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.
現在尋找最適合購買的科技股比一年前要複雜一些。
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 $標普500指數 (.SPX.US)$表現相對較好，熊市對個股投資者來說一直很殘酷。簡而言之，許多個人名字已被抹去，尤其是在科技領域。鑑於拋售，在疲軟的背景下，投資者正在尋找可以買入的科技股。
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.
有幾個名字挺好用的，比如 $蘋果 (AAPL.US)$和 $微軟 (MSFT.US)$。但是，總的來說，在波動中，科技行業陷入了巨大的困境。
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.
我想看看有幾隻可以買入的科技股，儘管它們因爲似乎下跌不公平而受到重創。從本質上講，我們正在尋找好的企業和不太好的股票。投資者在這裏也有很大的迴旋餘地。
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.
根據資產負債表或現金流強度，有不良科技股可供購買。或者他們可以收購相對實力的領導者，比如前面提到的蘋果或微軟。我想要更多地融合一點的名字——這些名字在某種程度上站得住腳，但仍然是繼續蓬勃發展的企業。這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，芯片股的表現並不那麼好。 $英偉達 (NVDA.US)$最近公佈的數字相當令人失望，其他一些數字也有。有些人事先宣佈了糟糕的業績，而另一些人則等到報告出來了。這些都不是 高級微型 設備雖然。
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.
它的懷疑者簡直不敢相信，但AMD繼續增加收入、收益、利潤率和現金流。該公司在8月份公佈了強勁的業績，儘管預期略低於預期，但接近預期，而且相當不錯。
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，如果這個羣體的其他成員受到打擊，那麼AMD的股票也會受到打擊。這不公平，但這是現實。但是，就目前而言，AMD股票只會成爲逢低買入的科技股。
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.
股票交易價格約爲今年收益的19倍，而該公司預計將創造262億美元的收入。明年，收入估計將增長13％，達到近300億美元，收益將增長12％，達到每股近5美元。
For what it's worth, analysts have been consistently too conservative with this company in their forecasts.
就其價值而言，分析師在預測中一直對這家公司過於保守。
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.
無論出於何種原因，在困難時期，投資者往往會忽視網絡安全股。這可能是估值造成的，但是當你聽取管理層的意見時 帕洛阿爾託網絡— 或者任何網絡安全公司 — 他們會告訴你，僅僅因爲經濟放緩並不意味着網絡犯罪放緩。如果有的話，步伐會加快。
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，該公司實現了第四財季業績的收入和利潤均超過預期，銷售額同比增長27％。更好的是，該公司對2023年的財年指引非常強勁。
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.
管理層預計收入爲68.5億美元至69.0億美元，而市場普遍預期爲67.6億美元。如果實現，那將比2022年增長約25％。收益指引也超出了分析師的預期。
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.
最後，我們有 交易臺。雖然很難這麼說，但這可能是深跌時值得買入的科技股之一。當The Trade Desk上次公佈財報時，它給投資者帶來了看漲的重磅炸彈。
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.
該股在發佈前的短短几天內已經上漲了30％，然後在報告發布後的單個交易日內上漲了36％。太棒了。但是，當我們審視廣告領域時，顯然有所放緩。到目前爲止，The Trade Desk似乎可以很好地抵禦這些壓力。太棒了，但我們必須意識到宏觀壓力。有點像儘管AMD的表現繼續優於同行，但其股票可能會被拖累。
If that's the case for The Trade Desk, this is one to focus on.
如果The Trade Desk是這樣的話，那麼這個問題值得關注。
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.
收入同比增長35％，超出預期，而第三季度的預期超出了預期。儘管沒有超出預期，但The Trade Desk繼續實現大幅增長並且盈利，使其成爲目前罕見的成長型股票組合。
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.
分析師預計，今年的收入將增長33％，到2025年將增長24％至27％。預計從2022年到2025年，收入將翻一番（不是每年）。如果是這樣，那麼它是目前爲數不多的表現出色的廣告公司之一。
On the date of publication, Bret Kenwell did not have (either directly or indirectly) any positions in the securities mentioned in this article.
在發佈之日，佈雷特·肯威爾（Bret Kenwell）沒有（直接或間接）持有本文提到的證券的任何頭寸。