<p>華爾街波動加劇意味着逆向投資股票選擇對於精明投資者來説可能是一個改變遊戲規則的策略。逆向投資策略涉及購買被忽視的資產，並期望它們最終會增值。本文重點介紹了三個可能違背當前趨勢並提供顯著上行潛力的選擇。許多人隨波逐流，而願意探索不常走的路的人通常會發現隱藏的機會。</p>
<p>沃倫·巴菲特被廣泛認可為有史以來最成功的投資者之一。他的投資理念經常與當前市場趨勢相悖，體現了逆向投資的精髓。他的綜合控股公司 <strong>伯克希爾·哈撒韋</strong>（紐約證券交易所：<strong>BRK-A</strong>，紐約證券交易所：<strong>BRK-B</strong>）最近出售了大約一半的 <strong>蘋果</strong>（納斯達克：<strong>AAPL</strong>）股票等持股。換句話説，他與一直為高估值水平的大型科技股喝彩的投資者背道而馳。</p>
<p>然而，逆向投資並非膽小者所為；它要求對低估資產有敏鋭的洞察力，並有能力熬過市場波動。然而，對於掌握這種方法的人來説，回報可能是可觀的。憑藉這些股票提供的強勁基本面，投資者可以為潛在的出色回報做好準備。考慮到這一點，以下是三個引人注目的逆向股票選擇，適合耐心和有洞察力的投資者。</p>
<h2>百特國際（BAX）</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：Shutterstock</p>
<p>我們從醫療技術（醫療科技）領域的全球重量級企業 <strong>百特國際</strong>（紐約證券交易所：<strong>BAX</strong>）開始探討頂級逆向股票選擇。該公司在危重護理、腎臟護理和外科領域擁有多樣化的醫療保健產品組合。</p>
<p>2024 年第一季度，百特報告了年同比 2% 的營收增長至 36 億美元，略高於預期。調整後的每股收益為 65 美分，同比增長 10%。然而，百特專注於基本、價格低廉的醫療用品，限制了其定價靈活性，影響了利潤率。</p>
<p>為了增強盈利能力，公司計劃出售低毛利業務，包括價值超過 40 億美元的腎臟護理部門。最近針對創新產品如 Novum IQ 輸液泵和 Dose IQ 安全軟件的 FDA 批准預計將推動未來增長。儘管存在積極指標和管理層提高全年每股收益指引，但對盈利能力和戰略重組的擔憂導致 BAX 股價年初以來下跌了 9%。</p>
<p>然而，該股票提供 3.3% 的股息率，並以有吸引力的估值交易，前瞻收益為 11.9 倍，銷售額為 1.2 倍。分析師預計股價中位數目標為 43.00 美元，預計上漲潛力為 22%，將百特定位為康復中的醫療技術市場中強勁的逆向投資機會。百特將於 2024 年 8 月 6 日公佈其第二季度財報。</p>
<h2>耐克（NKE）</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：mimohe / Shutterstock.com</p>
<p>我們逆向股票選擇清單上的下一個是體育鞋、服裝和裝備領域的強大品牌 <strong>耐克</strong>（紐約證券交易所：<strong>NKE</strong>）。儘管擁有強大的全球品牌和創新產品，耐克在最近的 2024 財年第四季度財報中面臨挑戰。</p>
<p>公司報告的收入為 126 億美元，同比下降 2%，未達預期。管理層指出中國市場困難、生活方式銷售放緩和消費者趨勢不穩定等因素為貢獻因素。值得一提的是，調整後的每股收益為 99 美分，較去年同期增長了 50%。儘管面臨這些阻力，耐克表現出了韌性，報告了存貨同比下降 11% 和毛利率擴大 110 個基點至 45%。</p>
<p>雖然管理層預計 2025 財年營收將出現中單位數下降，但分析師認為由於強勁的消費者信心，實際銷售可能超過這一指引。此外，耐克將近 10 億美元重新投資於面向消費者的倡議，包括巴黎奧運會的營銷工作。</p>
<p>因此，NKE 股票自一月以來暴跌 32%。目前，它提供 2% 的股息率。相對於歷史平均水平，股票現在提供更好的價值，前瞻收益為 23.9 倍，銷售額為 2.2 倍。與此同時，分析師為 NKE 股票設定了 91.00 美元的 12 個月中位數價格預測，預計有 23% 的上漲空間。</p>
<h2>西方石油（OXY）</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：Poetra.RH / Shutterstock.com</p>
<p><strong>西方石油</strong>（紐約證券交易所：<strong>OXY</strong>）在石油和天然氣行業中是一個引人注目的逆向股票選擇。儘管價格下跌、持續的地緣政治緊張局勢和向可再生能源轉變，西方石油在 Permian 盆地和墨西哥灣外海等多樣化資產方面使其有望表現優異。</p>
<p>2024 年第一季度，西方石油報告了年同比 17% 的營收下降至 60 億美元。調整後的每股稀釋收益為 63 美分，而去年同期為 1.09 美元。然而，公司正在戰略性地增強自由現金流和股東回報。最近，公司完成了對 CrownRock 的收購。此舉預計將提高運營效率並進一步促進增長。此外，西方石油宣佈出售某些 Delaware 盆地資產，售價為 8.18 億美元，所得款項用於債務減少。公司還專注於通過直接空氣捕集（DAC）投資和其他創新技術過渡到替代能源和碳管理。</p>
<p>儘管今年以來下跌了 3%，但西方石油股票提供了 1.5% 的股息率。股票以 16.6 倍的未來收益和兩倍的銷售額進行交易，估值吸引人。華爾街分析師預計有 27% 的上漲潛力，12 個月的中位價格目標為 73.00 美元，使西方石油成為能源行業中引人注目的逆向投資。西方石油將於 2024 年 8 月 7 日公佈其 2024 年第二季度財報。</p>
<p>_在本文發佈之日，Tezcan Gecgil 在本文提到的證券中沒有（直接或間接）任何持倉。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</p>
<p>_在本文發佈之日，負責編輯在本文提到的證券中沒有（直接或間接）任何持倉。</p>
<p>Tezcan Gecgil 博士於 2018 年開始為 InvestorPlace 做出貢獻。她在美國和英國擁有超過 20 年的經驗，並且已經通過了特許市場技術師（CMT）考試的所有 3 個級別。她曾為 investing.com 和英國的 The Motley Fool 網站做出過公開貢獻。</p>

耐克

西方石油

<p>文章中突出的逆向股票選擇為投資者提供了潛在的上漲空間。這些選擇包括百特國際（BAX）、耐克（NKE）和西方石油（OXY）。百特國際在醫療技術市場是一個強勁的投資機會，耐克面臨挑戰但表現出了韌性，而西方石油在油氣行業有潛在的超額表現機會</p>

<p>Heightened volatility on Wall Street means contrarian stock picks can be a game-changer for savvy investors. A contrarian investing strategy involves buying overlooked assets with the expectation that they will eventually increase in value. This article highlights three picks that may defy current trends and offer significant upside potential. While many follow the herd, those willing to explore less-traveled paths often discover hidden opportunities.</p>
<div class="lb-trans"><p>華爾街波動加劇意味着逆向投資股票選擇對於精明投資者來説可能是一個改變遊戲規則的策略。逆向投資策略涉及購買被忽視的資產，並期望它們最終會增值。本文重點介紹了三個可能違背當前趨勢並提供顯著上行潛力的選擇。許多人隨波逐流，而願意探索不常走的路的人通常會發現隱藏的機會。</p>
</div><p>Warren Buffett is widely recognized as one of the most successful investors of all time. His investment philosophy, which often goes against prevailing market trends, epitomizes contrarian investing. His conglomerate holding company <strong>Berkshire Hathaway</strong>(NYSE: <strong>BRK-A</strong>, NYSE: <strong>BRK-B</strong>) has recently sold about half of its holdings in <strong>Apple</strong> (NASDAQ: <strong>AAPL</strong>) stock, among others. In other words, he has gone against investors who have been cheering mega-cap tech shares despite high valuation levels.</p>
<div class="lb-trans"><p>沃倫·巴菲特被廣泛認可為有史以來最成功的投資者之一。他的投資理念經常與當前市場趨勢相悖，體現了逆向投資的精髓。他的綜合控股公司 <strong>伯克希爾·哈撒韋</strong>（紐約證券交易所：<strong>BRK-A</strong>，紐約證券交易所：<strong>BRK-B</strong>）最近出售了大約一半的 <strong>蘋果</strong>（納斯達克：<strong>AAPL</strong>）股票等持股。換句話説，他與一直為高估值水平的大型科技股喝彩的投資者背道而馳。</p>
</div><p>Yet, contrarian investing is not for the faint-hearted; it demands a sharp eye for undervalued assets and the ability to ride out market fluctuations. However, for those who master this approach, the rewards can be substantial. With strong fundamentals offered by these shares, investors can position themselves for potentially impressive returns. With that in mind, here are three intriguing contrarian stock picks for patient and discerning investors.</p>
<div class="lb-trans"><p>然而，逆向投資並非膽小者所為；它要求對低估資產有敏鋭的洞察力，並有能力熬過市場波動。然而，對於掌握這種方法的人來説，回報可能是可觀的。憑藉這些股票提供的強勁基本面，投資者可以為潛在的出色回報做好準備。考慮到這一點，以下是三個引人注目的逆向股票選擇，適合耐心和有洞察力的投資者。</p>
</div><h2>Baxter International (BAX)</h2>
<div class="lb-trans"><h2>百特國際（BAX）</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: Shutterstock</p>
<div class="lb-trans"><p>來源：Shutterstock</p>
</div><p>We begin exploring top contrarian stock picks with <strong>Baxter International</strong>(NYSE: <strong>BAX</strong>), a global heavyweight in the medical technology (medtech) sector. The company has a diverse portfolio of healthcare products in critical care, kidney care and surgical settings.</p>
<div class="lb-trans"><p>我們從醫療技術（醫療科技）領域的全球重量級企業 <strong>百特國際</strong>（紐約證券交易所：<strong>BAX</strong>）開始探討頂級逆向股票選擇。該公司在危重護理、腎臟護理和外科領域擁有多樣化的醫療保健產品組合。</p>
</div><p>In the first quarter of 2024, Baxter reported a 2% year-over-year (YOY) revenue increase to $3.6 billion, slightly surpassing estimates. Adjusted EPS was 65 cents, reflecting a 10% YOY growth. However, Baxter’s focus on essential, low-priced medical supplies has limited its pricing flexibility, affecting profit margins.</p>
<div class="lb-trans"><p>2024 年第一季度，百特報告了年同比 2% 的營收增長至 36 億美元，略高於預期。調整後的每股收益為 65 美分，同比增長 10%。然而，百特專注於基本、價格低廉的醫療用品，限制了其定價靈活性，影響了利潤率。</p>
</div><p>To enhance profitability, the company plans to divest low-margin businesses, including its Kidney Care segment, valued at over $4 billion. Recent FDA approvals for innovative products like the Novum IQ infusion pump and Dose IQ Safety Software are expected to drive future growth. Despite positive indicators and management raising EPS guidance for the year, concerns about profitability and strategic restructuring have led to a 9% decline in BAX shares year-to-date.</p>
<div class="lb-trans"><p>為了增強盈利能力，公司計劃出售低毛利業務，包括價值超過 40 億美元的腎臟護理部門。最近針對創新產品如 Novum IQ 輸液泵和 Dose IQ 安全軟件的 FDA 批准預計將推動未來增長。儘管存在積極指標和管理層提高全年每股收益指引，但對盈利能力和戰略重組的擔憂導致 BAX 股價年初以來下跌了 9%。</p>
</div><p>Nevertheless, the stock offers a 3.3% dividend yield and trades at attractive valuations of 11.9 times forward earnings and 1.2 times sales. Analysts project a 22% upside potential with a 12-month median price target of $43.00, positioning Baxter as a strong contrarian investment opportunity in the recovering medical technology market. Baxter will report its second quarter 2024 earnings on August 6.</p>
<div class="lb-trans"><p>然而，該股票提供 3.3% 的股息率，並以有吸引力的估值交易，前瞻收益為 11.9 倍，銷售額為 1.2 倍。分析師預計股價中位數目標為 43.00 美元，預計上漲潛力為 22%，將百特定位為康復中的醫療技術市場中強勁的逆向投資機會。百特將於 2024 年 8 月 6 日公佈其第二季度財報。</p>
</div><h2>Nike (NKE)</h2>
<div class="lb-trans"><h2>耐克（NKE）</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: mimohe / Shutterstock.com</p>
<div class="lb-trans"><p>來源：mimohe / Shutterstock.com</p>
</div><p>Next on our list of contrarian stock picks is <strong>Nike</strong>(NYSE: <strong>NKE</strong>), a powerhouse in athletic footwear, apparel and equipment. Despite its strong global brand and innovative products, Nike faced challenges in its recent fourth quarter fiscal 2024 earnings report.</p>
<div class="lb-trans"><p>我們逆向股票選擇清單上的下一個是體育鞋、服裝和裝備領域的強大品牌 <strong>耐克</strong>（紐約證券交易所：<strong>NKE</strong>）。儘管擁有強大的全球品牌和創新產品，耐克在最近的 2024 財年第四季度財報中面臨挑戰。</p>
</div><p>The company posted $12.6 billion in revenue, a 2% YOY decline that missed expectations. Management cited difficulties in the Chinese market, a slowdown in lifestyle sales and inconsistent consumer trends as contributing factors. On a positive note, adjusted EPS came in at 99 cents, reflecting a remarkable 50% increase from the previous year. Despite these headwinds, Nike has demonstrated resilience, reporting an 11% YOY decline in inventories and expanding its gross margin by 110 basis points to 45%.</p>
<div class="lb-trans"><p>公司報告的收入為 126 億美元，同比下降 2%，未達預期。管理層指出中國市場困難、生活方式銷售放緩和消費者趨勢不穩定等因素為貢獻因素。值得一提的是，調整後的每股收益為 99 美分，較去年同期增長了 50%。儘管面臨這些阻力，耐克表現出了韌性，報告了存貨同比下降 11% 和毛利率擴大 110 個基點至 45%。</p>
</div><p>While management anticipates a mid-single-digit revenue decline for fiscal 2025, analysts believe actual sales could exceed this guidance due to robust consumer confidence. Additionally, Nike is reinvesting nearly $1 billion in consumer-facing initiatives, including marketing efforts for the Paris Olympics.</p>
<div class="lb-trans"><p>雖然管理層預計 2025 財年營收將出現中單位數下降，但分析師認為由於強勁的消費者信心，實際銷售可能超過這一指引。此外，耐克將近 10 億美元重新投資於面向消費者的倡議，包括巴黎奧運會的營銷工作。</p>
</div><p>As a result, NKE stock has plunged 32% since January. Currently, it offers a 2% dividend yield. Shares now offer better value relative to historical averages, trading at 23.9 times forward earnings and 2.2 times sales. Meanwhile, analysts have set a 12-month median price forecast of $91.00 for NKE stock, projecting a potential 23% upside.</p>
<div class="lb-trans"><p>因此，NKE 股票自一月以來暴跌 32%。目前，它提供 2% 的股息率。相對於歷史平均水平，股票現在提供更好的價值，前瞻收益為 23.9 倍，銷售額為 2.2 倍。與此同時，分析師為 NKE 股票設定了 91.00 美元的 12 個月中位數價格預測，預計有 23% 的上漲空間。</p>
</div><h2>Occidental Petroleum (OXY)</h2>
<div class="lb-trans"><h2>西方石油（OXY）</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: Poetra.RH / Shutterstock.com</p>
<div class="lb-trans"><p>來源：Poetra.RH / Shutterstock.com</p>
</div><p><strong>Occidental Petroleum</strong> (NYSE: <strong>OXY</strong>) stands out as a compelling contrarian stock pick in the oil and gas industry. Despite declining prices, continuing geopolitical tensions and a shift toward renewable energy, Occidental’s diversified assets, particularly in the Permian Basin and offshore Gulf of Mexico, position it for potential outperformance.</p>
<div class="lb-trans"><p><strong>西方石油</strong>（紐約證券交易所：<strong>OXY</strong>）在石油和天然氣行業中是一個引人注目的逆向股票選擇。儘管價格下跌、持續的地緣政治緊張局勢和向可再生能源轉變，西方石油在 Permian 盆地和墨西哥灣外海等多樣化資產方面使其有望表現優異。</p>
</div><p>In the first quarter of 2024, Occidental reported a 17% YOY revenue decline to $6 billion. Adjusted diluted EPS was 63 cents compared to $1.09 in the prior-year quarter. However, the company is strategically enhancing free cash flow and shareholder returns. Recently, it completed the CrownRock acquisition. The move is expected to improve operational efficiency and bolster further growth. Additionally, Occidental announced the sale of certain Delaware Basin assets for $818 million, with proceeds aimed at debt reduction. The company also focuses on transitioning to alternative energy and carbon management through direct air capture (DAC) investments and other innovative technologies.</p>
<div class="lb-trans"><p>2024 年第一季度，西方石油報告了年同比 17% 的營收下降至 60 億美元。調整後的每股稀釋收益為 63 美分，而去年同期為 1.09 美元。然而，公司正在戰略性地增強自由現金流和股東回報。最近，公司完成了對 CrownRock 的收購。此舉預計將提高運營效率並進一步促進增長。此外，西方石油宣佈出售某些 Delaware 盆地資產，售價為 8.18 億美元，所得款項用於債務減少。公司還專注於通過直接空氣捕集（DAC）投資和其他創新技術過渡到替代能源和碳管理。</p>
</div><p>Despite a 3% YTD decline, OXY stock offers a 1.5% dividend yield. The shares are changing hands at attractive valuations of 16.6 times forward earnings and two times sales. Wall Street analysts project a 27% upside potential, with a 12-month median price target of $73.00, making Occidental a compelling contrarian investment in the energy sector. Occidental will report its second quarter 2024 earnings on August 7.</p>
<div class="lb-trans"><p>儘管今年以來下跌了 3%，但西方石油股票提供了 1.5% 的股息率。股票以 16.6 倍的未來收益和兩倍的銷售額進行交易，估值吸引人。華爾街分析師預計有 27% 的上漲潛力，12 個月的中位價格目標為 73.00 美元，使西方石油成為能源行業中引人注目的逆向投資。西方石油將於 2024 年 8 月 7 日公佈其 2024 年第二季度財報。</p>
</div><p><em>On the date of publication, Tezcan Gecgil 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>_在本文發佈之日，Tezcan Gecgil 在本文提到的證券中沒有（直接或間接）任何持倉。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</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>_在本文發佈之日，負責編輯在本文提到的證券中沒有（直接或間接）任何持倉。</p>
</div><p>Tezcan Gecgil, PhD, began contributing to InvestorPlace in 2018. She brings over 20 years of experience in the U.S. and U.K. and has also completed all 3 levels of the Chartered Market Technician (CMT) examination. Publicly, she has contributed to investing.com and the U.K. website of The Motley Fool.</p>
<div class="lb-trans"><p>Tezcan Gecgil 博士於 2018 年開始為 InvestorPlace 做出貢獻。她在美國和英國擁有超過 20 年的經驗，並且已經通過了特許市場技術師（CMT）考試的所有 3 個級別。她曾為 investing.com 和英國的 The Motley Fool 網站做出過公開貢獻。</p>
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