<p>尽管一些成长股受到投资者的青睐多于其他股票，但优秀的企业可以在各种市场周期中持续存在。随着夏季正式到来，您可能正在考虑在不久的将来将哪些股票加入您的投资组合。</p>
<p>即使只有 500 美元这样较为适中的投资资本，您也可以坚持像定期定额投资这样的投资策略，随着时间的推移增加您的持有量。如果您现在有资金投入股票，这笔钱不会很快用于账单或其他重要的财务支出，以下是两家公司可以考虑尽快加入购买清单。</p>
<h2>1. 直觉外科</h2>
<p><strong>直觉外科</strong>(ISRG 1.04%) 以其支持各种微创手术的机器人手术系统而闻名。凭借其旗舰产品达芬奇手术系统的各个世代，以及其产品组合中的其他产品，如其微创肺活检机器人 Ion，估计其在全球手术机器人市场的份额约为 75%。</p>
<p>2024 年第二季度，直觉外科的手术量比 2023 年同一三个月期间增长了 17%。该公司在大流行迫使非紧急手术延迟后，手术量有所下降，但这是一个在最近季度报告中持续纠正的趋势。</p>
<p>季度结束时，直觉外科在全球安装了 9,203 台达芬奇系统。这是一个令人羡慕的同比增长 14%。然而，与 2019 年同季度相比，在这五年的时间范围内增长了 75%。</p>
<p>直觉外科保持持续盈利。其在三个月期间的净收入总额为 5.27 亿美元，同比增长 25%，而收入增长 14% 至 20.1 亿美元。直觉外科的大部分收入来自于循环收入，而非系统销售。这些形式的循环收入包括机器人系统的替换仪器和配件的成本、服务和经营租赁。</p>
<p>2023 年，直觉外科 83% 的收入来自循环收入。这是一个随着时间推移稳步上升的趋势。例如，2019 年，循环收入占总收入的 72%。</p>
<p>对直觉外科产品和服务的需求只会增长，因为手术机器人的采用仍然强劲，但仍有很长的路要走。例如，据估计，只有大约 17% 的普通手术采用机器人技术，并且这些工具在微创手术和传统开放手术中都有用途。</p>
<p>股价比一年前上涨约 40%，因为直觉外科的循环收入模式强调其韧性并推动持续盈利。长期投资者在增加多样化投资组合时可能希望重新审视这家医疗保健股。</p>
<h2>2. Chewy</h2>
<p><strong>Chewy</strong>(CHWY -0.99%) 比一年前下跌，但比 2024 年初上涨约 10%。这家在线宠物零售商在持续改善盈利能力、稳步增长销售额并扩大向宠物主人提供的产品范围的过程中不断壮大。虽然许多人可能认为 Chewy 更多是一个宠物食品和玩具平台，但那只是整体业务的一部分。</p>
<p>Chewy 销售的产品不仅面向较小的家庭动物，还面向较大的农场动物。除了食品、玩具和寝具等用品外，Chewy 还经营自己的宠物远程医疗服务，销售各种宠物健康保险计划，并拥有一个全方位的在线药房，宠物主人可以在那里获得常规处方药以及混合药物。</p>
<p>这家宠物零售商销售数千个品牌，包括一些自有品牌，如其保健软糖维生素品牌 Vibeful。凭借遍布十几个订单配送中心的供应链网络，包括能够减少运输成本和其他运营开支的自动化订单配送中心，Chewy 可以在美国约 80% 的人口地区隔夜送达其产品。</p>
<p>Chewy 最近进军加拿大宠物市场，这是其首次国际扩张。它还正在开设自己的实体兽医诊所。Chewy 甚至正在试点赞助广告业务作为一种新的收入来源，使宠物品牌能够在其平台上向购物者进行广告推广。在 2024 年第一季度，尽管仍处于起步阶段，但该赞助广告计划是该季度近 30% 毛利润的核心推动因素。</p>
<p>凭借旨在覆盖普通宠物主人整个旅程的广泛品牌和服务选择，这些新业务值得密切关注，但似乎与管理层的长期增长战略相一致。Chewy 的大部分收入来自循环而非单品销售。截至最近季度，其 Autoship 计划占客户销售额的 22 亿美元，占总销售额的 77.6%。</p>
<p>该三个月期间的总净销售额达 29 亿美元，比一年前增长 3%。该公司还报告了约 6700 万美元的稳健收入，以及约 8200 万美元的经营活动净现金流。尽管自由支出仍在波动，但对于大多数消费者来说，宠物是一个必不可少的支出领域。</p>
<p>投资者不应期望像大流行时期那样宠物消费大幅增长，但 Chewy 仍在展示其业务的消费者需求保持强劲。它也在努力保持持续盈利，并多样化其收入来源。如果您喜欢其循环收入模式和这家企业的增长故事，现在看起来可能是一个不错的时机至少购入一些股份。</p>

CHWY

<p>直观外科和 Chewy 是两只值得考虑投资的成长股。直观外科是外科机器人领域的领导者，持续盈利且需求增长迅速。Chewy 是一家在线宠物零售商，提供广泛的产品和服务，包括远程健康服务和宠物健康保险。这两家公司都展现出长期增长的潜力</p>

<p>While some growth stocks are getting more love from investors than others, great businesses can persist through all market cycles. As summer is in full swing, you might be considering what stocks you want to add to your portfolio in the near future.</p>
<div class="lb-trans"><p>尽管一些成长股受到投资者的青睐多于其他股票，但优秀的企业可以在各种市场周期中持续存在。随着夏季正式到来，您可能正在考虑在不久的将来将哪些股票加入您的投资组合。</p>
</div><p>Even with a more modest amount of investment capital, like $500, you can adhere to investment strategies like dollar-cost averaging to compound your holdings with time. If you have cash to put into stocks right now, money that you won't soon need for bills or other key areas of financial outlay, here are two companies to consider adding to your buy basket sooner rather than later.</p>
<div class="lb-trans"><p>即使只有 500 美元这样较为适中的投资资本，您也可以坚持像定期定额投资这样的投资策略，随着时间的推移增加您的持有量。如果您现在有资金投入股票，这笔钱不会很快用于账单或其他重要的财务支出，以下是两家公司可以考虑尽快加入购买清单。</p>
</div><h2>1. Intuitive Surgical</h2>
<div class="lb-trans"><h2>1. 直觉外科</h2>
</div><p><strong>Intuitive Surgical</strong>(ISRG 1.04%) is known for its robotic surgical systems that help support a wide range of minimally invasive surgeries. With the various generations of its flagship da Vinci surgical system, along with other products in its portfolio like its minimally invasive lung biopsy robot the Ion, estimates place its global share of the surgical robotics market in the ballpark of 75%.</p>
<div class="lb-trans"><p><strong>直觉外科</strong>(ISRG 1.04%) 以其支持各种微创手术的机器人手术系统而闻名。凭借其旗舰产品达芬奇手术系统的各个世代，以及其产品组合中的其他产品，如其微创肺活检机器人 Ion，估计其在全球手术机器人市场的份额约为 75%。</p>
</div><p>In the second quarter of 2024, Intuitive Surgical saw procedure volume rise 17% compared to the same three-month period in 2023. The company saw procedure volume fall after the pandemic forced delays of non-urgent surgeries, but this is a trend that has been steadily righting itself in its recent quarterly reports.</p>
<div class="lb-trans"><p>2024 年第二季度，直觉外科的手术量比 2023 年同一三个月期间增长了 17%。该公司在大流行迫使非紧急手术延迟后，手术量有所下降，但这是一个在最近季度报告中持续纠正的趋势。</p>
</div><p>At the close of the quarter, Intuitive Surgical had 9,203 da Vinci systems installed globally. That was an enviable 14% year-over-year bump. However, compared to the same quarter in 2019, that's a growth rate of 75% in that five-year time frame.</p>
<div class="lb-trans"><p>季度结束时，直觉外科在全球安装了 9,203 台达芬奇系统。这是一个令人羡慕的同比增长 14%。然而，与 2019 年同季度相比，在这五年的时间范围内增长了 75%。</p>
</div><p>Intuitive Surgical remains consistently profitable. Its net income in the three-month period totaled $527 million, a 25% year-over-year increase, while revenue rose 14% to $2.01 billion. Most of Intuitive Surgical's top line is derived from recurring revenue, not systems sales. These forms of recurring revenue include the cost of replacement instruments and accessories for the robotic systems, services, and operating leases.</p>
<div class="lb-trans"><p>直觉外科保持持续盈利。其在三个月期间的净收入总额为 5.27 亿美元，同比增长 25%，而收入增长 14% 至 20.1 亿美元。直觉外科的大部分收入来自于循环收入，而非系统销售。这些形式的循环收入包括机器人系统的替换仪器和配件的成本、服务和经营租赁。</p>
</div><p>In 2023, 83% of Intuitive Surgical's revenue was recurring revenue. That is a trend that has gone steadily upward with the passage of time. For example, in 2019, recurring revenue accounted for 72% of overall revenue.</p>
<div class="lb-trans"><p>2023 年，直觉外科 83% 的收入来自循环收入。这是一个随着时间推移稳步上升的趋势。例如，2019 年，循环收入占总收入的 72%。</p>
</div><p>Demand for Intuitive Surgical's products and services is only growing as the adoption of surgical robotics remains strong but still has a long way to go. For example, it's estimated that only around 17% of general surgeries incorporate robotics, and there are use cases for these tools in both minimally invasive surgery and traditional open surgery.</p>
<div class="lb-trans"><p>对直觉外科产品和服务的需求只会增长，因为手术机器人的采用仍然强劲，但仍有很长的路要走。例如，据估计，只有大约 17% 的普通手术采用机器人技术，并且这些工具在微创手术和传统开放手术中都有用途。</p>
</div><p>Shares are trading up by around 40% from one year ago as Intuitive Surgical's recurring revenue model is underscoring its resilience and driving consistent profitability. Long-term investors adding to a well-diversified portfolio might want to take a second look at the healthcare stock.</p>
<div class="lb-trans"><p>股价比一年前上涨约 40%，因为直觉外科的循环收入模式强调其韧性并推动持续盈利。长期投资者在增加多样化投资组合时可能希望重新审视这家医疗保健股。</p>
</div><h2>2. Chewy</h2>
<div class="lb-trans"><h2>2. Chewy</h2>
</div><p><strong>Chewy</strong>(CHWY -0.99%) is trading down from one year ago but is up around 10% from the start of 2024. The online pet retailer has gone from strength to strength as it continues to improve profitability, grow sales steadily, and expand its offerings to pet owners. While many people might think of Chewy as more of a pet food and toys platform, that's just one slice of the overall business.</p>
<div class="lb-trans"><p><strong>Chewy</strong>(CHWY -0.99%) 比一年前下跌，但比 2024 年初上涨约 10%。这家在线宠物零售商在持续改善盈利能力、稳步增长销售额并扩大向宠物主人提供的产品范围的过程中不断壮大。虽然许多人可能认为 Chewy 更多是一个宠物食品和玩具平台，但那只是整体业务的一部分。</p>
</div><p>Chewy sells products geared toward not only smaller domestic animals but also larger farm animals. Beyond supplies like food, toys, and bedding, Chewy operates its own pet telehealth service, sells various pet health insurance plans, and has a full-service online pharmacy where pet owners can access regular prescription drugs as well as compounded medications.</p>
<div class="lb-trans"><p>Chewy 销售的产品不仅面向较小的家庭动物，还面向较大的农场动物。除了食品、玩具和寝具等用品外，Chewy 还经营自己的宠物远程医疗服务，销售各种宠物健康保险计划，并拥有一个全方位的在线药房，宠物主人可以在那里获得常规处方药以及混合药物。</p>
</div><p>This pet retailer sells thousands of brands, including some of its own private brands, such as its wellness soft chew vitamin brand Vibeful. With its own supply chain network that spans over a dozen fulfillment centers, including automated fulfillment centers that cut down on shipping costs and other operational overhead, Chewy can get its products to about 80% of the U.S. population overnight.</p>
<div class="lb-trans"><p>这家宠物零售商销售数千个品牌，包括一些自有品牌，如其保健软糖维生素品牌 Vibeful。凭借遍布十几个订单配送中心的供应链网络，包括能够减少运输成本和其他运营开支的自动化订单配送中心，Chewy 可以在美国约 80% 的人口地区隔夜送达其产品。</p>
</div><p>Chewy recently launched into the Canadian pet market, its first international expansion. It is also in the process of opening up its own brick-and-mortar veterinary clinics. Chewy has even been piloting a sponsored ads business as a new stream of revenue, enabling pet brands to advertise to shoppers on its platform. In the first quarter of 2024, that sponsored ads initiative, while still in its nascent stages, was a core driver of its nearly 30% gross margin for the three-month period.</p>
<div class="lb-trans"><p>Chewy 最近进军加拿大宠物市场，这是其首次国际扩张。它还正在开设自己的实体兽医诊所。Chewy 甚至正在试点赞助广告业务作为一种新的收入来源，使宠物品牌能够在其平台上向购物者进行广告推广。在 2024 年第一季度，尽管仍处于起步阶段，但该赞助广告计划是该季度近 30% 毛利润的核心推动因素。</p>
</div><p>With a wide selection of brands and services that are designed to cover the entire journey of the average pet owner, these newer ventures bear close watching but do seem to align with management's long-term growth strategy. Most of Chewy's revenue is recurring rather than from single sales of products. As of the recent quarter, its Autoship program accounted for customer sales of $2.2 billion and comprised 77.6% of overall sales.</p>
<div class="lb-trans"><p>凭借旨在覆盖普通宠物主人整个旅程的广泛品牌和服务选择，这些新业务值得密切关注，但似乎与管理层的长期增长战略相一致。Chewy 的大部分收入来自循环而非单品销售。截至最近季度，其 Autoship 计划占客户销售额的 22 亿美元，占总销售额的 77.6%。</p>
</div><p>Total net sales for the three-month period came to $2.9 billion, a 3% increase from one year ago. The company also reported solid earnings of about $67 million, along with about $82 million in net cash provided by operating activities. While discretionary spending is still in flux, pets are an essential area of spending for most consumers.</p>
<div class="lb-trans"><p>该三个月期间的总净销售额达 29 亿美元，比一年前增长 3%。该公司还报告了约 6700 万美元的稳健收入，以及约 8200 万美元的经营活动净现金流。尽管自由支出仍在波动，但对于大多数消费者来说，宠物是一个必不可少的支出领域。</p>
</div><p>Investors shouldn't expect pandemic-era levels of growth when people were spending on their pets in droves, but Chewy is still demonstrating that consumer demand for its business remains robust. It's also working to be consistently profitable, and diversify its streams of income. If you like its recurring revenue model and the growth story of this business, now looks like it could be a good time to scoop up at least a few shares.</p>
<div class="lb-trans"><p>投资者不应期望像大流行时期那样宠物消费大幅增长，但 Chewy 仍在展示其业务的消费者需求保持强劲。它也在努力保持持续盈利，并多样化其收入来源。如果您喜欢其循环收入模式和这家企业的增长故事，现在看起来可能是一个不错的时机至少购入一些股份。</p>
</div>

2 只不可阻挡的增长股票，现价低于 500 美元，值得立即购买