3 No-Brainer Tech Stocks to Buy If You Have Money to Invest
3 No-Brainer Tech Stocks to Buy If You Have Money to Invest
Finding the best tech stocks to buy now is a little more complicated than it was a year ago.
现在寻找最适合购买的科技股比一年前要复杂一些。
While the $S&P 500 index (.SPX.US)$ has held up relatively well, the bear market has been brutal for investors in individual stocks. Simply put, many individual names have been obliterated, particularly in tech. Given the selloff, it's got investors looking for tech stocks to buy amid the weakness.
而 $标普500指数 (.SPX.US)$表现相对较好，熊市对个股投资者来说一直很残酷。简而言之，许多个人名字已被抹去，尤其是在科技领域。鉴于抛售，在疲软的背景下，投资者正在寻找可以买入的科技股。
A handful of names have held up pretty well, like $Apple (AAPL.US)$ and $Microsoft (MSFT.US)$. By and large though, tech has struggled immensely amid the volatility.
有几个名字挺好用的，比如 $苹果 (AAPL.US)$和 $微软 (MSFT.US)$。但是，总的来说，在波动中，科技行业陷入了巨大的困境。
I want to look at a handful of tech stocks to buy even though they have been beaten down because they appear to have declined unfairly. Essentially, we are looking for good businesses and not-so-good stocks. Investors have quite a bit of leeway here too.
我想看看有几只可以买入的科技股，尽管它们因为似乎下跌不公平而受到重创。从本质上讲，我们正在寻找好的企业和不太好的股票。投资者在这里也有很大的回旋余地。
There are distressed tech stocks to buy based on balance sheet or cash flow strength. Or they could buy relative strength leaders, like the aforementioned Apple or Microsoft. I'm looking for a bit more of a blend — names that have held up to some degree but are businesses that continue to hum along. These are the best-underappreciated tech stocks to buy.
根据资产负债表或现金流强度，有不良科技股可供购买。或者他们可以收购相对实力的领导者，比如前面提到的苹果或微软。我想要更多地融合一点的名字——这些名字在某种程度上站得住脚，但仍然是继续蓬勃发展的企业。这些是最容易被低估的科技股。
Right now, chip stocks aren't performing all that well. $NVIDIA (NVDA.US)$ recently reported pretty disappointing numbers and several others have as well. Some pre-announced poor results and others waited until the report. None of those are Advanced Micro Devices though.
目前，芯片股的表现并不那么好。 $英伟达 (NVDA.US)$最近公布的数字相当令人失望，其他一些数字也有。有些人事先宣布了糟糕的业绩，而另一些人则等到报告出来了。这些都不是 高级微型 设备虽然。
Its doubters can't believe it, but AMD continues to grow its revenue, earnings, margins and cash flow. The company reported strong results in August and while guidance was a little short of expectations, it was close to in-line and quite good.
它的怀疑者简直不敢相信，但AMD继续增加收入、收益、利润率和现金流。该公司在8月份公布了强劲的业绩，尽管预期略低于预期，但接近预期，而且相当不错。
I believe that if the rest of this group gets hit, then AMD stock will as well. It's not fair, but that's the reality. As it stands though, AMD stock will simply become of the tech stocks to buy on the dip.
我相信，如果这个群体的其他成员受到打击，那么AMD的股票也会受到打击。这不公平，但这是现实。但是，就目前而言，AMD股票只会成为逢低买入的科技股。
Shares trade at roughly 19 times this year's earnings, while the company is forecast to generate $26.2 billion in revenue. Next year, revenue estimates call for 13% growth to nearly $30 billion and for earnings to grow 12% to nearly $5 a share.
股票交易价格约为今年收益的19倍，而该公司预计将创造262亿美元的收入。明年，收入估计将增长13％，达到近300亿美元，收益将增长12％，达到每股近5美元。
For what it's worth, analysts have been consistently too conservative with this company in their forecasts.
就其价值而言，分析师在预测中一直对这家公司过于保守。
For whatever reason, investors tend to overlook cybersecurity stocks during times of trouble. That's likely due to valuation, but when you listen to management at Palo Alto Networks — or any cybersecurity firm — they'll tell you that just because the economy slows down doesn't mean cybercrime does. If anything, the pace quickens.
无论出于何种原因，在困难时期，投资者往往会忽视网络安全股。这可能是估值造成的，但是当你听取管理层的意见时 帕洛阿尔托网络— 或者任何网络安全公司 — 他们会告诉你，仅仅因为经济放缓并不意味着网络犯罪放缓。如果有的话，步伐会加快。
On Aug. 22, the company delivered a top- and bottom-line earnings beat for its fiscal fourth-quarter results, as sales grew 27% year over year. Even better, the company's FY guidance for 2023 was strong.
8月22日，该公司实现了第四财季业绩的收入和利润均超过预期，销售额同比增长27％。更好的是，该公司对2023年的财年指引非常强劲。
Management expects revenue of $6.85 billion to $6.90 billion vs. consensus expectations of $6.76 billion. If achieved, that would represent roughly 25% growth vs. 2022. Earnings guidance also topped analysts' expectations.
管理层预计收入为68.5亿美元至69.0亿美元，而市场普遍预期为67.6亿美元。如果实现，那将比2022年增长约25％。收益指引也超出了分析师的预期。
Lastly, we have The Trade Desk. While it's hard to say this, this may be one of the tech stocks to buy on a deeper dip. When The Trade Desk last reported earnings, it dropped a bullish bombshell on investors.
最后，我们有 交易台。虽然很难这么说，但这可能是深跌时值得买入的科技股之一。当The Trade Desk上次公布财报时，它给投资者带来了看涨的重磅炸弹。
The stock had already rallied 30% in just a few days ahead of the print, then exploded higher by 36% in a single session after the report. That's how good it was. However, when we look at the advertising space, there's clearly a slowdown. So far, The Trade Desk seems well-insulated vs. these pressures. That's great, but we must be aware of the macro pressures. Sort of like despite how AMD continues to out-execute its peers, its stock may be dragged lower.
该股在发布前的短短几天内已经上涨了30％，然后在报告发布后的单个交易日内上涨了36％。太棒了。但是，当我们审视广告领域时，显然有所放缓。到目前为止，The Trade Desk似乎可以很好地抵御这些压力。太棒了，但我们必须意识到宏观压力。有点像尽管AMD的表现继续优于同行，但其股票可能会被拖累。
If that's the case for The Trade Desk, this is one to focus on.
如果The Trade Desk是这样的话，那么这个问题值得关注。
Revenue grew 35% year over year and beat estimates, while guidance for the third quarter edged past expectations. While not blowing past expectations, The Trade Desk continues to generate substantial growth and it's profitable, making it a rare combination for a growth stock right now.
收入同比增长35％，超出预期，而第三季度的预期超出了预期。尽管没有超出预期，但The Trade Desk继续实现大幅增长并且盈利，使其成为目前罕见的成长型股票组合。
Analysts expect 33% revenue growth this year and 24% to 27% growth through 2025. Earnings are forecast to double from 2022 to 2025 (not annually). If so, it's one of the few ad companies that are excelling right now.
分析师预计，今年的收入将增长33％，到2025年将增长24％至27％。预计从2022年到2025年，收入将翻一番（不是每年）。如果是这样，那么它是目前为数不多的表现出色的广告公司之一。
On the date of publication, Bret Kenwell did not have (either directly or indirectly) any positions in the securities mentioned in this article.
在发布之日，布雷特·肯威尔（Bret Kenwell）没有（直接或间接）持有本文提到的证券的任何头寸。