<p>当投资者寻求选择自己喜欢的股票时，他们通常采取一维的风险承担方式，以享受潜在的上涨。参与者会购买公司的股票，当股价上涨时获利，否则在价格下跌时承担损失。然而，还有另一种方式可以获得杠杆作用并在基本观点正确时放大回报。</p>
<p>这是通过期权合约实现的，当交易员在期权交易上大手笔时，投资者应该注意。期权有一个重要的限制条件，即这些趋势的重要性被放大。交易员需要准确把握股票的方向和时间，因为期权合约在特定日期到期时将变得毫无价值。了解时间正在对这些交易员起作用，投资者在发现异常的期权活动时应有一个合理的时间表。</p>
<p>三只股票看到了异常高的认购期权交易量（认购期权在股价上涨时升值），因此这些趋势是投资者在未来几个月内可以支持的。排在榜首的是消费者自由裁量权巨头 <strong>耐克公司 NYSE: NKE</strong>，清洁和家居用品巨头 <strong>高乐氏公司 NYSE: CLX</strong>，甚至是这家持有大量比特币准备迎接风险周期的科技股 <strong>MicroStrategy 公司 NASDAQ: MSTR</strong>。</p>
<h2><strong>价值投资者关注耐克股票的第二次机会</strong></h2>
<p>在耐克公布 2024 年第二季度业绩后，大多数市场认为该公司可能面临坏消息。担忧主要来自该品牌在中国市场的业务放缓。然而，即使这也无法解释为何股价下跌。</p>
<p>耐克股票在公告后暴跌约 21%，但一位价值投资者看到了问题所在，并决定买入低点。这位神秘的投资者被揭示为比尔·阿克曼，以其价值投资的方式在市场上最为知名。</p>
<p>事实证明，中国的通货膨胀率在 2024 年每个月都是正值且在扩大，这使得围绕耐克在亚洲强国的盈利和收入潜力的主要担忧不攻自破。面对这些事实，阿克曼对该股持乐观态度，而华尔街其他人也分享了对该公司的看涨观点。</p>
<p>华尔街分析师现在预测耐克未来 12 个月的每股收益（EPS）增长为 13.1%，这帮助花旗集团设定了对耐克股票的 102 美元价格目标。他们敢于让其股价从最近低点上涨多达 22.1%。</p>
<h2><strong>交易员抢购高乐氏股票以获取稳定溢价</strong></h2>
<p>市场总是有充分的理由为某些股票支付溢价估值。对于高乐氏而言，投资者可能猜到这个理由与公司在市场波动周期中的稳定性有关。0.38 的低贝塔为投资者提供了与其他股票相比更平稳的投资环境，这使其更容易快速恢复。</p>
<p>高乐氏股票今天以 75.3 倍的市盈率（P/E）交易，远高于消费品稳定性行业的平均估值 20.6 倍，这就是市场愿意给予这只股票的稳定性。此外，该公司为股东提供 4.88 美元的股息，相当于 3.3% 的年度股息率。</p>
<p>凭借这种稳定的收益、低波动性和根植于公司产品线的可预测现金流，交易员找到了足够的理由在标普 500 因所谓的日元和美元之间的&#34;套利交易&#34;引发的回调期间进入认购期权。</p>
<p>DA Davidson 认为高乐氏股票的估值为 153 美元/股，虽然不如耐克的上涨幅度那么大，但仍然预计从今天的股价上涨多达 4%。考虑到高乐氏的股息率，这将导致两位数的上涨。</p>
<h2><strong>风险周期有望提振 MicroStrategy 的比特币持仓</strong></h2>
<p>当参与者开始对金融市场采取风险态度时，某些资产类别往往表现最佳，并且也会看到牛市行情的最初迹象。美联储（Fed）承诺降息可能引发最新一轮风险投资浪潮。</p>
<p>上次发生这种情况时，比特币表现最佳。虽然历史可能不会像 2020 年至 2022 年那样精确重演，但可能会足够类似，以推动像 MicroStrategy 这样的加密货币持有者的股价上涨。根据该公司的投资者关系网站，它现在在资产负债表上持有高达 226,500 比特币。</p>
<p>这个数字可能会在下一个季度增加，并为 MicroStrategy 的资产负债表带来 13.6 亿美元的价值。考虑到比特币价格可能在这些风险投资趋势上升的情况下上涨，Benchmark 的分析师将他们对 MicroStrategy 股票的价格目标提高到每股 215 美元，比今天的交易价格高出 61.8%。</p>
<p>→ 在仅 3 次交易中从 5000 美元增长到 130 万美元（来自内部人士的披露）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04OTM0?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04OTM0"/></p>
<h2>您现在是否应该投资 1000 美元购买耐克股票？</h2>
<p>在考虑购买耐克股票之前，您可能希望听听这个。</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建议客户购买的股票。MarketBeat 已确定了五只顶级分析师悄悄告诉客户在更广泛市场注意之前购买的股票... 而耐克并不在这份名单上。</p>
<p>尽管耐克目前在分析师中有&#34;中等买入&#34;评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

MSTR

耐克

高乐氏

<p>交易员们正在关注三只股票，它们的看涨期权交易量较高，这是在最近标普 500 指数出现抛售后的情况：耐克公司、高乐氏公司和 Microstrategy 公司。分析师预测这些股票有两位数的上涨空间。尽管耐克公司在令人失望的盈利数据后股价下跌了 21%，但由于潜在的每股收益增长和中国市场的积极情绪，它吸引了多头兴趣。高乐氏公司提供了稳定性，具有溢价估值和吸引人的股息。Microstrategy 公司可能受益于风险偏好周期，因为它持有大量比特币，随着市场情绪的上升，比特币价值也会上涨</p>

<p>When investors seek exposure to the stocks of their choice, they typically take a one-dimensional approach to taking on risk to enjoy the potential upside in their views. Participants will buy shares in a company and either profit when the stock rises or otherwise take a loss on a price decline. Still, there is another way to gain leverage and amplify returns when the underlying view is right.</p>
<div class="lb-trans"><p>当投资者寻求选择自己喜欢的股票时，他们通常采取一维的风险承担方式，以享受潜在的上涨。参与者会购买公司的股票，当股价上涨时获利，否则在价格下跌时承担损失。然而，还有另一种方式可以获得杠杆作用并在基本观点正确时放大回报。</p>
</div><p>This is done through options contracts, and when traders go big on an options trade, investors should pay attention. Options have one big caveat, where these trends' importance is amplified. Traders need to get the direction of the stock right, and the timing, since options contracts expire worthless by a certain date. Knowing that time is working against these traders, investors have a reasonable timeline in mind when they spot unusual options activity.</p>
<div class="lb-trans"><p>这是通过期权合约实现的，当交易员在期权交易上大手笔时，投资者应该注意。期权有一个重要的限制条件，即这些趋势的重要性被放大。交易员需要准确把握股票的方向和时间，因为期权合约在特定日期到期时将变得毫无价值。了解时间正在对这些交易员起作用，投资者在发现异常的期权活动时应有一个合理的时间表。</p>
</div><p>Three stocks saw unusually high call options trading volume (call options appreciate when the stock price moves higher), so these are the trends that investors could get behind in the coming months before the underlying stocks rally. Topping this list is consumer discretionary giant <strong>Nike Inc. NYSE: NKE</strong>, cleaning and home supplies behemoth <strong>Clorox Co. NYSE: CLX</strong>, and even this technology stock that holds a ton of Bitcoin ready for the risk-on cycle <strong>MicroStrategy Inc. NASDAQ: MSTR</strong>.</p>
<div class="lb-trans"><p>三只股票看到了异常高的认购期权交易量（认购期权在股价上涨时升值），因此这些趋势是投资者在未来几个月内可以支持的。排在榜首的是消费者自由裁量权巨头 <strong>耐克公司 NYSE: NKE</strong>，清洁和家居用品巨头 <strong>高乐氏公司 NYSE: CLX</strong>，甚至是这家持有大量比特币准备迎接风险周期的科技股 <strong>MicroStrategy 公司 NASDAQ: MSTR</strong>。</p>
</div><h2><strong>Value Investors Eye Nike Stock for a Second Chance</strong></h2>
<div class="lb-trans"><h2><strong>价值投资者关注耐克股票的第二次机会</strong></h2>
</div><p>After Nike reported its second quarter 2024 earnings results, most of the market thought that bad news was brewing for the company. The worries came mostly from the slowing business in the brand’s China exposure. Still, even that couldn’t justify keeping the stock down.</p>
<div class="lb-trans"><p>在耐克公布 2024 年第二季度业绩后，大多数市场认为该公司可能面临坏消息。担忧主要来自该品牌在中国市场的业务放缓。然而，即使这也无法解释为何股价下跌。</p>
</div><p>Nike stock crashed by roughly 21% after the announcement, but one value investor saw the writing on the wall and decided to buy the dip. This mystery player was revealed to be Bill Ackman, best known for his value-investing approach to the market.</p>
<div class="lb-trans"><p>耐克股票在公告后暴跌约 21%，但一位价值投资者看到了问题所在，并决定买入低点。这位神秘的投资者被揭示为比尔·阿克曼，以其价值投资的方式在市场上最为知名。</p>
</div><p>As it turns out, China’s inflation rate has been positive and expanding every month of 2024, disqualifying the main worries surrounding Nike’s earning and revenue potential inside Asia’s powerhouse. Facing these facts made Ackman bullish on the stock, while others on Wall Street shared their bullish views for the company.</p>
<div class="lb-trans"><p>事实证明，中国的通货膨胀率在 2024 年每个月都是正值且在扩大，这使得围绕耐克在亚洲强国的盈利和收入潜力的主要担忧不攻自破。面对这些事实，阿克曼对该股持乐观态度，而华尔街其他人也分享了对该公司的看涨观点。</p>
</div><p>Wall Street analysts now forecast 13.1% earnings per share (EPS) growth for Nike's next 12 months, helping Citigroup land on a $102 price target on Nike stock. They dare it to rally by as much as 22.1% from its recent low.</p>
<div class="lb-trans"><p>华尔街分析师现在预测耐克未来 12 个月的每股收益（EPS）增长为 13.1%，这帮助花旗集团设定了对耐克股票的 102 美元价格目标。他们敢于让其股价从最近低点上涨多达 22.1%。</p>
</div><h2><strong>Traders Snap Up Clorox Stock for Its Stability Premium</strong></h2>
<div class="lb-trans"><h2><strong>交易员抢购高乐氏股票以获取稳定溢价</strong></h2>
</div><p>There's always a good reason for markets to pay a premium valuation for certain stocks. In the case of Clorox, investors could probably guess that this reason is tied to the company's stability despite market volatility cycles. A low beta of 0.38 offers investors a smoother ride compared to other names, which sets it up for a quicker recovery.</p>
<div class="lb-trans"><p>市场总是有充分的理由为某些股票支付溢价估值。对于高乐氏而言，投资者可能猜到这个理由与公司在市场波动周期中的稳定性有关。0.38 的低贝塔为投资者提供了与其他股票相比更平稳的投资环境，这使其更容易快速恢复。</p>
</div><p>Clorox stock trades at a price-to-earnings ratio (P/E) of 75.3x today, which is significantly above the consumer staples sector's average valuation of 20.6x, and that is the stability that markets are willing to place on a stock like this one. More than that, the company offers shareholders a $4.88 payout, translating into an annual dividend of 3.3%.</p>
<div class="lb-trans"><p>高乐氏股票今天以 75.3 倍的市盈率（P/E）交易，远高于消费品稳定性行业的平均估值 20.6 倍，这就是市场愿意给予这只股票的稳定性。此外，该公司为股东提供 4.88 美元的股息，相当于 3.3% 的年度股息率。</p>
</div><p>With this stable yield, low volatility, and predictable cash flows rooted in the company's product line, traders found enough reasons to jump in call options during the S&amp;P 500 drawdown caused by the so-called &#34;Carry Trade&#34; between the Japanese Yen and the U.S. Dollar.</p>
<div class="lb-trans"><p>凭借这种稳定的收益、低波动性和根植于公司产品线的可预测现金流，交易员找到了足够的理由在标普 500 因所谓的日元和美元之间的&#34;套利交易&#34;引发的回调期间进入认购期权。</p>
</div><p>Those at DA Davidson see a valuation of $153 a share for Clorox stock, which won't be as much upside as Nike's but still calls for up to 4% from today's stock price. This leads to a double-digit upside when accounting for Clorox's dividend yield.</p>
<div class="lb-trans"><p>DA Davidson 认为高乐氏股票的估值为 153 美元/股，虽然不如耐克的上涨幅度那么大，但仍然预计从今天的股价上涨多达 4%。考虑到高乐氏的股息率，这将导致两位数的上涨。</p>
</div><h2><strong>Risk-On Cycle Poised to Boost MicroStrategy’s Bitcoin Holdings</strong></h2>
<div class="lb-trans"><h2><strong>风险周期有望提振 MicroStrategy 的比特币持仓</strong></h2>
</div><p>When participants start taking a risk-on attitude to financial markets, certain asset classes tend to outperform the most and also see the first signs of bullish price action. A new promise of interest rate cuts from the Federal Reserve (the Fed) might trigger the latest wave of risk-on investments.</p>
<div class="lb-trans"><p>当参与者开始对金融市场采取风险态度时，某些资产类别往往表现最佳，并且也会看到牛市行情的最初迹象。美联储（Fed）承诺降息可能引发最新一轮风险投资浪潮。</p>
</div><p>The last time this happened, Bitcoin came out on top. While history might not repeat precisely like 2020 through 2022, it could rhyme enough to send cryptocurrency holders like MicroStrategy to higher prices. According to the company’s investor relations website, it now holds up to 226,500 bitcoins on its balance sheet.</p>
<div class="lb-trans"><p>上次发生这种情况时，比特币表现最佳。虽然历史可能不会像 2020 年至 2022 年那样精确重演，但可能会足够类似，以推动像 MicroStrategy 这样的加密货币持有者的股价上涨。根据该公司的投资者关系网站，它现在在资产负债表上持有高达 226,500 比特币。</p>
</div><p>This number is likely to increase for the next quarter and represents a value of $13.6 million for MicroStrategy’s balance sheet. Considering that the price of bitcoin could rise on these risk-on trends, analysts at Benchmark raised their price targets for MicroStrategy stock to up to $215 a share, or 61.8% from where it trades today.</p>
<div class="lb-trans"><p>这个数字可能会在下一个季度增加，并为 MicroStrategy 的资产负债表带来 13.6 亿美元的价值。考虑到比特币价格可能在这些风险投资趋势上升的情况下上涨，Benchmark 的分析师将他们对 MicroStrategy 股票的价格目标提高到每股 215 美元，比今天的交易价格高出 61.8%。</p>
</div><p>→ $5k to $1.3m in just 3 trades (From Insiders Exposed)(Ad)</p>
<div class="lb-trans"><p>→ 在仅 3 次交易中从 5000 美元增长到 130 万美元（来自内部人士的披露）（广告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04OTM0" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8934&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in NIKE right now?</h2>
<div class="lb-trans"><h2>您现在是否应该投资 1000 美元购买耐克股票？</h2>
</div><p>Before you consider NIKE, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑购买耐克股票之前，您可能希望听听这个。</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 NIKE wasn't on the list.</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建议客户购买的股票。MarketBeat 已确定了五只顶级分析师悄悄告诉客户在更广泛市场注意之前购买的股票... 而耐克并不在这份名单上。</p>
</div><p>While NIKE currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管耐克目前在分析师中有&#34;中等买入&#34;评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

在复苏反弹中看涨期权交易量激增的三只股票