<p>华尔街波动加剧意味着逆向投资股票选择对于精明投资者来说可能是一个改变游戏规则的策略。逆向投资策略涉及购买被忽视的资产，并期望它们最终会增值。本文重点介绍了三个可能违背当前趋势并提供显著上行潜力的选择。许多人随波逐流，而愿意探索不常走的路的人通常会发现隐藏的机会。</p>
<p>沃伦·巴菲特被广泛认可为有史以来最成功的投资者之一。他的投资理念经常与当前市场趋势相悖，体现了逆向投资的精髓。他的综合控股公司 <strong>伯克希尔·哈撒韦</strong>（纽约证券交易所：<strong>BRK-A</strong>，纽约证券交易所：<strong>BRK-B</strong>）最近出售了大约一半的 <strong>苹果</strong>（纳斯达克：<strong>AAPL</strong>）股票等持股。换句话说，他与一直为高估值水平的大型科技股喝彩的投资者背道而驰。</p>
<p>然而，逆向投资并非胆小者所为；它要求对低估资产有敏锐的洞察力，并有能力熬过市场波动。然而，对于掌握这种方法的人来说，回报可能是可观的。凭借这些股票提供的强劲基本面，投资者可以为潜在的出色回报做好准备。考虑到这一点，以下是三个引人注目的逆向股票选择，适合耐心和有洞察力的投资者。</p>
<h2>百特国际（BAX）</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：Shutterstock</p>
<p>我们从医疗技术（医疗科技）领域的全球重量级企业 <strong>百特国际</strong>（纽约证券交易所：<strong>BAX</strong>）开始探讨顶级逆向股票选择。该公司在危重护理、肾脏护理和外科领域拥有多样化的医疗保健产品组合。</p>
<p>2024 年第一季度，百特报告了年同比 2% 的营收增长至 36 亿美元，略高于预期。调整后的每股收益为 65 美分，同比增长 10%。然而，百特专注于基本、价格低廉的医疗用品，限制了其定价灵活性，影响了利润率。</p>
<p>为了增强盈利能力，公司计划出售低毛利业务，包括价值超过 40 亿美元的肾脏护理部门。最近针对创新产品如 Novum IQ 输液泵和 Dose IQ 安全软件的 FDA 批准预计将推动未来增长。尽管存在积极指标和管理层提高全年每股收益指引，但对盈利能力和战略重组的担忧导致 BAX 股价年初以来下跌了 9%。</p>
<p>然而，该股票提供 3.3% 的股息率，并以有吸引力的估值交易，前瞻收益为 11.9 倍，销售额为 1.2 倍。分析师预计股价中位数目标为 43.00 美元，预计上涨潜力为 22%，将百特定位为康复中的医疗技术市场中强劲的逆向投资机会。百特将于 2024 年 8 月 6 日公布其第二季度财报。</p>
<h2>耐克（NKE）</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：mimohe / Shutterstock.com</p>
<p>我们逆向股票选择清单上的下一个是体育鞋、服装和装备领域的强大品牌 <strong>耐克</strong>（纽约证券交易所：<strong>NKE</strong>）。尽管拥有强大的全球品牌和创新产品，耐克在最近的 2024 财年第四季度财报中面临挑战。</p>
<p>公司报告的收入为 126 亿美元，同比下降 2%，未达预期。管理层指出中国市场困难、生活方式销售放缓和消费者趋势不稳定等因素为贡献因素。值得一提的是，调整后的每股收益为 99 美分，较去年同期增长了 50%。尽管面临这些阻力，耐克表现出了韧性，报告了存货同比下降 11% 和毛利率扩大 110 个基点至 45%。</p>
<p>虽然管理层预计 2025 财年营收将出现中单位数下降，但分析师认为由于强劲的消费者信心，实际销售可能超过这一指引。此外，耐克将近 10 亿美元重新投资于面向消费者的倡议，包括巴黎奥运会的营销工作。</p>
<p>因此，NKE 股票自一月以来暴跌 32%。目前，它提供 2% 的股息率。相对于历史平均水平，股票现在提供更好的价值，前瞻收益为 23.9 倍，销售额为 2.2 倍。与此同时，分析师为 NKE 股票设定了 91.00 美元的 12 个月中位数价格预测，预计有 23% 的上涨空间。</p>
<h2>西方石油（OXY）</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：Poetra.RH / Shutterstock.com</p>
<p><strong>西方石油</strong>（纽约证券交易所：<strong>OXY</strong>）在石油和天然气行业中是一个引人注目的逆向股票选择。尽管价格下跌、持续的地缘政治紧张局势和向可再生能源转变，西方石油在 Permian 盆地和墨西哥湾外海等多样化资产方面使其有望表现优异。</p>
<p>2024 年第一季度，西方石油报告了年同比 17% 的营收下降至 60 亿美元。调整后的每股稀释收益为 63 美分，而去年同期为 1.09 美元。然而，公司正在战略性地增强自由现金流和股东回报。最近，公司完成了对 CrownRock 的收购。此举预计将提高运营效率并进一步促进增长。此外，西方石油宣布出售某些 Delaware 盆地资产，售价为 8.18 亿美元，所得款项用于债务减少。公司还专注于通过直接空气捕集（DAC）投资和其他创新技术过渡到替代能源和碳管理。</p>
<p>尽管今年以来下跌了 3%，但西方石油股票提供了 1.5% 的股息率。股票以 16.6 倍的未来收益和两倍的销售额进行交易，估值吸引人。华尔街分析师预计有 27% 的上涨潜力，12 个月的中位价格目标为 73.00 美元，使西方石油成为能源行业中引人注目的逆向投资。西方石油将于 2024 年 8 月 7 日公布其 2024 年第二季度财报。</p>
<p>_在本文发布之日，Tezcan Gecgil 在本文提到的证券中没有（直接或间接）任何持仓。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p>_在本文发布之日，负责编辑在本文提到的证券中没有（直接或间接）任何持仓。</p>
<p>Tezcan Gecgil 博士于 2018 年开始为 InvestorPlace 做出贡献。她在美国和英国拥有超过 20 年的经验，并且已经通过了特许市场技术师（CMT）考试的所有 3 个级别。她曾为 investing.com 和英国的 The Motley Fool 网站做出过公开贡献。</p>

耐克

西方石油

<p>文章中突出的逆向股票选择为投资者提供了潜在的上涨空间。这些选择包括百特国际（BAX）、耐克（NKE）和西方石油（OXY）。百特国际在医疗技术市场是一个强劲的投资机会，耐克面临挑战但表现出了韧性，而西方石油在油气行业有潜在的超额表现机会</p>

<p>Heightened volatility on Wall Street means contrarian stock picks can be a game-changer for savvy investors. A contrarian investing strategy involves buying overlooked assets with the expectation that they will eventually increase in value. This article highlights three picks that may defy current trends and offer significant upside potential. While many follow the herd, those willing to explore less-traveled paths often discover hidden opportunities.</p>
<div class="lb-trans"><p>华尔街波动加剧意味着逆向投资股票选择对于精明投资者来说可能是一个改变游戏规则的策略。逆向投资策略涉及购买被忽视的资产，并期望它们最终会增值。本文重点介绍了三个可能违背当前趋势并提供显著上行潜力的选择。许多人随波逐流，而愿意探索不常走的路的人通常会发现隐藏的机会。</p>
</div><p>Warren Buffett is widely recognized as one of the most successful investors of all time. His investment philosophy, which often goes against prevailing market trends, epitomizes contrarian investing. His conglomerate holding company <strong>Berkshire Hathaway</strong>(NYSE: <strong>BRK-A</strong>, NYSE: <strong>BRK-B</strong>) has recently sold about half of its holdings in <strong>Apple</strong> (NASDAQ: <strong>AAPL</strong>) stock, among others. In other words, he has gone against investors who have been cheering mega-cap tech shares despite high valuation levels.</p>
<div class="lb-trans"><p>沃伦·巴菲特被广泛认可为有史以来最成功的投资者之一。他的投资理念经常与当前市场趋势相悖，体现了逆向投资的精髓。他的综合控股公司 <strong>伯克希尔·哈撒韦</strong>（纽约证券交易所：<strong>BRK-A</strong>，纽约证券交易所：<strong>BRK-B</strong>）最近出售了大约一半的 <strong>苹果</strong>（纳斯达克：<strong>AAPL</strong>）股票等持股。换句话说，他与一直为高估值水平的大型科技股喝彩的投资者背道而驰。</p>
</div><p>Yet, contrarian investing is not for the faint-hearted; it demands a sharp eye for undervalued assets and the ability to ride out market fluctuations. However, for those who master this approach, the rewards can be substantial. With strong fundamentals offered by these shares, investors can position themselves for potentially impressive returns. With that in mind, here are three intriguing contrarian stock picks for patient and discerning investors.</p>
<div class="lb-trans"><p>然而，逆向投资并非胆小者所为；它要求对低估资产有敏锐的洞察力，并有能力熬过市场波动。然而，对于掌握这种方法的人来说，回报可能是可观的。凭借这些股票提供的强劲基本面，投资者可以为潜在的出色回报做好准备。考虑到这一点，以下是三个引人注目的逆向股票选择，适合耐心和有洞察力的投资者。</p>
</div><h2>Baxter International (BAX)</h2>
<div class="lb-trans"><h2>百特国际（BAX）</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: Shutterstock</p>
<div class="lb-trans"><p>来源：Shutterstock</p>
</div><p>We begin exploring top contrarian stock picks with <strong>Baxter International</strong>(NYSE: <strong>BAX</strong>), a global heavyweight in the medical technology (medtech) sector. The company has a diverse portfolio of healthcare products in critical care, kidney care and surgical settings.</p>
<div class="lb-trans"><p>我们从医疗技术（医疗科技）领域的全球重量级企业 <strong>百特国际</strong>（纽约证券交易所：<strong>BAX</strong>）开始探讨顶级逆向股票选择。该公司在危重护理、肾脏护理和外科领域拥有多样化的医疗保健产品组合。</p>
</div><p>In the first quarter of 2024, Baxter reported a 2% year-over-year (YOY) revenue increase to $3.6 billion, slightly surpassing estimates. Adjusted EPS was 65 cents, reflecting a 10% YOY growth. However, Baxter’s focus on essential, low-priced medical supplies has limited its pricing flexibility, affecting profit margins.</p>
<div class="lb-trans"><p>2024 年第一季度，百特报告了年同比 2% 的营收增长至 36 亿美元，略高于预期。调整后的每股收益为 65 美分，同比增长 10%。然而，百特专注于基本、价格低廉的医疗用品，限制了其定价灵活性，影响了利润率。</p>
</div><p>To enhance profitability, the company plans to divest low-margin businesses, including its Kidney Care segment, valued at over $4 billion. Recent FDA approvals for innovative products like the Novum IQ infusion pump and Dose IQ Safety Software are expected to drive future growth. Despite positive indicators and management raising EPS guidance for the year, concerns about profitability and strategic restructuring have led to a 9% decline in BAX shares year-to-date.</p>
<div class="lb-trans"><p>为了增强盈利能力，公司计划出售低毛利业务，包括价值超过 40 亿美元的肾脏护理部门。最近针对创新产品如 Novum IQ 输液泵和 Dose IQ 安全软件的 FDA 批准预计将推动未来增长。尽管存在积极指标和管理层提高全年每股收益指引，但对盈利能力和战略重组的担忧导致 BAX 股价年初以来下跌了 9%。</p>
</div><p>Nevertheless, the stock offers a 3.3% dividend yield and trades at attractive valuations of 11.9 times forward earnings and 1.2 times sales. Analysts project a 22% upside potential with a 12-month median price target of $43.00, positioning Baxter as a strong contrarian investment opportunity in the recovering medical technology market. Baxter will report its second quarter 2024 earnings on August 6.</p>
<div class="lb-trans"><p>然而，该股票提供 3.3% 的股息率，并以有吸引力的估值交易，前瞻收益为 11.9 倍，销售额为 1.2 倍。分析师预计股价中位数目标为 43.00 美元，预计上涨潜力为 22%，将百特定位为康复中的医疗技术市场中强劲的逆向投资机会。百特将于 2024 年 8 月 6 日公布其第二季度财报。</p>
</div><h2>Nike (NKE)</h2>
<div class="lb-trans"><h2>耐克（NKE）</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: mimohe / Shutterstock.com</p>
<div class="lb-trans"><p>来源：mimohe / Shutterstock.com</p>
</div><p>Next on our list of contrarian stock picks is <strong>Nike</strong>(NYSE: <strong>NKE</strong>), a powerhouse in athletic footwear, apparel and equipment. Despite its strong global brand and innovative products, Nike faced challenges in its recent fourth quarter fiscal 2024 earnings report.</p>
<div class="lb-trans"><p>我们逆向股票选择清单上的下一个是体育鞋、服装和装备领域的强大品牌 <strong>耐克</strong>（纽约证券交易所：<strong>NKE</strong>）。尽管拥有强大的全球品牌和创新产品，耐克在最近的 2024 财年第四季度财报中面临挑战。</p>
</div><p>The company posted $12.6 billion in revenue, a 2% YOY decline that missed expectations. Management cited difficulties in the Chinese market, a slowdown in lifestyle sales and inconsistent consumer trends as contributing factors. On a positive note, adjusted EPS came in at 99 cents, reflecting a remarkable 50% increase from the previous year. Despite these headwinds, Nike has demonstrated resilience, reporting an 11% YOY decline in inventories and expanding its gross margin by 110 basis points to 45%.</p>
<div class="lb-trans"><p>公司报告的收入为 126 亿美元，同比下降 2%，未达预期。管理层指出中国市场困难、生活方式销售放缓和消费者趋势不稳定等因素为贡献因素。值得一提的是，调整后的每股收益为 99 美分，较去年同期增长了 50%。尽管面临这些阻力，耐克表现出了韧性，报告了存货同比下降 11% 和毛利率扩大 110 个基点至 45%。</p>
</div><p>While management anticipates a mid-single-digit revenue decline for fiscal 2025, analysts believe actual sales could exceed this guidance due to robust consumer confidence. Additionally, Nike is reinvesting nearly $1 billion in consumer-facing initiatives, including marketing efforts for the Paris Olympics.</p>
<div class="lb-trans"><p>虽然管理层预计 2025 财年营收将出现中单位数下降，但分析师认为由于强劲的消费者信心，实际销售可能超过这一指引。此外，耐克将近 10 亿美元重新投资于面向消费者的倡议，包括巴黎奥运会的营销工作。</p>
</div><p>As a result, NKE stock has plunged 32% since January. Currently, it offers a 2% dividend yield. Shares now offer better value relative to historical averages, trading at 23.9 times forward earnings and 2.2 times sales. Meanwhile, analysts have set a 12-month median price forecast of $91.00 for NKE stock, projecting a potential 23% upside.</p>
<div class="lb-trans"><p>因此，NKE 股票自一月以来暴跌 32%。目前，它提供 2% 的股息率。相对于历史平均水平，股票现在提供更好的价值，前瞻收益为 23.9 倍，销售额为 2.2 倍。与此同时，分析师为 NKE 股票设定了 91.00 美元的 12 个月中位数价格预测，预计有 23% 的上涨空间。</p>
</div><h2>Occidental Petroleum (OXY)</h2>
<div class="lb-trans"><h2>西方石油（OXY）</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: Poetra.RH / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Poetra.RH / Shutterstock.com</p>
</div><p><strong>Occidental Petroleum</strong> (NYSE: <strong>OXY</strong>) stands out as a compelling contrarian stock pick in the oil and gas industry. Despite declining prices, continuing geopolitical tensions and a shift toward renewable energy, Occidental’s diversified assets, particularly in the Permian Basin and offshore Gulf of Mexico, position it for potential outperformance.</p>
<div class="lb-trans"><p><strong>西方石油</strong>（纽约证券交易所：<strong>OXY</strong>）在石油和天然气行业中是一个引人注目的逆向股票选择。尽管价格下跌、持续的地缘政治紧张局势和向可再生能源转变，西方石油在 Permian 盆地和墨西哥湾外海等多样化资产方面使其有望表现优异。</p>
</div><p>In the first quarter of 2024, Occidental reported a 17% YOY revenue decline to $6 billion. Adjusted diluted EPS was 63 cents compared to $1.09 in the prior-year quarter. However, the company is strategically enhancing free cash flow and shareholder returns. Recently, it completed the CrownRock acquisition. The move is expected to improve operational efficiency and bolster further growth. Additionally, Occidental announced the sale of certain Delaware Basin assets for $818 million, with proceeds aimed at debt reduction. The company also focuses on transitioning to alternative energy and carbon management through direct air capture (DAC) investments and other innovative technologies.</p>
<div class="lb-trans"><p>2024 年第一季度，西方石油报告了年同比 17% 的营收下降至 60 亿美元。调整后的每股稀释收益为 63 美分，而去年同期为 1.09 美元。然而，公司正在战略性地增强自由现金流和股东回报。最近，公司完成了对 CrownRock 的收购。此举预计将提高运营效率并进一步促进增长。此外，西方石油宣布出售某些 Delaware 盆地资产，售价为 8.18 亿美元，所得款项用于债务减少。公司还专注于通过直接空气捕集（DAC）投资和其他创新技术过渡到替代能源和碳管理。</p>
</div><p>Despite a 3% YTD decline, OXY stock offers a 1.5% dividend yield. The shares are changing hands at attractive valuations of 16.6 times forward earnings and two times sales. Wall Street analysts project a 27% upside potential, with a 12-month median price target of $73.00, making Occidental a compelling contrarian investment in the energy sector. Occidental will report its second quarter 2024 earnings on August 7.</p>
<div class="lb-trans"><p>尽管今年以来下跌了 3%，但西方石油股票提供了 1.5% 的股息率。股票以 16.6 倍的未来收益和两倍的销售额进行交易，估值吸引人。华尔街分析师预计有 27% 的上涨潜力，12 个月的中位价格目标为 73.00 美元，使西方石油成为能源行业中引人注目的逆向投资。西方石油将于 2024 年 8 月 7 日公布其 2024 年第二季度财报。</p>
</div><p><em>On the date of publication, Tezcan Gecgil 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>_在本文发布之日，Tezcan Gecgil 在本文提到的证券中没有（直接或间接）任何持仓。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</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>_在本文发布之日，负责编辑在本文提到的证券中没有（直接或间接）任何持仓。</p>
</div><p>Tezcan Gecgil, PhD, began contributing to InvestorPlace in 2018. She brings over 20 years of experience in the U.S. and U.K. and has also completed all 3 levels of the Chartered Market Technician (CMT) examination. Publicly, she has contributed to investing.com and the U.K. website of The Motley Fool.</p>
<div class="lb-trans"><p>Tezcan Gecgil 博士于 2018 年开始为 InvestorPlace 做出贡献。她在美国和英国拥有超过 20 年的经验，并且已经通过了特许市场技术师（CMT）考试的所有 3 个级别。她曾为 investing.com 和英国的 The Motley Fool 网站做出过公开贡献。</p>
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