<p>儘管一些成長股受到投資者的青睞多於其他股票，但優秀的企業可以在各種市場週期中持續存在。隨着夏季正式到來，您可能正在考慮在不久的將來將哪些股票加入您的投資組合。</p>
<p>即使只有 500 美元這樣較為適中的投資資本，您也可以堅持像定期定額投資這樣的投資策略，隨着時間的推移增加您的持有量。如果您現在有資金投入股票，這筆錢不會很快用於賬單或其他重要的財務支出，以下是兩家公司可以考慮儘快加入購買清單。</p>
<h2>1. 直覺外科</h2>
<p><strong>直覺外科</strong>(ISRG 1.04%) 以其支持各種微創手術的機器人手術系統而聞名。憑藉其旗艦產品達芬奇手術系統的各個世代，以及其產品組合中的其他產品，如其微創肺活檢機器人 Ion，估計其在全球手術機器人市場的份額約為 75%。</p>
<p>2024 年第二季度，直覺外科的手術量比 2023 年同一三個月期間增長了 17%。該公司在大流行迫使非緊急手術延遲後，手術量有所下降，但這是一個在最近季度報告中持續糾正的趨勢。</p>
<p>季度結束時，直覺外科在全球安裝了 9,203 台達芬奇系統。這是一個令人羨慕的同比增長 14%。然而，與 2019 年同季度相比，在這五年的時間範圍內增長了 75%。</p>
<p>直覺外科保持持續盈利。其在三個月期間的淨收入總額為 5.27 億美元，同比增長 25%，而收入增長 14% 至 20.1 億美元。直覺外科的大部分收入來自於循環收入，而非系統銷售。這些形式的循環收入包括機器人系統的替換儀器和配件的成本、服務和經營租賃。</p>
<p>2023 年，直覺外科 83% 的收入來自循環收入。這是一個隨着時間推移穩步上升的趨勢。例如，2019 年，循環收入佔總收入的 72%。</p>
<p>對直覺外科產品和服務的需求只會增長，因為手術機器人的採用仍然強勁，但仍有很長的路要走。例如，據估計，只有大約 17% 的普通手術採用機器人技術，並且這些工具在微創手術和傳統開放手術中都有用途。</p>
<p>股價比一年前上漲約 40%，因為直覺外科的循環收入模式強調其韌性並推動持續盈利。長期投資者在增加多樣化投資組合時可能希望重新審視這家醫療保健股。</p>
<h2>2. Chewy</h2>
<p><strong>Chewy</strong>(CHWY -0.99%) 比一年前下跌，但比 2024 年初上漲約 10%。這家在線寵物零售商在持續改善盈利能力、穩步增長銷售額並擴大向寵物主人提供的產品範圍的過程中不斷壯大。雖然許多人可能認為 Chewy 更多是一個寵物食品和玩具平台，但那只是整體業務的一部分。</p>
<p>Chewy 銷售的產品不僅面向較小的家庭動物，還面向較大的農場動物。除了食品、玩具和寢具等用品外，Chewy 還經營自己的寵物遠程醫療服務，銷售各種寵物健康保險計劃，並擁有一個全方位的在線藥房，寵物主人可以在那裏獲得常規處方藥以及混合藥物。</p>
<p>這家寵物零售商銷售數千個品牌，包括一些自有品牌，如其保健軟糖維生素品牌 Vibeful。憑藉遍佈十幾個訂單配送中心的供應鏈網絡，包括能夠減少運輸成本和其他運營開支的自動化訂單配送中心，Chewy 可以在美國約 80% 的人口地區隔夜送達其產品。</p>
<p>Chewy 最近進軍加拿大寵物市場，這是其首次國際擴張。它還正在開設自己的實體獸醫診所。Chewy 甚至正在試點贊助廣告業務作為一種新的收入來源，使寵物品牌能夠在其平台上向購物者進行廣告推廣。在 2024 年第一季度，儘管仍處於起步階段，但該贊助廣告計劃是該季度近 30% 毛利潤的核心推動因素。</p>
<p>憑藉旨在覆蓋普通寵物主人整個旅程的廣泛品牌和服務選擇，這些新業務值得密切關注，但似乎與管理層的長期增長戰略相一致。Chewy 的大部分收入來自循環而非單品銷售。截至最近季度，其 Autoship 計劃佔客户銷售額的 22 億美元，佔總銷售額的 77.6%。</p>
<p>該三個月期間的總淨銷售額達 29 億美元，比一年前增長 3%。該公司還報告了約 6700 萬美元的穩健收入，以及約 8200 萬美元的經營活動淨現金流。儘管自由支出仍在波動，但對於大多數消費者來説，寵物是一個必不可少的支出領域。</p>
<p>投資者不應期望像大流行時期那樣寵物消費大幅增長，但 Chewy 仍在展示其業務的消費者需求保持強勁。它也在努力保持持續盈利，並多樣化其收入來源。如果您喜歡其循環收入模式和這家企業的增長故事，現在看起來可能是一個不錯的時機至少購入一些股份。</p>

CHWY

<p>直觀外科和 Chewy 是兩隻值得考慮投資的成長股。直觀外科是外科機器人領域的領導者，持續盈利且需求增長迅速。Chewy 是一家在線寵物零售商，提供廣泛的產品和服務，包括遠程健康服務和寵物健康保險。這兩家公司都展現出長期增長的潛力</p>

<p>While some growth stocks are getting more love from investors than others, great businesses can persist through all market cycles. As summer is in full swing, you might be considering what stocks you want to add to your portfolio in the near future.</p>
<div class="lb-trans"><p>儘管一些成長股受到投資者的青睞多於其他股票，但優秀的企業可以在各種市場週期中持續存在。隨着夏季正式到來，您可能正在考慮在不久的將來將哪些股票加入您的投資組合。</p>
</div><p>Even with a more modest amount of investment capital, like $500, you can adhere to investment strategies like dollar-cost averaging to compound your holdings with time. If you have cash to put into stocks right now, money that you won't soon need for bills or other key areas of financial outlay, here are two companies to consider adding to your buy basket sooner rather than later.</p>
<div class="lb-trans"><p>即使只有 500 美元這樣較為適中的投資資本，您也可以堅持像定期定額投資這樣的投資策略，隨着時間的推移增加您的持有量。如果您現在有資金投入股票，這筆錢不會很快用於賬單或其他重要的財務支出，以下是兩家公司可以考慮儘快加入購買清單。</p>
</div><h2>1. Intuitive Surgical</h2>
<div class="lb-trans"><h2>1. 直覺外科</h2>
</div><p><strong>Intuitive Surgical</strong>(ISRG 1.04%) is known for its robotic surgical systems that help support a wide range of minimally invasive surgeries. With the various generations of its flagship da Vinci surgical system, along with other products in its portfolio like its minimally invasive lung biopsy robot the Ion, estimates place its global share of the surgical robotics market in the ballpark of 75%.</p>
<div class="lb-trans"><p><strong>直覺外科</strong>(ISRG 1.04%) 以其支持各種微創手術的機器人手術系統而聞名。憑藉其旗艦產品達芬奇手術系統的各個世代，以及其產品組合中的其他產品，如其微創肺活檢機器人 Ion，估計其在全球手術機器人市場的份額約為 75%。</p>
</div><p>In the second quarter of 2024, Intuitive Surgical saw procedure volume rise 17% compared to the same three-month period in 2023. The company saw procedure volume fall after the pandemic forced delays of non-urgent surgeries, but this is a trend that has been steadily righting itself in its recent quarterly reports.</p>
<div class="lb-trans"><p>2024 年第二季度，直覺外科的手術量比 2023 年同一三個月期間增長了 17%。該公司在大流行迫使非緊急手術延遲後，手術量有所下降，但這是一個在最近季度報告中持續糾正的趨勢。</p>
</div><p>At the close of the quarter, Intuitive Surgical had 9,203 da Vinci systems installed globally. That was an enviable 14% year-over-year bump. However, compared to the same quarter in 2019, that's a growth rate of 75% in that five-year time frame.</p>
<div class="lb-trans"><p>季度結束時，直覺外科在全球安裝了 9,203 台達芬奇系統。這是一個令人羨慕的同比增長 14%。然而，與 2019 年同季度相比，在這五年的時間範圍內增長了 75%。</p>
</div><p>Intuitive Surgical remains consistently profitable. Its net income in the three-month period totaled $527 million, a 25% year-over-year increase, while revenue rose 14% to $2.01 billion. Most of Intuitive Surgical's top line is derived from recurring revenue, not systems sales. These forms of recurring revenue include the cost of replacement instruments and accessories for the robotic systems, services, and operating leases.</p>
<div class="lb-trans"><p>直覺外科保持持續盈利。其在三個月期間的淨收入總額為 5.27 億美元，同比增長 25%，而收入增長 14% 至 20.1 億美元。直覺外科的大部分收入來自於循環收入，而非系統銷售。這些形式的循環收入包括機器人系統的替換儀器和配件的成本、服務和經營租賃。</p>
</div><p>In 2023, 83% of Intuitive Surgical's revenue was recurring revenue. That is a trend that has gone steadily upward with the passage of time. For example, in 2019, recurring revenue accounted for 72% of overall revenue.</p>
<div class="lb-trans"><p>2023 年，直覺外科 83% 的收入來自循環收入。這是一個隨着時間推移穩步上升的趨勢。例如，2019 年，循環收入佔總收入的 72%。</p>
</div><p>Demand for Intuitive Surgical's products and services is only growing as the adoption of surgical robotics remains strong but still has a long way to go. For example, it's estimated that only around 17% of general surgeries incorporate robotics, and there are use cases for these tools in both minimally invasive surgery and traditional open surgery.</p>
<div class="lb-trans"><p>對直覺外科產品和服務的需求只會增長，因為手術機器人的採用仍然強勁，但仍有很長的路要走。例如，據估計，只有大約 17% 的普通手術採用機器人技術，並且這些工具在微創手術和傳統開放手術中都有用途。</p>
</div><p>Shares are trading up by around 40% from one year ago as Intuitive Surgical's recurring revenue model is underscoring its resilience and driving consistent profitability. Long-term investors adding to a well-diversified portfolio might want to take a second look at the healthcare stock.</p>
<div class="lb-trans"><p>股價比一年前上漲約 40%，因為直覺外科的循環收入模式強調其韌性並推動持續盈利。長期投資者在增加多樣化投資組合時可能希望重新審視這家醫療保健股。</p>
</div><h2>2. Chewy</h2>
<div class="lb-trans"><h2>2. Chewy</h2>
</div><p><strong>Chewy</strong>(CHWY -0.99%) is trading down from one year ago but is up around 10% from the start of 2024. The online pet retailer has gone from strength to strength as it continues to improve profitability, grow sales steadily, and expand its offerings to pet owners. While many people might think of Chewy as more of a pet food and toys platform, that's just one slice of the overall business.</p>
<div class="lb-trans"><p><strong>Chewy</strong>(CHWY -0.99%) 比一年前下跌，但比 2024 年初上漲約 10%。這家在線寵物零售商在持續改善盈利能力、穩步增長銷售額並擴大向寵物主人提供的產品範圍的過程中不斷壯大。雖然許多人可能認為 Chewy 更多是一個寵物食品和玩具平台，但那只是整體業務的一部分。</p>
</div><p>Chewy sells products geared toward not only smaller domestic animals but also larger farm animals. Beyond supplies like food, toys, and bedding, Chewy operates its own pet telehealth service, sells various pet health insurance plans, and has a full-service online pharmacy where pet owners can access regular prescription drugs as well as compounded medications.</p>
<div class="lb-trans"><p>Chewy 銷售的產品不僅面向較小的家庭動物，還面向較大的農場動物。除了食品、玩具和寢具等用品外，Chewy 還經營自己的寵物遠程醫療服務，銷售各種寵物健康保險計劃，並擁有一個全方位的在線藥房，寵物主人可以在那裏獲得常規處方藥以及混合藥物。</p>
</div><p>This pet retailer sells thousands of brands, including some of its own private brands, such as its wellness soft chew vitamin brand Vibeful. With its own supply chain network that spans over a dozen fulfillment centers, including automated fulfillment centers that cut down on shipping costs and other operational overhead, Chewy can get its products to about 80% of the U.S. population overnight.</p>
<div class="lb-trans"><p>這家寵物零售商銷售數千個品牌，包括一些自有品牌，如其保健軟糖維生素品牌 Vibeful。憑藉遍佈十幾個訂單配送中心的供應鏈網絡，包括能夠減少運輸成本和其他運營開支的自動化訂單配送中心，Chewy 可以在美國約 80% 的人口地區隔夜送達其產品。</p>
</div><p>Chewy recently launched into the Canadian pet market, its first international expansion. It is also in the process of opening up its own brick-and-mortar veterinary clinics. Chewy has even been piloting a sponsored ads business as a new stream of revenue, enabling pet brands to advertise to shoppers on its platform. In the first quarter of 2024, that sponsored ads initiative, while still in its nascent stages, was a core driver of its nearly 30% gross margin for the three-month period.</p>
<div class="lb-trans"><p>Chewy 最近進軍加拿大寵物市場，這是其首次國際擴張。它還正在開設自己的實體獸醫診所。Chewy 甚至正在試點贊助廣告業務作為一種新的收入來源，使寵物品牌能夠在其平台上向購物者進行廣告推廣。在 2024 年第一季度，儘管仍處於起步階段，但該贊助廣告計劃是該季度近 30% 毛利潤的核心推動因素。</p>
</div><p>With a wide selection of brands and services that are designed to cover the entire journey of the average pet owner, these newer ventures bear close watching but do seem to align with management's long-term growth strategy. Most of Chewy's revenue is recurring rather than from single sales of products. As of the recent quarter, its Autoship program accounted for customer sales of $2.2 billion and comprised 77.6% of overall sales.</p>
<div class="lb-trans"><p>憑藉旨在覆蓋普通寵物主人整個旅程的廣泛品牌和服務選擇，這些新業務值得密切關注，但似乎與管理層的長期增長戰略相一致。Chewy 的大部分收入來自循環而非單品銷售。截至最近季度，其 Autoship 計劃佔客户銷售額的 22 億美元，佔總銷售額的 77.6%。</p>
</div><p>Total net sales for the three-month period came to $2.9 billion, a 3% increase from one year ago. The company also reported solid earnings of about $67 million, along with about $82 million in net cash provided by operating activities. While discretionary spending is still in flux, pets are an essential area of spending for most consumers.</p>
<div class="lb-trans"><p>該三個月期間的總淨銷售額達 29 億美元，比一年前增長 3%。該公司還報告了約 6700 萬美元的穩健收入，以及約 8200 萬美元的經營活動淨現金流。儘管自由支出仍在波動，但對於大多數消費者來説，寵物是一個必不可少的支出領域。</p>
</div><p>Investors shouldn't expect pandemic-era levels of growth when people were spending on their pets in droves, but Chewy is still demonstrating that consumer demand for its business remains robust. It's also working to be consistently profitable, and diversify its streams of income. If you like its recurring revenue model and the growth story of this business, now looks like it could be a good time to scoop up at least a few shares.</p>
<div class="lb-trans"><p>投資者不應期望像大流行時期那樣寵物消費大幅增長，但 Chewy 仍在展示其業務的消費者需求保持強勁。它也在努力保持持續盈利，並多樣化其收入來源。如果您喜歡其循環收入模式和這家企業的增長故事，現在看起來可能是一個不錯的時機至少購入一些股份。</p>
</div>

2 只不可阻擋的增長股票，現價低於 500 美元，值得立即購買