<p>许多人，如果不是大多数人，都会希望拥有一些出色的成长股，以帮助我们的投资组合价值激增。然而，拥有这些股票时，明智的做法是计划长期持有，而不是急于求成。例如，<strong>微软</strong>（ MSFT +3.58%）的股票在过去三年中平均年增长率仅为 10%，截至 5 月 22 日，今年迄今已下跌 13%——但在过去十年中，它们的年平均增长率为 24%。你永远不知道哪些年份会表现出色，哪些年份会令人失望。</p>
<p>这里快速介绍三只有前景的成长股，每只股票的估值似乎都合理或具有吸引力。看看是否有任何一只或全部引起你的兴趣。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDM2My9nZXR0eS15b3VuZy1wZXJzb24tdGhyZWUtZmluZ2Vycy0zLXNtaWxpbmcuanBnFnc9Mzg0MBZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDM2My9nZXR0eS15b3VuZy1wZXJzb24tdGhyZWUtZmluZ2Vycy0zLXNtaWxpbmcuanBnFnc9Mzg0MBZvcD1yZXNpemU"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 英伟达</h2>
<p>关注 <strong>英伟达</strong>（ NVDA +0.93%）是值得的，因为它表现强劲，似乎还有很大的潜力。在过去 15 年中，它的年平均增长率为 51%——而且其股价似乎仍然不算太高。例如，它最近的前瞻性市盈率（P/E）为 26，远低于五年平均的 36。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="英伟达股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvTlZEQS5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: NVDA</h2>
<p>英伟达</p>
<p>今日变动</p>
<p>(0.93%) $2.00</p>
<p>当前价格</p>
<p>$216.25</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$5.2 万亿</p>
<p>日内区间</p>
<p>$212.83 - $217.33</p>
<p>52 周区间</p>
<p>$132.92 - $236.54</p>
<p>成交量</p>
<p>3.1M</p>
<p>平均成交量</p>
<p>164.4M</p>
<p>毛利率</p>
<p>74.15%</p>
<p>股息收益率</p>
<p>0.02%</p>
<p>英伟达有什么前景呢？看看它最新的财报，显示收入同比激增 85%，而管理层预计 收入增长将持续加速，甚至不包括对中国的销售。哦，公司还宣布了 2400% 的股息增长！不过，它的股息收益率仍然只有大约 0.5%。</p>
<p>你可能知道英伟达正在为数据中心提供支持，这些数据中心如火如荼地扩展，但它还有其他蓬勃发展的业务，例如 人工智能（AI） 计算平台 用于外太空应用。</p>
<h2>2. 博通</h2>
<p><strong>博通</strong>（ AVGO +3.14%）虽然不太为人所知，但它的表现也非常出色，过去 15 年的年平均增长率为 38%。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVZHTy5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="博通股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVZHTy5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: AVGO</h2>
<p>博通</p>
<p>今日变动</p>
<p>(3.14%) $13.39</p>
<p>当前价格</p>
<p>$439.97</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$2.0 万亿</p>
<p>日内区间</p>
<p>$431.50 - $448.53</p>
<p>52 周区间</p>
<p>$234.90 - $448.53</p>
<p>成交量</p>
<p>583.2K</p>
<p>平均成交量</p>
<p>23.5M</p>
<p>毛利率</p>
<p>64.96%</p>
<p>股息收益率</p>
<p>0.58%</p>
<p>博通的增长也相当迅速，最新季度的收入为 193 亿美元，同比增长 29%，而来自 AI 的收入更是翻了一番，达到了 84 亿美元。博通是定制 AI 加速器的领导者，客户包括谷歌，并且不仅专注于半导体，还涉及软件。首席执行官霍克·谭预计，到 2027 年，公司定制的 AI 芯片将产生 超过 1000 亿美元 的收入。</p>
<p>这只股票看起来并不算被低估，但考虑到其增长率，在近期水平买入并长期持有 可能会给股东带来回报。不过请注意，如果市场回落，这类成长股可能会更大幅度下跌，这就是为什么明智的做法是计划长期持有，经历起伏。</p>
<p>博通也是一家派息公司。其最近的股息收益率为 0.6%，虽然不算高，但其季度派息从 2021 年的每股 0.36 美元迅速增长到 2023 年的 0.46 美元，最近达到了 0.65 美元。</p>
<h2>3. Arista Networks</h2>
<p><strong>Arista Networks</strong>（ ANET +1.26%）专注于云网络技术，提供操作系统、交换和路由平台以及支持服务等。正如 Fool.com 的作者 Micah Zimmerman 所指出的那样，&#34;Arista 正在成为最重要的 ‘幕后’AI 公司之一，因为每个大型 GPU 集群仍然依赖超快的网络才能高效工作。&#34;此外，它还在 扩展到更广泛的 AI 业务。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQU5FVC5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Arista Networks 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQU5FVC5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NYSE: ANET</h2>
<p>Arista Networks</p>
<p>今日变动</p>
<p>(1.26%) $1.95</p>
<p>当前价格</p>
<p>$157.22</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1960 亿</p>
<p>日内区间</p>
<p>$155.83 - $160.23</p>
<p>52 周区间</p>
<p>$83.86 - $179.80</p>
<p>成交量</p>
<p>166.3K</p>
<p>平均成交量</p>
<p>8.8M</p>
<p>毛利率</p>
<p>63.54%</p>
<p>Arista 让许多投资者变得更富有，过去 10 年的年平均回报率接近 43%。（在过去三年中，它的年平均回报率接近 62%。）</p>
<p>这些增长解释了为什么这只股票现在看起来并不是一个绝对的便宜货，尽管它 看起来也并不算过于高估，最近的前瞻性市盈率为 42，而五年平均为 33。其市销率最近为 20，确实较高。</p>
<p>这样的数字是可以被证明合理的，如果一家公司正在快速增长，而 Arista Networks 就是这样。在第一季度，它的收入达到了 27 亿美元，同比增长 35%，运营现金流为 17 亿美元，净收入增长了 26%。管理层指出，“94% 的客户对公司持强烈积极态度。”</p>
<p>这是一个强劲的第一季度报告，但管理层指出，预计受供应链压力影响，尤其是在数据中心组件如晶圆和内存方面，将出现一些短缺。由于需求超过供应，短期业绩可能面临挑战。不过，这些很可能是短期挑战，而 Arista 的长期前景看起来光明。</p>
<p>仔细看看这些公司中的任何一家或所有公司。每家公司在长期内都可能会给股东带来回报，尽管短期内的情况则远不那么可预测。</p>

ANET

英伟达

博通

<p>这篇文章推荐了三只适合长期持有的成长股：英伟达、博通和 Arista Networks。英伟达展现出强劲的收入增长和合理的市盈率。博通受益于人工智能芯片需求和持续的股息增长。Arista Networks 提供云网络解决方案，这对人工智能基础设施至关重要，尽管面临短期供应链挑战。这三只股票都被视为具有显著长期潜力的有前景的投资</p>

<p>Many, if not most, of us would love to own some terrific growth stocks that could help our portfolios surge in value. It's smart when owning such stocks, though, to plan to hang on for lots of years, and to not get impatient. For example, <strong>Microsoft</strong>( MSFT +3.58%) shares have averaged only 10% annual gains over the past three years and are down 13% year to date as of May 22 -- but over the past decade, they have averaged annual gains of 24%. You never know which years will be boffo and which years will disappoint.</p>
<div class="lb-trans"><p>许多人，如果不是大多数人，都会希望拥有一些出色的成长股，以帮助我们的投资组合价值激增。然而，拥有这些股票时，明智的做法是计划长期持有，而不是急于求成。例如，<strong>微软</strong>（ MSFT +3.58%）的股票在过去三年中平均年增长率仅为 10%，截至 5 月 22 日，今年迄今已下跌 13%——但在过去十年中，它们的年平均增长率为 24%。你永远不知道哪些年份会表现出色，哪些年份会令人失望。</p>
</div><p>Here's a quick look at three promising growth stocks, each of which seems reasonably-to-attractively valued. See if any or all pique your interest.</p>
<div class="lb-trans"><p>这里快速介绍三只有前景的成长股，每只股票的估值似乎都合理或具有吸引力。看看是否有任何一只或全部引起你的兴趣。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzAzNjMvZ2V0dHkteW91bmctcGVyc29uLXRocmVlLWZpbmdlcnMtMy1zbWlsaW5nLmpwZyZ3PTM4NDA" alt="Someone is smiling and holding up three fingers." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F870363%2Fgetty-young-person-three-fingers-3-smiling.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Nvidia</h2>
<div class="lb-trans"><h2>1. 英伟达</h2>
</div><p>It's worth keeping up with <strong>Nvidia</strong>( NVDA +0.93%) because it's been a powerful performer and seems to have plenty of potential. It has averaged annual gains of 51% over the past 15 years -- and its stock price still doesn't seem too steep. Its recent forward-looking price-to-earnings (P/E) ratio of 26, for example, is well below the five-year average of 36.</p>
<div class="lb-trans"><p>关注 <strong>英伟达</strong>（ NVDA +0.93%）是值得的，因为它表现强劲，似乎还有很大的潜力。在过去 15 年中，它的年平均增长率为 51%——而且其股价似乎仍然不算太高。例如，它最近的前瞻性市盈率（P/E）为 26，远低于五年平均的 36。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05WREEucG5nJnc9MTI4" alt="Nvidia Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FNVDA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: NVDA</h2>
<div class="lb-trans"><h2>NASDAQ: NVDA</h2>
</div><p>Nvidia</p>
<div class="lb-trans"><p>英伟达</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.93%) $2.00</p>
<div class="lb-trans"><p>(0.93%) $2.00</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$216.25</p>
<div class="lb-trans"><p>$216.25</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$5.2T</p>
<div class="lb-trans"><p>$5.2 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$212.83 - $217.33</p>
<div class="lb-trans"><p>$212.83 - $217.33</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$132.92 - $236.54</p>
<div class="lb-trans"><p>$132.92 - $236.54</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>3.1M</p>
<div class="lb-trans"><p>3.1M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>164.4M</p>
<div class="lb-trans"><p>164.4M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>74.15%</p>
<div class="lb-trans"><p>74.15%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.02%</p>
<div class="lb-trans"><p>0.02%</p>
</div><p>What's so promising about Nvidia? Well, just look at its latest earnings report, which featured revenue that surged 85% year over year while management expects revenue growth to keep accelerating, without even counting sales to China. Oh, and the company also announced a dividend increase of 2,400%! Its dividend yield is still only around 0.5%, though.</p>
<div class="lb-trans"><p>英伟达有什么前景呢？看看它最新的财报，显示收入同比激增 85%，而管理层预计 收入增长将持续加速，甚至不包括对中国的销售。哦，公司还宣布了 2400% 的股息增长！不过，它的股息收益率仍然只有大约 0.5%。</p>
</div><p>You may know about how Nvidia is supplying data centers, which are spreading like wildfire, but it has other booming businesses, too, such as artificial intelligence (AI) computing platforms for outer-space applications.</p>
<div class="lb-trans"><p>你可能知道英伟达正在为数据中心提供支持，这些数据中心如火如荼地扩展，但它还有其他蓬勃发展的业务，例如 人工智能（AI） 计算平台 用于外太空应用。</p>
</div><h2>2. Broadcom</h2>
<div class="lb-trans"><h2>2. 博通</h2>
</div><p><strong>Broadcom</strong>( AVGO +3.14%) is less well known, but it's also been a phenomenal performer, with average annual gains of 38% over the past 15 years.</p>
<div class="lb-trans"><p><strong>博通</strong>（ AVGO +3.14%）虽然不太为人所知，但它的表现也非常出色，过去 15 年的年平均增长率为 38%。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FWR08ucG5nJnc9MTI4" alt="Broadcom Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAVGO.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AVGO</h2>
<div class="lb-trans"><h2>NASDAQ: AVGO</h2>
</div><p>Broadcom</p>
<div class="lb-trans"><p>博通</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(3.14%) $13.39</p>
<div class="lb-trans"><p>(3.14%) $13.39</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$439.97</p>
<div class="lb-trans"><p>$439.97</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.0T</p>
<div class="lb-trans"><p>$2.0 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$431.50 - $448.53</p>
<div class="lb-trans"><p>$431.50 - $448.53</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$234.90 - $448.53</p>
<div class="lb-trans"><p>$234.90 - $448.53</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>583.2K</p>
<div class="lb-trans"><p>583.2K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>23.5M</p>
<div class="lb-trans"><p>23.5M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>64.96%</p>
<div class="lb-trans"><p>64.96%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.58%</p>
<div class="lb-trans"><p>0.58%</p>
</div><p>Broadcom is growing rather briskly, too, with its latest quarter featuring revenue of $19.3 billion, up 29% year over year and revenue from AI more than doubling, to $8.4 billion. Broadcom is a leader in custom AI accelerators, with customers including Google, and it specializes not only in semiconductors but also in software. CEO Hock Tan has projected that the company's custom AI chips will generate more than $100 billion in revenue by 2027.</p>
<div class="lb-trans"><p>博通的增长也相当迅速，最新季度的收入为 193 亿美元，同比增长 29%，而来自 AI 的收入更是翻了一番，达到了 84 亿美元。博通是定制 AI 加速器的领导者，客户包括谷歌，并且不仅专注于半导体，还涉及软件。首席执行官霍克·谭预计，到 2027 年，公司定制的 AI 芯片将产生 超过 1000 亿美元 的收入。</p>
</div><p>The stock doesn't exactly appear undervalued, but given its growth rate, buying at recent levels and holding on for a long time is likely to reward shareholders. (Note, though, that if the market retreats, growth stocks such as these can retreat more sharply, which is why it's smart to aim to hang on for a long time, through ups and downs.)</p>
<div class="lb-trans"><p>这只股票看起来并不算被低估，但考虑到其增长率，在近期水平买入并长期持有 可能会给股东带来回报。不过请注意，如果市场回落，这类成长股可能会更大幅度下跌，这就是为什么明智的做法是计划长期持有，经历起伏。</p>
</div><p>Broadcom is also a dividend payer. Its recent yield of 0.6% isn't much, but its quarterly payout has been growing briskly, from $0.36 per share in 2021 to $0.46 in 2023 and to a recent $0.65.</p>
<div class="lb-trans"><p>博通也是一家派息公司。其最近的股息收益率为 0.6%，虽然不算高，但其季度派息从 2021 年的每股 0.36 美元迅速增长到 2023 年的 0.46 美元，最近达到了 0.65 美元。</p>
</div><h2>3. Arista Networks</h2>
<div class="lb-trans"><h2>3. Arista Networks</h2>
</div><p><strong>Arista Networks</strong>( ANET +1.26%) specializes in cloud networking technology, offering operating systems, switching and routing platforms, and support services, among other things. As Fool.com writer Micah Zimmerman has noted, &#34;Arista is becoming one of the most important 'behind-the-scenes' AI companies because every massive GPU cluster still depends on ultra-fast networking to actually work efficiently.&#34; On top of that, it's expanding into broader AI operations.</p>
<div class="lb-trans"><p><strong>Arista Networks</strong>（ ANET +1.26%）专注于云网络技术，提供操作系统、交换和路由平台以及支持服务等。正如 Fool.com 的作者 Micah Zimmerman 所指出的那样，&#34;Arista 正在成为最重要的 ‘幕后’AI 公司之一，因为每个大型 GPU 集群仍然依赖超快的网络才能高效工作。&#34;此外，它还在 扩展到更广泛的 AI 业务。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FORVQucG5nJnc9MTI4" alt="Arista Networks Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FANET.png&amp;w=128&amp;op=resize"/></p>
<h2>NYSE: ANET</h2>
<div class="lb-trans"><h2>NYSE: ANET</h2>
</div><p>Arista Networks</p>
<div class="lb-trans"><p>Arista Networks</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(1.26%) $1.95</p>
<div class="lb-trans"><p>(1.26%) $1.95</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$157.22</p>
<div class="lb-trans"><p>$157.22</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$196B</p>
<div class="lb-trans"><p>$1960 亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$155.83 - $160.23</p>
<div class="lb-trans"><p>$155.83 - $160.23</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$83.86 - $179.80</p>
<div class="lb-trans"><p>$83.86 - $179.80</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>166.3K</p>
<div class="lb-trans"><p>166.3K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>8.8M</p>
<div class="lb-trans"><p>8.8M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>63.54%</p>
<div class="lb-trans"><p>63.54%</p>
</div><p>Arista has made many investors wealthier, with a 10-year average annual return of nearly 43%. (Over the past three years, it has averaged nearly 62%.)</p>
<div class="lb-trans"><p>Arista 让许多投资者变得更富有，过去 10 年的年平均回报率接近 43%。（在过去三年中，它的年平均回报率接近 62%。）</p>
</div><p>Those increases will explain why the stock doesn't look like a screaming bargain right now, though it doesn't look terribly overvalued, either, with a recent forward P/E of 42, versus the five-year average of 33. Its price-to-sales ratio was recently 20, which is steep.</p>
<div class="lb-trans"><p>这些增长解释了为什么这只股票现在看起来并不是一个绝对的便宜货，尽管它 看起来也并不算过于高估，最近的前瞻性市盈率为 42，而五年平均为 33。其市销率最近为 20，确实较高。</p>
</div><p>Such numbers can be justified if a company is growing briskly, and Arista Networks is. In the first quarter, it posted revenue of $2.7 billion, up 35% year over year, with $1.7 billion in cash flow from operations and net income rising by 26%. Management noted that &#34;94% of customers are strongly positive about the company.&#34;</p>
<div class="lb-trans"><p>这样的数字是可以被证明合理的，如果一家公司正在快速增长，而 Arista Networks 就是这样。在第一季度，它的收入达到了 27 亿美元，同比增长 35%，运营现金流为 17 亿美元，净收入增长了 26%。管理层指出，“94% 的客户对公司持强烈积极态度。”</p>
</div><p>It was a strong first-quarter report, but management noted that it expects pressured supply chains to result in some shortages, especially in data center components such as wafers and memory. With demand outstripping supply, near-term performance may be challenged. These are likely to be short-term challenges, though, and the long-term future for Arista looks bright.</p>
<div class="lb-trans"><p>这是一个强劲的第一季度报告，但管理层指出，预计受供应链压力影响，尤其是在数据中心组件如晶圆和内存方面，将出现一些短缺。由于需求超过供应，短期业绩可能面临挑战。不过，这些很可能是短期挑战，而 Arista 的长期前景看起来光明。</p>
</div><p>Give any or all of these companies a closer look. Each is likely to reward shareholders over the long-term, though the short term is far less predictable.</p>
<div class="lb-trans"><p>仔细看看这些公司中的任何一家或所有公司。每家公司在长期内都可能会给股东带来回报，尽管短期内的情况则远不那么可预测。</p>
</div>

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term -- Including Nvidia, of Course

- 三只增长潜力股为 Nvidia、Broadcom 和 Arista Networks。  
- Nvidia 年均增长 51%，最新收入同比增长 85%。  
- Broadcom 和 Arista 的收入分别稳步上升，前景看好。

Motley Fool

Arista Networks

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NVIDIA Corporation

3 只值得现在购买并长期持有的优秀成长股——当然包括 NVIDIA