<p><img src="https://imageproxy.pbkrs.com/https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg/query-YXV0bz1jb21wcmVzcyZjcz10aW55c3JnYiZkcHI9MSZ3PTUwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="500" height="293" original-src="https://imageproxy.pbkrs.com/https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg/query-YXV0bz1jb21wcmVzcyZjcz10aW55c3JnYiZkcHI9MSZ3PTUwMA"/></p>
<p><em>图片来源：Pexels</em></p>
<p>通胀压力的缓解帮助市场在周四的交易中稳定下来，尽管一些显著的股票在 11 月的有利 CPI 报告之前已经创下新高。</p>
<p>作为各自行业的领军者，投资者无疑在想这三只特别受欢迎的股票是否会继续创出更高的高点。</p>
<p>这使得现在成为审视盈利预期修正趋势的理想时机，这是 Zacks Rank 的主要影响因素。</p>
<h3><strong>第一资本金融 – COF: Zacks Rank #1 (强力买入)</strong></h3>
<p>随着其股票创下每股 244 美元的新历史高点，第一资本金融（COF - 免费报告）在成功收购 Discover Financial 后，越来越多地进入了消费者的钱包。</p>
<p>收购 Discover 使第一资本金融转变为市场领导者，赋予其规模和基础设施，将最大的信用卡发行商与主要支付网络结合在一起。作为消费金融领域的垂直整合强者，第一资本金融的股票在 2025 年上涨了 35%，而得益于强劲的财务业绩和对股东友好的回购，EPS 修正持续飙升。</p>
<p>第一资本金融的年度盈利预计在 2025 财年将跃升 41%，达到每股 19.77 美元，而去年 EPS 为 13.96 美元。此外，2026 财年的 EPS 预计超过 20.00 美元，而 COF 的前瞻性市盈率非常有吸引力，为 12 倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/c4/137650.jpg/query-dj05MTY1MDIwODg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="168" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/c4/137650.jpg/query-dj05MTY1MDIwODg"/></p>
<p>图片来源：Zacks 投资研究</p>
<h3><strong>万豪国际 – MAR: Zacks Rank #3 (持有)</strong></h3>
<p>每股 311 美元创下了这家知名酒店运营商股票的纪录，但其价格表现却不那么引人注目。万豪国际（MAR - 免费报告）的股票今年迄今上涨了 10%，其稳定的 EPS 增长伴随着目前为 2.80 美元的 0.86% 的年度股息收益率。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/62/137651.jpg/query-dj0xMDc3MTA2OTg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="212" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/62/137651.jpg/query-dj0xMDc3MTA2OTg"/></p>
<p>图片来源：Zacks 投资研究</p>
<p>有趣的是，万豪在过去五年中将股息提高了 28%，其 27% 的派息比率表明未来还有很大的提升空间，作为最成熟和管理良好的酒店公司之一。</p>
<p>尽管是一个稳健的长期投资，但万豪的股票表现相对停滞，可能会继续，因为 2025 财年的 EPS 预期在过去 90 天几乎没有增加，而 2026 年的修正略有下降。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/4f/137652.jpg/query-dj0xNTI0OTkzMjQ1?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="158" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/4f/137652.jpg/query-dj0xNTI0OTkzMjQ1"/></p>
<p>图片来源：Zacks 投资研究</p>
<h3><strong>特斯拉 – TSLA: Zacks Rank #3 (持有)</strong></h3>
<p>每股 495 美元的新历史高点是因为投资者对特斯拉（TSLA - 免费报告）的机器人出租车计划、人工智能整合和机器人雄心感到更加兴奋，即使电动车销售有所放缓。</p>
<p>值得注意的是，特斯拉正在测试没有安全监控的无人驾驶出租车，这是一个重要的里程碑，投资者将其视为朝着自主出行的进展证明。埃隆·马斯克还宣布，特斯拉的车载系统将整合 Grok，一个人工智能聊天机器人，增强了对特斯拉实现人工智能货币化能力的信心。关于机器人，特斯拉的人形机器人项目 Optimus 被视为长期增长驱动因素，进一步增强了特斯拉不仅仅是一家电动车公司的叙述。</p>
<p>尽管这些都是令人兴奋的发展，但 2025 财年和 2026 财年的 EPS 修正在过去 60 天中略有下降。考虑到这一点，TSLA 近期的势头可能是短暂的，其中大部分超过 20% 的年初至今收益是在上个月实现的。尽管如此，特斯拉仍然能够避免卖出评级，预计明年其收入和利润将出现大幅反弹。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/03/137653.jpg/query-dj0yMzAwNTczMg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="252" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/03/137653.jpg/query-dj0yMzAwNTczMg"/></p>
<p>图片来源：Zacks 投资研究</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>2026 年前值得购买的 3 只大型混合型共同基金</p>
<p>3 只运输设备与租赁行业的股票值得关注</p>
<p>投资者是否应该抛弃 Zillow 的股票并购买 Alphabet 的股票？</p>

第一资本金融

万豪国际

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>通胀压力的缓解帮助市场稳定，COF、MAR 和 TSLA 等显著股票创下新高。Capital One (COF) 股价达到每股 244 美元，受益于对 Discover Financial 的收购。万豪国际 (MAR) 股价达到每股 311 美元，但增长幅度温和。特斯拉 (TSLA) 股价达到每股 495 美元，得益于其机器人出租车计划和人工智能整合，尽管电动车销售放缓。COF 的每股收益修正为正面，而 MAR 和 TSLA 则显示出温和的变化</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg/query-YXV0bz1jb21wcmVzcyZjcz10aW55c3JnYiZkcHI9MSZ3PTUwMA" alt="" original-src="https://images.pexels.com/photos/5849595/pexels-photo-5849595.jpeg?auto=compress&amp;cs=tinysrgb&amp;dpr=1&amp;w=500"/></p>
<p><em>Image Source: Pexels</em></p>
<div class="lb-trans"><p><em>图片来源：Pexels</em></p>
</div><p>An easing in inflation pressures helped stabilize markets in Thursday’s trading session, although a few notable stocks had already printed fresh highs ahead of November's favorable CPI report.</p>
<div class="lb-trans"><p>通胀压力的缓解帮助市场在周四的交易中稳定下来，尽管一些显著的股票在 11 月的有利 CPI 报告之前已经创下新高。</p>
</div><p>Being leaders in their respective industries, investors are surely wondering if higher highs are in store for three of these popular stocks in particular.</p>
<div class="lb-trans"><p>作为各自行业的领军者，投资者无疑在想这三只特别受欢迎的股票是否会继续创出更高的高点。</p>
</div><p>This makes it an ideal time to take a look at the trend of earnings estimate revisions, the primary influencer to the Zacks Rank.</p>
<div class="lb-trans"><p>这使得现在成为审视盈利预期修正趋势的理想时机，这是 Zacks Rank 的主要影响因素。</p>
</div><h3><strong>Capital One – COF: Zacks Rank #1 (Strong Buy)</strong></h3>
<div class="lb-trans"><h3><strong>第一资本金融 – COF: Zacks Rank #1 (强力买入)</strong></h3>
</div><p>With its stock hitting a new all-time high of $244 a share, Capital One (COF - Free Report) is in more wallets following the successful acquisition of Discover Financial earlier in the year.</p>
<div class="lb-trans"><p>随着其股票创下每股 244 美元的新历史高点，第一资本金融（COF - 免费报告）在成功收购 Discover Financial 后，越来越多地进入了消费者的钱包。</p>
</div><p>Acquiring Discover has transformed Capital One into a market leader by giving it both size and infrastructure, combining one of the largest credit card issuers with a major payments network. Becoming a vertically integrated powerhouse in consumer finance, Capital One stock is up +35% in 2025, and EPS revisions have continued to soar thanks to strong financial results and shareholder-friendly buybacks.</p>
<div class="lb-trans"><p>收购 Discover 使第一资本金融转变为市场领导者，赋予其规模和基础设施，将最大的信用卡发行商与主要支付网络结合在一起。作为消费金融领域的垂直整合强者，第一资本金融的股票在 2025 年上涨了 35%，而得益于强劲的财务业绩和对股东友好的回购，EPS 修正持续飙升。</p>
</div><p>Capital One’s annual earnings are now expected to leap 41% in fiscal 2025 to $19.77 per share compared to EPS of $13.96 last year. Plus, FY26 EPS is projected at over $20.00, and COF trades at a very attractive 12X forward earnings multiple.</p>
<div class="lb-trans"><p>第一资本金融的年度盈利预计在 2025 财年将跃升 41%，达到每股 19.77 美元，而去年 EPS 为 13.96 美元。此外，2026 财年的 EPS 预计超过 20.00 美元，而 COF 的前瞻性市盈率非常有吸引力，为 12 倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/c4/137650.jpg/query-dj05MTY1MDIwODg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/c4/137650.jpg?v=916502088"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><h3><strong>Marriott International – MAR: Zacks Rank #3 (Hold)</strong></h3>
<div class="lb-trans"><h3><strong>万豪国际 – MAR: Zacks Rank #3 (持有)</strong></h3>
</div><p>$311 a share set a record for the renowned hotel operator's stock on Wednesday, but the price performance here has been less captivating. Marriott International's (MAR - Free Report) stock is up +10% year to date, and its steady EPS growth is accompanied by a modest 0.86% annual dividend yield that’s currently at $2.80.</p>
<div class="lb-trans"><p>每股 311 美元创下了这家知名酒店运营商股票的纪录，但其价格表现却不那么引人注目。万豪国际（MAR - 免费报告）的股票今年迄今上涨了 10%，其稳定的 EPS 增长伴随着目前为 2.80 美元的 0.86% 的年度股息收益率。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/62/137651.jpg/query-dj0xMDc3MTA2OTg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/62/137651.jpg?v=107710698"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><p>It’s also intriguing that Marriott has increased its dividend by 28% in the last five years, and its 27% payout ratio indicates there is plenty of room for more hikes in the future as one of the most established and well-managed hospitality companies.</p>
<div class="lb-trans"><p>有趣的是，万豪在过去五年中将股息提高了 28%，其 27% 的派息比率表明未来还有很大的提升空间，作为最成熟和管理良好的酒店公司之一。</p>
</div><p>Although a sound long-term investment, Marriott’s somewhat stagnant stock performance may continue, as FY25 EPS estimates have barely increased in the last 90 days and FY26 revisions are slightly down.</p>
<div class="lb-trans"><p>尽管是一个稳健的长期投资，但万豪的股票表现相对停滞，可能会继续，因为 2025 财年的 EPS 预期在过去 90 天几乎没有增加，而 2026 年的修正略有下降。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/4f/137652.jpg/query-dj0xNTI0OTkzMjQ1" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/4f/137652.jpg?v=1524993245"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><h3><strong>Tesla – TSLA: Zacks Rank #3 (Hold)</strong></h3>
<div class="lb-trans"><h3><strong>特斯拉 – TSLA: Zacks Rank #3 (持有)</strong></h3>
</div><p>Fresh all-time highs of $495 a share come as investors have been more excited about Tesla’s (TSLA - Free Report) robotaxi program, AI integration, and robotics ambitions, even as EV sales have slowed.</p>
<div class="lb-trans"><p>每股 495 美元的新历史高点是因为投资者对特斯拉（TSLA - 免费报告）的机器人出租车计划、人工智能整合和机器人雄心感到更加兴奋，即使电动车销售有所放缓。</p>
</div><p>Notably, Tesla has been testing driverless robotaxis without safety monitors, a major milestone that investors see as proof of progress toward autonomous mobility. Elon Musk has also announced that Tesla’s in-car systems will integrate Grok, an AI chatbot, boosting confidence in Tesla’s ability to monetize AI. Regarding robotics, Tesla’s humanoid robot project, Optimus, is seen as a long-term growth driver, adding to the narrative that Tesla is more than just an EV company.</p>
<div class="lb-trans"><p>值得注意的是，特斯拉正在测试没有安全监控的无人驾驶出租车，这是一个重要的里程碑，投资者将其视为朝着自主出行的进展证明。埃隆·马斯克还宣布，特斯拉的车载系统将整合 Grok，一个人工智能聊天机器人，增强了对特斯拉实现人工智能货币化能力的信心。关于机器人，特斯拉的人形机器人项目 Optimus 被视为长期增长驱动因素，进一步增强了特斯拉不仅仅是一家电动车公司的叙述。</p>
</div><p>While these are exciting developments, EPS revisions are modestly lower in the last 60 days for FY25 and FY26. Considering such, the recent momentum in TSLA could be short-lived, with most of the +20% YTD gains coming in the last month. Still, Tesla has been able to avoid a sell rating as a sharp rebound is expected on its top and bottom lines next year.</p>
<div class="lb-trans"><p>尽管这些都是令人兴奋的发展，但 2025 财年和 2026 财年的 EPS 修正在过去 60 天中略有下降。考虑到这一点，TSLA 近期的势头可能是短暂的，其中大部分超过 20% 的年初至今收益是在上个月实现的。尽管如此，特斯拉仍然能够避免卖出评级，预计明年其收入和利润将出现大幅反弹。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/03/137653.jpg/query-dj0yMzAwNTczMg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/03/137653.jpg?v=23005732"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>3 Large-Cap Blend Mutual Funds To Buy Ahead Of 2026</p>
<div class="lb-trans"><p>2026 年前值得购买的 3 只大型混合型共同基金</p>
</div><p>3 Stocks From The Transport Equipment &amp; Leasing Industry To Watch</p>
<div class="lb-trans"><p>3 只运输设备与租赁行业的股票值得关注</p>
</div><p>Should Investors Ditch Zillow's Stock And Buy Alphabet's?</p>
<div class="lb-trans"><p>投资者是否应该抛弃 Zillow 的股票并购买 Alphabet 的股票？</p>
</div>

3 Stocks To Watch Near All-Time Highs: COF, MAR, TSLA

Talkmarkets

特斯拉

三只值得关注的接近历史高点的股票：Capital One Financial、Marriott Intl New、Tesla