<p>總體而言，投資者應該尋找那些能夠持久經營的企業，並願意 “永遠” 持有其股票。</p>
<p>然而，時不時地，相對短期的機會會出現。也就是説，某個特定公司的異常高增長期浮現。雖然這些企業可能最終會持續繁榮，但接下來的幾年對它們以及那些能夠承受風險的投資者來説，可能會非常豐厚。</p>
<p>為此，以下是三隻在未來五年內有潛力帶來巨大收益的股票的詳細分析。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE4NjUvdGhpbmtpbmctaW52ZXN0b3ItdXNpbmctYS1sYXB0b3AtY29tcHV0ZXIuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE4NjUvdGhpbmtpbmctaW52ZXN0b3ItdXNpbmctYS1sYXB0b3AtY29tcHV0ZXIuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>1. Joby Aviation</h2>
<p>如果你不熟悉 <strong>Joby Aviation</strong>（JOBY 2.60%），它是為數不多的幾家越來越看起來將使空中出租車成為現實的公司之一。它的超靜音四座電池驅動飛機可以垂直起降——就像直升機一樣——非常適合將人們從擁擠的市中心接送。舉個例子，從 JFK 機場到紐約市的行程通常需要近一個小時，而乘坐 Joby 的飛機則可以在不到 10 分鐘內完成。</p>
<p>這不僅僅是一個概念。這架飛機確實存在。實際上，Joby 已經集體飛行了數千小時，以完成設計的 FAA 認證過程。事實上，就在上個月，Joby 完成了其首次美國機場間的飛行（從 Marina 到加利福尼亞的 Monterey），在其他空中交通管制的飛機中導航。</p>
<p>然而，Joby Aviation 最具吸引力的投資方面，可能在於其合作伙伴關係和對其能力的堅定興趣。今年 3 月，英國航空公司維珍大西洋宣佈將與 Joby 合作，幫助其乘客往返於一些機場航站樓。汽車製造商 <strong>豐田</strong> 在 5 月成為其主要股東，為生產合作奠定了基礎。美國空軍也對這種低成本通勤飛機感興趣，已經交付了兩架。同時，國防承包商 <strong>L3Harris</strong> 希望將 Joby 的一些技術整合到一種全新的飛機中。</p>
<p>機場和城市也在支持這一項目。該公司已在迪拜完成了幾次測試飛行，同時正在為洛杉磯和紐約市的運營鋪平道路。隨着前提條件的證明，更多的進展將隨之而來。</p>
<p><strong>為什麼是接下來的 5 年：</strong> 對於感興趣的投資者來説，時間至關重要。</p>
<p>你看，雖然 Joby 目前沒有商業空中出租車服務收入或輕型電池驅動飛機的銷售，但技術已經準備就緒，FAA 的認證過程正在推進。實際上，這個備受期待的行業即將爆發，Mordor Intelligence 預測全球空中出租車市場將在 2030 年前以每年 23% 的平均速度增長。世界正等待着它所需的飛機，而這些飛機很快就會到來。</p>
<h2>2. Dutch Bros</h2>
<p><strong>星巴克</strong>（SBUX -1.82%）在過去幾十年中可能通過提供一種相對高檔和優雅的體驗主導了咖啡店業務。然而，至少在美國（其門店超過 40% 位於此），消費者不再想要這樣的體驗。他們越來越希望擁有一種更隨意和便利的咖啡購買體驗。</p>
<p>這時 <strong>Dutch Bros</strong>（BROS -7.57%）應運而生。</p>
<p>這是一種完全不同的經營模式。沒有顧客座位；Dutch Bros 只經營自取餐窗口。不過，這並不是最顯著的特點。與星巴克提供的從一個地點到另一個地點都相對精緻但缺乏個性化的顧客體驗不同，Dutch Bros 的每個咖啡亭都充滿了獨特的個性，往往反映出員工的個性。在一個真實性迅速成為消費者需求的環境中，這一點至關重要。</p>
<p><strong>為什麼是接下來的 5 年：</strong> Dutch Bros 在近年來已經實現了一些驚人的增長，從 2021 年底的 538 家店鋪增長到 6 月的 1000 多家。不過，這僅僅是個開始。在 3 月的投資者日活動中，該公司將之前的長期目標從 4000 家店鋪上調至 7000 多家。顯然，它不可能在 2030 年中期之前實現這一目標。然而，考慮到它最近所取得的增長，以及其仍然相對較小的規模，到 2029 年擁有 2000 多家店鋪的計劃似乎是合理的。</p>
<p>當然，這樣的增長可能會在這一階段大幅推動股價。</p>
<h2>3. MercadoLibre</h2>
<p>最後，將 <strong>MercadoLibre</strong>（MELI 0.00%）加入你的怪獸股票購買和持有名單中，至少在接下來的五年內。</p>
<p>如果你從未聽説過它，那是有原因的。也就是説，它只在拉丁美洲開展業務。甚至並不是在整個拉丁美洲。它的核心市場是巴西、墨西哥和阿根廷。</p>
<p>然而，在它開展業務的地方，生意可謂相當不錯！</p>
<p>但它到底是做什麼的呢？主要是電子商務，儘管這個描述低估了公司的影響力。MercadoLibre 還運營一個數字支付平台，管理物流服務，併為在線和離線運營的企業提供一系列工具。這種廣泛性使得該公司常常被稱為拉丁美洲的 <strong>亞馬遜</strong>。</p>
<p>它的增長方式與亞馬遜早期的發展非常相似。MercadoLibre 上個季度的收入為 68 億美元，同比增長 34%。如果不是因為它向更多巴西客户提供的免費配送服務，第二季度的收益本應相應增長，而不是低於分析師的預期。不過，像亞馬遜一樣，MercadoLibre 的管理層明白，他們需要在當前犧牲一些利潤，以換取擴大客户基礎，這將推動未來在高度分散的拉丁美洲市場中的增長。</p>
<p><strong>為什麼是接下來的五年：</strong> 目前有多種因素匯聚在一起，創造了一個在地理市場中非凡的機會。其中最重要的是相對較新但迅速普及的寬帶連接，尤其是寬帶連接的智能手機。</p>
<p>市場研究機構 GSMA 預計，該地區的移動互聯網用户總數將從去年的 4.13 億人增加到 2030 年的近 5 億人。正如北美的情況一樣，消費者正在迅速接受寬帶連接所帶來的在線購物。這就是為什麼支付與商業市場情報認為，該地區的電子商務行業預計將在 2023 年至 2027 年之間翻一番，到時其價值可能超過 1 萬億美元。</p>
<p>MercadoLibre 已經很好地定位，以捕捉這一增長的超過合理份額，這種增長無疑將持續到 2027 年之後。只是該業務最快和最大的增長可能會在不久的將來顯現。</p>

JOBY

BROS

<p>投資者被鼓勵考慮三隻股票，以期在未來五年實現顯著增長：Joby Aviation，該公司正在與維珍大西洋航空和豐田合作，開創空中出租車技術；Dutch Bros，一家快速擴張的咖啡連鎖店，專注於自駕服務和獨特的客户體驗，目標超過 7000 個門店；以及 MercadoLibre，拉丁美洲領先的電子商務平台，準備在該地區實現增長。這些公司有望利用新興市場趨勢和消費者偏好的變化</p>

<p>Broadly speaking, investors should seek out enduring businesses with a willingness to hold onto their stocks &#34;forever.&#34;</p>
<div class="lb-trans"><p>總體而言，投資者應該尋找那些能夠持久經營的企業，並願意 “永遠” 持有其股票。</p>
</div><p>Every now and then, though, a relatively shorter-term opportunity knocks. That is to say, a period of unusually high growth for a particular company surfaces. While these businesses may well end up thriving indefinitely, the next few years could prove very fruitful for them as well as for their risk-tolerant investors.</p>
<div class="lb-trans"><p>然而，時不時地，相對短期的機會會出現。也就是説，某個特定公司的異常高增長期浮現。雖然這些企業可能最終會持續繁榮，但接下來的幾年對它們以及那些能夠承受風險的投資者來説，可能會非常豐厚。</p>
</div><p>To this end, here's a closer look at three stocks with the potential to dish out monster-sized gains over the course of the coming five years.</p>
<div class="lb-trans"><p>為此，以下是三隻在未來五年內有潛力帶來巨大收益的股票的詳細分析。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE4NjUvdGhpbmtpbmctaW52ZXN0b3ItdXNpbmctYS1sYXB0b3AtY29tcHV0ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831865%2Fthinking-investor-using-a-laptop-computer.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>1. Joby Aviation</h2>
<div class="lb-trans"><h2>1. Joby Aviation</h2>
</div><p>If you're not familiar with <strong>Joby Aviation</strong>(JOBY 2.60%), it's one of the few companies that's increasingly looking like it's going to make air taxis a reality. Its ultra-quiet four-passenger battery-powered aircraft can take off and land vertically -- like a helicopter -- making it perfectly suited to ferry people to and from crowded city centers. A trip to New York City from JFK airport that would normally take nearly an hour, for perspective, can be completed in less than 10 minutes.</p>
<div class="lb-trans"><p>如果你不熟悉 <strong>Joby Aviation</strong>（JOBY 2.60%），它是為數不多的幾家越來越看起來將使空中出租車成為現實的公司之一。它的超靜音四座電池驅動飛機可以垂直起降——就像直升機一樣——非常適合將人們從擁擠的市中心接送。舉個例子，從 JFK 機場到紐約市的行程通常需要近一個小時，而乘坐 Joby 的飛機則可以在不到 10 分鐘內完成。</p>
</div><p>It's not a mere concept, either. The aircraft exists. Several of them, in fact, which Joby has collectively flown for thousands of hours as part of the design's FAA certification process. Indeed, just last month, Joby completed its first-ever U.S. airport-to-airport flight (from Marina to Monterey, California), navigating airspace with other air-traffic-controlled aircraft in it.</p>
<div class="lb-trans"><p>這不僅僅是一個概念。這架飛機確實存在。實際上，Joby 已經集體飛行了數千小時，以完成設計的 FAA 認證過程。事實上，就在上個月，Joby 完成了其首次美國機場間的飛行（從 Marina 到加利福尼亞的 Monterey），在其他空中交通管制的飛機中導航。</p>
</div><p>Perhaps the most compelling investment aspect of Joby Aviation, however, is its partnerships and committed interest in its capabilities. In March of this year, U.K. airline Virgin Atlantic announced it would tap Joby to help get its passengers to and from some of its airport terminals. Carmaker <strong>Toyota</strong> became a major shareholder in May, setting the stage for a production partnership. The U.S. Air Force is also interested in the low-cost commuting aircraft, having taken delivery of two of them already. In the meantime, defense contractor <strong>L3Harris</strong> is looking to incorporate some of Joby's technology into a whole new kind of aircraft.</p>
<div class="lb-trans"><p>然而，Joby Aviation 最具吸引力的投資方面，可能在於其合作伙伴關係和對其能力的堅定興趣。今年 3 月，英國航空公司維珍大西洋宣佈將與 Joby 合作，幫助其乘客往返於一些機場航站樓。汽車製造商 <strong>豐田</strong> 在 5 月成為其主要股東，為生產合作奠定了基礎。美國空軍也對這種低成本通勤飛機感興趣，已經交付了兩架。同時，國防承包商 <strong>L3Harris</strong> 希望將 Joby 的一些技術整合到一種全新的飛機中。</p>
</div><p>Airports and cities are on board, too. The company has completed several test flights in Dubai, while the groundwork for operations in Los Angeles and New York City is being laid. More will follow as the premise is proven.</p>
<div class="lb-trans"><p>機場和城市也在支持這一項目。該公司已在迪拜完成了幾次測試飛行，同時正在為洛杉磯和紐約市的運營鋪平道路。隨着前提條件的證明，更多的進展將隨之而來。</p>
</div><p><strong>Why the next 5 years:</strong> Time is of the essence for interested investors.</p>
<div class="lb-trans"><p><strong>為什麼是接下來的 5 年：</strong> 對於感興趣的投資者來説，時間至關重要。</p>
</div><p>See, while Joby's got no commercial air-taxi service revenue or light battery-powered aircraft sales to speak of right now, the technology is ready, and the FAA's certification process is moving forward. This much-anticipated industry is ready to explode, in fact, with Mordor Intelligence predicting the global air taxi market will grow at an average rate of 23% per year through 2030. The world's just waiting for the aircraft it needs. It's apt to get them soon.</p>
<div class="lb-trans"><p>你看，雖然 Joby 目前沒有商業空中出租車服務收入或輕型電池驅動飛機的銷售，但技術已經準備就緒，FAA 的認證過程正在推進。實際上，這個備受期待的行業即將爆發，Mordor Intelligence 預測全球空中出租車市場將在 2030 年前以每年 23% 的平均速度增長。世界正等待着它所需的飛機，而這些飛機很快就會到來。</p>
</div><h2>2. Dutch Bros</h2>
<div class="lb-trans"><h2>2. Dutch Bros</h2>
</div><p><strong>Starbucks</strong>(SBUX -1.82%) may have dominated the coffee shop business for the past few decades by providing a somewhat posh and elevated experience at all of its locales. At least in the U.S., though (where more than 40% of its stores are located), that's no longer what consumers want. They'd increasingly rather have a more casual and convenient coffee-buying experience.</p>
<div class="lb-trans"><p><strong>星巴克</strong>（SBUX -1.82%）在過去幾十年中可能通過提供一種相對高檔和優雅的體驗主導了咖啡店業務。然而，至少在美國（其門店超過 40% 位於此），消費者不再想要這樣的體驗。他們越來越希望擁有一種更隨意和便利的咖啡購買體驗。</p>
</div><p>Enter <strong>Dutch Bros</strong>(BROS -7.57%).</p>
<div class="lb-trans"><p>這時 <strong>Dutch Bros</strong>（BROS -7.57%）應運而生。</p>
</div><p>It's a completely different kind of offering. There's no customer seating; Dutch Bros only operates drive-thrus. That's not the most distinguishing factor, though. Unlike Starbucks, which offers a surprisingly polished but impersonal customer experience from one locale to another, each of Dutch Bros' coffee kiosks is bursting with its own unique personality, often reflecting those of the employees working there. In an environment where authenticity is quickly becoming a requirement for consumers, this is a huge deal.</p>
<div class="lb-trans"><p>這是一種完全不同的經營模式。沒有顧客座位；Dutch Bros 只經營自取餐窗口。不過，這並不是最顯著的特點。與星巴克提供的從一個地點到另一個地點都相對精緻但缺乏個性化的顧客體驗不同，Dutch Bros 的每個咖啡亭都充滿了獨特的個性，往往反映出員工的個性。在一個真實性迅速成為消費者需求的環境中，這一點至關重要。</p>
</div><p><strong>Why the next 5 years:</strong> Dutch Bros has already seen some phenomenal growth in recent years, from 538 shops as of the end of 2021 to a little more than 1,000 as of June. This is still just the beginning, though. During the investor day event in March, the company upped its previous long-term target of 4,000 stores to more than 7,000. It's obviously not going to get there by the middle of 2030. In light of the growth it's already been able to muster of late, however -- and its still relatively small size -- its plans to have more than 2,000 shops up and running by 2029 certainly seems plausible.</p>
<div class="lb-trans"><p><strong>為什麼是接下來的 5 年：</strong> Dutch Bros 在近年來已經實現了一些驚人的增長，從 2021 年底的 538 家店鋪增長到 6 月的 1000 多家。不過，這僅僅是個開始。在 3 月的投資者日活動中，該公司將之前的長期目標從 4000 家店鋪上調至 7000 多家。顯然，它不可能在 2030 年中期之前實現這一目標。然而，考慮到它最近所取得的增長，以及其仍然相對較小的規模，到 2029 年擁有 2000 多家店鋪的計劃似乎是合理的。</p>
</div><p>Such growth, of course, could drive the stock considerably higher during this stretch.</p>
<div class="lb-trans"><p>當然，這樣的增長可能會在這一階段大幅推動股價。</p>
</div><h2>3. MercadoLibre</h2>
<div class="lb-trans"><h2>3. MercadoLibre</h2>
</div><p>Finally, add <strong>MercadoLibre</strong>(MELI 0.00%) to your list of monster stocks to buy and hold for (at least) the next five years.</p>
<div class="lb-trans"><p>最後，將 <strong>MercadoLibre</strong>（MELI 0.00%）加入你的怪獸股票購買和持有名單中，至少在接下來的五年內。</p>
</div><p>If you've never heard of it, there's a reason. That is, it only does business in Latin America. And not even in all of Latin America. Its core markets are Brazil, Mexico, and Argentina.</p>
<div class="lb-trans"><p>如果你從未聽説過它，那是有原因的。也就是説，它只在拉丁美洲開展業務。甚至並不是在整個拉丁美洲。它的核心市場是巴西、墨西哥和阿根廷。</p>
</div><p>Where it does do business, though, what a business it does!</p>
<div class="lb-trans"><p>然而，在它開展業務的地方，生意可謂相當不錯！</p>
</div><p>But what exactly does it <em>do</em>? E-commerce, largely, although that description understates the company's reach. MercadoLibre also operates a digital payments platform, manages a logistics service, and offers a range of tools to businesses that operate online as well as offline. This breadth is why the company is often referred to as the <strong>Amazon</strong> of Latin America.</p>
<div class="lb-trans"><p>但它到底是做什麼的呢？主要是電子商務，儘管這個描述低估了公司的影響力。MercadoLibre 還運營一個數字支付平台，管理物流服務，併為在線和離線運營的企業提供一系列工具。這種廣泛性使得該公司常常被稱為拉丁美洲的 <strong>亞馬遜</strong>。</p>
</div><p>It's growing much like Amazon did in its early days, as well. MercadoLibre reported revenue of $6.8 billion last quarter, up 34% year over year, and had it not been for the free shipping it offered to many more of its Brazilian customers, its Q2 earnings would have grown accordingly rather than falling short of analysts' estimates. Like Amazon, though, MercadoLibre's management understands that it needs to sacrifice a little profit now in exchange for expanding its customer base, which will fuel future growth within the highly fragmented Latin American market.</p>
<div class="lb-trans"><p>它的增長方式與亞馬遜早期的發展非常相似。MercadoLibre 上個季度的收入為 68 億美元，同比增長 34%。如果不是因為它向更多巴西客户提供的免費配送服務，第二季度的收益本應相應增長，而不是低於分析師的預期。不過，像亞馬遜一樣，MercadoLibre 的管理層明白，他們需要在當前犧牲一些利潤，以換取擴大客户基礎，這將推動未來在高度分散的拉丁美洲市場中的增長。</p>
</div><p><strong>Why the next 5 years:</strong> There's a confluence of factors coming together right now, creating an extraordinary opportunity within the geographical market. Chief among them is the relatively new but rapid proliferation of broadband connectivity there, and broadband-connected smartphones in particular.</p>
<div class="lb-trans"><p><strong>為什麼是接下來的五年：</strong> 目前有多種因素匯聚在一起，創造了一個在地理市場中非凡的機會。其中最重要的是相對較新但迅速普及的寬帶連接，尤其是寬帶連接的智能手機。</p>
</div><p>Market research outfit GSMA expects the region's total number of mobile internet users to swell from last year's count of 413 million to nearly 500 million by 2030. And as was the case in North America, consumers are quickly embracing the online shopping that connectivity facilitates. That's why Payments &amp; Commerce Market Intelligence believes the region's e-commerce industry is set to double in size between 2023 and 2027, when it could be worth more than $1 trillion.</p>
<div class="lb-trans"><p>市場研究機構 GSMA 預計，該地區的移動互聯網用户總數將從去年的 4.13 億人增加到 2030 年的近 5 億人。正如北美的情況一樣，消費者正在迅速接受寬帶連接所帶來的在線購物。這就是為什麼支付與商業市場情報認為，該地區的電子商務行業預計將在 2023 年至 2027 年之間翻一番，到時其價值可能超過 1 萬億美元。</p>
</div><p>MercadoLibre is already well positioned to capture more than its fair share of this growth that will certainly last well beyond 2027. It's just that the business's fastest and biggest growth is apt to materialize in the immediate future.</p>
<div class="lb-trans"><p>MercadoLibre 已經很好地定位，以捕捉這一增長的超過合理份額，這種增長無疑將持續到 2027 年之後。只是該業務最快和最大的增長可能會在不久的將來顯現。</p>
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未來五年值得持有的三隻強勢股票