<p>尽管市场出现轮动，但随着我们进入八月，某些股票的表现却异军突起。强劲的盈利、经济助力和积极情绪推动一些热门股票不断刷新高点，甚至接近或达到 52 周高点。这些股票并非常规热门选择，也不包括之前推动市场上涨的 “七巨头” 股票。</p>
<p>投资者需要花些功夫才能发现，但在市场波动和大型科技股轮动的背景下，仍然有一些股票表现优异。找到这些不太明显的股票名称可以帮助保护投资组合免受损失，并确保从市场正在发生的变革中获益。</p>
<p>目前最热门的股票是哪些？以下是三个首选。</p>
<h2>莱纳房产-B (LEN)</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：madamF via Shutterstock</p>
<p>房地产开发商 <strong>莱纳房产-B</strong>（纽约证券交易所：<strong>LEN</strong>）自公司于六月底公布超出华尔街预期的财务业绩以来，股价一路飙升。在过去一个月里，LEN 股价上涨了 24%，而标普 500 指数下跌了 1%。莱纳房产-B 的股价在过去一年中已上涨了 42%。在利率保持较高水平的情况下，这家公司的股价不断攀升，挑战着美国房地产市场。</p>
<p>主要得益于销售激励措施，莱纳房产-B 报告了第二季度每股收益 3.45 美元和 88 亿美元的营收。这超过了一致分析师预测的每股收益 3.23 美元和营收 85 亿美元。莱纳房产-B 表示，该季度向客户交付了 19,690 套房屋，同比增长 15%。莱纳房产-B 还报告了 21,293 个新订单，同比增长 19%。</p>
<p>想象一下，当利率降低推动房地产市场好转时，莱纳房产-B 及其股票将会表现如何。</p>
<h2>航空金属公司 (HWM)</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：frank_peters / Shutterstock.com</p>
<p><strong>航空金属公司</strong>（纽约证券交易所：<strong>HWM</strong>）领涨工业股。这家主要为喷气发动机制造零部件的航空公司股价在过去一个月飙升了 21%，使其年初至今的涨幅达到 75%。在公司公布超出华尔街预期的第二季度财务业绩后，股价一举飙升 13%。</p>
<p>航空金属公司以每股 67 美分的收益和 19 亿美元的营收取得了巨大成功。华尔街预计该公司的每股收益为 60 美分，营收为 18 亿美元。航空金属公司还提高了其未来业绩预期，称现在预计每股收益为 2.55 美元，营收为 74 亿美元。这较之前的预期每股收益 2.35 美元、营收 73 亿美元有所提升。</p>
<p>航空金属公司正是投资者似乎正在寻找的蓝筹股。</p>
<h2>微策略公司 (MSTR)</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：rafapress / Shutterstock.com</p>
<p>如果科技股出现抛售，那么有人似乎忘记告诉 <strong>微策略公司</strong>（纳斯达克：<strong>MSTR</strong>）。这家软件公司转型为 <strong>比特币</strong>（<strong>BTC-USD</strong>）收购者，在过去一个月里，其股价上涨了 17%，而纳斯达克综合指数下跌了 4%。微策略公司的股价也在比特币价格下跌的情况下继续上涨。在短暂触及每股 70,000 美元后，BTC 价格迅速回落至 66,000 美元，较今年三月创下的 74,000 美元的历史高点下跌了 10%。</p>
<p>MSTR 股票的涨势似乎受到了七月中旬宣布公司将以 10 比 1 的比例拆分股票的提振。作为目前世界上最大的比特币持有公司，微策略公司表示其股票将从 8 月 8 日开始以拆分调整后的价格交易。随着微策略公司股价在过去 12 个月中上涨了 266%，达到每股 1,604.07 美元，并且没有放缓的迹象。</p>
<p><em>在本文发布日期，Joel Baglole 在本文提及的证券中没有（直接或间接）任何持仓。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><em>在本文发布日期，负责编辑在本文提及的证券中没有（直接或间接）任何持仓。</em></p>
<p>国防、工业、航天</p>

MSTR

莱纳房产-A

莱纳房产-B

<p>由于强劲的盈利能力、经济顺风和积极情绪，某些股票表现良好，正在接近或达到 52 周高点。三个首选股包括莱纳房产-A（LEN）、Howmet Aerospace（HWM）和 Microstrategy（MSTR）。莱纳房产-A 的股价在过去一个月上涨了 24%，Howmet Aerospace 今年以来涨幅达到 75%，MicroStrategy 的股价在过去一个月上涨了 17%</p>

<p>Rotation or not, certain stocks are screeching higher as we head into August. Strong earnings, economic tailwinds and positive sentiment are driving some of the hottest stocks to new heights and seeing them trade at or near 52-week highs. These are not the usual suspects and don’t include the “Magnificent 7” stocks that previously drove the market rally.</p>
<div class="lb-trans"><p>尽管市场出现轮动，但随着我们进入八月，某些股票的表现却异军突起。强劲的盈利、经济助力和积极情绪推动一些热门股票不断刷新高点，甚至接近或达到 52 周高点。这些股票并非常规热门选择，也不包括之前推动市场上涨的 “七巨头” 股票。</p>
</div><p>It will take some digging on the part of investors, but it is possible to uncover some stocks that are outperforming right now amid the market volatility and rotation out of mega-cap technology stocks. Finding these less obvious names can help to insulate a portfolio from losses and ensure that one benefits from the sea change that’s taking place in the market.</p>
<div class="lb-trans"><p>投资者需要花些功夫才能发现，但在市场波动和大型科技股轮动的背景下，仍然有一些股票表现优异。找到这些不太明显的股票名称可以帮助保护投资组合免受损失，并确保从市场正在发生的变革中获益。</p>
</div><p>What are the hottest stocks right now? Here are three top picks.</p>
<div class="lb-trans"><p>目前最热门的股票是哪些？以下是三个首选。</p>
</div><h2>Lennar (LEN)</h2>
<div class="lb-trans"><h2>莱纳房产-B (LEN)</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: madamF via Shutterstock</p>
<div class="lb-trans"><p>来源：madamF via Shutterstock</p>
</div><p>Homebuilder <strong>Lennar’s</strong> (NYSE:<strong>LEN</strong>) stock has been on fire since the company posted financial results in late June that beat Wall Street forecasts. Over the past month, LEN stock has risen 24% as the benchmark <strong>S&amp;P 500</strong> index has declined 1%. Lennar’s share price has now gained 42% over the last year. The run in the company’s stock comes as interest rates remain elevated, challenging the U.S. housing market.</p>
<div class="lb-trans"><p>房地产开发商 <strong>莱纳房产-B</strong>（纽约证券交易所：<strong>LEN</strong>）自公司于六月底公布超出华尔街预期的财务业绩以来，股价一路飙升。在过去一个月里，LEN 股价上涨了 24%，而标普 500 指数下跌了 1%。莱纳房产-B 的股价在过去一年中已上涨了 42%。在利率保持较高水平的情况下，这家公司的股价不断攀升，挑战着美国房地产市场。</p>
</div><p>Owing largely to sales incentives, Lennar was able to report fiscal second-quarter EPS of $3.45 and $8.80 billion in revenue. That was better than consensus analyst forecasts that had called for EPS of $3.23 and revenue of $8.50 billion. Lennar said it delivered 19,690 homes to customers in the quarter, up 15% from a year earlier. Lennar also reported 21,293 new orders, up 19% year-over-year.</p>
<div class="lb-trans"><p>主要得益于销售激励措施，莱纳房产-B 报告了第二季度每股收益 3.45 美元和 88 亿美元的营收。这超过了一致分析师预测的每股收益 3.23 美元和营收 85 亿美元。莱纳房产-B 表示，该季度向客户交付了 19,690 套房屋，同比增长 15%。莱纳房产-B 还报告了 21,293 个新订单，同比增长 19%。</p>
</div><p>Imagine how Lennar and its stock will perform once lower interest rates drive a turnaround in the housing market.</p>
<div class="lb-trans"><p>想象一下，当利率降低推动房地产市场好转时，莱纳房产-B 及其股票将会表现如何。</p>
</div><h2>Howmet Aerospace (HWM)</h2>
<div class="lb-trans"><h2>航空金属公司 (HWM)</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: frank_peters / Shutterstock.com</p>
<div class="lb-trans"><p>来源：frank_peters / Shutterstock.com</p>
</div><p><strong>Howmet Aerospace</strong> (NYSE:<strong>HWM</strong>) is leading industrial stocks higher. The aerospace company that primarily manufactures components for jet engines has seen its stock vault 21% higher in the past month, bringing its year-to-date gain to 75%. The shares got a rocket boost after the company reported Q2 financial results that topped Wall Street forecasts, sending its stock up 13% in a single trading session.</p>
<div class="lb-trans"><p><strong>航空金属公司</strong>（纽约证券交易所：<strong>HWM</strong>）领涨工业股。这家主要为喷气发动机制造零部件的航空公司股价在过去一个月飙升了 21%，使其年初至今的涨幅达到 75%。在公司公布超出华尔街预期的第二季度财务业绩后，股价一举飙升 13%。</p>
</div><p>Howmet Aerospace hit a homerun with EPS of 67 cents and revenue of $1.90 billion. Wall Street had earnings of 60 cents a share and sales of $1.80 billion penciled in for the company. Howmet also lifted its forward guidance, saying it now expects EPS of $2.55 and sales of $7.40 billion. That’s up from previous guidance that called for EPS of $2.35 on sales of $7.30 billion.</p>
<div class="lb-trans"><p>航空金属公司以每股 67 美分的收益和 19 亿美元的营收取得了巨大成功。华尔街预计该公司的每股收益为 60 美分，营收为 18 亿美元。航空金属公司还提高了其未来业绩预期，称现在预计每股收益为 2.55 美元，营收为 74 亿美元。这较之前的预期每股收益 2.35 美元、营收 73 亿美元有所提升。</p>
</div><p>Howmet is exactly the type of blue-chip stock investors appear to be looking for as they shift capital out of tech securities.</p>
<div class="lb-trans"><p>航空金属公司正是投资者似乎正在寻找的蓝筹股。</p>
</div><h2>MicroStrategy (MSTR)</h2>
<div class="lb-trans"><h2>微策略公司 (MSTR)</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: rafapress / Shutterstock.com</p>
<div class="lb-trans"><p>来源：rafapress / Shutterstock.com</p>
</div><p>If there’s a selloff in technology stocks going on, someone forgot to tell <strong>MicroStrategy</strong> (NASDAQ:<strong>MSTR</strong>). The software company turned <strong>Bitcoin</strong>(<strong>BTC-USD</strong>) acquirer has seen its share price rise 17% in the last month while the Nasdaq Composite index has fallen 4%. MicroStrategy stock has also continued to rise as the price of Bitcoin has slumped. After briefly touching $70,000, the price of BTC quickly retreated to $66,000 and is down 10% from an all-time high of $74,ooo reached in March of this year.</p>
<div class="lb-trans"><p>如果科技股出现抛售，那么有人似乎忘记告诉 <strong>微策略公司</strong>（纳斯达克：<strong>MSTR</strong>）。这家软件公司转型为 <strong>比特币</strong>（<strong>BTC-USD</strong>）收购者，在过去一个月里，其股价上涨了 17%，而纳斯达克综合指数下跌了 4%。微策略公司的股价也在比特币价格下跌的情况下继续上涨。在短暂触及每股 70,000 美元后，BTC 价格迅速回落至 66,000 美元，较今年三月创下的 74,000 美元的历史高点下跌了 10%。</p>
</div><p>The rally in MSTR stock appears to have been given a boost by the mid-July announcement that the company is splitting its stock on a 10-for-1 basis. The company, which is now the largest corporate holder of Bitcoin in the world, said its shares will begin trading on a split adjusted basis August 8. The stock split comes as MicroStrategy stock has risen 266% over the last 12 months to trade at $1,604.07 per share, with no signs of a slowdown.</p>
<div class="lb-trans"><p>MSTR 股票的涨势似乎受到了七月中旬宣布公司将以 10 比 1 的比例拆分股票的提振。作为目前世界上最大的比特币持有公司，微策略公司表示其股票将从 8 月 8 日开始以拆分调整后的价格交易。随着微策略公司股价在过去 12 个月中上涨了 266%，达到每股 1,604.07 美元，并且没有放缓的迹象。</p>
</div><p><em>On the date of publication, Joel Baglole did not have (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>在本文发布日期，Joel Baglole 在本文提及的证券中没有（直接或间接）任何持仓。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><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p><em>在本文发布日期，负责编辑在本文提及的证券中没有（直接或间接）任何持仓。</em></p>
</div><p>Joel Baglole has been a business journalist for 20 years. He spent five years as a staff reporter at The Wall Street Journal, and has also written for The Washington Post and Toronto Star newspapers, as well as financial websites such as The Motley Fool and Investopedia.</p>
<div class="lb-trans"><p>国防、工业、航天</p>
</div><p>Defense, Industrial, Space</p>

当前最热门的股票有哪些？3 个顶级推荐