<p>市场已经忽略了近两年的糟糕经济数据，因为美联储承诺将在 2024 年底前降息。然而，这一承诺最初是设定在 2024 年 3 月，由于顽固的通胀数据和就业市场热度高于理想，已经被推迟。这种脱节似乎在今天结束了。</p>
<p>随着 ISM 制造业采购经理人指数连续第 21 个月收缩，股市经历了两天的抛售。第二天，就业形势报告（NFP）今年的数据表现之一是最糟糕的。投资者开始担心数据，加速了可能从科技和消费者自由选择行业撤资的潜在轮换。</p>
<p>但并非一切都是坏消息。在采购经理人指数中，有一个行业仍然在这可能是本周期最严重经济放缓期间发布扩张数据，这一趋势中受益最多的股票竟然是 <strong>SharkNinja Inc. NYSE: SN</strong>，该公司正寻求乘势而上，迎接家电需求潜在的繁荣。</p>
<h2><strong>降息如何助推 SharkNinja 股票的上涨</strong></h2>
<p>不仅仅是信用卡和其他金融产品将减轻消费者的负担；降息还将降低抵押贷款利率。根据芝加哥商品交易所的 FedWatch 工具，超过 90% 的概率表明到 2024 年 9 月之前将会降息，投资者现在有一个日期可以看到房地产价值链股票的上涨。</p>
<p>美国的房屋上市数量增加，预期未来几个季度将会有一个火热的房地产市场。像 <strong>Zillow Group Inc. NASDAQ: Z</strong> 这样的股票，仍然被摩根大通等机构的分析师看好，他们现在预测该股的目标价为每股 61 美元，敢于让其从今天的交易价格上涨 37.4%。</p>
<p>在房屋上市完成后，下一个价值链环节是新房的家具。这就是为什么新订单和生产推动家具行业在过去两个月的采购经理人指数数据中扩张，也是为什么 SharkNinja 股票今天交易价格达到 52 周高位价格的 94%。</p>
<p>在熊市经济数据中的这种看涨势头，是投资者在考虑是否将这支股票加入观察列表时应该牢记的事情。但价格走势并不是推动 SharkNinja 股票潜在看涨前景的唯一因素。</p>
<p>华尔街分析师，尤其是 Canaccord Genuity Group 的分析师，可能也注意到了这一趋势，因为他们现在看到该公司的股价目标高达每股 90 美元。SharkNinja 股票需要从今天的价格上涨 19.5%，才能证明这些目标是正确的。这些价格目标也意味着该公司将创下新的历史高位。</p>
<h2><strong>市场为何愿意为 SharkNinja 股票支付溢价</strong></h2>
<p>投资者可以通过几种方式解读市场的信息。首先，他们可以检查目前放在该股票上的估值倍数与同行的对比情况。从前瞻市盈率（forward P/E）开始，这一指标试图对今天的股价进行估值，基于明天的预期收益，SharkNinja 股票的 17.7 倍前瞻市盈率将比家居装饰行业的平均 14.8 倍估值高出超过 19%。此外，7.1 倍的价格账面比率（P/B）也将比自由选择行业的平均 5.3 倍估值高出近 34%。</p>
<p>股票通常会在接近新高位并被标价为 SharkNinja 这样的离群值时交易，这通常有很好的理由。除了即将到来的降息外，其中一个原因可以在公司的财务状况中找到。</p>
<p>华尔街分析师预测未来 12 个月每股收益（EPS）将增长高达 13.2%。尽管这与预期中的 2.5% 相比可能会更加看涨，但考虑到该公司过去一年 EPS 增长超过 25%，这仍然是保守的。</p>
<p>深入研究 SharkNinja 最新的季度财报新闻稿将揭示更多内容，不仅仅是 EPS 增长。尽管利率正在上升周期，但收入在一年内增长了 24.7%，毛利润也增加了 2.6%。</p>
<p>当投资者考虑 <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> 的走势时，很明显市场已经在交易中表现出，就像美联储肯定会在 9 月降息一样。这也让 SharkNinja 管理层有信心进一步提高他们对 2024 年的业绩指引。</p>
<p>→ 比利普托、伟哥和左洛复合还要大。 (来自市场背后)(广告)</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDQ0?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://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDQ0"/></p>
<h2>您现在是否应该投资$1,000 购买 iShares 20+ Year Treasury Bond ETF？</h2>
<p>在考虑购买 iShares 20+ Year Treasury Bond ETF 之前，您可能需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户在更广泛市场注意之前购买的股票...而 iShares 20+ Year Treasury Bond ETF 不在这个名单上。</p>
<p>尽管 iShares 20+ Year Treasury Bond ETF 目前在分析师中有一个 “持有” 评级，但顶级分析师认为这五只股票是更好的选择。</p>
<p>查看这五只股票</p>

JS环球生活

<p>尽管经济放缓，预计 SharkNinja 股票将会飙升，这要归功于家电需求潜在的增长。较低的利率和积极的财务状况为该公司的看涨前景做出了贡献，华尔街分析师预测该股票将创下新的历史高点。投资者愿意为 SharkNinja 股票支付溢价，考虑到其估值倍数和预期收益增长。这些信息属于与商业相关的信息类别</p>

<p>Markets have been shrugging off bad economic data for nearly two years, as the Federal Reserve held up the promise of cutting interest rates by the end of 2024. However, that promise started as a timeline set initially for March 2024 and had been postponed due to stubborn inflation data and a hotter-than-ideal job market. That disconnection seemed to end today.</p>
<div class="lb-trans"><p>市场已经忽略了近两年的糟糕经济数据，因为美联储承诺将在 2024 年底前降息。然而，这一承诺最初是设定在 2024 年 3 月，由于顽固的通胀数据和就业市场热度高于理想，已经被推迟。这种脱节似乎在今天结束了。</p>
</div><p>As the ISM manufacturing PMI index recorded its 21st consecutive month of contraction, the stock market experienced a two-day selloff. The following day, the employment situation report (NFP) had one of its worst readings this year. Coming to their senses, investors grew worried about the data, accelerating the potential rotation out of the technology and consumer discretionary sectors.</p>
<div class="lb-trans"><p>随着 ISM 制造业采购经理人指数连续第 21 个月收缩，股市经历了两天的抛售。第二天，就业形势报告（NFP）今年的数据表现之一是最糟糕的。投资者开始担心数据，加速了可能从科技和消费者自由选择行业撤资的潜在轮换。</p>
</div><p>But it’s not all bad news. Within the PMI index, there is one industry that is still managing to put out expansion readings even in the middle of what could be the worst economic slowdown this cycle. The one stock that will benefit the most from this trend turns out to be <strong>SharkNinja Inc. NYSE: SN</strong>, which is looking to ride the potential boom in home appliances demand.</p>
<div class="lb-trans"><p>但并非一切都是坏消息。在采购经理人指数中，有一个行业仍然在这可能是本周期最严重经济放缓期间发布扩张数据，这一趋势中受益最多的股票竟然是 <strong>SharkNinja Inc. NYSE: SN</strong>，该公司正寻求乘势而上，迎接家电需求潜在的繁荣。</p>
</div><h2><strong>How Lower Interest Rates Can Fuel a Rally in SharkNinja Stock</strong></h2>
<div class="lb-trans"><h2><strong>降息如何助推 SharkNinja 股票的上涨</strong></h2>
</div><p>It isn’t just credit cards and other financial products that will relieve consumers; lower interest rates will also decrease mortgage rates. With an over 90% probability of a rate cut coming by September 2024, according to the CME’s FedWatch tool, investors now have a date to see a fueling rally for stocks in the real estate value chain.</p>
<div class="lb-trans"><p>不仅仅是信用卡和其他金融产品将减轻消费者的负担；降息还将降低抵押贷款利率。根据芝加哥商品交易所的 FedWatch 工具，超过 90% 的概率表明到 2024 年 9 月之前将会降息，投资者现在有一个日期可以看到房地产价值链股票的上涨。</p>
</div><p>U.S. home listings have gone up in expectation for a heated property market in the coming quarters. Stocks like <strong>Zillow Group Inc. NASDAQ: Z</strong> still command double-digit upside from analysts at J.P. Morgan Chase &amp; Co. as they now forecast a price target for up to $61 a share on that stock, daring it to rally by 37.4% from where it trades today.</p>
<div class="lb-trans"><p>美国的房屋上市数量增加，预期未来几个季度将会有一个火热的房地产市场。像 <strong>Zillow Group Inc. NASDAQ: Z</strong> 这样的股票，仍然被摩根大通等机构的分析师看好，他们现在预测该股的目标价为每股 61 美元，敢于让其从今天的交易价格上涨 37.4%。</p>
</div><p>Next in the value chain, after the listing has gone through Zillow, is the furnishing of the new home. This is why new orders and production drove the furniture industry into expansion for the past two months of PMI data and also why SharkNinja stock trades at 94% of its 52-week high price today.</p>
<div class="lb-trans"><p>在房屋上市完成后，下一个价值链环节是新房的家具。这就是为什么新订单和生产推动家具行业在过去两个月的采购经理人指数数据中扩张，也是为什么 SharkNinja 股票今天交易价格达到 52 周高位价格的 94%。</p>
</div><p>This bullish momentum, in the middle of bearish economic data, is something investors should keep front and center when considering adding this stock to their watchlists. But price action is not the only factor pushing the potentially bullish prospects for SharkNinja stock.</p>
<div class="lb-trans"><p>在熊市经济数据中的这种看涨势头，是投资者在考虑是否将这支股票加入观察列表时应该牢记的事情。但价格走势并不是推动 SharkNinja 股票潜在看涨前景的唯一因素。</p>
</div><p>Wall Street analysts, namely those at Canaccord Genuity Group, may have caught onto this trend as well, as they now see a price target of up to $90 a share for the company. SharkNinja stock would need to rally by 19.5% from today’s prices to prove these targets right. These price targets would also mean a new all-time high for the company.</p>
<div class="lb-trans"><p>华尔街分析师，尤其是 Canaccord Genuity Group 的分析师，可能也注意到了这一趋势，因为他们现在看到该公司的股价目标高达每股 90 美元。SharkNinja 股票需要从今天的价格上涨 19.5%，才能证明这些目标是正确的。这些价格目标也意味着该公司将创下新的历史高位。</p>
</div><h2><strong>Why Markets Are Willing to Pay a Premium for SharkNinja Stock</strong></h2>
<div class="lb-trans"><h2><strong>市场为何愿意为 SharkNinja 股票支付溢价</strong></h2>
</div><p>Investors can decrypt the market's message in a few ways. First, they can examine the valuation multiples currently placed on the stock against its peers. Starting with the forward price-to-earnings (forward P/E) ratio, which attempts to value today on tomorrow's projected earnings, here's where SharkNinja stock stands.</p>
<div class="lb-trans"><p>投资者可以通过几种方式解读市场的信息。首先，他们可以检查目前放在该股票上的估值倍数与同行的对比情况。从前瞻市盈率（forward P/E）开始，这一指标试图对今天的股价进行估值，基于明天的预期收益，SharkNinja 股票的 17.7 倍前瞻市盈率将比家居装饰行业的平均 14.8 倍估值高出超过 19%。此外，7.1 倍的价格账面比率（P/B）也将比自由选择行业的平均 5.3 倍估值高出近 34%。</p>
</div><p>Trading at a 17.7x forward P/E would command a premium of over 19% above the rest of the home furnishing sector, which trades at an average 14.8x valuation today. More than that, a 7.1x price-to-book (P/B) ratio will also command a premium of nearly 34% from the discretionary sector's average 5.3x valuation.</p>
<div class="lb-trans"><p>股票通常会在接近新高位并被标价为 SharkNinja 这样的离群值时交易，这通常有很好的理由。除了即将到来的降息外，其中一个原因可以在公司的财务状况中找到。</p>
</div><p>There's usually an excellent reason for stocks to trade near new highs and bid up to outlier valuations like SharkNinja. Apart from the coming interest rate cuts, one of these reasons can be found in the company's financials.</p>
<div class="lb-trans"><p>华尔街分析师预测未来 12 个月每股收益（EPS）将增长高达 13.2%。尽管这与预期中的 2.5% 相比可能会更加看涨，但考虑到该公司过去一年 EPS 增长超过 25%，这仍然是保守的。</p>
</div><p>Wall Street analysts forecast up to 13.2% earnings per share (EPS) growth for the next 12 months. However bullish this may be compared to the 2.5% expected out of peers like <strong>Williams-Sonoma Inc. NYSE: WSM</strong>, it is still conservative considering the company grew its EPS by over 25% in the past year.</p>
<div class="lb-trans"><p>深入研究 SharkNinja 最新的季度财报新闻稿将揭示更多内容，不仅仅是 EPS 增长。尽管利率正在上升周期，但收入在一年内增长了 24.7%，毛利润也增加了 2.6%。</p>
</div><p>Digging into SharkNinja's latest quarterly earnings press release will reveal more than just EPS growth. Revenue jumped by 24.7% over the year despite interest rates being on a hiking cycle, and gross margins saw a boost of 2.6% as well.</p>
<div class="lb-trans"><p>当投资者考虑 <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> 的走势时，很明显市场已经在交易中表现出，就像美联储肯定会在 9 月降息一样。这也让 SharkNinja 管理层有信心进一步提高他们对 2024 年的业绩指引。</p>
</div><p>When investors consider where the <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> has been headed, it is pretty clear that markets are already trading like the Fed is certain to cut interest rates in September. That also gave SharkNinja management the confidence to raise their guidance further for 2024.</p>
<div class="lb-trans"><p>→ 比利普托、伟哥和左洛复合还要大。 (来自市场背后)(广告)</p>
</div><p>→ Bigger than Lipitor, Viagra and Zoloft...COMBINED. (From Behind the Markets)(Ad)</p>
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<div class="lb-trans"><h2>您现在是否应该投资$1,000 购买 iShares 20+ Year Treasury Bond ETF？</h2>
</div><h2>Should you invest $1,000 in iShares 20+ Year Treasury Bond ETF right now?</h2>
<div class="lb-trans"><p>在考虑购买 iShares 20+ Year Treasury Bond ETF 之前，您可能需要听听这个。</p>
</div><p>Before you consider iShares 20+ Year Treasury Bond ETF, you'll want to hear this.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户在更广泛市场注意之前购买的股票...而 iShares 20+ Year Treasury Bond ETF 不在这个名单上。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and iShares 20+ Year Treasury Bond ETF wasn't on the list.</p>
<div class="lb-trans"><p>尽管 iShares 20+ Year Treasury Bond ETF 目前在分析师中有一个 “持有” 评级，但顶级分析师认为这五只股票是更好的选择。</p>
</div><p>While iShares 20+ Year Treasury Bond ETF currently has a &#34;hold&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div><p>View The Five Stocks Here</p>

为什么在经济放缓的情况下，SharkNinja 的股票仍将大幅上涨