<p>你打算在购买股票后持有多久？如果你相信沃伦·巴菲特的验证过的方法，那么你最喜欢的持有期限就是永远。</p>
<p>这无疑是更聪明的投资组合思维方式。这种心态迫使你寻找优质公司，而不是去预测某只股票在可预见未来的表现。</p>
<p>这种长期思维方式往往会带来更好的回报。</p>
<p>不过，偶尔会出现一些故事股，它们无疑进入了一个令人难以置信的增长期。这些股票通常是在巨大的科学、技术或医疗突破之后出现的。</p>
<p>以下是你可能想在未来 10 年内持有的三只股票的详细介绍。尽管每只股票可能会繁荣更久，但接下来的十年可能会特别有回报。原因如下。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ5NzAveW91bmctaW52ZXN0b3Itc2l0dGluZy1hdC1kZXNrLmpwZyZ3PTcwMA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ5NzAveW91bmctaW52ZXN0b3Itc2l0dGluZy1hdC1kZXNrLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Roblox</h2>
<p><strong>Roblox</strong>(RBLX 5.87%) 是一个在线视频游戏平台，允许大量玩家同时参与同一游戏。</p>
<p>但这并不是它独特之处。Roblox 的突出特点和商业模式是允许玩家自己构建虚拟游戏室，然后进行货币化。在 2024 年，该公司向其游戏室设计师支付了近 9.23 亿美元的报酬，这些设计师共同吸引了平均每天 8290 万名玩家，全年游戏时长达到 735 亿小时。每一个数字都同比增长超过 20%，延续了良好的增长趋势。考虑到其过去的成功，这种趋势可能还会持续好几年。</p>
<p>看看，虽然大多数多人在线游戏平台如_ Fortnite_、_ Call of Duty_系列和_ Apex Legends_都经历了巨大的玩家增长，但最终都伴随着参与度的急剧下降。</p>
<p>换句话说，Roblox 经受住了时间的考验。</p>
<p>主要归功于其商业模式。尽管其游戏的图形可能较差，游戏玩法相对简单，但这个想法显然是有效的。可能是因为游戏室设计师有动力保持他们的游戏新鲜和有趣。</p>
<p>值得注意的是：它已经不再像几年前那样备受关注。但 Roblox 的虚拟现实元宇宙仍然以多种形式存在。它正在变化，从最初预期的庞大社交平台转变为更具市场驱动的形式。</p>
<p>例如，<strong>Nike</strong> 的元宇宙允许用户通过简单的游戏与彼此互动，这些游戏展示了其产品，而 AutoCAD 软件公司 <strong>Autodesk</strong> 则利用虚拟现实为设计师提供更沉浸的设计体验。Roblox 的技术专长正在被用于许多此类应用。</p>
<p>顺便提一下，Straits Research 的预测显示，全球元宇宙行业预计到 2032 年将以超过 40% 的复合年增长率增长。</p>
<h2>2. Joby Aviation</h2>
<p>不久前，飞行出租车的概念曾被认为是可笑的。现在它已成为现实。<strong>Joby Aviation</strong>(JOBY 17.24%) 是为数不多的实现这一目标的公司之一。</p>
<p>这要归功于轻型锂电池和强大的电动马达的出现，使电动车成为可能。事实证明，这项技术可以用来驱动一种本质上超安静的混合动力飞机，它可以像飞机一样飞行，但可以像直升机一样起降。原本需要一个小时以上的车程，现在可以在几分钟内完成。</p>
<p>而这并不是一个简单的概念。它正在发生。Joby 的全尺寸原型飞机能够载运四名乘客，已经飞行超过 3 万英里，获得 FAA 认证的过程已经完成了一半以上。同时，该公司已经在迪拜建立了商业服务合作伙伴关系，并与维珍大西洋航空和日本汽车制造商 <strong>丰田汽车</strong> 建立了合作关系，后者自去年 10 月以来也是 Joby 的主要股东。与此同时，就在上个月，唐纳德·特朗普总统签署了一项行政命令，建立对国家新兴电动垂直起降 (eVTOL) 和空中出租车行业的政府支持，而 Joby 是其中的关键部分。</p>
<p>目前尚不清楚该公司何时会实现商业可行性。不过，毫无疑问，世界正在朝着有利于 Joby Aviation 的方向发展，许多变化可能会在未来 10 年内完成。</p>
<p>全球市场洞察认为，全球空中出租车市场预计在 2033 年前将以超过 20% 的年均增速增长，北美将成为该行业最大的市场。</p>
<h2>3. CRISPR Therapeutics</h2>
<p>最后，将 <strong>CRISPR Therapeutics</strong>(CRSP 4.68%) 添加到你未来 10 年持有的巨头股票名单中。</p>
<p>CRISPR 是 “成簇的规律间隔短回文重复” 的缩写。它指的是人类 DNA 从头到尾的序列方式——正如 CRISPR Therapeutics 的网站所解释的那样，这种序列允许通过 “精确切割 DNA，然后利用自然 DNA 修复过程以所需方式修改基因” 进行基因编辑。</p>
<p>这不仅仅是理论科学。CRISPR Therapeutics 的 Casgevy——用于治疗镰状细胞病和输血依赖性β地中海贫血——在 2023 年底成为首个获得 FDA 批准的基因编辑疗法，为其他疗法开辟了道路。</p>
<p>问题是，许多其他基因修复治疗也将采用 CRISPR 技术。它们也将是强有力的竞争者。在这家生物制药公司目前正在进行的六项临床试验中，两个针对癌症，另外两个旨在治疗心脏病。此外，还有几项针对糖尿病、肌肉萎缩症等的临床前研究正在进行。这些临床试验中的至少一些应该在未来十年内带来财政收益，因为 Casgevy 本身也在获得关注。</p>
<p>无论如何，这正是分析师们的预期。虽然这家市值 50 亿美元的公司的收入预计今年仅为约 5000 万美元，但分析师们预计明年的销售额将接近 2 亿美元，并在 2027 年达到 4 亿美元，这主要得益于其疗法的逐步推广。</p>
<p>然而，这仍然可能只是个开始。现在科学已经证明有效，Precedence Research 预测全球基因编辑药物市场预计到 2034 年将以每年 13% 的平均增速增长。这可能足以在此期间将 CRISPR Therapeutics 从亏损转为盈利，这无疑将成为一个看涨的催化剂。</p>

JOBY

CRISPR治疗

<p>本文讨论了三只适合在未来十年持有的股票，强调了长期投资策略。第一只股票是 Roblox，因其独特的游戏平台而受到关注，该平台允许用户创建和盈利自己的游戏，并显示出持续增长。第二只股票是 Joby Aviation，该公司正在通过其混合动力飞机开创飞行出租车的先河，得到了重要合作伙伴关系和政府支持。最后提到的 CRISPR Therapeutics 因其在基因编辑方面的潜力而受到关注，预示着生物技术领域的美好未来。总体而言，这些公司在未来十年内在各自行业中都具备显著的增长潜力</p>

<p>How long do you plan on sticking with a stock when you buy it? If you're a believer in Warren Buffett's proven approach, then your favorite holding period is forever.</p>
<div class="lb-trans"><p>你打算在购买股票后持有多久？如果你相信沃伦·巴菲特的验证过的方法，那么你最喜欢的持有期限就是永远。</p>
</div><p>And it's certainly the smarter way of thinking about filling out your portfolio. This mindset forces you to find quality companies, as opposed to tackling the tricky business of predicting a particular stock's performance for the foreseeable future.</p>
<div class="lb-trans"><p>这无疑是更聪明的投资组合思维方式。这种心态迫使你寻找优质公司，而不是去预测某只股票在可预见未来的表现。</p>
</div><p>This long-term way of thinking often leads to better returns.</p>
<div class="lb-trans"><p>这种长期思维方式往往会带来更好的回报。</p>
</div><p>Every now and again though, a story stock comes along that's undeniably entering a period of incredible growth. These often materialize after a huge scientific, technological, or medical breakthrough.</p>
<div class="lb-trans"><p>不过，偶尔会出现一些故事股，它们无疑进入了一个令人难以置信的增长期。这些股票通常是在巨大的科学、技术或医疗突破之后出现的。</p>
</div><p>Here's a closer look at three stocks you might want to make a point of holding for the next 10 years. Although each could thrive for far longer, the coming decade could prove particularly rewarding. Here's why.</p>
<div class="lb-trans"><p>以下是你可能想在未来 10 年内持有的三只股票的详细介绍。尽管每只股票可能会繁荣更久，但接下来的十年可能会特别有回报。原因如下。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ5NzAveW91bmctaW52ZXN0b3Itc2l0dGluZy1hdC1kZXNrLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F824970%2Fyoung-investor-sitting-at-desk.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Roblox</h2>
<div class="lb-trans"><h2>1. Roblox</h2>
</div><p><strong>Roblox</strong>(RBLX 5.87%) is an online video gaming platform, allowing a huge number of players to simultaneously participate in the same game.</p>
<div class="lb-trans"><p><strong>Roblox</strong>(RBLX 5.87%) 是一个在线视频游戏平台，允许大量玩家同时参与同一游戏。</p>
</div><p>That's not what makes it unique, though. Roblox's standout feature -- and business model -- is allowing gamers themselves to build their own virtual game room, and then monetize it. In 2024, the company dished out nearly $923 million in payments to its game-room designers who collectively entertained an average of 82.9 million players per day with 73.5 billion game-play hours for the entire year. Each of those numbers was up more than 20% year over year, extending a well established growth trend. It will also likely last several more, given its past success.</p>
<div class="lb-trans"><p>但这并不是它独特之处。Roblox 的突出特点和商业模式是允许玩家自己构建虚拟游戏室，然后进行货币化。在 2024 年，该公司向其游戏室设计师支付了近 9.23 亿美元的报酬，这些设计师共同吸引了平均每天 8290 万名玩家，全年游戏时长达到 735 亿小时。每一个数字都同比增长超过 20%，延续了良好的增长趋势。考虑到其过去的成功，这种趋势可能还会持续好几年。</p>
</div><p>See, while most multiplayer online gaming platforms like <em>Fortnite,</em> several of the <em>Call of Duty</em> series, and <em>Apex Legends</em> have each experienced tremendous player growth, that was eventually followed by a stark decline in participation.</p>
<div class="lb-trans"><p>看看，虽然大多数多人在线游戏平台如_ Fortnite_、_ Call of Duty_系列和_ Apex Legends_都经历了巨大的玩家增长，但最终都伴随着参与度的急剧下降。</p>
</div><p>In other words, Roblox has withstood the test of time.</p>
<div class="lb-trans"><p>换句话说，Roblox 经受住了时间的考验。</p>
</div><p>Credit the model itself, mostly. Its games' graphics may be poor, and the game-play itself may be relatively simplistic. However, something about the idea clearly works. It's probably the fact that game-room designers have an incentive to keep their games fresh and interesting.</p>
<div class="lb-trans"><p>主要归功于其商业模式。尽管其游戏的图形可能较差，游戏玩法相对简单，但这个想法显然是有效的。可能是因为游戏室设计师有动力保持他们的游戏新鲜和有趣。</p>
</div><p>The kicker: It's not been nearly the hot button it was just a few years back. But Roblox's virtual reality metaverse is still around in a handful of formats. It's just changing, moving away from the sprawling social platform it was initially expected to be to more of a marketing-driven one.</p>
<div class="lb-trans"><p>值得注意的是：它已经不再像几年前那样备受关注。但 Roblox 的虚拟现实元宇宙仍然以多种形式存在。它正在变化，从最初预期的庞大社交平台转变为更具市场驱动的形式。</p>
</div><p><strong>Nike</strong>'s metaverse allows users to interact with one another via simple games that feature its products, for instance, while AutoCAD software company <strong>Autodesk</strong> is using virtual reality to give designers are more immersive experience in their design work. Roblox's technological know-how is being utilized for many such applications.</p>
<div class="lb-trans"><p>例如，<strong>Nike</strong> 的元宇宙允许用户通过简单的游戏与彼此互动，这些游戏展示了其产品，而 AutoCAD 软件公司 <strong>Autodesk</strong> 则利用虚拟现实为设计师提供更沉浸的设计体验。Roblox 的技术专长正在被用于许多此类应用。</p>
</div><p>An forecast from Straits Research suggests the worldwide metaverse industry is set to grow at a compound yearly growth rate topping 40% through 2032, by the way.</p>
<div class="lb-trans"><p>顺便提一下，Straits Research 的预测显示，全球元宇宙行业预计到 2032 年将以超过 40% 的复合年增长率增长。</p>
</div><h2>2. Joby Aviation</h2>
<div class="lb-trans"><h2>2. Joby Aviation</h2>
</div><p>There was a time not too long ago when the premise of a flying taxi was laughable. Now it's a reality. <strong>Joby Aviation</strong>(JOBY 17.24%) is one of the few companies making it happen.</p>
<div class="lb-trans"><p>不久前，飞行出租车的概念曾被认为是可笑的。现在它已成为现实。<strong>Joby Aviation</strong>(JOBY 17.24%) 是为数不多的实现这一目标的公司之一。</p>
</div><p>Credit the advent of the light lithium-based batteries and powerful electric motors that made electric vehicles possible. As it turns out, this same tech can be used to power what's essentially an ultra-quiet hybrid aircraft that can fly like an airplane but can take off and land like a helicopter. A commute that takes more than an hour by car can now be completed in a matter of minutes.</p>
<div class="lb-trans"><p>这要归功于轻型锂电池和强大的电动马达的出现，使电动车成为可能。事实证明，这项技术可以用来驱动一种本质上超安静的混合动力飞机，它可以像飞机一样飞行，但可以像直升机一样起降。原本需要一个小时以上的车程，现在可以在几分钟内完成。</p>
</div><p>And it's no mere premise. It is happening. Joby's full-scale prototype aircraft capable of carrying four passengers has already flown more than a total of 30,000 miles, and the process of getting the aircraft FAA-certified is more than halfway complete. Meanwhile, the company's already establishing commercial service partnerships in Dubai, as well as partnerships with Virgin Atlantic and Japanese carmaker <strong>Toyota Motor</strong>, which as of October of last year is also a major Joby shareholder. In the meantime, just last month President Donald Trump signed an executive order establishing government support of the nation's nascent electric vertical takeoff and landing (eVTOL) and air-taxi industry that Joby is a key part of.</p>
<div class="lb-trans"><p>而这并不是一个简单的概念。它正在发生。Joby 的全尺寸原型飞机能够载运四名乘客，已经飞行超过 3 万英里，获得 FAA 认证的过程已经完成了一半以上。同时，该公司已经在迪拜建立了商业服务合作伙伴关系，并与维珍大西洋航空和日本汽车制造商 <strong>丰田汽车</strong> 建立了合作关系，后者自去年 10 月以来也是 Joby 的主要股东。与此同时，就在上个月，唐纳德·特朗普总统签署了一项行政命令，建立对国家新兴电动垂直起降 (eVTOL) 和空中出租车行业的政府支持，而 Joby 是其中的关键部分。</p>
</div><p>It's not clear when the company will become commercially viable. There's little doubt that the world is evolving in a way that favors Joby Aviation though, with many of those changes like to be complete well within the next 10 years.</p>
<div class="lb-trans"><p>目前尚不清楚该公司何时会实现商业可行性。不过，毫无疑问，世界正在朝着有利于 Joby Aviation 的方向发展，许多变化可能会在未来 10 年内完成。</p>
</div><p>Global Market Insights believes the worldwide air taxi market is poised to grow at an average yearly pace of more than 20% through 2033, with North America ending up the industry's single-biggest market.</p>
<div class="lb-trans"><p>全球市场洞察认为，全球空中出租车市场预计在 2033 年前将以超过 20% 的年均增速增长，北美将成为该行业最大的市场。</p>
</div><h2>3. CRISPR Therapeutics</h2>
<div class="lb-trans"><h2>3. CRISPR Therapeutics</h2>
</div><p>Finally, add <strong>CRISPR Therapeutics</strong>(CRSP 4.68%) to your list of monster stocks to hold for the next 10 years.</p>
<div class="lb-trans"><p>最后，将 <strong>CRISPR Therapeutics</strong>(CRSP 4.68%) 添加到你未来 10 年持有的巨头股票名单中。</p>
</div><p>CRISPR is an acronym for &#34;clustered regularly interspaced short palindromic repeats.&#34; It's a reference to the way a chain of human DNA is sequenced from end to end -- a sequence that, as CRISPR Therapeutics' website explains, allows for gene editing by &#34;precisely cutting DNA and then harnessing natural DNA repair processes to modify the gene in the desired manner.&#34;</p>
<div class="lb-trans"><p>CRISPR 是 “成簇的规律间隔短回文重复” 的缩写。它指的是人类 DNA 从头到尾的序列方式——正如 CRISPR Therapeutics 的网站所解释的那样，这种序列允许通过 “精确切割 DNA，然后利用自然 DNA 修复过程以所需方式修改基因” 进行基因编辑。</p>
</div><p>It's no mere theoretical science either. CRISPR Therapeutics' Casgevy -- for the treatment of sickle cell disease and transfusion-dependent beta thalassemia -- become the first-ever FDA-approved gene-editing therapy in late 2023, blazing a trail for others.</p>
<div class="lb-trans"><p>这不仅仅是理论科学。CRISPR Therapeutics 的 Casgevy——用于治疗镰状细胞病和输血依赖性β地中海贫血——在 2023 年底成为首个获得 FDA 批准的基因编辑疗法，为其他疗法开辟了道路。</p>
</div><p>The thing is, many of those other genetic-repair treatments are also going to be CRISPR's. They're also going to be heavy hitters. Of the biopharma company's six other clinical trials currently underway putting the same science to the test, two are taking aim at cancer, and two more are intended to treat heart disease. Then there are several more pre-clinical studies underway aiming at diabetes, muscular dystrophy, and more. At least some of these clinical trials should be bearing fiscal fruit within the coming decade, as Casgevy itself gains traction.</p>
<div class="lb-trans"><p>问题是，许多其他基因修复治疗也将采用 CRISPR 技术。它们也将是强有力的竞争者。在这家生物制药公司目前正在进行的六项临床试验中，两个针对癌症，另外两个旨在治疗心脏病。此外，还有几项针对糖尿病、肌肉萎缩症等的临床前研究正在进行。这些临床试验中的至少一些应该在未来十年内带来财政收益，因为 Casgevy 本身也在获得关注。</p>
</div><p>That's what analysts are anticipating anyway. While the $5 billion company's top line should only roll in at roughly $50 million this year, the analyst community is looking for sales of nearly $200 million next year en route toward $400 million in 2027, driven by expanding uptake of its therapies.</p>
<div class="lb-trans"><p>无论如何，这正是分析师们的预期。虽然这家市值 50 亿美元的公司的收入预计今年仅为约 5000 万美元，但分析师们预计明年的销售额将接近 2 亿美元，并在 2027 年达到 4 亿美元，这主要得益于其疗法的逐步推广。</p>
</div><p>That's still likely to just be the beginning, however. Now that the science is proven to work, Precedence Research predicts the global gene-editing drug business is set to grow at an average annualized pace of 13% though 2034. This could be enough sustained forward progress to pull CRISPR Therapeutics out of the red and into the black between now and then, which of course would be a bullish catalyst in and of itself.</p>
<div class="lb-trans"><p>然而，这仍然可能只是个开始。现在科学已经证明有效，Precedence Research 预测全球基因编辑药物市场预计到 2034 年将以每年 13% 的平均增速增长。这可能足以在此期间将 CRISPR Therapeutics 从亏损转为盈利，这无疑将成为一个看涨的催化剂。</p>
</div>

未来十年值得持有的三只优质股票