<p>根据纳斯达克首席经济学家菲尔·麦金托什的说法，长期来看，盈利增长推动股价上涨。这一观点显而易见，因为拥有最佳每股收益（EPS）的成长股自 2022 年 10 月触底以来一直引领市场。</p>
<p>通常，你会发现在顺势趋势中骑着创新公司的肩膀上的最佳 EPS 增长。这对于这份股票推荐清单上的成长股来说是真实的。这些公司在其成长计划上投入了大量资金。现在，这些努力正在取得成果，推动着显著的盈利增长。</p>
<p>随着人工智能（AI）的热潮和超大规模运算的资本支出增加，数据中心 AI 芯片成为一个主要的增长领域。另一个持续增长的行业是电子商务。从实体实体店转向电子商务持续推动全球电子商务渗透率。</p>
<p>以下拥有最佳 EPS 的成长股正在从上述趋势中获利。根据_Finviz_的数据，它们今年的 EPS 将增长超过 70%。此外，分析师预测明年盈利增长将超过 25%。这些股票还未完全发挥，因此可以期待更多上涨。</p>
<h2>英伟达（NVDA）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Rokas Tenys / Shutterstock.com</p>
<p><strong>英伟达</strong>（纳斯达克：<strong>NVDA</strong>）利用了一次千载难逢的创新：人工智能的出现。多年来，这家半导体芯片公司投资于设计能够支持加速计算的强大芯片。现在，它正在收获成果。</p>
<p>值得注意的是，该公司已成为人工智能芯片领域的无可争议领导者。其人工智能芯片在训练大型语言模型以及推理方面至关重要。由于其技术优势和较低的总体拥有成本，其芯片需求量很大。像 <strong>微软</strong>（纳斯达克：<strong>MSFT</strong>）和 <strong>Meta Platforms</strong>（纳斯达克：<strong>META</strong>）这样的超大规模运算公司是其重要客户。</p>
<p>英伟达的收入在过去一年里飙升。例如，截至 2024 年 1 月的财政年度收入增长了 125%。结果，根据通用会计准则，每股摊薄收益激增了 586%。</p>
<p>分析师预计这一趋势将在 2025 财年继续，因为第一季度的业绩突显了需求的持续强劲。由于英伟达的定价能力和运营杠杆，第一季度的通用会计准则摊薄每股收益同比增长了 629%。</p>
<p>只要英伟达继续超越预期，它将继续是拥有最佳 EPS 的成长股之一。华尔街的共识预计 2025 财年 EPS 将增长超过 109%。需求不会减缓，英伟达将继续向前发展。</p>
<h2>拼多多控股（PDD）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：shutterstock.com/Markus Mainka</p>
<p><strong>拼多多控股</strong>（纳斯达克：<strong>PDD</strong>）在电子商务市场上真正颠覆性，从传统企业那里夺取市场份额。在中国，它通过提供大幅折扣并针对低收入消费者，从 <strong>阿里巴巴</strong>（纽约证券交易所：<strong>BABA</strong>）和 <strong>京东</strong>（纳斯达克：<strong>JD</strong>）那里夺取市场份额。</p>
<p>同样，它在发达市场上也采取了同样的策略。一个很好的例子是其在美国的做法。它推出了其购物应用 <strong>特拇</strong>，提供大幅折扣商品。然后，它通过在超级碗和各种社交媒体网站上发布激进的营销活动进行跟进。</p>
<p>自推出特拇以来，拼多多一直处于增长模式，远远超过分析师的预期。在 2023 年第四季度，收入同比增长了 123%，在 2024 年第一季度，增长加速至 131%。更重要的是，净收入激增了 246%。这些结果再次证明了为什么拼多多股票是当今最佳 EPS 成长股之一。</p>
<p>华尔街分析师也持乐观态度，高盛将该股评级升级为 “买入”，将价格目标从 145 美元提高到 184 美元。分析师 Ronald Keung 和 David Ma 将他们的 2024 年至 2026 年利润预估提高了 25% 至 43%，因为他们看到了持续的收入势头。即使从估值角度来看，拼多多是当今最佳 EPS 成长股之一。Finviz 估计今年 EPS 增长 77%，但拼多多股票的前瞻性 EPS 仅为 12 倍。</p>
<h2>拉美商业服务（MELI）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：tiagogarciafoto / Shutterstock.com</p>
<p>拉丁美洲的 <strong>亚马逊</strong>（纳斯达克：<strong>AMZN</strong>）是另一家乘着电子商务浪潮获得巨大增长的公司。在过去五年中，<strong>拉美商业服务</strong>（纳斯达克：<strong>MELI</strong>）的营收以 57% 的复合年增长率增长。鉴于拉美市场电子商务渗透率提升的潜力，未来还有更多增长空间。</p>
<p>根据其增长概况，MELI 是拥有最佳 EPS 的成长股之一。在过去三年中，息税折旧摊销前利润（EBIT）以 109% 的复合年增长率增长。前瞻性展望更具吸引力。根据 Finviz 的数据，这家电子商务巨头过去 12 个月的 EPS 同比增长了 82%。此外，分析师预计今年 EPS 将增长 77%，2025 年将增长 35%。</p>
<p>从基本面来看，拉美商业服务在各方面都表现出色，并有望超越这些预期。2024 年第一季度是又一个强劲的季度，总收入从 31.8 亿美元增长至 43.3 亿美元，同比增长 36%。关键市场经历了强劲增长，巴西和墨西哥在排除报告更新后分别报告了 44% 和 55% 的增长。</p>
<p>展望未来，管理层看到其电子商务和金融科技业务的结构性机会。随着更多买家转向在线购物，客户寻求更简单的金融服务，拉丁美洲的电子商务领导者将腾飞。</p>
<p><em>在本文发布之日，查尔斯·穆尼（Charles Munyi）未持有（直接或间接）本文提及的任何证券头寸。本文中表达的观点属于作者个人，遵循 InvestorPlace.com 的发布准则。</em></p>
<p>Charles Munyi 在各行业拥有丰富的写作经验，包括个人财务、保险、科技、财富管理和股票投资。他为多家金融网站撰写过文章，包括 Benzinga、The Balance 和 Investopedia。</p>
<p>消费者自由裁量权、零售、电子商务、科技</p>
<p>成长股</p>

拉美商业服务

<p>Nvidia、PDD 控股和拉美商业服务是 2024 年盈利每股（EPS）最佳的三只成长股。Nvidia 是人工智能芯片领域的领导者，PDD 正在颠覆电子商务市场，而拉美商业服务在拉丁美洲经历着巨大增长。这些公司在它们的增长计划上进行了大量投资，并预计将继续保持显著的盈利增长。预计这些股票还将有更多上涨空间</p>

<p>According to <strong>Nasdaq</strong> Chief Economist Phil Mackintosh, earnings growth drives stock prices over the long term. This assertion is evident as growth stocks with the best earnings per share (EPS) have led the market since it bottomed out in October 2022.</p>
<div class="lb-trans"><p>根据纳斯达克首席经济学家菲尔·麦金托什的说法，长期来看，盈利增长推动股价上涨。这一观点显而易见，因为拥有最佳每股收益（EPS）的成长股自 2022 年 10 月触底以来一直引领市场。</p>
</div><p>Typically, you find best-in-class EPS growth in innovative companies riding the coattails of a secular trend. That’s true for the growth stock picks on this list. These companies have invested heavily in their growth initiatives. Now, those efforts are bearing fruit and driving remarkable earnings growth.</p>
<div class="lb-trans"><p>通常，你会发现在顺势趋势中骑着创新公司的肩膀上的最佳 EPS 增长。这对于这份股票推荐清单上的成长股来说是真实的。这些公司在其成长计划上投入了大量资金。现在，这些努力正在取得成果，推动着显著的盈利增长。</p>
</div><p>Given the artificial intelligence (AI) buzz and growing capital expenditures by the hyperscalers, one major growth area has been data center AI chips. Another growth industry continues to be e-commerce. The shift from physical brick-and-mortar stores continues, driving e-commerce penetration worldwide.</p>
<div class="lb-trans"><p>随着人工智能（AI）的热潮和超大规模运算的资本支出增加，数据中心 AI 芯片成为一个主要的增长领域。另一个持续增长的行业是电子商务。从实体实体店转向电子商务持续推动全球电子商务渗透率。</p>
</div><p>The following growth stocks with best EPS are profiting from the aforementioned trends. According to <em>Finviz</em>, they will grow their EPS by over 70% this year. Furthermore, analysts forecast over 25% earnings growth next year. These stocks aren’t done yet, so expect more upside.</p>
<div class="lb-trans"><p>以下拥有最佳 EPS 的成长股正在从上述趋势中获利。根据_Finviz_的数据，它们今年的 EPS 将增长超过 70%。此外，分析师预测明年盈利增长将超过 25%。这些股票还未完全发挥，因此可以期待更多上涨。</p>
</div><h2>Nvidia (NVDA)</h2>
<div class="lb-trans"><h2>英伟达（NVDA）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Rokas Tenys / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Rokas Tenys / Shutterstock.com</p>
</div><p><strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>) has capitalized on a once-in-a-generation innovation: the emergence of artificial intelligence. Over the years, the semiconductor chip company invested in designing powerful chips that could support accelerated computing. Now, it’s reaping the rewards.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（纳斯达克：<strong>NVDA</strong>）利用了一次千载难逢的创新：人工智能的出现。多年来，这家半导体芯片公司投资于设计能够支持加速计算的强大芯片。现在，它正在收获成果。</p>
</div><p>Notably, the company has emerged as the undisputed leader in AI chips. Its AI chips are critical in training large language models as well as inference. Due to its technological advantage and lower total cost of ownership, its chips are in high demand. It counts hyperscalers such as <strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) and <strong>Meta Platforms</strong> (NASDAQ:<strong>META</strong>) as key customers.</p>
<div class="lb-trans"><p>值得注意的是，该公司已成为人工智能芯片领域的无可争议领导者。其人工智能芯片在训练大型语言模型以及推理方面至关重要。由于其技术优势和较低的总体拥有成本，其芯片需求量很大。像 <strong>微软</strong>（纳斯达克：<strong>MSFT</strong>）和 <strong>Meta Platforms</strong>（纳斯达克：<strong>META</strong>）这样的超大规模运算公司是其重要客户。</p>
</div><p>Capitalizing on demand, Nvidia revenues have soared over the past year. For instance, revenues for the fiscal year ending January 2024 grew 125%. As a result, GAAP diluted earnings per share surged an astounding 586%.</p>
<div class="lb-trans"><p>英伟达的收入在过去一年里飙升。例如，截至 2024 年 1 月的财政年度收入增长了 125%。结果，根据通用会计准则，每股摊薄收益激增了 586%。</p>
</div><p>Analysts expect this trend to continue in fiscal year 2025 after Q1 earnings highlighted the continued strength in demand. GAAP diluted EPS for the quarter rose 629% year-over-year (YOY), driven by Nvidia’s pricing power and operating leverage.</p>
<div class="lb-trans"><p>分析师预计这一趋势将在 2025 财年继续，因为第一季度的业绩突显了需求的持续强劲。由于英伟达的定价能力和运营杠杆，第一季度的通用会计准则摊薄每股收益同比增长了 629%。</p>
</div><p>As long as Nvidia continues to beat expectations, it will remain one of the growth stocks with best EPS. Wall Street consensus estimates call for over 109% growth in EPS for fiscal year 2025. Demand isn’t slowing and Nvidia will continue marching higher.</p>
<div class="lb-trans"><p>只要英伟达继续超越预期，它将继续是拥有最佳 EPS 的成长股之一。华尔街的共识预计 2025 财年 EPS 将增长超过 109%。需求不会减缓，英伟达将继续向前发展。</p>
</div><h2>PDD Holdings (PDD)</h2>
<div class="lb-trans"><h2>拼多多控股（PDD）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: shutterstock.com/Markus Mainka</p>
<div class="lb-trans"><p>图片来源：shutterstock.com/Markus Mainka</p>
</div><p><strong>PDD Holdings</strong> (NASDAQ:<strong>PDD</strong>) has been a real disruptor in the e-commerce market, taking share from incumbents. In China, it has been grabbing market share from <strong>Alibaba</strong> (NYSE:<strong>BABA</strong>) and <strong>JD.com</strong> (NASDAQ:<strong>JD</strong>) by offering steep discounts and targeting lower-income consumers.</p>
<div class="lb-trans"><p><strong>拼多多控股</strong>（纳斯达克：<strong>PDD</strong>）在电子商务市场上真正颠覆性，从传统企业那里夺取市场份额。在中国，它通过提供大幅折扣并针对低收入消费者，从 <strong>阿里巴巴</strong>（纽约证券交易所：<strong>BABA</strong>）和 <strong>京东</strong>（纳斯达克：<strong>JD</strong>）那里夺取市场份额。</p>
</div><p>Similarly, it’s following the same playbook in developed markets. One good example is its approach in the U.S. It launched its shopping app <strong>Temu</strong>, which offers heavily discounted items. Then, it followed up with an aggressive marketing campaign with ads at the Super Bowl and across various social media sites.</p>
<div class="lb-trans"><p>同样，它在发达市场上也采取了同样的策略。一个很好的例子是其在美国的做法。它推出了其购物应用 <strong>特拇</strong>，提供大幅折扣商品。然后，它通过在超级碗和各种社交媒体网站上发布激进的营销活动进行跟进。</p>
</div><p>Since launching Temu, PDD has been in growth mode, blowing past analyst estimates. After growing revenues by 123% YOY in Q4 2023, growth accelerated to 131% YOY in Q1 2024. Even better, net income soared by 246%. These results reinforce why PDD stock is among the growth stocks with best EPS to buy today.</p>
<div class="lb-trans"><p>自推出特拇以来，拼多多一直处于增长模式，远远超过分析师的预期。在 2023 年第四季度，收入同比增长了 123%，在 2024 年第一季度，增长加速至 131%。更重要的是，净收入激增了 246%。这些结果再次证明了为什么拼多多股票是当今最佳 EPS 成长股之一。</p>
</div><p>Wall Street analysts are also bullish and Goldman upgraded the stock to “buy,” raising the price target from $145 to $184. Analysts Ronald Keung and David Ma increased their 2024 to 2026 profit estimates by 25% to 43% as they see sustained revenue momentum. Even looking at valuations, PDD is one of the top growth stocks with best EPS to buy today. Finviz estimates 77% EPS growth this year, yet PDD stock trades at 12 times forward EPS.</p>
<div class="lb-trans"><p>华尔街分析师也持乐观态度，高盛将该股评级升级为 “买入”，将价格目标从 145 美元提高到 184 美元。分析师 Ronald Keung 和 David Ma 将他们的 2024 年至 2026 年利润预估提高了 25% 至 43%，因为他们看到了持续的收入势头。即使从估值角度来看，拼多多是当今最佳 EPS 成长股之一。Finviz 估计今年 EPS 增长 77%，但拼多多股票的前瞻性 EPS 仅为 12 倍。</p>
</div><h2>MercadoLibre (MELI)</h2>
<div class="lb-trans"><h2>拉美商业服务（MELI）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: tiagogarciafoto / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：tiagogarciafoto / Shutterstock.com</p>
</div><p>The <strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>) of Latin America is another stock riding the e-commerce wave to tremendous growth. Over the past five years, <strong>MercadoLibre</strong> (NASDAQ:<strong>MELI</strong>) has grown revenues at a compounded annual growth rate (CAGR) of 57%. More growth lies ahead given the potential for increased penetration of e-commerce in Latin American markets.</p>
<div class="lb-trans"><p>拉丁美洲的 <strong>亚马逊</strong>（纳斯达克：<strong>AMZN</strong>）是另一家乘着电子商务浪潮获得巨大增长的公司。在过去五年中，<strong>拉美商业服务</strong>（纳斯达克：<strong>MELI</strong>）的营收以 57% 的复合年增长率增长。鉴于拉美市场电子商务渗透率提升的潜力，未来还有更多增长空间。</p>
</div><p>MELI is among the growth stocks with best EPS based on its growth profile. Over the past three years, EBIT has grown at a 109% CAGR. The forward outlook is even more attractive. According to Finviz, the e-commerce giant has grown trailing twelve-month EPS by 82% YOY. What’s more, analysts expect EPS to increase by 77% this year and 35% in 2025.</p>
<div class="lb-trans"><p>根据其增长概况，MELI 是拥有最佳 EPS 的成长股之一。在过去三年中，息税折旧摊销前利润（EBIT）以 109% 的复合年增长率增长。前瞻性展望更具吸引力。根据 Finviz 的数据，这家电子商务巨头过去 12 个月的 EPS 同比增长了 82%。此外，分析师预计今年 EPS 将增长 77%，2025 年将增长 35%。</p>
</div><p>Fundamentally, MercadoLibre is firing on all cylinders and can surpass these estimates. Q1 2024 was another strong quarter as total revenues increased from $3.18 billion to $4.33 billion, a 36% YOY growth rate. Key markets experienced strong growth, with Brazil and Mexico reporting 44% and 55%, respectively, after excluding reporting updates.</p>
<div class="lb-trans"><p>从基本面来看，拉美商业服务在各方面都表现出色，并有望超越这些预期。2024 年第一季度是又一个强劲的季度，总收入从 31.8 亿美元增长至 43.3 亿美元，同比增长 36%。关键市场经历了强劲增长，巴西和墨西哥在排除报告更新后分别报告了 44% 和 55% 的增长。</p>
</div><p>Looking ahead, management sees secular opportunities for its e-commerce and fintech business. As more buyers shift online and customers seek simpler financial services, Latin America’s e-commerce leader will soar.</p>
<div class="lb-trans"><p>展望未来，管理层看到其电子商务和金融科技业务的结构性机会。随着更多买家转向在线购物，客户寻求更简单的金融服务，拉丁美洲的电子商务领导者将腾飞。</p>
</div><p><em>On the date of publication, Charles Munyi did not hold (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.</em></p>
<div class="lb-trans"><p><em>在本文发布之日，查尔斯·穆尼（Charles Munyi）未持有（直接或间接）本文提及的任何证券头寸。本文中表达的观点属于作者个人，遵循 InvestorPlace.com 的发布准则。</em></p>
</div><p>Charles Munyi has extensive writing experience in various industries, including personal finance, insurance, technology, wealth management and stock investing. He has written for a wide variety of financial websites including Benzinga, The Balance and Investopedia.</p>
<div class="lb-trans"><p>Charles Munyi 在各行业拥有丰富的写作经验，包括个人财务、保险、科技、财富管理和股票投资。他为多家金融网站撰写过文章，包括 Benzinga、The Balance 和 Investopedia。</p>
</div><p>Consumer Discretionary, Retail, E-Commerce, Technology</p>
<div class="lb-trans"><p>消费者自由裁量权、零售、电子商务、科技</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>成长股</p>
</div>

2024 年每股收益表现最佳的三只成长股