<p>當投資者尋求選擇自己喜歡的股票時，他們通常採取一維的風險承擔方式，以享受潛在的上漲。參與者會購買公司的股票，當股價上漲時獲利，否則在價格下跌時承擔損失。然而，還有另一種方式可以獲得槓桿作用並在基本觀點正確時放大回報。</p>
<p>這是通過期權合約實現的，當交易員在期權交易上大手筆時，投資者應該注意。期權有一個重要的限制條件，即這些趨勢的重要性被放大。交易員需要準確把握股票的方向和時間，因為期權合約在特定日期到期時將變得毫無價值。瞭解時間正在對這些交易員起作用，投資者在發現異常的期權活動時應有一個合理的時間表。</p>
<p>三隻股票看到了異常高的認購期權交易量（認購期權在股價上漲時升值），因此這些趨勢是投資者在未來幾個月內可以支持的。排在榜首的是消費者自由裁量權巨頭 <strong>耐克公司 NYSE: NKE</strong>，清潔和家居用品巨頭 <strong>高樂氏公司 NYSE: CLX</strong>，甚至是這家持有大量比特幣準備迎接風險週期的科技股 <strong>MicroStrategy 公司 NASDAQ: MSTR</strong>。</p>
<h2><strong>價值投資者關注耐克股票的第二次機會</strong></h2>
<p>在耐克公佈 2024 年第二季度業績後，大多數市場認為該公司可能面臨壞消息。擔憂主要來自該品牌在中國市場的業務放緩。然而，即使這也無法解釋為何股價下跌。</p>
<p>耐克股票在公告後暴跌約 21%，但一位價值投資者看到了問題所在，並決定買入低點。這位神秘的投資者被揭示為比爾·阿克曼，以其價值投資的方式在市場上最為知名。</p>
<p>事實證明，中國的通貨膨脹率在 2024 年每個月都是正值且在擴大，這使得圍繞耐克在亞洲強國的盈利和收入潛力的主要擔憂不攻自破。面對這些事實，阿克曼對該股持樂觀態度，而華爾街其他人也分享了對該公司的看漲觀點。</p>
<p>華爾街分析師現在預測耐克未來 12 個月的每股收益（EPS）增長為 13.1%，這幫助花旗集團設定了對耐克股票的 102 美元價格目標。他們敢於讓其股價從最近低點上漲多達 22.1%。</p>
<h2><strong>交易員搶購高樂氏股票以獲取穩定溢價</strong></h2>
<p>市場總是有充分的理由為某些股票支付溢價估值。對於高樂氏而言，投資者可能猜到這個理由與公司在市場波動週期中的穩定性有關。0.38 的低貝塔為投資者提供了與其他股票相比更平穩的投資環境，這使其更容易快速恢復。</p>
<p>高樂氏股票今天以 75.3 倍的市盈率（P/E）交易，遠高於消費品穩定性行業的平均估值 20.6 倍，這就是市場願意給予這隻股票的穩定性。此外，該公司為股東提供 4.88 美元的股息，相當於 3.3% 的年度股息率。</p>
<p>憑藉這種穩定的收益、低波動性和根植於公司產品線的可預測現金流，交易員找到了足夠的理由在標普 500 因所謂的日元和美元之間的&#34;套利交易&#34;引發的回調期間進入認購期權。</p>
<p>DA Davidson 認為高樂氏股票的估值為 153 美元/股，雖然不如耐克的上漲幅度那麼大，但仍然預計從今天的股價上漲多達 4%。考慮到高樂氏的股息率，這將導致兩位數的上漲。</p>
<h2><strong>風險週期有望提振 MicroStrategy 的比特幣持倉</strong></h2>
<p>當參與者開始對金融市場採取風險態度時，某些資產類別往往表現最佳，並且也會看到牛市行情的最初跡象。美聯儲（Fed）承諾降息可能引發最新一輪風險投資浪潮。</p>
<p>上次發生這種情況時，比特幣表現最佳。雖然歷史可能不會像 2020 年至 2022 年那樣精確重演，但可能會足夠類似，以推動像 MicroStrategy 這樣的加密貨幣持有者的股價上漲。根據該公司的投資者關係網站，它現在在資產負債表上持有高達 226,500 比特幣。</p>
<p>這個數字可能會在下一個季度增加，併為 MicroStrategy 的資產負債表帶來 13.6 億美元的價值。考慮到比特幣價格可能在這些風險投資趨勢上升的情況下上漲，Benchmark 的分析師將他們對 MicroStrategy 股票的價格目標提高到每股 215 美元，比今天的交易價格高出 61.8%。</p>
<p>→ 在僅 3 次交易中從 5000 美元增長到 130 萬美元（來自內部人士的披露）（廣告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04OTM0?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04OTM0"/></p>
<h2>您現在是否應該投資 1000 美元購買耐克股票？</h2>
<p>在考慮購買耐克股票之前，您可能希望聽聽這個。</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建議客户購買的股票。MarketBeat 已確定了五隻頂級分析師悄悄告訴客户在更廣泛市場注意之前購買的股票... 而耐克並不在這份名單上。</p>
<p>儘管耐克目前在分析師中有&#34;中等買入&#34;評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>查看這五隻股票</p>

MSTR

耐克

高樂氏

<p>交易員們正在關注三隻股票，它們的看漲期權交易量較高，這是在最近標普 500 指數出現拋售後的情況：耐克公司、高樂氏公司和 Microstrategy 公司。分析師預測這些股票有兩位數的上漲空間。儘管耐克公司在令人失望的盈利數據後股價下跌了 21%，但由於潛在的每股收益增長和中國市場的積極情緒，它吸引了多頭興趣。高樂氏公司提供了穩定性，具有溢價估值和吸引人的股息。Microstrategy 公司可能受益於風險偏好週期，因為它持有大量比特幣，隨着市場情緒的上升，比特幣價值也會上漲</p>

<p>When investors seek exposure to the stocks of their choice, they typically take a one-dimensional approach to taking on risk to enjoy the potential upside in their views. Participants will buy shares in a company and either profit when the stock rises or otherwise take a loss on a price decline. Still, there is another way to gain leverage and amplify returns when the underlying view is right.</p>
<div class="lb-trans"><p>當投資者尋求選擇自己喜歡的股票時，他們通常採取一維的風險承擔方式，以享受潛在的上漲。參與者會購買公司的股票，當股價上漲時獲利，否則在價格下跌時承擔損失。然而，還有另一種方式可以獲得槓桿作用並在基本觀點正確時放大回報。</p>
</div><p>This is done through options contracts, and when traders go big on an options trade, investors should pay attention. Options have one big caveat, where these trends' importance is amplified. Traders need to get the direction of the stock right, and the timing, since options contracts expire worthless by a certain date. Knowing that time is working against these traders, investors have a reasonable timeline in mind when they spot unusual options activity.</p>
<div class="lb-trans"><p>這是通過期權合約實現的，當交易員在期權交易上大手筆時，投資者應該注意。期權有一個重要的限制條件，即這些趨勢的重要性被放大。交易員需要準確把握股票的方向和時間，因為期權合約在特定日期到期時將變得毫無價值。瞭解時間正在對這些交易員起作用，投資者在發現異常的期權活動時應有一個合理的時間表。</p>
</div><p>Three stocks saw unusually high call options trading volume (call options appreciate when the stock price moves higher), so these are the trends that investors could get behind in the coming months before the underlying stocks rally. Topping this list is consumer discretionary giant <strong>Nike Inc. NYSE: NKE</strong>, cleaning and home supplies behemoth <strong>Clorox Co. NYSE: CLX</strong>, and even this technology stock that holds a ton of Bitcoin ready for the risk-on cycle <strong>MicroStrategy Inc. NASDAQ: MSTR</strong>.</p>
<div class="lb-trans"><p>三隻股票看到了異常高的認購期權交易量（認購期權在股價上漲時升值），因此這些趨勢是投資者在未來幾個月內可以支持的。排在榜首的是消費者自由裁量權巨頭 <strong>耐克公司 NYSE: NKE</strong>，清潔和家居用品巨頭 <strong>高樂氏公司 NYSE: CLX</strong>，甚至是這家持有大量比特幣準備迎接風險週期的科技股 <strong>MicroStrategy 公司 NASDAQ: MSTR</strong>。</p>
</div><h2><strong>Value Investors Eye Nike Stock for a Second Chance</strong></h2>
<div class="lb-trans"><h2><strong>價值投資者關注耐克股票的第二次機會</strong></h2>
</div><p>After Nike reported its second quarter 2024 earnings results, most of the market thought that bad news was brewing for the company. The worries came mostly from the slowing business in the brand’s China exposure. Still, even that couldn’t justify keeping the stock down.</p>
<div class="lb-trans"><p>在耐克公佈 2024 年第二季度業績後，大多數市場認為該公司可能面臨壞消息。擔憂主要來自該品牌在中國市場的業務放緩。然而，即使這也無法解釋為何股價下跌。</p>
</div><p>Nike stock crashed by roughly 21% after the announcement, but one value investor saw the writing on the wall and decided to buy the dip. This mystery player was revealed to be Bill Ackman, best known for his value-investing approach to the market.</p>
<div class="lb-trans"><p>耐克股票在公告後暴跌約 21%，但一位價值投資者看到了問題所在，並決定買入低點。這位神秘的投資者被揭示為比爾·阿克曼，以其價值投資的方式在市場上最為知名。</p>
</div><p>As it turns out, China’s inflation rate has been positive and expanding every month of 2024, disqualifying the main worries surrounding Nike’s earning and revenue potential inside Asia’s powerhouse. Facing these facts made Ackman bullish on the stock, while others on Wall Street shared their bullish views for the company.</p>
<div class="lb-trans"><p>事實證明，中國的通貨膨脹率在 2024 年每個月都是正值且在擴大，這使得圍繞耐克在亞洲強國的盈利和收入潛力的主要擔憂不攻自破。面對這些事實，阿克曼對該股持樂觀態度，而華爾街其他人也分享了對該公司的看漲觀點。</p>
</div><p>Wall Street analysts now forecast 13.1% earnings per share (EPS) growth for Nike's next 12 months, helping Citigroup land on a $102 price target on Nike stock. They dare it to rally by as much as 22.1% from its recent low.</p>
<div class="lb-trans"><p>華爾街分析師現在預測耐克未來 12 個月的每股收益（EPS）增長為 13.1%，這幫助花旗集團設定了對耐克股票的 102 美元價格目標。他們敢於讓其股價從最近低點上漲多達 22.1%。</p>
</div><h2><strong>Traders Snap Up Clorox Stock for Its Stability Premium</strong></h2>
<div class="lb-trans"><h2><strong>交易員搶購高樂氏股票以獲取穩定溢價</strong></h2>
</div><p>There's always a good reason for markets to pay a premium valuation for certain stocks. In the case of Clorox, investors could probably guess that this reason is tied to the company's stability despite market volatility cycles. A low beta of 0.38 offers investors a smoother ride compared to other names, which sets it up for a quicker recovery.</p>
<div class="lb-trans"><p>市場總是有充分的理由為某些股票支付溢價估值。對於高樂氏而言，投資者可能猜到這個理由與公司在市場波動週期中的穩定性有關。0.38 的低貝塔為投資者提供了與其他股票相比更平穩的投資環境，這使其更容易快速恢復。</p>
</div><p>Clorox stock trades at a price-to-earnings ratio (P/E) of 75.3x today, which is significantly above the consumer staples sector's average valuation of 20.6x, and that is the stability that markets are willing to place on a stock like this one. More than that, the company offers shareholders a $4.88 payout, translating into an annual dividend of 3.3%.</p>
<div class="lb-trans"><p>高樂氏股票今天以 75.3 倍的市盈率（P/E）交易，遠高於消費品穩定性行業的平均估值 20.6 倍，這就是市場願意給予這隻股票的穩定性。此外，該公司為股東提供 4.88 美元的股息，相當於 3.3% 的年度股息率。</p>
</div><p>With this stable yield, low volatility, and predictable cash flows rooted in the company's product line, traders found enough reasons to jump in call options during the S&amp;P 500 drawdown caused by the so-called &#34;Carry Trade&#34; between the Japanese Yen and the U.S. Dollar.</p>
<div class="lb-trans"><p>憑藉這種穩定的收益、低波動性和根植於公司產品線的可預測現金流，交易員找到了足夠的理由在標普 500 因所謂的日元和美元之間的&#34;套利交易&#34;引發的回調期間進入認購期權。</p>
</div><p>Those at DA Davidson see a valuation of $153 a share for Clorox stock, which won't be as much upside as Nike's but still calls for up to 4% from today's stock price. This leads to a double-digit upside when accounting for Clorox's dividend yield.</p>
<div class="lb-trans"><p>DA Davidson 認為高樂氏股票的估值為 153 美元/股，雖然不如耐克的上漲幅度那麼大，但仍然預計從今天的股價上漲多達 4%。考慮到高樂氏的股息率，這將導致兩位數的上漲。</p>
</div><h2><strong>Risk-On Cycle Poised to Boost MicroStrategy’s Bitcoin Holdings</strong></h2>
<div class="lb-trans"><h2><strong>風險週期有望提振 MicroStrategy 的比特幣持倉</strong></h2>
</div><p>When participants start taking a risk-on attitude to financial markets, certain asset classes tend to outperform the most and also see the first signs of bullish price action. A new promise of interest rate cuts from the Federal Reserve (the Fed) might trigger the latest wave of risk-on investments.</p>
<div class="lb-trans"><p>當參與者開始對金融市場採取風險態度時，某些資產類別往往表現最佳，並且也會看到牛市行情的最初跡象。美聯儲（Fed）承諾降息可能引發最新一輪風險投資浪潮。</p>
</div><p>The last time this happened, Bitcoin came out on top. While history might not repeat precisely like 2020 through 2022, it could rhyme enough to send cryptocurrency holders like MicroStrategy to higher prices. According to the company’s investor relations website, it now holds up to 226,500 bitcoins on its balance sheet.</p>
<div class="lb-trans"><p>上次發生這種情況時，比特幣表現最佳。雖然歷史可能不會像 2020 年至 2022 年那樣精確重演，但可能會足夠類似，以推動像 MicroStrategy 這樣的加密貨幣持有者的股價上漲。根據該公司的投資者關係網站，它現在在資產負債表上持有高達 226,500 比特幣。</p>
</div><p>This number is likely to increase for the next quarter and represents a value of $13.6 million for MicroStrategy’s balance sheet. Considering that the price of bitcoin could rise on these risk-on trends, analysts at Benchmark raised their price targets for MicroStrategy stock to up to $215 a share, or 61.8% from where it trades today.</p>
<div class="lb-trans"><p>這個數字可能會在下一個季度增加，併為 MicroStrategy 的資產負債表帶來 13.6 億美元的價值。考慮到比特幣價格可能在這些風險投資趨勢上升的情況下上漲，Benchmark 的分析師將他們對 MicroStrategy 股票的價格目標提高到每股 215 美元，比今天的交易價格高出 61.8%。</p>
</div><p>→ $5k to $1.3m in just 3 trades (From Insiders Exposed)(Ad)</p>
<div class="lb-trans"><p>→ 在僅 3 次交易中從 5000 美元增長到 130 萬美元（來自內部人士的披露）（廣告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD04OTM0" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8934&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in NIKE right now?</h2>
<div class="lb-trans"><h2>您現在是否應該投資 1000 美元購買耐克股票？</h2>
</div><p>Before you consider NIKE, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮購買耐克股票之前，您可能希望聽聽這個。</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 NIKE wasn't on the list.</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建議客户購買的股票。MarketBeat 已確定了五隻頂級分析師悄悄告訴客户在更廣泛市場注意之前購買的股票... 而耐克並不在這份名單上。</p>
</div><p>While NIKE currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>儘管耐克目前在分析師中有&#34;中等買入&#34;評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票</p>
</div>

在復甦反彈中看漲期權交易量激增的三隻股票