Opinion: The 7 best tech stocks to buy in July
Opinion: The 7 best tech stocks to buy in July
Buying quality tech stocks has been a great move for those aiming to achieve double-digit portfolio returns over the long term. In the first five months of 2021, the tech-heavy $NASDAQ 100 Index(.NDX.US)$ was up about 6%. This index includes the 100 largest businesses listed on the NASDAQ, except for businesses from the financial industry. Therefore, today's article will discuss seven tech stocks that deserve your attention in July.
对于那些希望在长期内实现两位数投资组合回报的人来说，购买优质科技股一直是一个伟大的举措。在2021年的前五个月，以科技为主的$纳斯达克100指数(.NDX.US)$上涨了约6%。该指数包括上榜的100家最大的企业纳斯达克，金融行业的企业除外。因此，今天的文章将讨论7月份值得你关注的7只科技股。
Technology is an important driving force of economic growth for our nation. Innovation and technological developments affect all of us in many ways. For instance, during the pandemic, we saw the effects of digitalization on personal and professional lives. Thus, putting capital in solid businesses in the sector yields considerable returns for long-term portfolios.
科技是我国经济增长的重要驱动力。创新和技术发展在许多方面影响着我们所有人。例如，在大流行期间，我们看到了数字化对个人和职业生活的影响。因此，将资本投入该行业的稳健企业，可以为长期投资组合带来可观的回报。
Historical data shows high returns from long-term investment in successful tech stocks such as $Apple Inc(AAPL.US)$, $Microsoft Corp(MSFT.US)$, $Amazon.Com Inc(AMZN.US)$ and $Facebook Inc(FB.US)$, as well as many others.
历史数据显示，长期投资于成功的科技股获得了高回报，例如$苹果(苹果美国)$, $微软(微软美国)$, $亚马逊(AMZN.US)$和$Facebook(FB.US)$，以及其他许多人。
For instance, founded in 1976, Apple went public at $22 per share in December 1980. When we adjust for the five splits that have happened since then, the initial public offering (IPO) share price would be 10 cents. Over the past 40.5 years, AAPL stock's compound annual growth rate (CAGR) is well over 13%.
例如，苹果成立于1976年，1980年12月以每股22美元的价格上市。当我们对自那以来发生的五次拆分进行调整后，首次公开募股(IPO)的股价将为10美分。在过去的40.5年里，苹果股票的复合年增长率(CAGR)远远超过了13%。
Put another way, investors who avoid the daily noise in the markets and invest in solid businesses for the long-term are clear winners. With that information, here are seven tech stocks to buy in the coming weeks.
换句话说，那些避开市场日常噪音、长期投资于稳健企业的投资者显然是赢家。有了这些信息，以下是未来几周可以购买的七只科技股。
Tech Stocks: Adobe (ADBE)
科技股：土坯(ADBE)
52-Week range: $416.29 – $607.67
52周范围： $416.29 – $607.67
San Jose, California-based Adobe is well known for its software, digital products and services, used by creative artists, students and businesses. Founded in 1982, the group has more than 23,000 employees worldwide.
总部位于加利福尼亚州圣何塞的Adobe以其软件、数字产品和服务而闻名，创意艺术家、学生和企业使用这些产品和服务。该集团成立于1982年，在全球拥有超过23,000名员工。
On June 17, ADBE reported financial results for the second quarter ended June 4. Revenue was $3.84 billion, and grew by 22.6% year-over-year (YOY). Non-GAAP net income was $1.46 billion, an increase of 22.7% YOY. Diluted earnings per share (EPS) was $3.03 on a non-GAAP basis, up 23.7%. Cash flows from operations were a record $1.99 billion, increasing 67.9% YOY.
6月17日，ADBE公布了截至6月4日的第二季度财务业绩。收入为38.4亿美元，同比增长22.6%。非GAAP净收入为14.6亿美元，同比增长22.7%。在非公认会计准则基础上，稀释后每股收益(EPS)为3.03美元，增长23.7%。运营现金流达到创纪录的19.9亿美元，同比增长67.9%。
CEO Shantanu Narayen cited, “Adobe had an outstanding second quarter as Creative Cloud, Document Cloud and Experience Cloud continue to transform work, learn and play in a digital-first world. Our innovative product roadmap and unparalleled leadership in creativity, digital documents and customer experience management position us for continued success in 2021 and beyond.”
首席执行官Shantanu Narayen表示：“Adobe在第二季度表现出色，因为创意云、文档云和体验云继续在数字优先的世界中改变工作、学习和娱乐。我们的创新产品路线图以及在创意、数字文档和客户体验管理方面的无与伦比的领先地位，为我们在2021年及以后继续取得成功奠定了基础。
ADBE returned over 20% year-to-date (YTD) and hit an all-time high (ATH) in July. Forward price-to-earnings (P/E) and price-to-sales (P/S) ratios are 50.51 and 19.97, respectively. Any potential dip in price could be regarded as an opportunity to buy the shares.
ADBE今年迄今的回报率(YTD)超过20%，并在7月份创下历史新高(ATH)。预期市盈率(P/E)和市盈率(P/S)分别为50.51和19.97。任何潜在的价格下跌都可能被视为买入这些股票的机会。
ARK Autonomous Technology & Robotics ETF (ARKQ)
方舟自主技术与机器人ETF(ARKQ)
52-Week range: $49.35 – $101.11
Expense ratio: 0.75%, or $75 on a $10,000 investment annually
52周范围： $49.35 – $101.11
费用比率：0.75%，或每年10,000美元投资75美元
My next choice is an exchange-traded fund (ETF). The ARK Autonomous Technology & Robotics ETF invests in firms that may develop or manufacture autonomous transportation, automation and robotics, 3D printing, energy (battery) storage, as well as space exploration. The ETF started trading in September 2014.
我的下一个选择是交易所交易基金(ETF)。方舟自主技术和机器人ETF投资于可能开发或制造自动运输、自动化和机器人、3D打印、能源(电池)存储以及太空探索的公司。该ETF于2014年9月开始交易。
ARKQ, which is an actively managed fund, typically includes 30 to 50 holdings. The top 10 account for approximately 53% of total net assets of $3.33 billion. Among the leading tech stocks in the fund are Tesla, $Trimble Inc.(TRMB.US)$, $Baidu Inc(BIDU.US)$, $JD.com Inc(JD.US)$ and $Kratos Defense & Security Solutions Inc(KTOS.US)$.
ARKQ是一只积极管理的基金，通常包括30至50只股票。在33.3亿美元的总净资产中，排名前10位的公司约占53%。该基金中领先的科技股包括特斯拉，$Trimble Inc.(TRMB.US)$, $百度(BIDU美国)$, $京东(JD.US)$和$Kratos防务与安全解决方案公司(KTOS.US)$.
YTD, the fund is up over 8%, and saw a record high earlier in the year in February. Interested investors should consider investing around these levels.
年初以来，该基金上涨了8%以上，并在2月份创下了今年早些时候的历史新高。感兴趣的投资者应该考虑在这些水平附近投资。
Tech Stocks: Cognyte Software (CGNT)
科技股：Cognyte软件(CGNT)
52-Week range: $22.22 – $33.37
52周范围： $22.22 – $33.37
Israel-based Cognyte Software offers security analytics software. This cyber-intelligence platform helps stop cyberattacks and security threats. Its customers, which number over 1,000, are governments as well as businesses. Its market capitalization stands at $1.57 billion.
总部位于以色列的Cognyte Software提供安全分析软件。这个网络情报平台有助于阻止网络攻击和安全威胁。它的客户超过1000人，既有政府也有企业。其市值为15.7亿美元。
Cognyte released first-quarter financial metrics on June 22. The results were the first release following Cognyte’s spin-off from $Verint Systems Inc(VRNT.US)$and going public earlier in the year. Total revenue was $115.2 million on non-GAAP basis, up 12.3% YOY. Investors were pleased with the top-line growth and the steady gross margin expansion. Non-GAAP diluted EPS was 20 cents, up 122.2% YOY.
Cognyte于6月22日发布了第一季度财务指标。这是Cognyte从$Verint Systems Inc.(VRNT.US)$并在今年早些时候上市。按非公认会计原则计算，总收入为1.152亿美元，同比增长12.3%。投资者对营收增长和毛利率稳步增长感到满意。非公认会计准则稀释后每股收益为20美分，同比增长122.2%。
CEO Elad Sharon cited, “During the quarter, we received multiple seven-digit and eight-digit orders and we continue to see strong market demand for security analytics. Following a strong start to the year, we believe we are well positioned for a strong second quarter and full year.”
首席执行官Elad Sharon表示：“在本季度，我们收到了多个七位数和八位数的订单，我们继续看到市场对安全分析的强劲需求。在今年开局强劲之后，我们相信我们已经为第二季度和全年的强劲表现做好了充分的准备。“
CGNT’s forward P/E and P/S ratios are 29.50 and 3.41, respectively. Since going public, the shares have lost about 21% of their value. Interested investors could regard the decline as an opportunity to buy into the Cognyte share price. The growing demand for security analytics worldwide should translate into strong revenue growth for the business.
CGNT的正向市盈率和P/S比分别为29.50和3.41。自上市以来，该公司股价已下跌约21%。感兴趣的投资者可以将此次下跌视为买入Cognyte股价的机会。全球对安全分析不断增长的需求应该会转化为该业务的强劲收入增长。
FactSet Research Systems (FDS)
FactSet研究系统(FDS)
52-Week range: $294.21 – $365.77
Dividend yield: 0.97%
52周范围： $294.21 – $365.77
股息收益率： 0.97%
Founded in 1978, the Norwalk, Connecticut-based FactSet Research Systems provides financial information, trading tools and analytical applications to the global investment industry.
总部位于康涅狄格州诺沃克的FactSet Research Systems成立于1978年，为全球投资行业提供金融信息、交易工具和分析应用程序。
FDS announced third-quarter financial results on June 29. Revenues of $399.6 million grew by 6.5% YOY. Adjusted net income was $104.8 million, down 4.8% YOY. Adjusted diluted EPS also fell 4.9% to $2.72, primarily due to higher operating expenses partially offset by higher revenues. Free cash flow declined 13.1% YOY to $121.66 million.
FDS于6月29日公布了第三季度财务业绩。收入为3.996亿美元，同比增长6.5%。调整后的净收入为1.048亿美元，同比下降4.8%。调整后的稀释后每股收益也下降了4.9%，至2.72美元，主要是因为较高的运营费用被较高的收入部分抵消。自由现金流同比下降13.1%，至1.2166亿美元。
CEO Phil Snow stated, “Demand for our open content and analytics platform continues to fuel our growth as clients pursue their own digital transformations. We believe that the next generation of digital solutions we are building for the financial community will enable us to grow faster.”
首席执行官Phil Snow表示：“随着客户追求自己的数字化转型，对我们开放内容和分析平台的需求继续推动我们的增长。我们相信，我们正在为金融界打造的下一代数字解决方案将使我们能够更快地增长。“
So far this year, FDS has returned about 2.8% and hit a record high in April. Forward P/E and P/S ratios are 29.07 and 8.38, respectively. FactSet is a dividend-paying, robust company with consistent earnings and growth. Long-term investors should consider investing around a price point of $330.
今年到目前为止，FDS的回报率约为2.8%，并在4月创下纪录新高。远期市盈率和市盈率分别为29.07和8.38。FactSet是一家支付股息、稳健的公司，拥有持续的收益和增长。长期投资者应该考虑在330美元的价位附近投资。
Tech Stocks: Invesco NASDAQ Next Gen 100 ETF (QQQJ)
科技股：景顺纳斯达克新一代100ETF
52-Week range: $24.67 – $35.18
Dividend yield: 0.31%
Expense ratio: 0.15%
52周范围：$24.67 – $35.18
股息收益率： 0.31%
费用比率：0.15%
Our next discussion also centers around an ETF. The Invesco NASDAQ Next Gen 100 ETF gives access to the 101st- to the 200th-largest non-financial firms listed on the NASDAQ. In other words, the fund invests in businesses that could possibly move up to the NASDAQ 100. It began trading in October 2020.
我们的下一个讨论还将围绕ETF展开。景顺纳斯达克新一代100ETF为在纳斯达克上市的第101家非金融公司提供了投资机会。换句话说，该基金投资于可能跻身纳斯达克100指数的企业。它于2020年10月开始交易。
Information technology (IT) firms have the highest weighting (44.1%) in this fund, followed by healthcare (18.9%), communication services (13.97%), consumer discretionary (13.72%) and others. The top 10 firms comprise almost 20% of net assets of $1.25 billion.
信息技术(IT)公司在该基金中的权重最高(44.1%)，其次是医疗保健(18.9%)、通信服务(13.97%)、非必需消费品(13.72%)和其他。排名前十的公司占12.5亿美元净资产的近20%。
Among the leading names in the roster are $CrowdStrike Holdings Inc(CRWD.US)$, $Roku Inc(ROKU.US)$, $Fortinet Inc(FTNT.US)$, $Old Dominion Freight Line Inc(ODFL.US)$, and $Zscaler Inc(ZS.US)$.
So far in 2021, the fund has returned more than 8%, and saw an ATH in mid-February. The earnings season is upon us. Therefore, many of the names in the fund are likely to be choppy in the coming days. However, any potential drop in price could provide a better opportunity to invest in QQQJ.
2021年到目前为止，该基金的回报率超过8%，并在2月中旬出现了ATH。财报季就要到了。因此，该基金中的许多名字在未来几天可能会起伏不定。然而，任何潜在的价格下跌都可能为投资QQQJ提供更好的机会。
Micron Technology (MU)
微米技术(亩)
52-Week range: $42.25 – $96.96
52周范围： $42.25 – $96.96
Founded in 1978, Micron Technology is a well-know chip name. It provides high-performance DRAM (dynamic random access memory), NAND and NOR memory and storage products through its Micron® and Crucial® brands. Micron has 17 locations, 13 manufacturing sites and 14 customer labs worldwide.
成立于1978年，微米技术是一个众所周知的芯片名称。它通过其美光®和关键的®品牌提供高性能的动态随机存取存储器、NAND和NOR存储器和存储产品。美光在全球拥有17个地点、13个制造基地和14个客户实验室。
The company released third-quarter financial results on June 30. Revenue was $7.42 billion, grew 36.4% YOY. Non-GAAP net income of $2.17 billion meant an increase of 130.9%. Diluted EPS came at $1.88, and increased 129.3% YOY. Operating cash flow stood at $3.56 billion, up 76.2%.
该公司于6月30日发布了第三季度财务业绩。营收为74.2亿美元，同比增长36.4%。非公认会计准则净收益为21.7亿美元，同比增长130.9%。稀释后每股收益为1.88美元，同比上涨129.3%。营运现金流为35.6亿美元，增长76.2%。
CEO Sanjay Mehrotra commented, “Micron set multiple market and product revenue records in our third quarter and achieved the largest sequential earnings improvement in our history. Our industry-leading 1α DRAM and 176-layer NAND now represent a meaningful portion of our production.”
美光首席执行官桑贾伊·梅赫罗特拉评论说：“美光在第三季度创造了多项市场和产品收入记录，并实现了我们历史上最大的季度收益增长。我们业界领先的1α动态随机存取存储器和176层与非存储器现在在我们的生产中占了相当大的比例。“
YTD, MU has returned over 4%. The company's forward P/E and P/S ratios are 7.41 and 3.38, respectively. Over the past several quarters, its revenues and margins have been growing at impressive rates. The share price peaked in mid-April. Buy-and-hold investors could regard a further decline toward the $70-level as a potential entry point.
今年以来，MU的回报率超过了4%。该公司的预期市盈率和市盈率分别为7.41和3.38。在过去的几个季度里，它的收入和利润率一直在以令人印象深刻的速度增长。股价在4月中旬达到顶峰。买入并持有的投资者可能会将进一步跌至70美元的水平视为潜在的切入点。
Tech Stocks: Tesla (TSLA)
科技股：特斯拉(特斯拉)
52-Week range: $273 – $900.40
52周范围： $273 – $900.40
Electric vehicle (EV) darling Tesla needs little introduction. Both news about the company and his CEO, Elon Musk, are of significant market interest. Tesla announced Q1 metrics in late April. R<span>evenue was </span>$10.39 billion. Net income of $438 million translated into earnings of 93 cents per share.
电动汽车(EV)亲爱的特斯拉几乎不需要介绍。关于该公司和他的首席执行官埃隆·马斯克的消息都引起了市场的极大兴趣。特斯拉在4月下旬公布了第一季度的指标。营收为103.9亿美元。净收益为4.38亿美元，每股收益为93美分。
Management cited, “In Q1, we achieved our highest ever vehicle production and deliveries. This was in spite of multiple challenges, including seasonality, supply chain instability and the transition to the new Model S and Model X.”
管理层表示：“在第一季度，我们实现了有史以来最高的汽车产量和交货量。这是尽管存在多种挑战，包括季节性、供应链不稳定以及向新的Model S和Model X过渡。
Over the past year, the car manufacturer has been increasing its production capacity, in part helped by the new factory in Shanghai, China. According to the Q2 report on “Vehicle Production & Deliveries,” Tesla produced 206,421 cars and delivered 201,250. Bulls highlighted the numbers were strong enough to justify the frothy valuation levels for the shares.
在过去的一年里，这家汽车制造商一直在提高产能，这在一定程度上得益于中国上海的新工厂。根据第二季度《汽车生产和交付》的报告，特斯拉生产了206,421辆汽车，交付了201,250辆。看涨人士强调，这些数字足够强劲，足以证明该股的泡沫估值水平是合理的。
TSLA stock’s forward P/E and P/S ratios are 161.29 and 20.05, respectively. It is down about 7.8% YTD. Wall Street constantly debates what could be next for the share price. As a growth stock in a disruptive technology industry, TSLA stock will continue to be volatile in the coming weeks, too. Potential investors could regard a decline toward $600 (or even below) as a better opportunity to invest for the long term.
特斯拉股票的预期市盈率和市盈率分别为161.29和20.05%。该指数今年以来下跌了约7.8%。华尔街一直在争论股价的下一步会是什么。作为颠覆性科技行业的成长型股票，新浪特斯拉的股票在未来几周也将继续波动。潜在投资者可能会将跌向600美元(甚至更低)视为更好的长期投资机会。
On the date of publication, Tezcan Gecgil did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在发表之日，Tezcan Gecgil没有(直接或间接)持有本文提到的证券的任何头寸。本文中表达的观点是作者的观点，受InvestorPlace.com发布指南的约束。
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