<p>今年最熱門的遊戲股票之一是 <strong>Roblox</strong>(RBLX -4.37%)。該公司的遊戲平台易於兒童使用，擁有 4000 萬款遊戲，為用户提供了廣泛的娛樂選擇。平均而言，Roblox 上每天還有近 1 億的活躍用户。</p>
<p>自 4 月初以來，該股票表現火爆，截至 6 月 30 日，其年初至今的回報率已達到約 80%。目前交易價格接近 52 周高點，市值超過 700 億美元。考慮到其高估值和股票表現如此良好，現在投資 Roblox 是否已經太晚，還是今天購買該股票的投資者仍然有更多收益的機會？</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyMDIvYS10ZWVuLXBsYXlpbmctb24tdGhlLWNvbXB1dGVyLWFuZC1kcmlua2luZy5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyMDIvYS10ZWVuLXBsYXlpbmctb24tdGhlLWNvbXB1dGVyLWFuZC1kcmlua2luZy5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>Roblox 有許多增長機會可供開發</h2>
<p>Roblox 擁有一個受年輕孩子歡迎的遊戲平台。公司產生的絕大多數收入來自其虛擬貨幣 Robux 的銷售，用户可以用其購買遊戲內物品和體驗。雖然這使得公司多年來銷售額顯著增長，並在過去 12 個月內帶來了 38 億美元的收入，但 Roblox 仍然只是觸及其長期潛力的表面。</p>
<p>該遊戲公司進一步增長收入的一種方式是通過廣告，為公司提供獨特的方式通過遊戲接觸用户。考慮到其大多數用户年齡在 18 歲以下，這可能是一個棘手的領域，但對於公司來説，這是一個相對未開發的機會。今年早些時候，它宣佈推出獎勵視頻廣告，用户可以選擇觀看 30 秒的視頻廣告以換取遊戲內的好處。</p>
<p>公司還允許創作者製作針對年齡更大、更成熟受眾的遊戲。這不僅有助於擴大用户基礎，還意味着更容易向更廣泛的人羣進行廣告，這對更多企業具有吸引力。</p>
<h2>公司在實現盈利方面取得進展</h2>
<p>Roblox 面臨的一大挑戰是保持盈利。在其最近一個季度（截至 3 月 31 日），公司的淨虧損總額為 2.15 億美元，收入總額剛剛超過 10 億美元。好消息是，它在朝着正確的方向取得了一些進展。從現金流的角度來看，更好的消息是：該季度的經營現金流總額為 4.44 億美元，幾乎是去年同期 2.39 億美元的兩倍。</p>
<p>通過加強財務狀況，同時擴大增長機會，Roblox 將成為更多成長型投資者更具吸引力的股票。較小的虧損和改善的現金流可以使其成為一種風險較低的投資。</p>
<h2>你現在應該購買 Roblox 股票嗎？</h2>
<p>Roblox 仍處於早期增長階段，這就是為什麼我認為該股票離達到頂峯還遠。由於平台上有許多年輕用户，他們有潛力通過公司極其多樣化的遊戲成為終身客户。儘管已經有數千萬款遊戲，但這個數字可以變得更大，尤其是隨着開發者製作服務更廣泛受眾的遊戲。</p>
<p>此外，Roblox 相較於其他遊戲公司的一個重要優勢是，其用户也可以在平台上自己製作遊戲。這意味着它不必在製作和開發遊戲上花費大量資金。</p>
<p>儘管該股票在最近幾個月表現火熱，但投資 Roblox 絕對不算太晚。這可以是一個值得購買並持有多年的優秀成長股。隨着其業務不斷發展和多樣化，Roblox 在長期內具有很大的上行空間。</p>

羅布樂思

<p>羅布樂思 (RBLX) 今年上漲超過 80%，這得益於其擁有 4000 萬款遊戲和近 1 億日活躍用户的熱門遊戲平台。儘管最近出現了 2.15 億美元的淨虧損，但公司正在改善其現金流，現金流已達到 4.44 億美元。羅布樂思正在通過廣告和針對更年長的受眾來探索增長。分析師建議，現在投資羅布樂思仍不算太晚，因為該公司具有顯著的長期增長潛力和獨特的用户生成內容模式</p>

<p>One of the hottest gaming stocks to own this year has been <strong>Roblox</strong>(RBLX -4.37%). The company's gaming platform is easy for kids to use and has 40 million games, providing users with a wide range of entertainment options. On average, there are also close to 100 million daily active users on Roblox.</p>
<div class="lb-trans"><p>今年最熱門的遊戲股票之一是 <strong>Roblox</strong>(RBLX -4.37%)。該公司的遊戲平台易於兒童使用，擁有 4000 萬款遊戲，為用户提供了廣泛的娛樂選擇。平均而言，Roblox 上每天還有近 1 億的活躍用户。</p>
</div><p>The stock has been on fire since early April, with its year-to-date returns now sitting at around 80% (as of June 30). It's trading near its 52-week high, and it has a market cap of more than $70 billion. With a high valuation and the stock doing so well, is it too late to invest in Roblox right now, or could there still be more gains ahead for investors who buy the stock today?</p>
<div class="lb-trans"><p>自 4 月初以來，該股票表現火爆，截至 6 月 30 日，其年初至今的回報率已達到約 80%。目前交易價格接近 52 周高點，市值超過 700 億美元。考慮到其高估值和股票表現如此良好，現在投資 Roblox 是否已經太晚，還是今天購買該股票的投資者仍然有更多收益的機會？</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyMDIvYS10ZWVuLXBsYXlpbmctb24tdGhlLWNvbXB1dGVyLWFuZC1kcmlua2luZy5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823202%2Fa-teen-playing-on-the-computer-and-drinking.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>Roblox has plenty of growth opportunities to tap into</h2>
<div class="lb-trans"><h2>Roblox 有許多增長機會可供開發</h2>
</div><p>Roblox has a popular gaming platform that appeals to young kids. The vast majority of the revenue the company generates is from the sale of its virtual currency, Robux, which allows users to purchase in-game items and experiences. While that has enabled the business to grow its sales significantly over the years and has now brought in $3.8 billion in revenue over the trailing 12 months, Roblox is still only scratching the surface of its longer-term potential.</p>
<div class="lb-trans"><p>Roblox 擁有一個受年輕孩子歡迎的遊戲平台。公司產生的絕大多數收入來自其虛擬貨幣 Robux 的銷售，用户可以用其購買遊戲內物品和體驗。雖然這使得公司多年來銷售額顯著增長，並在過去 12 個月內帶來了 38 億美元的收入，但 Roblox 仍然只是觸及其長期潛力的表面。</p>
</div><p>One way the gaming company can grow its top line even further is through advertising, and offering companies unique ways to reach users through games. This can be a tricky avenue to navigate, given that most of its users are under the age of 18, but it's a relatively untapped opportunity for the business. Earlier this year, it announced rewarded video ads, where users can choose to watch 30-second video ads in exchange for receiving in-game benefits.</p>
<div class="lb-trans"><p>該遊戲公司進一步增長收入的一種方式是通過廣告，為公司提供獨特的方式通過遊戲接觸用户。考慮到其大多數用户年齡在 18 歲以下，這可能是一個棘手的領域，但對於公司來説，這是一個相對未開發的機會。今年早些時候，它宣佈推出獎勵視頻廣告，用户可以選擇觀看 30 秒的視頻廣告以換取遊戲內的好處。</p>
</div><p>The company has also been allowing creators to make games targeting older, more mature audiences. Not only can that help grow its user base, it also means it'll be easier to advertise to a wider range of demographics, which is appealing to more businesses.</p>
<div class="lb-trans"><p>公司還允許創作者製作針對年齡更大、更成熟受眾的遊戲。這不僅有助於擴大用户基礎，還意味着更容易向更廣泛的人羣進行廣告，這對更多企業具有吸引力。</p>
</div><h2>The company is making progress toward profitability</h2>
<div class="lb-trans"><h2>公司在實現盈利方面取得進展</h2>
</div><p>A big challenge for Roblox is staying out of the red. In its most recent quarter, which ended on March 31, the company's net loss totaled $215 million, on revenue totaling just over $1 billion. The good news is that it's making some progress in the right direction. From a cash flow point of view, there is even better news: its quarterly operating cash flow for the period totaled $444 million, which was close to double the $239 million it brought in over the same period last year.</p>
<div class="lb-trans"><p>Roblox 面臨的一大挑戰是保持盈利。在其最近一個季度（截至 3 月 31 日），公司的淨虧損總額為 2.15 億美元，收入總額剛剛超過 10 億美元。好消息是，它在朝着正確的方向取得了一些進展。從現金流的角度來看，更好的消息是：該季度的經營現金流總額為 4.44 億美元，幾乎是去年同期 2.39 億美元的兩倍。</p>
</div><p>By strengthening its financials while also expanding its growth opportunities, Roblox will become a more appealing stock to more growth investors in the process. Smaller losses and improved cash flow can make it a less risky investment to own.</p>
<div class="lb-trans"><p>通過加強財務狀況，同時擴大增長機會，Roblox 將成為更多成長型投資者更具吸引力的股票。較小的虧損和改善的現金流可以使其成為一種風險較低的投資。</p>
</div><h2>Should you buy Roblox stock right now?</h2>
<div class="lb-trans"><h2>你現在應該購買 Roblox 股票嗎？</h2>
</div><p>Roblox is still in its early growth days, which is why I don't think the stock is anywhere near hitting a peak. With many young users on its platform, there's the potential for them to become life-long customers through the company's immensely diverse games. Even though there are tens of millions of games already, that number can get much bigger, especially as developers make games serving broader audiences.</p>
<div class="lb-trans"><p>Roblox 仍處於早期增長階段，這就是為什麼我認為該股票離達到頂峯還遠。由於平台上有許多年輕用户，他們有潛力通過公司極其多樣化的遊戲成為終身客户。儘管已經有數千萬款遊戲，但這個數字可以變得更大，尤其是隨着開發者製作服務更廣泛受眾的遊戲。</p>
</div><p>Plus, a big advantage Roblox has over other gaming companies is that its users can also make games on its platform themselves. This means that it doesn't have to spend heavily on producing and developing games.</p>
<div class="lb-trans"><p>此外，Roblox 相較於其他遊戲公司的一個重要優勢是，其用户也可以在平台上自己製作遊戲。這意味着它不必在製作和開發遊戲上花費大量資金。</p>
</div><p>Although the stock has been red-hot in recent months, it's by no means too late to invest in Roblox. This can be a great growth stock to buy and hold for years. Roblox possesses a lot of upside over the long haul, as its business continues to evolve and diversify.</p>
<div class="lb-trans"><p>儘管該股票在最近幾個月表現火熱，但投資 Roblox 絕對不算太晚。這可以是一個值得購買並持有多年的優秀成長股。隨着其業務不斷發展和多樣化，Roblox 在長期內具有很大的上行空間。</p>
</div>

羅布樂思股票今年上漲超過 80%，現在購買是否為時已晚？