<p>2024 年上半年，美国股市在令人印象深刻的 2023 年之后再次展现出新的增长势头。过去 18 个月，牛市持续进行，除了一些轻微波动外。今年的涨势让一部分金融专家感到意外，他们曾警告由于股价高估和美联储决定将利率维持在预期之上的时间较长，可能会出现下行风险。</p>
<p>截至目前，三大股指——道琼斯指数、标普 500 指数和纳斯达克综合指数分别上涨了 4.2%、16.8% 和 23.2%。中盘股基准——标普 400 指数今年以来也上涨了 5.3%。</p>
<p>在中盘股领域，一些市值在 80 亿至 100 亿美元之间的股票有望在 2024 年成为大盘股。投资于这些具有最有利 Zacks 排名的股票应该会在今年带来可观的回报。</p>
<h3>为什么应该投资中盘股？</h3>
<p>投资中盘股通常被认为是一种良好的投资组合分散策略。这些股票结合了小盘股和大盘股的吸引属性。排名靠前的中盘股有很高的潜力提高其盈利能力、生产力和市场份额。这些股票随着时间的推移也可能成为大盘股。</p>
<p>如果经济增长放缓，由于较少的国际敞口，中盘股比其大盘对手更不容易出现损失。</p>
<p>另一方面，如果经济继续繁荣，这些股票将比小盘股获得更多收益，这是因为其拥有成熟的管理团队、广泛的分销网络、品牌知名度和便捷的资本市场准入。</p>
<h3>我们的首选</h3>
<p>我们已经将搜索范围缩小到五家中盘股，它们在 2024 年剩下的时间内具有强劲的潜力。这些股票在过去 60 天内看到了正面的盈利预期修订。最后，我们挑选的每一只股票都拥有 Zacks 排名#1（强烈买入）。</p>
<p>下面的图表显示了我们选择的五只股票在过去一个月的价格表现。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/64/70364.jpg/query-YXV0bz13ZWJwJmRwcj0yJnY9MTY2NzQzNTAyMj9vcHRpbWl6ZT1tZWRpdW0md2lkdGg9MTkyMA?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://staticx-tuner.zacks.com/images/articles/charts/64/70364.jpg/query-YXV0bz13ZWJwJmRwcj0yJnY9MTY2NzQzNTAyMj9vcHRpbWl6ZT1tZWRpdW0md2lkdGg9MTkyMA"/></p>
<p><strong>The Gap Inc.</strong>（GPS）受益于空运成本降低和促销改善，这有助于提升其利润率。GPS 正在按照其 2023 年 Power 计划的执行进展。由于成本节约措施带来的广告费用降低和技术投资，GPS 的前景也很好。毛利润扩大是由于商品毛利润增加、商品成本降低和促销活动改善所带来的。</p>
<p>Gap Inc.预计今年（截至 2025 年 1 月）的营收和盈利增长率分别为 0.2% 和 21.7%。过去 30 天，当前年度盈利的 Zacks 共识预期已经提高了 3.6%。</p>
<p>经纪公司的平均目标价代表了 23.88 美元的最后收盘价的 13.5% 增长。经纪目标价目前在 13 美元至 32 美元的范围内。这表明与当前价格水平相比有 34% 的上涨潜力。</p>
<p><strong>Abercrombie &amp; Fitch Co.</strong>（ANF）受益于两个品牌持续的势头，这提振了其假日销售。ANF 的每个品牌都在经历强劲的销售增长。ANF 的利润率趋势良好，主要受到运费成本降低和平均单位零售价格提高的推动。对于 2024 财年第一季度，净销售预计将比去年同期的 8.36 亿美元增长两位数。</p>
<p>Abercrombie &amp; Fitch 预计今年（截至 2025 年 1 月）的营收和盈利增长率分别为 10.4% 和 47.3%。过去 30 天，当前年度盈利的 Zacks 共识预期已经提高了 3.5%。</p>
<p>经纪公司的平均目标价代表了 179.75 美元的最后收盘价的 4.1% 增长。经纪目标价目前在 167 美元至 215 美元的范围内。这表明与当前价格水平相比有 19.6% 的上涨潜力。</p>
<p><strong>多邻国</strong>（Duolingo Inc.）在美国、中国、英国和国际市场经营移动学习平台。多邻国通过 Duolingo 应用提供 40 种不同语言的课程，包括西班牙语、英语、法语、德语、意大利语、葡萄牙语、日语和中文。多邻国还提供数字语言熟练度考试。</p>
<p>多邻国预计今年的营收和盈利增长率分别为 37.8% 和超过 100%。过去 60 天，当前年度盈利的 Zacks 共识预期已经提高了 26.1%。</p>
<p>经纪公司的平均目标价代表了 193.82 美元的最后收盘价的 27.2% 增长。经纪目标价目前在 190 美元至 275 美元的范围内。这表明与当前价格水平相比有 41.9% 的上涨潜力。</p>
<p><strong>Paycom Software Inc.</strong>（PAYC）在宏观经济逆风造成的干扰下，继续保持增长。PAYC 的收入增长是由于新增客户和持续专注于向现有客户交叉销售。</p>
<p>PAYC 的差异化员工策略、测量能力和全面的产品提供帮助其赢得新客户。PAYC 的解决方案，如 Ask Here 和 Manager on-the-Go，专注于员工使用和效率，是其增长的推动力。</p>
<p>Paycom Software 预计今年的营收增长率为 10.2%。尽管今年的盈利增长率为负值，但明年为 11.4%。过去 30 天，当前年度盈利的 Zacks 共识预期已经提高了 0.3%。</p>
<p>经纪公司的平均目标价代表了 143.11 美元的最后收盘价的 27.1% 增长。经纪目标价目前在 145 美元至 250 美元的范围内。这表明与当前价格水平相比有 74.9% 的上涨潜力。</p>
<p><strong>以色列电子系统有限公司</strong>（Elbit Systems Ltd.）是全球夜视镜头抬头显示器领域的领军企业。以色列电子系统是美国陆军和美国海军陆战队夜视抬头显示系统的主要供应商，用于各种类型的直升机。</p>
<p>以色列电子系统参与全球范围内广泛的国防相关的空中、地面和指挥、控制和通信项目。以色列电子系统的重点是升级现有的军事平台，并为国防应用开发新技术。</p>
<p>Elbit Systems 今年预计营收和盈利增长率分别为 7.3% 和 11.2%。过去 60 天，对于今年盈利的 Zacks 共识估计已经提高了 17.7%。经纪公司的平均目标价格代表了比上次收盘价 184 美元高 20.4% 的增长。</p>
<p>要阅读此文章，请点击 Zacks.com。</p>

多邻国

<p>美国股市在 2024 年表现出强劲的势头，中型股提供了增长和多元化的潜力。Gap 公司、Abercrombie & Fitch 公司、多邻国公司和 Paycom Software 公司是考虑投资的顶级中型股之一。这些公司已经看到了积极的盈利预期修订，并有增加盈利能力的潜力。这些股票的平均目标价格表明存在上涨潜力</p>

<p>U.S. stock markets have witnessed renewed momentum in the first half of 2024 after an impressive 2023. The bull run continued in the past 18 months, barring some minor fluctuations. This year's rally has taken a section of financial experts by surprise as they warned of a downside due to higher stock valuations and the Fed's decision to keep interest rates higher for longer than expected.</p>
<div class="lb-trans"><p>2024 年上半年，美国股市在令人印象深刻的 2023 年之后再次展现出新的增长势头。过去 18 个月，牛市持续进行，除了一些轻微波动外。今年的涨势让一部分金融专家感到意外，他们曾警告由于股价高估和美联储决定将利率维持在预期之上的时间较长，可能会出现下行风险。</p>
</div><p>Year to date, the three major stock indexes — the Dow, the S&amp;P 500 500 and the Nasdaq Composite — have rallied 4.2%, 16.8% and 23.2%, respectively. The mid-cap benchmark — the S&amp;P 400 Index — has also advanced 5.3% year to date.</p>
<div class="lb-trans"><p>截至目前，三大股指——道琼斯指数、标普 500 指数和纳斯达克综合指数分别上涨了 4.2%、16.8% 和 23.2%。中盘股基准——标普 400 指数今年以来也上涨了 5.3%。</p>
</div><p>Within the mid-cap space, a handful of stocks (market capital &gt; $8 billion&lt; $10 billion) have the potential to become large caps in 2024. Investment in these stocks with the most favorable Zacks Rank should lead to handsome returns this year.</p>
<div class="lb-trans"><p>在中盘股领域，一些市值在 80 亿至 100 亿美元之间的股票有望在 2024 年成为大盘股。投资于这些具有最有利 Zacks 排名的股票应该会在今年带来可观的回报。</p>
</div><h3>Why Should You Invest in Mid-Cap Stocks?</h3>
<div class="lb-trans"><h3>为什么应该投资中盘股？</h3>
</div><p>Investment in mid-cap stocks is often recognized as a good portfolio diversification strategy. These stocks combine the attractive attributes of both small and large-cap stocks. Top-ranked, mid-cap stocks have a high potential to enhance their profitability, productivity, and market share. These may also become large-caps over time.</p>
<div class="lb-trans"><p>投资中盘股通常被认为是一种良好的投资组合分散策略。这些股票结合了小盘股和大盘股的吸引属性。排名靠前的中盘股有很高的潜力提高其盈利能力、生产力和市场份额。这些股票随着时间的推移也可能成为大盘股。</p>
</div><p>If economic growth slows down due to any unforeseen internal or external disturbance, mid-cap stocks will be less susceptible to losses than their large-cap counterparts owing to less international exposure.</p>
<div class="lb-trans"><p>如果经济增长放缓，由于较少的国际敞口，中盘股比其大盘对手更不容易出现损失。</p>
</div><p>On the other hand, if the economy continues to thrive, these stocks will gain more than small caps due to established management teams, a broad distribution network, brand recognition and ready access to capital markets.</p>
<div class="lb-trans"><p>另一方面，如果经济继续繁荣，这些股票将比小盘股获得更多收益，这是因为其拥有成熟的管理团队、广泛的分销网络、品牌知名度和便捷的资本市场准入。</p>
</div><h3>Our Top Picks</h3>
<div class="lb-trans"><h3>我们的首选</h3>
</div><p>We have narrowed our search to five mid-caps that have strong potential for the rest of 2024. These stocks have seen positive earnings estimate revisions in the last 60 days. Finally, each of our picks sports a Zacks Rank #1 (Strong Buy).</p>
<div class="lb-trans"><p>我们已经将搜索范围缩小到五家中盘股，它们在 2024 年剩下的时间内具有强劲的潜力。这些股票在过去 60 天内看到了正面的盈利预期修订。最后，我们挑选的每一只股票都拥有 Zacks 排名#1（强烈买入）。</p>
</div><p>The chart below shows the price performance of our five picks in the past month.</p>
<div class="lb-trans"><p>下面的图表显示了我们选择的五只股票在过去一个月的价格表现。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/64/70364.jpg/query-YXV0bz13ZWJwJmRwcj0yJnY9MTY2NzQzNTAyMj9vcHRpbWl6ZT1tZWRpdW0md2lkdGg9MTkyMA" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/64/70364.jpg?v=1667435022?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=1920"/></p>
<p><strong>The Gap Inc.</strong> GPS received a boost on the back of lower airfreight and improved promotions which aided its margins. GPS is on track with the execution of its Power Plan 2023. Lower advertising expenses and technology investments resulting from cost-saving actions also bode well for GPS. Gross margin expanded owing to gains from higher merchandise margins, lower commodity costs and better promotional activity.</p>
<div class="lb-trans"><p><strong>The Gap Inc.</strong>（GPS）受益于空运成本降低和促销改善，这有助于提升其利润率。GPS 正在按照其 2023 年 Power 计划的执行进展。由于成本节约措施带来的广告费用降低和技术投资，GPS 的前景也很好。毛利润扩大是由于商品毛利润增加、商品成本降低和促销活动改善所带来的。</p>
</div><p>The GAP has an expected revenue and earnings growth rate of 0.2% and 21.7%, respectively, for the current year (ending January 2025). The Zacks Consensus Estimate for current-year earnings has improved 3.6% over the last 30 days.</p>
<div class="lb-trans"><p>Gap Inc.预计今年（截至 2025 年 1 月）的营收和盈利增长率分别为 0.2% 和 21.7%。过去 30 天，当前年度盈利的 Zacks 共识预期已经提高了 3.6%。</p>
</div><p>The average price target of brokerage firms represents an increase of 13.5% from the last closing price of $23.88. The brokerage target price is currently in the range of $13-$32. This indicates an upside potential of 34% from the current price level.</p>
<div class="lb-trans"><p>经纪公司的平均目标价代表了 23.88 美元的最后收盘价的 13.5% 增长。经纪目标价目前在 13 美元至 32 美元的范围内。这表明与当前价格水平相比有 34% 的上涨潜力。</p>
</div><p><strong>Abercrombie &amp; Fitch Co.</strong> ANF has benefited from continued momentum across both brands, which bolstered its holiday sales. ANF has been witnessing strong sales growth for each of its brands. ANF witnessed favorable margin trends mainly driven by reduced freight costs and improved average unit retail. For the first quarter of fiscal 2024, net sales are projected to be up low double-digits from $836 million reported in the year-ago period.</p>
<div class="lb-trans"><p><strong>Abercrombie &amp; Fitch Co.</strong>（ANF）受益于两个品牌持续的势头，这提振了其假日销售。ANF 的每个品牌都在经历强劲的销售增长。ANF 的利润率趋势良好，主要受到运费成本降低和平均单位零售价格提高的推动。对于 2024 财年第一季度，净销售预计将比去年同期的 8.36 亿美元增长两位数。</p>
</div><p>Abercrombie &amp; Fitch has an expected revenue and earnings growth rate of 10.4% and 47.3%, respectively, for the current year (ending January 2025). The Zacks Consensus Estimate for current-year earnings has improved 3.5% over the last 30 days.</p>
<div class="lb-trans"><p>Abercrombie &amp; Fitch 预计今年（截至 2025 年 1 月）的营收和盈利增长率分别为 10.4% 和 47.3%。过去 30 天，当前年度盈利的 Zacks 共识预期已经提高了 3.5%。</p>
</div><p>The average price target of brokerage firms represents an increase of 4.1% from the last closing price of $179.75. The brokerage target price is currently in the range of $167-$215. This indicates an upside potential of 19.6% from the current price level.</p>
<div class="lb-trans"><p>经纪公司的平均目标价代表了 179.75 美元的最后收盘价的 4.1% 增长。经纪目标价目前在 167 美元至 215 美元的范围内。这表明与当前价格水平相比有 19.6% 的上涨潜力。</p>
</div><p><strong>Duolingo Inc.</strong> DUOL operates as a mobile learning platform in the United States, China, the United Kingdom, and internationally. DUOL offers courses in 40 different languages, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through the Duolingo app. DUOL also provides a digital language proficiency assessment exam.</p>
<div class="lb-trans"><p><strong>多邻国</strong>（Duolingo Inc.）在美国、中国、英国和国际市场经营移动学习平台。多邻国通过 Duolingo 应用提供 40 种不同语言的课程，包括西班牙语、英语、法语、德语、意大利语、葡萄牙语、日语和中文。多邻国还提供数字语言熟练度考试。</p>
</div><p>Duolingo has an expected revenue and earnings growth rate of 37.8% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 26.1% over the last 60 days.</p>
<div class="lb-trans"><p>多邻国预计今年的营收和盈利增长率分别为 37.8% 和超过 100%。过去 60 天，当前年度盈利的 Zacks 共识预期已经提高了 26.1%。</p>
</div><p>The average price target of brokerage firms represents an increase of 27.2% from the last closing price of $193.82. The brokerage target price is currently in the range of $190-$275. This indicates an upside potential of 41.9% from the current price level.</p>
<div class="lb-trans"><p>经纪公司的平均目标价代表了 193.82 美元的最后收盘价的 27.2% 增长。经纪目标价目前在 190 美元至 275 美元的范围内。这表明与当前价格水平相比有 41.9% 的上涨潜力。</p>
</div><p><strong>Paycom Software Inc.</strong>'s PAYC strong financial performance reflects continued growth despite disruptions caused by macroeconomic headwinds. PAYC's revenues increased due to new client additions and a continued focus on cross-selling to existing clients.</p>
<div class="lb-trans"><p><strong>Paycom Software Inc.</strong>（PAYC）在宏观经济逆风造成的干扰下，继续保持增长。PAYC 的收入增长是由于新增客户和持续专注于向现有客户交叉销售。</p>
</div><p>PAYC's differentiated employee strategy, measurement capabilities and comprehensive product offerings are helping it win new customers. PAYC's solutions, like Ask Here and Manager on-the-Go, focusing on employee usage and efficiency, are tailwinds.</p>
<div class="lb-trans"><p>PAYC 的差异化员工策略、测量能力和全面的产品提供帮助其赢得新客户。PAYC 的解决方案，如 Ask Here 和 Manager on-the-Go，专注于员工使用和效率，是其增长的推动力。</p>
</div><p>Paycom Software has an expected revenue of 10.2% for the current year. Although its earnings growth rate is negative for the current year, it is 11.4% for next year. The Zacks Consensus Estimate for current-year earnings has improved 0.3% over the last 30 days.</p>
<div class="lb-trans"><p>Paycom Software 预计今年的营收增长率为 10.2%。尽管今年的盈利增长率为负值，但明年为 11.4%。过去 30 天，当前年度盈利的 Zacks 共识预期已经提高了 0.3%。</p>
</div><p>The average price target of brokerage firms represents an increase of 27.1% from the last closing price of $143.11. The brokerage target price is currently in the range of $145-$250. This indicates an upside potential of 74.9% from the current price level.</p>
<div class="lb-trans"><p>经纪公司的平均目标价代表了 143.11 美元的最后收盘价的 27.1% 增长。经纪目标价目前在 145 美元至 250 美元的范围内。这表明与当前价格水平相比有 74.9% 的上涨潜力。</p>
</div><p><strong>Elbit Systems Ltd.</strong> ESLT is a worldwide leader in Night Vision Goggles Head-Up Displays. ESLT is a major supplier to the U.S Army and U.S. Marine Corps of Night Vision Head-Up Display systems for use in various types of helicopters.</p>
<div class="lb-trans"><p><strong>以色列电子系统有限公司</strong>（Elbit Systems Ltd.）是全球夜视镜头抬头显示器领域的领军企业。以色列电子系统是美国陆军和美国海军陆战队夜视抬头显示系统的主要供应商，用于各种类型的直升机。</p>
</div><p>ESLT is engaged in a wide range of defense-related airborne, ground and command, control and communications programs throughout the world. ESLT's focus is on the upgrading of existing military platforms and developing new technologies for defense applications.</p>
<div class="lb-trans"><p>以色列电子系统参与全球范围内广泛的国防相关的空中、地面和指挥、控制和通信项目。以色列电子系统的重点是升级现有的军事平台，并为国防应用开发新技术。</p>
</div><p>Elbit Systems has an expected revenue and earnings growth rate of 7.3% and 11.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 17.7% over the last 60 days. The average price target of brokerage firms represents an increase of 20.4% from the last closing price of $184.</p>
<div class="lb-trans"><p>Elbit Systems 今年预计营收和盈利增长率分别为 7.3% 和 11.2%。过去 60 天，对于今年盈利的 Zacks 共识估计已经提高了 17.7%。经纪公司的平均目标价格代表了比上次收盘价 184 美元高 20.4% 的增长。</p>
</div><p>To read this article on Zacks.com click here.</p>
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5 只必须购买的具有强劲短期潜力的中盘股