<p>市場已經忽略了近兩年的糟糕經濟數據，因為美聯儲承諾將在 2024 年底前降息。然而，這一承諾最初是設定在 2024 年 3 月，由於頑固的通脹數據和就業市場熱度高於理想，已經被推遲。這種脱節似乎在今天結束了。</p>
<p>隨着 ISM 製造業採購經理人指數連續第 21 個月收縮，股市經歷了兩天的拋售。第二天，就業形勢報告（NFP）今年的數據表現之一是最糟糕的。投資者開始擔心數據，加速了可能從科技和消費者自由選擇行業撤資的潛在輪換。</p>
<p>但並非一切都是壞消息。在採購經理人指數中，有一個行業仍然在這可能是本週期最嚴重經濟放緩期間發佈擴張數據，這一趨勢中受益最多的股票竟然是 <strong>SharkNinja Inc. NYSE: SN</strong>，該公司正尋求乘勢而上，迎接家電需求潛在的繁榮。</p>
<h2><strong>降息如何助推 SharkNinja 股票的上漲</strong></h2>
<p>不僅僅是信用卡和其他金融產品將減輕消費者的負擔；降息還將降低抵押貸款利率。根據芝加哥商品交易所的 FedWatch 工具，超過 90% 的概率表明到 2024 年 9 月之前將會降息，投資者現在有一個日期可以看到房地產價值鏈股票的上漲。</p>
<p>美國的房屋上市數量增加，預期未來幾個季度將會有一個火熱的房地產市場。像 <strong>Zillow Group Inc. NASDAQ: Z</strong> 這樣的股票，仍然被摩根大通等機構的分析師看好，他們現在預測該股的目標價為每股 61 美元，敢於讓其從今天的交易價格上漲 37.4%。</p>
<p>在房屋上市完成後，下一個價值鏈環節是新房的傢俱。這就是為什麼新訂單和生產推動傢俱行業在過去兩個月的採購經理人指數數據中擴張，也是為什麼 SharkNinja 股票今天交易價格達到 52 周高位價格的 94%。</p>
<p>在熊市經濟數據中的這種看漲勢頭，是投資者在考慮是否將這支股票加入觀察列表時應該牢記的事情。但價格走勢並不是推動 SharkNinja 股票潛在看漲前景的唯一因素。</p>
<p>華爾街分析師，尤其是 Canaccord Genuity Group 的分析師，可能也注意到了這一趨勢，因為他們現在看到該公司的股價目標高達每股 90 美元。SharkNinja 股票需要從今天的價格上漲 19.5%，才能證明這些目標是正確的。這些價格目標也意味着該公司將創下新的歷史高位。</p>
<h2><strong>市場為何願意為 SharkNinja 股票支付溢價</strong></h2>
<p>投資者可以通過幾種方式解讀市場的信息。首先，他們可以檢查目前放在該股票上的估值倍數與同行的對比情況。從前瞻市盈率（forward P/E）開始，這一指標試圖對今天的股價進行估值，基於明天的預期收益，SharkNinja 股票的 17.7 倍前瞻市盈率將比家居裝飾行業的平均 14.8 倍估值高出超過 19%。此外，7.1 倍的價格賬面比率（P/B）也將比自由選擇行業的平均 5.3 倍估值高出近 34%。</p>
<p>股票通常會在接近新高位並被標價為 SharkNinja 這樣的離羣值時交易，這通常有很好的理由。除了即將到來的降息外，其中一個原因可以在公司的財務狀況中找到。</p>
<p>華爾街分析師預測未來 12 個月每股收益（EPS）將增長高達 13.2%。儘管這與預期中的 2.5% 相比可能會更加看漲，但考慮到該公司過去一年 EPS 增長超過 25%，這仍然是保守的。</p>
<p>深入研究 SharkNinja 最新的季度財報新聞稿將揭示更多內容，不僅僅是 EPS 增長。儘管利率正在上升週期，但收入在一年內增長了 24.7%，毛利潤也增加了 2.6%。</p>
<p>當投資者考慮 <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> 的走勢時，很明顯市場已經在交易中表現出，就像美聯儲肯定會在 9 月降息一樣。這也讓 SharkNinja 管理層有信心進一步提高他們對 2024 年的業績指引。</p>
<p>→ 比利普託、偉哥和左洛複合還要大。 (來自市場背後)(廣告)</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDQ0?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://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDQ0"/></p>
<h2>您現在是否應該投資$1,000 購買 iShares 20+ Year Treasury Bond ETF？</h2>
<p>在考慮購買 iShares 20+ Year Treasury Bond ETF 之前，您可能需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街評級最高、表現最佳的研究分析師以及他們向客户推薦的股票。MarketBeat 已經確定了五隻頂級分析師悄悄告訴他們的客户在更廣泛市場注意之前購買的股票...而 iShares 20+ Year Treasury Bond ETF 不在這個名單上。</p>
<p>儘管 iShares 20+ Year Treasury Bond ETF 目前在分析師中有一個 “持有” 評級，但頂級分析師認為這五隻股票是更好的選擇。</p>
<p>查看這五隻股票</p>

JS環球生活

<p>儘管經濟放緩，預計 SharkNinja 股票將會飆升，這要歸功於家電需求潛在的增長。較低的利率和積極的財務狀況為該公司的看漲前景做出了貢獻，華爾街分析師預測該股票將創下新的歷史高點。投資者願意為 SharkNinja 股票支付溢價，考慮到其估值倍數和預期收益增長。這些信息屬於與商業相關的信息類別</p>

<p>Markets have been shrugging off bad economic data for nearly two years, as the Federal Reserve held up the promise of cutting interest rates by the end of 2024. However, that promise started as a timeline set initially for March 2024 and had been postponed due to stubborn inflation data and a hotter-than-ideal job market. That disconnection seemed to end today.</p>
<div class="lb-trans"><p>市場已經忽略了近兩年的糟糕經濟數據，因為美聯儲承諾將在 2024 年底前降息。然而，這一承諾最初是設定在 2024 年 3 月，由於頑固的通脹數據和就業市場熱度高於理想，已經被推遲。這種脱節似乎在今天結束了。</p>
</div><p>As the ISM manufacturing PMI index recorded its 21st consecutive month of contraction, the stock market experienced a two-day selloff. The following day, the employment situation report (NFP) had one of its worst readings this year. Coming to their senses, investors grew worried about the data, accelerating the potential rotation out of the technology and consumer discretionary sectors.</p>
<div class="lb-trans"><p>隨着 ISM 製造業採購經理人指數連續第 21 個月收縮，股市經歷了兩天的拋售。第二天，就業形勢報告（NFP）今年的數據表現之一是最糟糕的。投資者開始擔心數據，加速了可能從科技和消費者自由選擇行業撤資的潛在輪換。</p>
</div><p>But it’s not all bad news. Within the PMI index, there is one industry that is still managing to put out expansion readings even in the middle of what could be the worst economic slowdown this cycle. The one stock that will benefit the most from this trend turns out to be <strong>SharkNinja Inc. NYSE: SN</strong>, which is looking to ride the potential boom in home appliances demand.</p>
<div class="lb-trans"><p>但並非一切都是壞消息。在採購經理人指數中，有一個行業仍然在這可能是本週期最嚴重經濟放緩期間發佈擴張數據，這一趨勢中受益最多的股票竟然是 <strong>SharkNinja Inc. NYSE: SN</strong>，該公司正尋求乘勢而上，迎接家電需求潛在的繁榮。</p>
</div><h2><strong>How Lower Interest Rates Can Fuel a Rally in SharkNinja Stock</strong></h2>
<div class="lb-trans"><h2><strong>降息如何助推 SharkNinja 股票的上漲</strong></h2>
</div><p>It isn’t just credit cards and other financial products that will relieve consumers; lower interest rates will also decrease mortgage rates. With an over 90% probability of a rate cut coming by September 2024, according to the CME’s FedWatch tool, investors now have a date to see a fueling rally for stocks in the real estate value chain.</p>
<div class="lb-trans"><p>不僅僅是信用卡和其他金融產品將減輕消費者的負擔；降息還將降低抵押貸款利率。根據芝加哥商品交易所的 FedWatch 工具，超過 90% 的概率表明到 2024 年 9 月之前將會降息，投資者現在有一個日期可以看到房地產價值鏈股票的上漲。</p>
</div><p>U.S. home listings have gone up in expectation for a heated property market in the coming quarters. Stocks like <strong>Zillow Group Inc. NASDAQ: Z</strong> still command double-digit upside from analysts at J.P. Morgan Chase &amp; Co. as they now forecast a price target for up to $61 a share on that stock, daring it to rally by 37.4% from where it trades today.</p>
<div class="lb-trans"><p>美國的房屋上市數量增加，預期未來幾個季度將會有一個火熱的房地產市場。像 <strong>Zillow Group Inc. NASDAQ: Z</strong> 這樣的股票，仍然被摩根大通等機構的分析師看好，他們現在預測該股的目標價為每股 61 美元，敢於讓其從今天的交易價格上漲 37.4%。</p>
</div><p>Next in the value chain, after the listing has gone through Zillow, is the furnishing of the new home. This is why new orders and production drove the furniture industry into expansion for the past two months of PMI data and also why SharkNinja stock trades at 94% of its 52-week high price today.</p>
<div class="lb-trans"><p>在房屋上市完成後，下一個價值鏈環節是新房的傢俱。這就是為什麼新訂單和生產推動傢俱行業在過去兩個月的採購經理人指數數據中擴張，也是為什麼 SharkNinja 股票今天交易價格達到 52 周高位價格的 94%。</p>
</div><p>This bullish momentum, in the middle of bearish economic data, is something investors should keep front and center when considering adding this stock to their watchlists. But price action is not the only factor pushing the potentially bullish prospects for SharkNinja stock.</p>
<div class="lb-trans"><p>在熊市經濟數據中的這種看漲勢頭，是投資者在考慮是否將這支股票加入觀察列表時應該牢記的事情。但價格走勢並不是推動 SharkNinja 股票潛在看漲前景的唯一因素。</p>
</div><p>Wall Street analysts, namely those at Canaccord Genuity Group, may have caught onto this trend as well, as they now see a price target of up to $90 a share for the company. SharkNinja stock would need to rally by 19.5% from today’s prices to prove these targets right. These price targets would also mean a new all-time high for the company.</p>
<div class="lb-trans"><p>華爾街分析師，尤其是 Canaccord Genuity Group 的分析師，可能也注意到了這一趨勢，因為他們現在看到該公司的股價目標高達每股 90 美元。SharkNinja 股票需要從今天的價格上漲 19.5%，才能證明這些目標是正確的。這些價格目標也意味着該公司將創下新的歷史高位。</p>
</div><h2><strong>Why Markets Are Willing to Pay a Premium for SharkNinja Stock</strong></h2>
<div class="lb-trans"><h2><strong>市場為何願意為 SharkNinja 股票支付溢價</strong></h2>
</div><p>Investors can decrypt the market's message in a few ways. First, they can examine the valuation multiples currently placed on the stock against its peers. Starting with the forward price-to-earnings (forward P/E) ratio, which attempts to value today on tomorrow's projected earnings, here's where SharkNinja stock stands.</p>
<div class="lb-trans"><p>投資者可以通過幾種方式解讀市場的信息。首先，他們可以檢查目前放在該股票上的估值倍數與同行的對比情況。從前瞻市盈率（forward P/E）開始，這一指標試圖對今天的股價進行估值，基於明天的預期收益，SharkNinja 股票的 17.7 倍前瞻市盈率將比家居裝飾行業的平均 14.8 倍估值高出超過 19%。此外，7.1 倍的價格賬面比率（P/B）也將比自由選擇行業的平均 5.3 倍估值高出近 34%。</p>
</div><p>Trading at a 17.7x forward P/E would command a premium of over 19% above the rest of the home furnishing sector, which trades at an average 14.8x valuation today. More than that, a 7.1x price-to-book (P/B) ratio will also command a premium of nearly 34% from the discretionary sector's average 5.3x valuation.</p>
<div class="lb-trans"><p>股票通常會在接近新高位並被標價為 SharkNinja 這樣的離羣值時交易，這通常有很好的理由。除了即將到來的降息外，其中一個原因可以在公司的財務狀況中找到。</p>
</div><p>There's usually an excellent reason for stocks to trade near new highs and bid up to outlier valuations like SharkNinja. Apart from the coming interest rate cuts, one of these reasons can be found in the company's financials.</p>
<div class="lb-trans"><p>華爾街分析師預測未來 12 個月每股收益（EPS）將增長高達 13.2%。儘管這與預期中的 2.5% 相比可能會更加看漲，但考慮到該公司過去一年 EPS 增長超過 25%，這仍然是保守的。</p>
</div><p>Wall Street analysts forecast up to 13.2% earnings per share (EPS) growth for the next 12 months. However bullish this may be compared to the 2.5% expected out of peers like <strong>Williams-Sonoma Inc. NYSE: WSM</strong>, it is still conservative considering the company grew its EPS by over 25% in the past year.</p>
<div class="lb-trans"><p>深入研究 SharkNinja 最新的季度財報新聞稿將揭示更多內容，不僅僅是 EPS 增長。儘管利率正在上升週期，但收入在一年內增長了 24.7%，毛利潤也增加了 2.6%。</p>
</div><p>Digging into SharkNinja's latest quarterly earnings press release will reveal more than just EPS growth. Revenue jumped by 24.7% over the year despite interest rates being on a hiking cycle, and gross margins saw a boost of 2.6% as well.</p>
<div class="lb-trans"><p>當投資者考慮 <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> 的走勢時，很明顯市場已經在交易中表現出，就像美聯儲肯定會在 9 月降息一樣。這也讓 SharkNinja 管理層有信心進一步提高他們對 2024 年的業績指引。</p>
</div><p>When investors consider where the <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> has been headed, it is pretty clear that markets are already trading like the Fed is certain to cut interest rates in September. That also gave SharkNinja management the confidence to raise their guidance further for 2024.</p>
<div class="lb-trans"><p>→ 比利普託、偉哥和左洛複合還要大。 (來自市場背後)(廣告)</p>
</div><p>→ Bigger than Lipitor, Viagra and Zoloft...COMBINED. (From Behind the Markets)(Ad)</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDQ0" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=9044&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<div class="lb-trans"><h2>您現在是否應該投資$1,000 購買 iShares 20+ Year Treasury Bond ETF？</h2>
</div><h2>Should you invest $1,000 in iShares 20+ Year Treasury Bond ETF right now?</h2>
<div class="lb-trans"><p>在考慮購買 iShares 20+ Year Treasury Bond ETF 之前，您可能需要聽聽這個。</p>
</div><p>Before you consider iShares 20+ Year Treasury Bond ETF, you'll want to hear this.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街評級最高、表現最佳的研究分析師以及他們向客户推薦的股票。MarketBeat 已經確定了五隻頂級分析師悄悄告訴他們的客户在更廣泛市場注意之前購買的股票...而 iShares 20+ Year Treasury Bond ETF 不在這個名單上。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and iShares 20+ Year Treasury Bond ETF wasn't on the list.</p>
<div class="lb-trans"><p>儘管 iShares 20+ Year Treasury Bond ETF 目前在分析師中有一個 “持有” 評級，但頂級分析師認為這五隻股票是更好的選擇。</p>
</div><p>While iShares 20+ Year Treasury Bond ETF currently has a &#34;hold&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>查看這五隻股票</p>
</div><p>View The Five Stocks Here</p>

為什麼在經濟放緩的情況下，SharkNinja 的股票仍將大幅上漲