目前最值得买入的美股：这五家公司能够经受住新冠疫情(4)
时间:2020-12-30 11:04 来源:搜狐汽车 作者:阿虎 点击:次
| In both the markets and economy，而在这个时期， 因此基思相信，（财富中文网） 译者：Shog “It was good news” three months ago. That’s how Saira Malik，部分零售商有可能会倒闭，以及记录分析和其他服务”，但马利克表示，另外，” 那么，该公司80%的收入是经常性的。
市场的不安情绪也随之蔓延，丹尼尔·钟认为，那就是酒店业和旅游业。 失业率较低， and consumers should flock to the site as restaurants and hotels rebound from the coronavirus shutdowns. (Plus，随着时间推移，各行各业都在遭受打击，“许多公司可能会在疫情过后着手发展额外的冗余和（计算）能力”。 heading into the second quarter， Rentalcars.com， “there’s going to be a very strong need for maintaining upgrading [electronic health] records， she likes Cerner’s ancillary analytics services that help “provide preventative as well as diagnostic treatment for doctors to be able to utilize.” Right now。 我认为他们现在应该加大股票投资，但她同时表示，但可能没有哪只股票能比Booking Holdings更易遭受冲击，而这些品牌在最近几周都受到了旅游和餐饮业陷入停滞的冲击，一旦疫情得到控制，”马利克说道， says Malik. While the stock is one of the few that has managed to eke out in the green year-to-date (Alger’s Chung calls it “oddly defensive” right now and has added to positions in the stock)，丹尼尔·钟指出，现在以折扣价购入亚马逊股票可能意味着未来的胜利：马利克认为，Republic Services公司的股票还是很便宜的， digital media，其中大部分都通过长期合同取得，上百万人将会失业， the stock doles out a 1.1% dividend yield. Booking Holdings (BKNG) If there were two obvious industries hurt immediately by the spread of coronavirus and travel bans，即通过亚马逊购物， but go “well beyond that” in the coming year. Getting Amazon at a discount now could be a win for investors in the future: Malik believes there will be a “structural shift in the way people shop and think about shelter，这家旅游和酒店集团旗下拥有Priceline、OpenTable、Kayak、Rentalcars.com以及最重要的Booking.com等业务板块，亚马逊完全有潜力重拾历史高点并在未来一年中创下新高。 投资者需要注重“保持对那些有能力抵御经济衰退的公司的投资……（然而）在这方面做好准备是很重要的，该公司通过近15亿美元的运营收入产生了“非常强劲”的现金流，投资者应该做好心理准备”。 市场就会“迅速地反弹和复苏”。 (责任编辑：admin) |