<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/08/oil-wti-invezz.jpg?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://ik.imagekit.io/invezz/uploads/2024/08/oil-wti-invezz.jpg"/></p>
<p>在过去几年中，空头头寸较高的 Powell Industries（POWL）表现出色，成为华尔街表现最佳的公司之一。过去两个月，其股价上涨，达到了创纪录的 247 美元，比 2023 年最低点上涨了 1,282%。因此，其市值从 2.6 亿美元飙升至 30 亿美元以上。</p>
<h2>复杂行业中的公司</h2>
<p>Powell Industries 是一家在一个利基行业中占据主导地位的公司，其空头头寸为 13%。该公司生产分配、控制和监测电能流动的产品。</p>
<p>其产品还用于保护电机、变压器和其他电气产品。大多数产品由石油和天然气行业的公司订购，包括在终端、管道和炼油厂等行业。</p>
<p>Powell Industries 还将业务扩展到包括采矿、交通、公用事业和数据中心在内的解决方案。</p>
<p>在很大程度上，该公司因为转向其他公司存在挑战而保持大部分客户长期合作。</p>
<p>过去几年，由于对美国石油和天然气行业的持续投资，其股价飙升。原油价格在过去几年保持上涨，而活跃钻井数量也大幅增加。</p>
<p>最重要的是，尤其是在俄罗斯入侵乌克兰后，美国已成为天然气行业的重要参与者。在那段时间，其天然气出口几乎翻了一番，其中大部分出口到欧洲国家。</p>
<p>Statista 的数据显示，该行业的资本支出从 2022 年的 1044 亿美元上升至 2023 年的 1420 亿美元。在 2020 年触底的 600 亿美元后，表现良好。</p>
<p>Powell Industry 的业务具有很强的周期性，通常取决于石油和天然气行业的资本支出。</p>
<h2>收入和订单增长</h2>
<p>Powell 的股价表现良好，因为其收入和订单增长强劲。收入增长了 50%，达到 2.88 亿美元，新订单增加了 3.56 亿美元，总订单量增至 13 亿美元以上。</p>
<p>这些成绩值得注意，因为它们接近 2021 年全年的 4.7 亿美元。其 4600 万美元的净收入高于 2022 年的 1370 万美元。</p>
<p>分析师们乐观地认为，在需求上升的情况下，它将在短期内继续表现良好。平均估计是，其收入将在本财年达到 10 亿美元，下一个财年达到 11 亿美元。</p>
<h2>仍然存在关键挑战</h2>
<p>Powell Industries 股票面临重大挑战。首先，股价上涨得如此之快，以至于现在定价完美。在大多数情况下，这样的涨势通常会因一件简单的事件，如业绩疲软报告而终结。因此，其下一个业绩报告将在 12 月 3 日发布，可能引发逆转。</p>
<p>其次，石油和天然气行业的周期性风险。一些分析师认为，当前周期中的投资可能已经达到顶峰。</p>
<p>此外，Powell 的估值已经相对过高。其前瞻市盈率为 20，滚动倍数为 22。</p>
<h2>Powell Industries 股票分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/Powell-Industries-stock.png?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://ik.imagekit.io/invezz/uploads/2024/10/Powell-Industries-stock.png"/></p>
<p>TradingView 提供的 POWL 图表</p>
<p>周线图显示，POWL 股价长期处于强劲的牛市中。最近，它突破了重要的 208 美元阻力点，无效化了形成中的三重顶模式。</p>
<p>该股票也保持在 50 周指数移动平均线（EMA）之上，而相对强度指数（RSI）和移动平均收敛差指标（MACD）均呈上升趋势。</p>
<p>因此，基于趋势跟踪原则，尽管股票前景看涨，但存在严重回调的风险。</p>
<p>本文来源于 Invezz，原文链接：Powell Industries stock has surged: time to buy or sell?</p>

POWL

<p>Powell Industries（POWL）经历了显著增长，成为华尔街表现最佳之一。该股票从 2023 年最低点起飙升了 1,282%，在过去两个月内创下历史新高。因此，其市值已从数百万增长至超过十亿。投资者现在开始质疑是时候买入还是卖出了</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/08/oil-wti-invezz.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/08/oil-wti-invezz.jpg"/></p>
<p>Highly shorted Powell Industries (POWL) has done well in the past few years, making it one of the best-performing companies in Wall Street. It has risen in the last two consecutive months, reaching a record high of $247, up by 1,282% from its lowest point in 2023. As a result, its market cap has soared from $260 million to over $3 billion.</p>
<div class="lb-trans"><p>在过去几年中，空头头寸较高的 Powell Industries（POWL）表现出色，成为华尔街表现最佳的公司之一。过去两个月，其股价上涨，达到了创纪录的 247 美元，比 2023 年最低点上涨了 1,282%。因此，其市值从 2.6 亿美元飙升至 30 亿美元以上。</p>
</div><h2>Company in a complex industry</h2>
<div class="lb-trans"><h2>复杂行业中的公司</h2>
</div><p>Powell Industries, a company with a 13% short interest, is a leading player in a niche industry. It manufactures products that distribute, control, and monitor the flow of electrical energy.</p>
<div class="lb-trans"><p>Powell Industries 是一家在一个利基行业中占据主导地位的公司，其空头头寸为 13%。该公司生产分配、控制和监测电能流动的产品。</p>
</div><p>Its products are also used to protect motors, transformers, and other electrical products. Most of its products are ordered by companies in industries like those in the oil and gas industries, including in terminals, pipelines, and refineries.</p>
<div class="lb-trans"><p>其产品还用于保护电机、变压器和其他电气产品。大多数产品由石油和天然气行业的公司订购，包括在终端、管道和炼油厂等行业。</p>
</div><p>Powell Industries has also expanded its business to include solutions for mining, transport, utilities, and data centers.</p>
<div class="lb-trans"><p>Powell Industries 还将业务扩展到包括采矿、交通、公用事业和数据中心在内的解决方案。</p>
</div><p>To a large extent, the firm maintains most of its clients for a long time because of the challenges of switching to other companies.</p>
<div class="lb-trans"><p>在很大程度上，该公司因为转向其他公司存在挑战而保持大部分客户长期合作。</p>
</div><p>Its stock has surged in the past few years because of ongoing investments in the United States’ oil and gas industries. Crude oil prices have remained elevated in the past few years, while the number of active rigs has jumped.</p>
<div class="lb-trans"><p>过去几年，由于对美国石油和天然气行业的持续投资，其股价飙升。原油价格在过去几年保持上涨，而活跃钻井数量也大幅增加。</p>
</div><p>Most importantly, the US has become a big player in the natural gas industry, especially after Russia invaded Ukraine. In that period, its gas exports have almost doubled, with most of them going to European countries.</p>
<div class="lb-trans"><p>最重要的是，尤其是在俄罗斯入侵乌克兰后，美国已成为天然气行业的重要参与者。在那段时间，其天然气出口几乎翻了一番，其中大部分出口到欧洲国家。</p>
</div><p>Data by Statista shows that the industry’s capital expenditures rose to over $142 billion in 2023 from $104.4 billion a year earlier. It has done well after bottoming at $60 billion in 2020.</p>
<div class="lb-trans"><p>Statista 的数据显示，该行业的资本支出从 2022 年的 1044 亿美元上升至 2023 年的 1420 亿美元。在 2020 年触底的 600 亿美元后，表现良好。</p>
</div><p>Powell Industry’s business is highly cyclical and usually depends on capital expenditure in the oil and gas sectors.</p>
<div class="lb-trans"><p>Powell Industry 的业务具有很强的周期性，通常取决于石油和天然气行业的资本支出。</p>
</div><h2>Earnings and backlogs are growing</h2>
<div class="lb-trans"><h2>收入和订单增长</h2>
</div><p>Powell’s stock price has done well because of its strong revenue and backlog growth. Revenue jumped by 50% to $288 million, new orders rose by $356 million, and the total backlog jumped to over $1.3 billion.</p>
<div class="lb-trans"><p>Powell 的股价表现良好，因为其收入和订单增长强劲。收入增长了 50%，达到 2.88 亿美元，新订单增加了 3.56 亿美元，总订单量增至 13 亿美元以上。</p>
</div><p>These results were notable because they were close to the $470 million it made in the whole of 2021. Its net income of $46 million was higher than the $13.7 million it made in 2022,</p>
<div class="lb-trans"><p>这些成绩值得注意，因为它们接近 2021 年全年的 4.7 亿美元。其 4600 万美元的净收入高于 2022 年的 1370 万美元。</p>
</div><p>Analysts are optimistic that it will continue doing well in the near term as demand for its solutions rise. The average estimate is that its revenue will rise to $1.0 billion in the current financial year followed by $1.1 billion in the next one.</p>
<div class="lb-trans"><p>分析师们乐观地认为，在需求上升的情况下，它将在短期内继续表现良好。平均估计是，其收入将在本财年达到 10 亿美元，下一个财年达到 11 亿美元。</p>
</div><h2>Key challenges remain</h2>
<div class="lb-trans"><h2>仍然存在关键挑战</h2>
</div><p>Powell Industries stock faces major challenges ahead. First, the stock has risen so fast that it is now priced to perfection. In most cases, such a rally is usually turned off by a simple event like a weak earnings report. Therefore, its next earnings report on December 3 will likely catalyse a reversal.</p>
<div class="lb-trans"><p>Powell Industries 股票面临重大挑战。首先，股价上涨得如此之快，以至于现在定价完美。在大多数情况下，这样的涨势通常会因一件简单的事件，如业绩疲软报告而终结。因此，其下一个业绩报告将在 12 月 3 日发布，可能引发逆转。</p>
</div><p>Second, there is a risk of the cyclical nature of the oil and gas industry. Some analysts believe that investments in the current cycle may have peaked.</p>
<div class="lb-trans"><p>其次，石油和天然气行业的周期性风险。一些分析师认为，当前周期中的投资可能已经达到顶峰。</p>
</div><p>Additionally, Powell’s valuation has become relatively stretched. It has a forward P/E ratio of 20 and a trailing multiple of 22.</p>
<div class="lb-trans"><p>此外，Powell 的估值已经相对过高。其前瞻市盈率为 20，滚动倍数为 22。</p>
</div><h2>Powell Industries stock analysis</h2>
<div class="lb-trans"><h2>Powell Industries 股票分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/Powell-Industries-stock.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/10/Powell-Industries-stock.png"/></p>
<p>POWL chart by TradingView</p>
<div class="lb-trans"><p>TradingView 提供的 POWL 图表</p>
</div><p>The weekly chart shows that the POWL share price has been in a strong bull run for a long time. Most recently, it crossed the important resistance point at $208, invalidating a forming triple-top pattern.</p>
<div class="lb-trans"><p>周线图显示，POWL 股价长期处于强劲的牛市中。最近，它突破了重要的 208 美元阻力点，无效化了形成中的三重顶模式。</p>
</div><p>The stock has also remained above the 50-week Exponential Moving Average (EMA), while the Relative Strength Index (RSI) and the MACD indicators have pointed upwards.</p>
<div class="lb-trans"><p>该股票也保持在 50 周指数移动平均线（EMA）之上，而相对强度指数（RSI）和移动平均收敛差指标（MACD）均呈上升趋势。</p>
</div><p>Therefore, while the stock’s outlook is bullish based on trend-following principles, there is a risk of a severe pullback.</p>
<div class="lb-trans"><p>因此，基于趋势跟踪原则，尽管股票前景看涨，但存在严重回调的风险。</p>
</div><p>The post Powell Industries stock has surged: time to buy or sell? appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，原文链接：Powell Industries stock has surged: time to buy or sell?</p>
</div>

Powell Industries 的股票已经飙升：现在是买入还是卖出的时机？