<p>成长型股票由于其显著的收入和盈利扩张潜力，通常在长期内表现优于市场。具有高于市场增长率的公司通常会将利润再投资以推动进一步增长，从而导致未来现金流和估值溢价的提高，这种情况可以持续下去。事实上，在过去十年半中，将投资组合倾向于成长型股票的投资者超越了大多数持有 80/20 或 60/40 投资组合的投资者，并且有理由相信这一趋势可以继续下去。</p>
<p>当然，大多数市场的估值倍数正在变得紧张，尤其是美国市场的水平大多数投资者会认为是昂贵的。然而，这些倍数反映了对这些成长型股票能够继续以快于市场的速度增长并吸引大量投资者关注和资本的乐观情绪，从而进一步推高其估值。</p>
<p>寻求投资组合增长的投资者通常受益于探索多样化的股票。虽然人工智能仍然是 2025 年的热门投资趋势，但其他行业也具有潜力。以下是三只在未来几年有望实现强劲投资回报的成长型股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.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://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<h2>本文的关键点：</h2>
<ul>
<li>这三只成长型股票在二月份及年底前看起来有良好的上涨潜力。</li>
<li>尽管整体市场的估值正在变得紧张，但专注于顶级基本面的成长型投资者可能会表现优于其他投资者。</li>
<li>如果您在寻找一些具有巨大潜力的股票，请务必获取我们 <strong>全新的《下一个 NVIDIA》报告</strong> 的免费副本。该报告介绍了一只我们相信具有 10 倍潜力的软件股票。</li>
</ul>
<h2>Meta Platforms (META)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/02/imageForEntry16-K3O.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://247wallst.com/wp-content/uploads/2022/02/imageForEntry16-K3O.jpg"/></p>
<p><strong>Meta Platforms</strong>（NASDAQ:META）是成长型投资者可以将其纳入投资组合的最具主导地位的社交媒体巨头之一，其稳固的业务提供了难以匹敌的持续现金流。Meta 的核心业务受到其其他高利润业务的保护，包括消息传递和数字广告，这些在过去被投资者忽视。</p>
<p>事实上，Meta 的核心社交媒体平台（Facebook、Instagram、WhatsApp 和 Threads）在吸引用户和精准投放广告方面表现出色。因此，对于那些希望在数字广告领域乘风破浪的人来说，</p>
<p>但 Meta 最近由于人工智能的加速增长而受益，Meta 正在利用人工智能帮助广告客户提升广告转化率。该公司的客户报告称，通过人工智能生成的图像，广告转化率提高了 7%。该公司设想将人工智能助手整合到未来的技术中，如智能眼镜，从而为持续成功奠定基础。</p>
<p>例如，Meta 的 Instagram 去年产生了近 710 亿美元的广告收入。Threads 迅速增长到每日 2.75 亿用户，而人工智能驱动的推荐使 Facebook 和 Instagram 的用户参与度分别提高了 8% 和 6%。令人印象深刻的是，Meta 的 ARPP 超越了竞争对手，突显了其强大的数字广告策略。</p>
<p>这些结果推动了 Meta 在过去一个季度的出色表现，Meta 报告收入为 406 亿美元，同比增长 19%，其中 97% 来自数字广告销售。该公司保持了高效率，毛利率为 80%，营业利润率为 43%，在过去一年中产生了超过 520 亿美元的自由现金流。这一强大的财务状况使 Meta 能够通过分红、股票回购、债务减少和收购来提升股东价值，巩固其作为投资组合基石的角色。</p>
<h2>Coinbase (COIN)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2019/03/imageforentry5-v1j.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://247wallst.com/wp-content/uploads/2019/03/imageforentry5-v1j.jpg"/></p>
<p>Coinbase 首席执行官 Brian Armstrong</p>
<p><strong>Coinbase Global</strong>（NASDAQ:COIN）在 2024 年上涨超过 40%，得益于比特币上涨 119% 和对加密货币的兴趣增加。美元稳定币（USDC）的采用也推动了 Coinbase，其市值攀升 76% 至 440 亿美元，反映出对稳定币的需求增加。</p>
<p>Coinbase 报告称，2024 年前三季度的收入同比增长 99%。这一强劲的收入增长不仅体现在收入总额上，Coinbase 的净收入也激增至近 13 亿美元，主要得益于加密投资收益。随着零售交易量激增超过 200%，企业收入也因其可信的声誉而增长。我认为值得指出的是，Coinbase 仍然是机构投资者首选的集中交易平台，作为 20 个获批加密 ETF 中的 17 个的保管人。因此，随着更多资本继续流入加密领域，Coinbase 应该会继续受益于这些趋势。</p>
<p>总体而言，我认为 Coinbase 在预期的亲加密特朗普政府下，能够受益于日益有利的监管环境。这一催化剂本身就可能增强公司的市场领导地位和运营增长。对于那些看好具有巨大上行潜力的公司（特别是如果下周超出预期收益），这是一只至少值得关注的股票。</p>
<h2>Shopify (SHOP)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/01/imageforentry1-q3b.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://247wallst.com/wp-content/uploads/2020/01/imageforentry1-q3b.jpg"/></p>
<p><strong>Shopify</strong>（NYSE:SHOP）为数百万企业（主要是中小型企业）的在线商店提供支持，仍然是整体市场中大多数公司的电子商务平台提供商。对于那些看好在线金融长期增长轨迹的人来说，Shopify 仍然是我在当前市场中的首选。</p>
<p>在经历了疫情驱动的增长和随后的规模调整后，该公司迅速恢复了盈利能力，并看到其股价回升。也就是说，考虑到公司最近的收益表现，我认为进一步的复苏可能在前方。</p>
<p>Shopify 在第三季度超出预期，收入增长 26% 至 21 亿美元，非 GAAP 每股收益增长 46% 至 0.35 美元。公司预计第四季度将实现类似增长，这得益于其全面的商业平台。Shopify 的软件使商家能够管理数字和实体销售渠道，同时提供支付、营销、物流以及 B2B 和跨境商业的工具等服务。</p>
<p>Shopify 即将发布第四季度财报，RBC 资本市场预计结果将超出市场共识预期，原因在于强劲的商品交易总额和利润增长。尽管第一季度展望可能存在季节性保守，RBC 认为任何财报后的下跌都是一个买入机会。分析师普遍继续维持买入评级，直到情况发生变化，我认为这是对这只顶级成长股的正确看法。</p>
<p>《2 月值得购买的 3 只顶级成长股》一文首次出现在 24/7 Wall St.。</p>

COIN

META

<p>本文强调了三只值得在二月份考虑的优质成长股，突出了它们在收入和盈利扩张方面的潜力。文章讨论了投资成长股的优势，特别是在当前市场估值的背景下。所推荐的股票包括 Meta Platforms，该公司受益于强劲的数字广告和人工智能整合，以及 Coinbase，由于加密货币兴趣上升，其收入增长显著。文章建议这些公司在持续成功和强劲投资回报方面处于良好位置</p>

<p>Growth stocks often outperform the market over the long term due to their potential for significant revenue and earnings expansion. Companies with above-market growth rates typically reinvest their profits to fuel further growth, leading to higher future cash flows and valuation premiums which can hold up over time. Indeed, investors who positioned their portfolios with a growth tilt over the past decade and a half have outpaced most investors with 80/20 or 60/40 portfolios, and there’s reason to believe this trend can continue.</p>
<div class="lb-trans"><p>成长型股票由于其显著的收入和盈利扩张潜力，通常在长期内表现优于市场。具有高于市场增长率的公司通常会将利润再投资以推动进一步增长，从而导致未来现金流和估值溢价的提高，这种情况可以持续下去。事实上，在过去十年半中，将投资组合倾向于成长型股票的投资者超越了大多数持有 80/20 或 60/40 投资组合的投资者，并且有理由相信这一趋势可以继续下去。</p>
</div><p>Of course, valuation multiples in most markets are becoming stretched, with the U.S. market in particular at levels most investors would call expensive. However, these multiples reflect optimism about the ability of these growth stocks to continue to grow faster than the market and attract considerable investor attention and capital, further driving up their valuations.</p>
<div class="lb-trans"><p>当然，大多数市场的估值倍数正在变得紧张，尤其是美国市场的水平大多数投资者会认为是昂贵的。然而，这些倍数反映了对这些成长型股票能够继续以快于市场的速度增长并吸引大量投资者关注和资本的乐观情绪，从而进一步推高其估值。</p>
</div><p>Investors seeking portfolio growth often benefit from exploring diverse stocks. While AI remains a hot investment trend for 2025, other sectors also hold promise. Here are three growth stocks poised for strong ROI in the coming years.</p>
<div class="lb-trans"><p>寻求投资组合增长的投资者通常受益于探索多样化的股票。虽然人工智能仍然是 2025 年的热门投资趋势，但其他行业也具有潜力。以下是三只在未来几年有望实现强劲投资回报的成长型股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2025/01/Follow-Our-500000-AI-Portfolio-3.jpg"/></p>
<h2>Key Points About This Article:</h2>
<div class="lb-trans"><h2>本文的关键点：</h2>
</div><ul>
<li>These three growth stocks look well-positioned to continue to surge in February and through the end of the year.</li>
<li>While valuations are becoming stretched in the overall market, growth investors focusing on companies with top-tier fundamentals may outperform.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><ul>
<li>这三只成长型股票在二月份及年底前看起来有良好的上涨潜力。</li>
<li>尽管整体市场的估值正在变得紧张，但专注于顶级基本面的成长型投资者可能会表现优于其他投资者。</li>
<li>如果您在寻找一些具有巨大潜力的股票，请务必获取我们 <strong>全新的《下一个 NVIDIA》报告</strong> 的免费副本。该报告介绍了一只我们相信具有 10 倍潜力的软件股票。</li>
</ul>
</div><h2>Meta Platforms (META)</h2>
<div class="lb-trans"><h2>Meta Platforms (META)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/02/imageForEntry16-K3O.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/02/imageForEntry16-K3O.jpg"/></p>
<p><strong>Meta Platforms</strong> (NASDAQ:META) is among the most dominant social media giants growth investors can put in their portfolios, with a rock-solid business providing growing cash flows over time that’s hard to beat. Meta’s core business is insulated by its other high-margin businesses, including messaging and digital advertising, which have been overlooked by investors in the past.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（NASDAQ:META）是成长型投资者可以将其纳入投资组合的最具主导地位的社交媒体巨头之一，其稳固的业务提供了难以匹敌的持续现金流。Meta 的核心业务受到其其他高利润业务的保护，包括消息传递和数字广告，这些在过去被投资者忽视。</p>
</div><p>Indeed, Meta’s core social media platforms (Facebook, Instagram, WhatsApp, and Threads) excel at engaging users and targeting ads. Accordingly, for those looking to ride the robust tailwinds in the digital advertising world</p>
<div class="lb-trans"><p>事实上，Meta 的核心社交媒体平台（Facebook、Instagram、WhatsApp 和 Threads）在吸引用户和精准投放广告方面表现出色。因此，对于那些希望在数字广告领域乘风破浪的人来说，</p>
</div><p>But Meta has seen accelerated growth of late thanks to AI, which Meta is using to help advertisers boost ad conversions. The company’s clientele have reported an impressive 7% increase through AI-powered image generation. The company envisions AI assistants integrated into future tech like smart glasses, positioning itself for sustained success.</p>
<div class="lb-trans"><p>但 Meta 最近由于人工智能的加速增长而受益，Meta 正在利用人工智能帮助广告客户提升广告转化率。该公司的客户报告称，通过人工智能生成的图像，广告转化率提高了 7%。该公司设想将人工智能助手整合到未来的技术中，如智能眼镜，从而为持续成功奠定基础。</p>
</div><p>Case in point, Meta’s Instagram generated nearly $71 billion in ad revenue last year. Threads rapidly grew to 275 million daily users, while AI-driven recommendations increased Facebook and Instagram engagement by 8% and 6%, respectively. Impressively, Meta’s ARPP outperformed competitors, highlighting its strong digital ad strategy.</p>
<div class="lb-trans"><p>例如，Meta 的 Instagram 去年产生了近 710 亿美元的广告收入。Threads 迅速增长到每日 2.75 亿用户，而人工智能驱动的推荐使 Facebook 和 Instagram 的用户参与度分别提高了 8% 和 6%。令人印象深刻的是，Meta 的 ARPP 超越了竞争对手，突显了其强大的数字广告策略。</p>
</div><p>These results drove impressive results this past quarter, with Meta reporting $40.6 billion in revenue, a 19% year-over-year increase, with 97% coming from digital ad sales. The company maintained high efficiency, with 80% gross margins and 43% operating margins, generating over $52 billion in free cash flow in the past year. This strong financial position enables Meta to enhance shareholder value through dividends, stock buybacks, debt reduction, and acquisitions, solidifying its role as a portfolio cornerstone.</p>
<div class="lb-trans"><p>这些结果推动了 Meta 在过去一个季度的出色表现，Meta 报告收入为 406 亿美元，同比增长 19%，其中 97% 来自数字广告销售。该公司保持了高效率，毛利率为 80%，营业利润率为 43%，在过去一年中产生了超过 520 亿美元的自由现金流。这一强大的财务状况使 Meta 能够通过分红、股票回购、债务减少和收购来提升股东价值，巩固其作为投资组合基石的角色。</p>
</div><h2>Coinbase (COIN)</h2>
<div class="lb-trans"><h2>Coinbase (COIN)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2019/03/imageforentry5-v1j.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2019/03/imageforentry5-v1j.jpg"/></p>
<p>Coinbase CEO Brian Armstrong</p>
<div class="lb-trans"><p>Coinbase 首席执行官 Brian Armstrong</p>
</div><p><strong>Coinbase Global</strong> (NASDAQ:COIN) surged more than 40% in 2024, fueled by Bitcoin’s 119% rise and growing crypto interest. USD Coin (USDC) adoption also boosted Coinbase, with its market cap climbing 76% to $44 billion, reflecting increased demand for stablecoins.</p>
<div class="lb-trans"><p><strong>Coinbase Global</strong>（NASDAQ:COIN）在 2024 年上涨超过 40%，得益于比特币上涨 119% 和对加密货币的兴趣增加。美元稳定币（USDC）的采用也推动了 Coinbase，其市值攀升 76% 至 440 亿美元，反映出对稳定币的需求增加。</p>
</div><p>Coinbase reported a 99% year-over-year revenue increase for the first three quarters of 2024. This strong revenue growth wasn’t contained to the top line, with Coinbase’s net income surging to nearly $1.3 billion, largely driven by crypto investment gains. With retail trading volume surging more than 200%, enterprise revenue grew due to its trusted reputation. I think it’s also worth pointing out that Coinbase remains the centralized trading platform of choice for institutional investors as well, serving as custodian for 17 of 20 approved crypto ETFs. So, as more capital continues to flow into the crypto sector, Coinbase should remain a key beneficiary of these trends.</p>
<div class="lb-trans"><p>Coinbase 报告称，2024 年前三季度的收入同比增长 99%。这一强劲的收入增长不仅体现在收入总额上，Coinbase 的净收入也激增至近 13 亿美元，主要得益于加密投资收益。随着零售交易量激增超过 200%，企业收入也因其可信的声誉而增长。我认为值得指出的是，Coinbase 仍然是机构投资者首选的集中交易平台，作为 20 个获批加密 ETF 中的 17 个的保管人。因此，随着更多资本继续流入加密领域，Coinbase 应该会继续受益于这些趋势。</p>
</div><p>Overall, I think Coinbase is well-positioned to benefit from an increasingly favorable regulatory environment anticipated under a pro-crypto Trump administration. This catalyst alone could enhance the company’s market leadership and operational growth. For those bullish on a company with plenty of upside potential (particularly if it exceeds earnings next week), this is a stock to at least keep on the radar moving forward.</p>
<div class="lb-trans"><p>总体而言，我认为 Coinbase 在预期的亲加密特朗普政府下，能够受益于日益有利的监管环境。这一催化剂本身就可能增强公司的市场领导地位和运营增长。对于那些看好具有巨大上行潜力的公司（特别是如果下周超出预期收益），这是一只至少值得关注的股票。</p>
</div><h2>Shopify (SHOP)</h2>
<div class="lb-trans"><h2>Shopify (SHOP)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/01/imageforentry1-q3b.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2020/01/imageforentry1-q3b.jpg"/></p>
<p><strong>Shopify</strong> (NYSE:SHOP) powers the online stores of millions of businesses (primarily small and medium-sized enterprises), remaining the e-commerce platform provider for most companies in the overall market. For those bullish on the long-term growth trajectory of online finance, Shopify remains a top choice of mine in this current market.</p>
<div class="lb-trans"><p><strong>Shopify</strong>（NYSE:SHOP）为数百万企业（主要是中小型企业）的在线商店提供支持，仍然是整体市场中大多数公司的电子商务平台提供商。对于那些看好在线金融长期增长轨迹的人来说，Shopify 仍然是我在当前市场中的首选。</p>
</div><p>After navigating pandemic-driven growth and subsequent scaling adjustments, the company has quickly regained profitability and is seeing its stock price recover. That said, I think further recovery could be ahead, given the strength of the company’s recent earnings.</p>
<div class="lb-trans"><p>在经历了疫情驱动的增长和随后的规模调整后，该公司迅速恢复了盈利能力，并看到其股价回升。也就是说，考虑到公司最近的收益表现，我认为进一步的复苏可能在前方。</p>
</div><p>Shopify exceeded Q3 expectations with 26% revenue growth to $2.1 billion and a 46% rise in non-GAAP earnings to $0.35 per share. The company anticipates similar growth in Q4, driven by its comprehensive commerce platform. Shopify’s software enables merchants to manage digital and physical sales channels, while offering services like payments, marketing, logistics, and tools for B2B and cross-border commerce.</p>
<div class="lb-trans"><p>Shopify 在第三季度超出预期，收入增长 26% 至 21 亿美元，非 GAAP 每股收益增长 46% 至 0.35 美元。公司预计第四季度将实现类似增长，这得益于其全面的商业平台。Shopify 的软件使商家能够管理数字和实体销售渠道，同时提供支付、营销、物流以及 B2B 和跨境商业的工具等服务。</p>
</div><p>Shopify is set to release its Q4 earnings in short order, with RBC Capital Markets expecting results to exceed consensus estimates due to strong gross merchandise volume and margin growth. Despite potential seasonal conservatism in its Q1 outlook, RBC sees any post-earnings dip as a buying opportunity. Analysts generally continue to hold consensus buy ratings, and until something changes, I think that’s the right angle to take on this top growth stock.</p>
<div class="lb-trans"><p>Shopify 即将发布第四季度财报，RBC 资本市场预计结果将超出市场共识预期，原因在于强劲的商品交易总额和利润增长。尽管第一季度展望可能存在季节性保守，RBC 认为任何财报后的下跌都是一个买入机会。分析师普遍继续维持买入评级，直到情况发生变化，我认为这是对这只顶级成长股的正确看法。</p>
</div><p>The post 3 Top Growth Stocks to Buy in February appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>《2 月值得购买的 3 只顶级成长股》一文首次出现在 24/7 Wall St.。</p>
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3 Top Growth Stocks to Buy in February

- 成长股因其显著的收入和盈利扩张潜力，长期表现优于市场。  
- Meta、Coinbase 和 Shopify 是三只有望在未来几年实现强劲回报的成长股。  
- 投资者应关注这些公司以获取潜在的投资机会。  

2 月份值得购买的三只顶级成长型股票