<p>2019 年 10 月 24 日，Micron Technology 在旧金山举行的产品发布会上展示了面向数据中心客户的固态硬盘。</p>
<p>Stephen Nellis | 路透社</p>
<p>投资者正面临一系列矛盾信号，最近的数据表明经济可能出现疲软迹象，而标普 500 指数却创下新高。</p>
<p>在投资者在这个复杂的环境中航行时，他们可能会寻求华尔街顶级分析师的研究，以寻找财务状况强劲、增长前景良好的股票。</p>
<p>考虑到这一点，以下是 TipRanks 评分分析师推荐的三只股票，这些股票备受业内专家青睐。</p>
<h3><strong>美光科技</strong></h3>
<p>芯片制造商美光科技（MU）是本周的首选。该公司最近报告称，在第三财季，由于人工智能（AI）浪潮带来的需求，公司在营收和利润两方面均取得了成功。管理层对未来充满信心，并预计到 2025 财年将创造创纪录的收入，得益于人工智能驱动的机遇。</p>
<p>Goldman Sachs 分析师 Toshiya Hari 对 MU 股票重申了买入评级，并将目标股价从 138 美元上调至 158 美元。分析师认为，盈利后股价的回调为投资者建仓提供了良机。他预计，人工智能驱动的需求和严格的供应将推动 2025 年日历年盈利增长超过共识预期。</p>
<p>分析师强调了他乐观的投资论点的几个原因，包括在利润丰厚的高带宽存储器领域获得市场份额，以及在美光数据中心业务和边缘计算中实现的人工智能计算增长。</p>
<p>Hari 指出，美光在第三财季实现了 4.25 亿美元的自由现金流，标志着数个季度的负自由现金流的反弹。他补充说，公司 “仍致力于在财年第四季度和 2025 财年实现正现金流，即使考虑到 2025 财年预期的资本支出大幅增加。”</p>
<p>Hari 在 TipRanks 跟踪的 8900 多名分析师中排名第 25。他的评级在 69% 的时间内盈利，平均回报率为 29.2%。（请参阅 TipRanks 上的美光技术分析）</p>
<h3><strong>亚马逊</strong></h3>
<p>我们转向电子商务和云计算巨头亚马逊（AMZN）。最近，Evercore ISI 分析师 Mark Mahaney 在其公司第 12 届美国在线零售调查后重申了对 AMZN 股票的买入评级，并设定了 225 美元的目标价。</p>
<p>Mahaney 指出，调查结果显示，亚马逊在美国在线零售领域仍然是市场领导者，其主导地位体现在他的公司跟踪的三个关键购物指标上 - 价格、选择和便利性。然而，他警告称，调查显示亚马逊零售业务面临竞争激烈的背景，特别是随着竞争对手沃尔玛（WMT）在选择和便利性指标上显示出显著改善。</p>
<p>Mahaney 指出，亚马逊在所有三个关键指标上仍领先于最接近的竞争对手三到四倍。此外，公司在满意度方面继续提高得分，同比增长 2%，达到 84%，这是 2020 年 65% 的最低点的显著提升。分析师认为，提高的得分反映了亚马逊继续专注于提高速度和选择（尤其是通过区域化计划）。</p>
<p>分析师还指出，亚马逊 Prime 会员的渗透率达到创纪录的 81%。Prime 会员的吸引力增加，吸引了调查对象，如 Prime Video、免费当日送货、Prime Music 和杂货等吸引人的功能。</p>
<p>总体而言，亚马逊仍然是 Evercore 的 “第一大市值长线持有股”，调查结果支持公司的长期投资论点。值得注意的是，调查结果支持了分析师对 2024 年三个基本推动因素的看法 - 亚马逊 Web Services 增长显著加速，北美零售业务运营利润率提高，以及稳固的自由现金流利润率。</p>
<p>Mahaney 在 TipRanks 跟踪的 8900 多名分析师中排名第 20。他的评级在 63% 的时间内成功，平均回报率为 32.2%。（请参阅 TipRanks 上的亚马逊对冲基金交易活动）</p>
<h3><strong>Twilio</strong></h3>
<p>云通信平台 Twilio（TWLO）是本周的第三选择。该公司报告称，截至 2024 年第一季度，活跃客户账户从去年同期季末的 30 万增长到超过 31.3 万。然而，由于第二季度指导未达预期，反映了客户支出疲软的影响，股价在发布结果后下跌。</p>
<p>尽管如此，Tigress Financial 分析师 Ivan Feinseth 最近以买入评级和 75 美元的目标价启动了对 TWLO 股票的覆盖。分析师认为，股价的抛售是一个有吸引力的买入机会，他相信 “TWLO 有望受益于人工智能驱动的数字客户互动的持续加速。”</p>
<p>分析师预计，Twilio 将受益于基于人工智能的自动响应的需求，以确保及时和具有成本效益的客户互动。他预计公司在研发方面的持续投资以及将预测性和生成性人工智能整合到新产品中将推动客户采用。</p>
<p>Feinseth 还强调了 Twilio 的尖端 “呼叫中心即服务” 平台以及在通信市场中的领先地位。他预计公司的节约成本措施和效率措施将推动更高的利润率和增加盈利能力。</p>
<p>Feinseth 在 TipRanks 跟踪的 8900 多名分析师中排名第 195。他的评级在 61% 的时间内盈利，平均回报率为 13.1%。（请参阅 TipRanks 上的 Twilio 股票图表）</p>

TWLO

美光科技

亚马逊

<p>华尔街顶尖分析师看好美光科技、亚马逊和 Twilio。美光科技预计将受益于人工智能驱动的需求和严谨的供应，而亚马逊作为在线零售市场的领导者，拥有强大的客户满意度。Twilio 处于良好位置，将受益于人工智能驱动的数字客户互动加速。这些股票具有强劲的增长前景，并受到顶级分析师的青睐</p>

<p>Micron Technology's solid-state drive for data center customers is presented at a product launch event in San Francisco on Oct. 24, 2019.</p>
<div class="lb-trans"><p>2019 年 10 月 24 日，Micron Technology 在旧金山举行的产品发布会上展示了面向数据中心客户的固态硬盘。</p>
</div><p>Stephen Nellis | Reuters</p>
<div class="lb-trans"><p>Stephen Nellis | 路透社</p>
</div><p>Investors are grappling with a host of mixed signals as recent data suggests the economy may be softening and the S&amp;P 500 surges to new highs.</p>
<div class="lb-trans"><p>投资者正面临一系列矛盾信号，最近的数据表明经济可能出现疲软迹象，而标普 500 指数却创下新高。</p>
</div><p>As investors navigate this complicated environment, they may turn to research from top-rated Wall Street analysts as they search for stocks with strong balance sheets and solid growth prospects.</p>
<div class="lb-trans"><p>在投资者在这个复杂的环境中航行时，他们可能会寻求华尔街顶级分析师的研究，以寻找财务状况强劲、增长前景良好的股票。</p>
</div><p>With that in mind, here are three stocks favored by the Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.</p>
<div class="lb-trans"><p>考虑到这一点，以下是 TipRanks 评分分析师推荐的三只股票，这些股票备受业内专家青睐。</p>
</div><h3><strong>Micron Technology</strong></h3>
<div class="lb-trans"><h3><strong>美光科技</strong></h3>
</div><p>Chipmaker Micron Technology ( <strong>MU</strong>) is this week's first pick. The company recently reported beats on the top and bottom lines for the fiscal third quarter, thanks to the demand induced by the ongoing artificial intelligence (AI) wave. Management is confident about the road ahead and expects to generate record revenue in fiscal 2025, backed by artificial intelligence-driven opportunities.</p>
<div class="lb-trans"><p>芯片制造商美光科技（MU）是本周的首选。该公司最近报告称，在第三财季，由于人工智能（AI）浪潮带来的需求，公司在营收和利润两方面均取得了成功。管理层对未来充满信心，并预计到 2025 财年将创造创纪录的收入，得益于人工智能驱动的机遇。</p>
</div><p>Reacting to the results, Goldman Sachs analyst Toshiya Hari reiterated a buy rating on MU stock and increased his price target to $158 from $138. The analyst sees the post-earnings pullback in the stock as a good opportunity for investors to build a position. He expects AI-driven demand and a disciplined supply to fuel better-than-consensus earnings growth in calendar year 2025.</p>
<div class="lb-trans"><p>Goldman Sachs 分析师 Toshiya Hari 对 MU 股票重申了买入评级，并将目标股价从 138 美元上调至 158 美元。分析师认为，盈利后股价的回调为投资者建仓提供了良机。他预计，人工智能驱动的需求和严格的供应将推动 2025 年日历年盈利增长超过共识预期。</p>
</div><p>The analyst highlighted several reasons for his bullish investment thesis, including market share gains in the lucrative high-bandwidth memory space and AI compute growth in Micron's data center business and edge computing.</p>
<div class="lb-trans"><p>分析师强调了他乐观的投资论点的几个原因，包括在利润丰厚的高带宽存储器领域获得市场份额，以及在美光数据中心业务和边缘计算中实现的人工智能计算增长。</p>
</div><p>Hari pointed out that Micron generated free cash flow of $425 million in the fiscal third quarter, marking a rebound from several quarters of negative FCF. He added that the company &#34;remains committed to driving positive cash flow in FY4Q and into FY2025, even considering the material increase in capex that is expected in FY2025.&#34;</p>
<div class="lb-trans"><p>Hari 指出，美光在第三财季实现了 4.25 亿美元的自由现金流，标志着数个季度的负自由现金流的反弹。他补充说，公司 “仍致力于在财年第四季度和 2025 财年实现正现金流，即使考虑到 2025 财年预期的资本支出大幅增加。”</p>
</div><p>Hari ranks No. 25 among more than 8,900 analysts tracked by TipRanks. His ratings have been profitable 69% of the time, delivering an average return of 29.2%. (See Micron Technical Analysis on TipRanks)</p>
<div class="lb-trans"><p>Hari 在 TipRanks 跟踪的 8900 多名分析师中排名第 25。他的评级在 69% 的时间内盈利，平均回报率为 29.2%。（请参阅 TipRanks 上的美光技术分析）</p>
</div><h3><strong>Amazon</strong></h3>
<div class="lb-trans"><h3><strong>亚马逊</strong></h3>
</div><p>We move to e-commerce and cloud computing giant Amazon ( <strong>AMZN</strong>). Recently, Evercore ISI analyst Mark Mahaney reaffirmed a buy rating on AMZN stock with a price target of $225 following his firm's 12th Annual U.S. Online Retail survey, which involved 1,100 respondents.</p>
<div class="lb-trans"><p>我们转向电子商务和云计算巨头亚马逊（AMZN）。最近，Evercore ISI 分析师 Mark Mahaney 在其公司第 12 届美国在线零售调查后重申了对 AMZN 股票的买入评级，并设定了 225 美元的目标价。</p>
</div><p>Highlighting the survey results, Mahaney said that Amazon continues to be the market leader in the U.S. online retail space, with its dominance reflecting in three vital shopping metrics that his firm tracks – price, selection and convenience. However, he cautioned that the survey indicated a mixed competitive backdrop for Amazon Retail, especially with rival Walmart ( <strong>WMT</strong>) displaying notable improvement in the selection and convenience metrics.</p>
<div class="lb-trans"><p>Mahaney 指出，调查结果显示，亚马逊在美国在线零售领域仍然是市场领导者，其主导地位体现在他的公司跟踪的三个关键购物指标上 - 价格、选择和便利性。然而，他警告称，调查显示亚马逊零售业务面临竞争激烈的背景，特别是随着竞争对手沃尔玛（WMT）在选择和便利性指标上显示出显著改善。</p>
</div><p>Mahaney noted that AMZN remains three to four times ahead of its closest rival across all the three key metrics. Moreover, the company continues to improve its score in satisfaction, which increased 2% year-over-year to 84% and reflected a significant jump from the 65% bottom seen in 2020. The analyst thinks that the enhanced score is a &#34;reflection of Amazon's continued focus on improving speed and selection (esp. via the regionalization initiatives).&#34;</p>
<div class="lb-trans"><p>Mahaney 指出，亚马逊在所有三个关键指标上仍领先于最接近的竞争对手三到四倍。此外，公司在满意度方面继续提高得分，同比增长 2%，达到 84%，这是 2020 年 65% 的最低点的显著提升。分析师认为，提高的得分反映了亚马逊继续专注于提高速度和选择（尤其是通过区域化计划）。</p>
</div><p>The analyst also noted that the penetration of Amazon Prime touched a record high of 81%. Attractive features like Prime Video, Free Same Day Delivery, Prime Music and Grocery made the Prime membership more attractive to the survey respondents.</p>
<div class="lb-trans"><p>分析师还指出，亚马逊 Prime 会员的渗透率达到创纪录的 81%。Prime 会员的吸引力增加，吸引了调查对象，如 Prime Video、免费当日送货、Prime Music 和杂货等吸引人的功能。</p>
</div><p>Overall, Amazon remains Evercore's &#34;No. 1 Large Cap Long,&#34; with the survey results backing the company's long-term investment thesis. Notably, the survey results supported the analyst's views about three fundamental catalysts in 2024 – significant acceleration in the growth of Amazon Web Services, rising operating margins of the North American Retail business and solid free cash flow margins.</p>
<div class="lb-trans"><p>总体而言，亚马逊仍然是 Evercore 的 “第一大市值长线持有股”，调查结果支持公司的长期投资论点。值得注意的是，调查结果支持了分析师对 2024 年三个基本推动因素的看法 - 亚马逊 Web Services 增长显著加速，北美零售业务运营利润率提高，以及稳固的自由现金流利润率。</p>
</div><p>Mahaney ranks No. 20 among more than 8,900 analysts tracked by TipRanks. His ratings have been successful 63% of the time, delivering an average return of 32.2%. (See Amazon Hedge Funds Trading Activity on TipRanks)</p>
<div class="lb-trans"><p>Mahaney 在 TipRanks 跟踪的 8900 多名分析师中排名第 20。他的评级在 63% 的时间内成功，平均回报率为 32.2%。（请参阅 TipRanks 上的亚马逊对冲基金交易活动）</p>
</div><h3><strong>Twilio</strong></h3>
<div class="lb-trans"><h3><strong>Twilio</strong></h3>
</div><p>Cloud communications platform Twilio ( <strong>TWLO</strong>) is this week's third pick. The company reported better-than-expected results for the first quarter of 2024, with active customer accounts growing to more than 313,000 as of March 31, from 300,000 at the end of the prior-year quarter. However, shares declined following the results as the Q2 guidance missed estimates and reflected the impact of weak customer spending.</p>
<div class="lb-trans"><p>云通信平台 Twilio（TWLO）是本周的第三选择。该公司报告称，截至 2024 年第一季度，活跃客户账户从去年同期季末的 30 万增长到超过 31.3 万。然而，由于第二季度指导未达预期，反映了客户支出疲软的影响，股价在发布结果后下跌。</p>
</div><p>Nevertheless, Tigress Financial analyst Ivan Feinseth recently initiated coverage of TWLO stock with a buy rating and a price target of $75. The analyst sees the sell-off in the stock as an attractive buying opportunity, backed by his belief that &#34;TWLO is well-positioned to benefit from the ongoing acceleration of AI-driven digital customer engagement.&#34;</p>
<div class="lb-trans"><p>尽管如此，Tigress Financial 分析师 Ivan Feinseth 最近以买入评级和 75 美元的目标价启动了对 TWLO 股票的覆盖。分析师认为，股价的抛售是一个有吸引力的买入机会，他相信 “TWLO 有望受益于人工智能驱动的数字客户互动的持续加速。”</p>
</div><p>The analyst expects Twilio to gain from the demand for artificial intelligence-based automated responses that ensure timely and cost-effective customer interaction. He expects the company's continued investment in research and development and the integration of predictive and generative AI into its new products to boost customer adoption.</p>
<div class="lb-trans"><p>分析师预计，Twilio 将受益于基于人工智能的自动响应的需求，以确保及时和具有成本效益的客户互动。他预计公司在研发方面的持续投资以及将预测性和生成性人工智能整合到新产品中将推动客户采用。</p>
</div><p>Feinseth also highlighted Twilio's cutting-edge &#34;call center as a service&#34; platform and its industry-leading position in the communications market. He expects the company's cost saving efforts and efficiency measures to drive higher margins and boost profitability.</p>
<div class="lb-trans"><p>Feinseth 还强调了 Twilio 的尖端 “呼叫中心即服务” 平台以及在通信市场中的领先地位。他预计公司的节约成本措施和效率措施将推动更高的利润率和增加盈利能力。</p>
</div><p>Feinseth ranks No. 195 among more than 8,900 analysts tracked by TipRanks. His ratings have been profitable 61% of the time, delivering an average return of 13.1%. (See Twilio Stock Charts on TipRanks)</p>
<div class="lb-trans"><p>Feinseth 在 TipRanks 跟踪的 8900 多名分析师中排名第 195。他的评级在 61% 的时间内盈利，平均回报率为 13.1%。（请参阅 TipRanks 上的 Twilio 股票图表）</p>
</div>

顶级华尔街分析师看好这三只股票的前景