：流媒体服务市场的收费桥梁</b></blockquote></p><p><b>Roku</b>(NASDAQ:ROKU)has been a hot stock in recent years. You don't see many stocks return 1,200% over a five-year period.&nbsp;Adoption for its TV operating system has been growing rapidly, as people cut the cord and turn to digital entertainment.</p><p><blockquote><b>Roku</b>（纳斯达克股票代码：ROKU）近年来一直是热门股票。你不会看到很多股票在五年内的回报率达到1200%。随着人们切断电源线，转向数字娱乐，其电视操作系统的采用一直在快速增长。</blockquote></p><p>Roku's first-quarter earnings resultsshowed total active accounts reached 53 million for an increase of 35% year over year. But total streaming hours are growing faster, up 49%. That is a clear indication of growing satisfaction and consumption with the content on the platform.</p><p><blockquote>Roku第一季度盈利结果显示，活跃账户总数达到5300万，同比增长35%。但总流媒体时长增长更快，增长了49%。这清楚地表明人们对平台上的内容越来越满意和消费。</blockquote></p><p>Most importantly, engagement is driving growth in advertising revenue. Average revenue per user grew 32% in the first quarter. A big part of Roku's ability to monetize its user base is The Roku Channel, which offers free ad-supported content and reached households totaling an estimated 70 million people in Q1.</p><p><blockquote>最重要的是，参与度正在推动广告收入的增长。第一季度每用户平均收入增长 32%。Roku 能够将其用户群货币化的很大一部分是Roku渠道，该渠道提供免费的广告支持内容，并在第一季度覆盖了估计 7000 万个家庭。</blockquote></p><p>As its Q1 results show, Roku is a promising play on the future of streaming, but the stock is expensive, trading at 22 times sales. That's much higher than Netflix's price-to-sales multiple of 8.7.</p><p><blockquote>正如其第一季度业绩显示的那样，Roku在流媒体的未来方面是一个有前途的公司，但该股价格昂贵，交易价格是销售额的 22 倍。这远高于 Netflix 8.7 的市销率。</blockquote></p><p>Growth could slow later this year as Roku faces tough year-over-year comparisons with the robust growth reported in 2020. Yet, management's second-quarter guidance calls for revenue growth of 73% year over year at the midpoint of the range, so anything is possible.</p><p><blockquote>今年晚些时候，增长可能会放缓，因为Roku面临着与 2020 年报告的强劲增长的艰难同比比较。然而，管理层第二季度的指导评级是收入同比增长 73%，处于该范围的中点，因此一切皆有可能。</blockquote></p><p><b>4. Walt Disney: The complete entertainment company</b></p><p><blockquote><b>4. 华特·迪士尼：完整的娱乐公司</b></blockquote></p><p></p><p>If the recent growth of other streaming services is any indication,<b>Walt Disney</b>(NYSE:DIS)should report another strong quarter for its direct-to-consumer segment when it reports fiscal second-quarter earnings on Thursday, May 13.&nbsp;Disney+ has alreadysurpassed 100 million subscriberssince launching in 2019, but the stock could also be a good reopening play on the economy.</p><p><blockquote>如果最近其他流服务的增长是任何迹象，<b>华特·迪士尼</b>（纽约证券交易所股票代码：DIS）将于 5 月 13 日星期四公布第二财季财报，其直接面向消费者的部门将迎来又一个强劲的季度业绩。自 2019 年推出以来，Disney+ 的订阅用户已超过 1 亿，但该股也可能是经济的一个很好的重新开放因素。</blockquote></p><p>Management is seeing a lot of pent-up demand fortheme parksaround the world.&nbsp;To drive traffic, Disney spent the pandemic moving forward with major investments in new attractions, including the upcoming<i>Star Wars</i>: Galactic Starcruiser hotel, scheduled to open at Walt Disney World in 2022.&nbsp;Theme parks are arguably the most direct-to-consumer part of the Disney empire, as CEO Bob Chapek has emphasized.</p><p><blockquote>管理层看到了世界各地对主题公园的大量被压抑的需求。为了增加客流量，迪士尼在大流行病期间大力投资新景点，包括即将到来的<i>星球大战</i>银河星际巡洋舰酒店，计划于 2022 年在华特-迪士尼世界开业。正如首席执行官鲍勃-查佩克（Bob Chapek）所强调的那样，主题公园可以说是迪士尼帝国中最直接面向消费者的部分。</blockquote></p><p>As for Disney+, expect a lot more<i>Star Wars</i>and Marvel originals very soon. Disney told investors in December that it has a total of 20 original series evenly split across the Marvel and<i>Star Wars</i>universes launching over the next few years, along with releases from Pixar and Disney studios.&nbsp;Content wins subscribers, and Disney will have plenty of it.</p><p><blockquote>至于 Disney+，期待更多<i>星球大战</i>和漫威原创很快。迪士尼去年 12 月告诉投资者，它共有 20 部原创剧集，平均分布在漫威和<i>星球大战</i>宇宙将在未来几年推出，皮克斯和迪士尼工作室也将上映。内容赢得订户，迪士尼将拥有大量的内容。</blockquote></p><p>The stock is up 82% over the last year, but there could be more gains in store as Disney's theme parks reopen and its streaming services continue their march toward management's goal of at least 300 million subscribers across Disney+, Hulu, and ESPN+ by fiscal 2024.</p><p><blockquote>该股比去年上涨了 82%，但随着迪士尼主题公园重新开放及其流媒体服务继续朝着管理层的目标迈进，即到 2024 财年在 Disney+、Hulu 和 ESPN+ 拥有至少 3 亿用户，该股可能会有更多涨幅。</blockquote></p><p>What makes Disney stand out on this list is that it has many ways to monetize its entertainment properties outside of streaming. This opens more growth opportunities and makes Walt Disney the ultimateentertainment stock.</p><p><blockquote>迪士尼在这份榜单上脱颖而出的是，除了流媒体之外，它还有许多方法可以将其娱乐资产货币化。这带来了更多的增长机会，使华特迪士尼成为终极娱乐股票。</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>4 Top Streaming Stocks to Watch in May<blockquote>5 月份最值得关注的 4 只流媒体股票</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\">\n4 Top Streaming Stocks to Watch in May<blockquote>5 月份最值得关注的 4 只流媒体股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-05-10 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reach 1.1 billion worldwide last year.&nbsp;That's a huge tailwind for both established players and recent entrants to the streaming market.</p><p><blockquote>美国电影协会（Motion Picture Association）在3月份报告称，去年全球流媒体视频订阅量增长了26%，达到11亿。这对流媒体市场的老牌玩家和新进入者来说都是一个巨大的推动力。</blockquote></p><p>Here are four top&nbsp;streaming stocksthat investors should consider buying, or at least keep on a watchlist.</p><p><blockquote>以下是投资者应该考虑购买或至少保留在观察名单上的四只顶级流媒体股票。</blockquote></p><p><b>1. Netflix: This show is far from over</b></p><p><blockquote><b>1. Netflix：这部剧远未结束</b></blockquote></p><p>Shares of&nbsp;<b>Netflix</b>(NASDAQ:NFLX)are down 7% year to date after the company posted first-quarter subscriber numbers that came in below expectations. But this could be a good buying opportunity, since the deceleration in subscriber growth merely reflects more people choosing to sign up for a membership in 2020, which left fewer prospective members waiting on the fence.</p><p><blockquote>股份<b>网飞</b>（纳斯达克股票代码：NFLX）今年迄今已下跌 7%，此前该公司公布的第一季度用户数量低于预期。但这可能是一个很好的购买机会，因为订户增长的放缓仅仅反映了更多的人选择在2020年注册会员，这使得更少的潜在会员在观望。</blockquote></p><p>There were plenty of indications in the first-quarter report thatNetflix's growth storyis far from over. Revenue grew 24% year over year, driven by higher average revenue per membership.&nbsp;The bright side is that the content production delays helped the company save some money, with operating profit reaching $1.9 billion.</p><p><blockquote>第一季度报告中有大量迹象表明，Netflix 的增长故事还远未结束。在每位会员平均收入较高的推动下，收入同比增长24%。好的一面是，内容制作的延迟帮助公司节省了一些资金，营业利润达到了19亿美元。</blockquote></p><p>That extra profit will inevitably finance more content, leading to more subscriber growth. Management expects to add more subscribers in the second half of the year as several hit series and new films launch on the service.</p><p><blockquote>额外的利润将不可避免地为更多的内容提供资金，从而导致更多的订户增长。随着几部热门剧集和新电影在该服务上推出，管理层预计下半年将增加更多订户。</blockquote></p><p>What's more, management stated it is getting \"very close to being sustainably [free cash flow] positive,\" which will lessen the need for external financing to fund operations in the future.</p><p><blockquote>更重要的是，管理层表示，它正在“非常接近可持续的（自由现金流）正”，这将减少未来对外部融资为运营提供资金的需求。</blockquote></p><p>With 208 million global paid subscribers, Netflix still has less than a 20% share of global streaming memberships.&nbsp;This top streaming stock may still be hitting new highs 10 years from now.</p><p><blockquote>Netflix 拥有 2.08 亿全球付费用户，但在全球流媒体会员中所占份额仍不到 20%。10 年后，这只顶级流媒体股票仍可能创下新高。</blockquote></p><p><b>2. Discovery: Going on a streaming safari</b></p><p><blockquote><b>2. 发现：进行流媒体之旅</b></blockquote></p><p><b>Discovery</b>(NASDAQ:DISCK)(NASDAQ:DISCA)is no longer stuck in the land of cable; it has taken its valuable networks to discovery+ -- it's new streaming service that debuted in January.&nbsp;It has plenty of valuable content to offer, including HGTV, Food Network, Discovery Channel, Animal Planet, among many others. Discovery had the most-watched domestic pay-TV lineup in the first quarter, which should lead to a promising future in streaming.</p><p><blockquote><b>发现</b>（纳斯达克股票代码：DISCK）（纳斯达克股票代码：DISCA）不再陷入有线电视领域；它将其宝贵的网络带到了Discovery+——这是一月份首次亮相的新流媒体服务。它有很多有价值的内容可以提供，包括HGTV、美食网、探索频道、动物星球等等。Discovery 在第一季度拥有收视率最高的国内付费电视阵容，这应该会带来流媒体领域充满希望的未来。</blockquote></p><p>The stock more than doubled in value after the launch and now sits up 24% year to date.&nbsp;I believe investors were correct to send the stock price up to begin with, although the stock might have risen too far, too fast. Nonetheless, the growth from discovery+ should insulate the company from the declining market for cable,&nbsp;making Discovery's current price-to-free cash flow multiple of 9.5 look very attractive.</p><p><blockquote>该股上市后价值翻了一番多，今年迄今已上涨 24%。我相信投资者一开始推高股价是正确的，尽管该股可能涨得太远、太快了。尽管如此，Discovery+ 的增长应该会使该公司免受有线电视市场下滑的影响，这使得 Discovery 目前 9.5 的市净率现金流倍数看起来非常有吸引力。</blockquote></p><p>In Q1, Discovery's direct-to-consumer business reached 13 million subscribers. That growth more than offset the decline in advertising revenue in the U.S. market and pushed total revenue up 4% year over year in the first quarter.&nbsp;In the near term, management is confident that the recent strength of Discovery's content lineup will position it well to regain advertising growth.</p><p><blockquote>第一季度，Discovery 的直接面向消费者的业务用户数量达到了 1300 万。这一增长足以抵消美国市场广告收入的下降，并推动第一季度总收入同比增长 4%。在短期内，管理层相信 Discovery 近期内容阵容的实力将使其处于有利地位，能够重新获得广告增长。</blockquote></p><p>Discovery's profitability will come under pressure as it ramps up content spending for streaming, but that's expected. The growth ofdiscovery+ is a major catalystthat could send this media stock higher over the next few years.</p><p><blockquote>随着 Discovery 增加流媒体内容支出，其盈利能力将面临压力，但这是意料之中的。Discovery+ 的增长是一个主要催化剂，可能会在未来几年推动该媒体股票走高。</blockquote></p><p><b>3. Roku: The toll bridge of the streaming services market</b></p><p><blockquote><b>3.Roku：流媒体服务市场的收费桥梁</b></blockquote></p><p><b>Roku</b>(NASDAQ:ROKU)has been a hot stock in recent years. You don't see many stocks return 1,200% over a five-year period.&nbsp;Adoption for its TV operating system has been growing rapidly, as people cut the cord and turn to digital entertainment.</p><p><blockquote><b>Roku</b>（纳斯达克股票代码：ROKU）近年来一直是热门股票。你不会看到很多股票在五年内的回报率达到1200%。随着人们切断电源线，转向数字娱乐，其电视操作系统的采用一直在快速增长。</blockquote></p><p>Roku's first-quarter earnings resultsshowed total active accounts reached 53 million for an increase of 35% year over year. But total streaming hours are growing faster, up 49%. That is a clear indication of growing satisfaction and consumption with the content on the platform.</p><p><blockquote>Roku第一季度盈利结果显示，活跃账户总数达到5300万，同比增长35%。但总流媒体时长增长更快，增长了49%。这清楚地表明人们对平台上的内容越来越满意和消费。</blockquote></p><p>Most importantly, engagement is driving growth in advertising revenue. Average revenue per user grew 32% in the first quarter. A big part of Roku's ability to monetize its user base is The Roku Channel, which offers free ad-supported content and reached households totaling an estimated 70 million people in Q1.</p><p><blockquote>最重要的是，参与度正在推动广告收入的增长。第一季度每用户平均收入增长 32%。Roku 能够将其用户群货币化的很大一部分是Roku渠道，该渠道提供免费的广告支持内容，并在第一季度覆盖了估计 7000 万个家庭。</blockquote></p><p>As its Q1 results show, Roku is a promising play on the future of streaming, but the stock is expensive, trading at 22 times sales. That's much higher than Netflix's price-to-sales multiple of 8.7.</p><p><blockquote>正如其第一季度业绩显示的那样，Roku在流媒体的未来方面是一个有前途的公司，但该股价格昂贵，交易价格是销售额的 22 倍。这远高于 Netflix 8.7 的市销率。</blockquote></p><p>Growth could slow later this year as Roku faces tough year-over-year comparisons with the robust growth reported in 2020. Yet, management's second-quarter guidance calls for revenue growth of 73% year over year at the midpoint of the range, so anything is possible.</p><p><blockquote>今年晚些时候，增长可能会放缓，因为Roku面临着与 2020 年报告的强劲增长的艰难同比比较。然而，管理层第二季度的指导评级是收入同比增长 73%，处于该范围的中点，因此一切皆有可能。</blockquote></p><p><b>4. Walt Disney: The complete entertainment company</b></p><p><blockquote><b>4. 华特·迪士尼：完整的娱乐公司</b></blockquote></p><p></p><p>If the recent growth of other streaming services is any indication,<b>Walt Disney</b>(NYSE:DIS)should report another strong quarter for its direct-to-consumer segment when it reports fiscal second-quarter earnings on Thursday, May 13.&nbsp;Disney+ has alreadysurpassed 100 million subscriberssince launching in 2019, but the stock could also be a good reopening play on the economy.</p><p><blockquote>如果最近其他流服务的增长是任何迹象，<b>华特·迪士尼</b>（纽约证券交易所股票代码：DIS）将于 5 月 13 日星期四公布第二财季财报，其直接面向消费者的部门将迎来又一个强劲的季度业绩。自 2019 年推出以来，Disney+ 的订阅用户已超过 1 亿，但该股也可能是经济的一个很好的重新开放因素。</blockquote></p><p>Management is seeing a lot of pent-up demand fortheme parksaround the world.&nbsp;To drive traffic, Disney spent the pandemic moving forward with major investments in new attractions, including the upcoming<i>Star Wars</i>: Galactic Starcruiser hotel, scheduled to open at Walt Disney World in 2022.&nbsp;Theme parks are arguably the most direct-to-consumer part of the Disney empire, as CEO Bob Chapek has emphasized.</p><p><blockquote>管理层看到了世界各地对主题公园的大量被压抑的需求。为了增加客流量，迪士尼在大流行病期间大力投资新景点，包括即将到来的<i>星球大战</i>银河星际巡洋舰酒店，计划于 2022 年在华特-迪士尼世界开业。正如首席执行官鲍勃-查佩克（Bob Chapek）所强调的那样，主题公园可以说是迪士尼帝国中最直接面向消费者的部分。</blockquote></p><p>As for Disney+, expect a lot more<i>Star Wars</i>and Marvel originals very soon. Disney told investors in December that it has a total of 20 original series evenly split across the Marvel and<i>Star Wars</i>universes launching over the next few years, along with releases from Pixar and Disney studios.&nbsp;Content wins subscribers, and Disney will have plenty of it.</p><p><blockquote>至于 Disney+，期待更多<i>星球大战</i>和漫威原创很快。迪士尼去年 12 月告诉投资者，它共有 20 部原创剧集，平均分布在漫威和<i>星球大战</i>宇宙将在未来几年推出，皮克斯和迪士尼工作室也将上映。内容赢得订户，迪士尼将拥有大量的内容。</blockquote></p><p>The stock is up 82% over the last year, but there could be more gains in store as Disney's theme parks reopen and its streaming services continue their march toward management's goal of at least 300 million subscribers across Disney+, Hulu, and ESPN+ by fiscal 2024.</p><p><blockquote>该股比去年上涨了 82%，但随着迪士尼主题公园重新开放及其流媒体服务继续朝着管理层的目标迈进，即到 2024 财年在 Disney+、Hulu 和 ESPN+ 拥有至少 3 亿用户，该股可能会有更多涨幅。</blockquote></p><p>What makes Disney stand out on this list is that it has many ways to monetize its entertainment properties outside of streaming. This opens more growth opportunities and makes Walt Disney the ultimateentertainment stock.</p><p><blockquote>迪士尼在这份榜单上脱颖而出的是，除了流媒体之外，它还有许多方法可以将其娱乐资产货币化。这带来了更多的增长机会，使华特迪士尼成为终极娱乐股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/09/4-top-streaming-stocks-to-watch-in-may/\">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":{"DIS":"迪士尼","ROKU":"Roku Inc","DISCA":"探索传播","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/05/09/4-top-streaming-stocks-to-watch-in-may/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130153329","content_text":"The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reach 1.1 billion worldwide last year. That's a huge tailwind for both established players and recent entrants to the streaming market.Here are four top streaming stocksthat investors should consider buying, or at least keep on a watchlist.1. Netflix: This show is far from overShares of Netflix(NASDAQ:NFLX)are down 7% year to date after the company posted first-quarter subscriber numbers that came in below expectations. But this could be a good buying opportunity, since the deceleration in subscriber growth merely reflects more people choosing to sign up for a membership in 2020, which left fewer prospective members waiting on the fence.There were plenty of indications in the first-quarter report thatNetflix's growth storyis far from over. Revenue grew 24% year over year, driven by higher average revenue per membership. The bright side is that the content production delays helped the company save some money, with operating profit reaching $1.9 billion.That extra profit will inevitably finance more content, leading to more subscriber growth. Management expects to add more subscribers in the second half of the year as several hit series and new films launch on the service.What's more, management stated it is getting \"very close to being sustainably [free cash flow] positive,\" which will lessen the need for external financing to fund operations in the future.With 208 million global paid subscribers, Netflix still has less than a 20% share of global streaming memberships. This top streaming stock may still be hitting new highs 10 years from now.2. Discovery: Going on a streaming safariDiscovery(NASDAQ:DISCK)(NASDAQ:DISCA)is no longer stuck in the land of cable; it has taken its valuable networks to discovery+ -- it's new streaming service that debuted in January. It has plenty of valuable content to offer, including HGTV, Food Network, Discovery Channel, Animal Planet, among many others. Discovery had the most-watched domestic pay-TV lineup in the first quarter, which should lead to a promising future in streaming.The stock more than doubled in value after the launch and now sits up 24% year to date. I believe investors were correct to send the stock price up to begin with, although the stock might have risen too far, too fast. Nonetheless, the growth from discovery+ should insulate the company from the declining market for cable, making Discovery's current price-to-free cash flow multiple of 9.5 look very attractive.In Q1, Discovery's direct-to-consumer business reached 13 million subscribers. That growth more than offset the decline in advertising revenue in the U.S. market and pushed total revenue up 4% year over year in the first quarter. In the near term, management is confident that the recent strength of Discovery's content lineup will position it well to regain advertising growth.Discovery's profitability will come under pressure as it ramps up content spending for streaming, but that's expected. The growth ofdiscovery+ is a major catalystthat could send this media stock higher over the next few years.3. Roku: The toll bridge of the streaming services marketRoku(NASDAQ:ROKU)has been a hot stock in recent years. You don't see many stocks return 1,200% over a five-year period. Adoption for its TV operating system has been growing rapidly, as people cut the cord and turn to digital entertainment.Roku's first-quarter earnings resultsshowed total active accounts reached 53 million for an increase of 35% year over year. But total streaming hours are growing faster, up 49%. That is a clear indication of growing satisfaction and consumption with the content on the platform.Most importantly, engagement is driving growth in advertising revenue. Average revenue per user grew 32% in the first quarter. A big part of Roku's ability to monetize its user base is The Roku Channel, which offers free ad-supported content and reached households totaling an estimated 70 million people in Q1.As its Q1 results show, Roku is a promising play on the future of streaming, but the stock is expensive, trading at 22 times sales. That's much higher than Netflix's price-to-sales multiple of 8.7.Growth could slow later this year as Roku faces tough year-over-year comparisons with the robust growth reported in 2020. Yet, management's second-quarter guidance calls for revenue growth of 73% year over year at the midpoint of the range, so anything is possible.4. Walt Disney: The complete entertainment companyIf the recent growth of other streaming services is any indication,Walt Disney(NYSE:DIS)should report another strong quarter for its direct-to-consumer segment when it reports fiscal second-quarter earnings on Thursday, May 13. Disney+ has alreadysurpassed 100 million subscriberssince launching in 2019, but the stock could also be a good reopening play on the economy.Management is seeing a lot of pent-up demand fortheme parksaround the world. To drive traffic, Disney spent the pandemic moving forward with major investments in new attractions, including the upcomingStar Wars: Galactic Starcruiser hotel, scheduled to open at Walt Disney World in 2022. Theme parks are arguably the most direct-to-consumer part of the Disney empire, as CEO Bob Chapek has emphasized.As for Disney+, expect a lot moreStar Warsand Marvel originals very soon. Disney told investors in December that it has a total of 20 original series evenly split across the Marvel andStar Warsuniverses launching over the next few years, along with releases from Pixar and Disney studios. Content wins subscribers, and Disney will have plenty of it.The stock is up 82% over the last year, but there could be more gains in store as Disney's theme parks reopen and its streaming services continue their march toward management's goal of at least 300 million subscribers across Disney+, Hulu, and ESPN+ by fiscal 2024.What makes Disney stand out on this list is that it has many ways to monetize its entertainment properties outside of streaming. This opens more growth opportunities and makes Walt Disney the ultimateentertainment stock.","news_type":1,"symbols_score_info":{"NFLX":0.9,"DIS":0.9,"ROKU":0.9,"DISCA":0.9}},"isVote":1,"tweetType":1,"viewCount":2989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}