<p>儘管市場出現輪動，但隨着我們進入八月，某些股票的表現卻異軍突起。強勁的盈利、經濟助力和積極情緒推動一些熱門股票不斷刷新高點，甚至接近或達到 52 周高點。這些股票並非常規熱門選擇，也不包括之前推動市場上漲的 “七巨頭” 股票。</p>
<p>投資者需要花些功夫才能發現，但在市場波動和大型科技股輪動的背景下，仍然有一些股票表現優異。找到這些不太明顯的股票名稱可以幫助保護投資組合免受損失，並確保從市場正在發生的變革中獲益。</p>
<p>目前最熱門的股票是哪些？以下是三個首選。</p>
<h2>萊納房產-B (LEN)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：madamF via Shutterstock</p>
<p>房地產開發商 <strong>萊納房產-B</strong>（紐約證券交易所：<strong>LEN</strong>）自公司於六月底公佈超出華爾街預期的財務業績以來，股價一路飆升。在過去一個月裏，LEN 股價上漲了 24%，而標普 500 指數下跌了 1%。萊納房產-B 的股價在過去一年中已上漲了 42%。在利率保持較高水平的情況下，這家公司的股價不斷攀升，挑戰着美國房地產市場。</p>
<p>主要得益於銷售激勵措施，萊納房產-B 報告了第二季度每股收益 3.45 美元和 88 億美元的營收。這超過了一致分析師預測的每股收益 3.23 美元和營收 85 億美元。萊納房產-B 表示，該季度向客户交付了 19,690 套房屋，同比增長 15%。萊納房產-B 還報告了 21,293 個新訂單，同比增長 19%。</p>
<p>想象一下，當利率降低推動房地產市場好轉時，萊納房產-B 及其股票將會表現如何。</p>
<h2>航空金屬公司 (HWM)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：frank_peters / Shutterstock.com</p>
<p><strong>航空金屬公司</strong>（紐約證券交易所：<strong>HWM</strong>）領漲工業股。這家主要為噴氣發動機製造零部件的航空公司股價在過去一個月飆升了 21%，使其年初至今的漲幅達到 75%。在公司公佈超出華爾街預期的第二季度財務業績後，股價一舉飆升 13%。</p>
<p>航空金屬公司以每股 67 美分的收益和 19 億美元的營收取得了巨大成功。華爾街預計該公司的每股收益為 60 美分，營收為 18 億美元。航空金屬公司還提高了其未來業績預期，稱現在預計每股收益為 2.55 美元，營收為 74 億美元。這較之前的預期每股收益 2.35 美元、營收 73 億美元有所提升。</p>
<p>航空金屬公司正是投資者似乎正在尋找的藍籌股。</p>
<h2>微策略公司 (MSTR)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：rafapress / Shutterstock.com</p>
<p>如果科技股出現拋售，那麼有人似乎忘記告訴 <strong>微策略公司</strong>（納斯達克：<strong>MSTR</strong>）。這家軟件公司轉型為 <strong>比特幣</strong>（<strong>BTC-USD</strong>）收購者，在過去一個月裏，其股價上漲了 17%，而納斯達克綜合指數下跌了 4%。微策略公司的股價也在比特幣價格下跌的情況下繼續上漲。在短暫觸及每股 70,000 美元后，BTC 價格迅速回落至 66,000 美元，較今年三月創下的 74,000 美元的歷史高點下跌了 10%。</p>
<p>MSTR 股票的漲勢似乎受到了七月中旬宣佈公司將以 10 比 1 的比例拆分股票的提振。作為目前世界上最大的比特幣持有公司，微策略公司表示其股票將從 8 月 8 日開始以拆分調整後的價格交易。隨着微策略公司股價在過去 12 個月中上漲了 266%，達到每股 1,604.07 美元，並且沒有放緩的跡象。</p>
<p><em>在本文發佈日期，Joel Baglole 在本文提及的證券中沒有（直接或間接）任何持倉。本文中表達的觀點屬於作者個人，遵循 InvestorPlace.com 的發佈準則。</em></p>
<p><em>在本文發佈日期，負責編輯在本文提及的證券中沒有（直接或間接）任何持倉。</em></p>
<p>國防、工業、航天</p>

MSTR

萊納房產-A

萊納房產-B

<p>由於強勁的盈利能力、經濟順風和積極情緒，某些股票表現良好，正在接近或達到 52 周高點。三個首選股包括萊納房產-A（LEN）、Howmet Aerospace（HWM）和 Microstrategy（MSTR）。萊納房產-A 的股價在過去一個月上漲了 24%，Howmet Aerospace 今年以來漲幅達到 75%，MicroStrategy 的股價在過去一個月上漲了 17%</p>

<p>Rotation or not, certain stocks are screeching higher as we head into August. Strong earnings, economic tailwinds and positive sentiment are driving some of the hottest stocks to new heights and seeing them trade at or near 52-week highs. These are not the usual suspects and don’t include the “Magnificent 7” stocks that previously drove the market rally.</p>
<div class="lb-trans"><p>儘管市場出現輪動，但隨着我們進入八月，某些股票的表現卻異軍突起。強勁的盈利、經濟助力和積極情緒推動一些熱門股票不斷刷新高點，甚至接近或達到 52 周高點。這些股票並非常規熱門選擇，也不包括之前推動市場上漲的 “七巨頭” 股票。</p>
</div><p>It will take some digging on the part of investors, but it is possible to uncover some stocks that are outperforming right now amid the market volatility and rotation out of mega-cap technology stocks. Finding these less obvious names can help to insulate a portfolio from losses and ensure that one benefits from the sea change that’s taking place in the market.</p>
<div class="lb-trans"><p>投資者需要花些功夫才能發現，但在市場波動和大型科技股輪動的背景下，仍然有一些股票表現優異。找到這些不太明顯的股票名稱可以幫助保護投資組合免受損失，並確保從市場正在發生的變革中獲益。</p>
</div><p>What are the hottest stocks right now? Here are three top picks.</p>
<div class="lb-trans"><p>目前最熱門的股票是哪些？以下是三個首選。</p>
</div><h2>Lennar (LEN)</h2>
<div class="lb-trans"><h2>萊納房產-B (LEN)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: madamF via Shutterstock</p>
<div class="lb-trans"><p>來源：madamF via Shutterstock</p>
</div><p>Homebuilder <strong>Lennar’s</strong> (NYSE:<strong>LEN</strong>) stock has been on fire since the company posted financial results in late June that beat Wall Street forecasts. Over the past month, LEN stock has risen 24% as the benchmark <strong>S&amp;P 500</strong> index has declined 1%. Lennar’s share price has now gained 42% over the last year. The run in the company’s stock comes as interest rates remain elevated, challenging the U.S. housing market.</p>
<div class="lb-trans"><p>房地產開發商 <strong>萊納房產-B</strong>（紐約證券交易所：<strong>LEN</strong>）自公司於六月底公佈超出華爾街預期的財務業績以來，股價一路飆升。在過去一個月裏，LEN 股價上漲了 24%，而標普 500 指數下跌了 1%。萊納房產-B 的股價在過去一年中已上漲了 42%。在利率保持較高水平的情況下，這家公司的股價不斷攀升，挑戰着美國房地產市場。</p>
</div><p>Owing largely to sales incentives, Lennar was able to report fiscal second-quarter EPS of $3.45 and $8.80 billion in revenue. That was better than consensus analyst forecasts that had called for EPS of $3.23 and revenue of $8.50 billion. Lennar said it delivered 19,690 homes to customers in the quarter, up 15% from a year earlier. Lennar also reported 21,293 new orders, up 19% year-over-year.</p>
<div class="lb-trans"><p>主要得益於銷售激勵措施，萊納房產-B 報告了第二季度每股收益 3.45 美元和 88 億美元的營收。這超過了一致分析師預測的每股收益 3.23 美元和營收 85 億美元。萊納房產-B 表示，該季度向客户交付了 19,690 套房屋，同比增長 15%。萊納房產-B 還報告了 21,293 個新訂單，同比增長 19%。</p>
</div><p>Imagine how Lennar and its stock will perform once lower interest rates drive a turnaround in the housing market.</p>
<div class="lb-trans"><p>想象一下，當利率降低推動房地產市場好轉時，萊納房產-B 及其股票將會表現如何。</p>
</div><h2>Howmet Aerospace (HWM)</h2>
<div class="lb-trans"><h2>航空金屬公司 (HWM)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: frank_peters / Shutterstock.com</p>
<div class="lb-trans"><p>來源：frank_peters / Shutterstock.com</p>
</div><p><strong>Howmet Aerospace</strong> (NYSE:<strong>HWM</strong>) is leading industrial stocks higher. The aerospace company that primarily manufactures components for jet engines has seen its stock vault 21% higher in the past month, bringing its year-to-date gain to 75%. The shares got a rocket boost after the company reported Q2 financial results that topped Wall Street forecasts, sending its stock up 13% in a single trading session.</p>
<div class="lb-trans"><p><strong>航空金屬公司</strong>（紐約證券交易所：<strong>HWM</strong>）領漲工業股。這家主要為噴氣發動機製造零部件的航空公司股價在過去一個月飆升了 21%，使其年初至今的漲幅達到 75%。在公司公佈超出華爾街預期的第二季度財務業績後，股價一舉飆升 13%。</p>
</div><p>Howmet Aerospace hit a homerun with EPS of 67 cents and revenue of $1.90 billion. Wall Street had earnings of 60 cents a share and sales of $1.80 billion penciled in for the company. Howmet also lifted its forward guidance, saying it now expects EPS of $2.55 and sales of $7.40 billion. That’s up from previous guidance that called for EPS of $2.35 on sales of $7.30 billion.</p>
<div class="lb-trans"><p>航空金屬公司以每股 67 美分的收益和 19 億美元的營收取得了巨大成功。華爾街預計該公司的每股收益為 60 美分，營收為 18 億美元。航空金屬公司還提高了其未來業績預期，稱現在預計每股收益為 2.55 美元，營收為 74 億美元。這較之前的預期每股收益 2.35 美元、營收 73 億美元有所提升。</p>
</div><p>Howmet is exactly the type of blue-chip stock investors appear to be looking for as they shift capital out of tech securities.</p>
<div class="lb-trans"><p>航空金屬公司正是投資者似乎正在尋找的藍籌股。</p>
</div><h2>MicroStrategy (MSTR)</h2>
<div class="lb-trans"><h2>微策略公司 (MSTR)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: rafapress / Shutterstock.com</p>
<div class="lb-trans"><p>來源：rafapress / Shutterstock.com</p>
</div><p>If there’s a selloff in technology stocks going on, someone forgot to tell <strong>MicroStrategy</strong> (NASDAQ:<strong>MSTR</strong>). The software company turned <strong>Bitcoin</strong>(<strong>BTC-USD</strong>) acquirer has seen its share price rise 17% in the last month while the Nasdaq Composite index has fallen 4%. MicroStrategy stock has also continued to rise as the price of Bitcoin has slumped. After briefly touching $70,000, the price of BTC quickly retreated to $66,000 and is down 10% from an all-time high of $74,ooo reached in March of this year.</p>
<div class="lb-trans"><p>如果科技股出現拋售，那麼有人似乎忘記告訴 <strong>微策略公司</strong>（納斯達克：<strong>MSTR</strong>）。這家軟件公司轉型為 <strong>比特幣</strong>（<strong>BTC-USD</strong>）收購者，在過去一個月裏，其股價上漲了 17%，而納斯達克綜合指數下跌了 4%。微策略公司的股價也在比特幣價格下跌的情況下繼續上漲。在短暫觸及每股 70,000 美元后，BTC 價格迅速回落至 66,000 美元，較今年三月創下的 74,000 美元的歷史高點下跌了 10%。</p>
</div><p>The rally in MSTR stock appears to have been given a boost by the mid-July announcement that the company is splitting its stock on a 10-for-1 basis. The company, which is now the largest corporate holder of Bitcoin in the world, said its shares will begin trading on a split adjusted basis August 8. The stock split comes as MicroStrategy stock has risen 266% over the last 12 months to trade at $1,604.07 per share, with no signs of a slowdown.</p>
<div class="lb-trans"><p>MSTR 股票的漲勢似乎受到了七月中旬宣佈公司將以 10 比 1 的比例拆分股票的提振。作為目前世界上最大的比特幣持有公司，微策略公司表示其股票將從 8 月 8 日開始以拆分調整後的價格交易。隨着微策略公司股價在過去 12 個月中上漲了 266%，達到每股 1,604.07 美元，並且沒有放緩的跡象。</p>
</div><p><em>On the date of publication, Joel Baglole did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p><em>在本文發佈日期，Joel Baglole 在本文提及的證券中沒有（直接或間接）任何持倉。本文中表達的觀點屬於作者個人，遵循 InvestorPlace.com 的發佈準則。</em></p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p><em>在本文發佈日期，負責編輯在本文提及的證券中沒有（直接或間接）任何持倉。</em></p>
</div><p>Joel Baglole has been a business journalist for 20 years. He spent five years as a staff reporter at The Wall Street Journal, and has also written for The Washington Post and Toronto Star newspapers, as well as financial websites such as The Motley Fool and Investopedia.</p>
<div class="lb-trans"><p>國防、工業、航天</p>
</div><p>Defense, Industrial, Space</p>

當前最熱門的股票有哪些？3 個頂級推薦