TJX has silently outperformed the S&P 500 and many artificial intelligence (AI) stocks over the past five years.TJX (TJX 0.23%) has silently outperformed the S&P 500 (^GSPC +0.88%) with a 28% gain this year and a 129% return over the past five years. The discount clothing retailer owns T.J. Maxx, Marshalls, HomeGoods, Sierra, and other stores.Everyone needs clothing and home goods, and many of those people look for discounts. That formula has worked for the company ever since T.J. Maxx was founded in 1976.H ...

核心观点 - Beyond Meat产品因价格过高及消费者情绪转变而吸引力下降 公司股票为网红股 价格波动剧烈 长期投资前景不佳 [1][12] 财务表现 - **第三季度营收全面萎缩**：除国际餐饮服务业务同比增长2.4%外 所有业务部门营收均同比下降 [5] - **美国市场表现灾难性**：营收同比下降21% [5] - **国际市场营收亦下滑**：同比下降13.3% 尽管其已成为公司营收的主要部分 [5] - **净运营亏损扩大**：剔除一次性长期资产减值损失7740万美元后 净运营亏损为3490万美元 高于去年同期的3090万美元 [8] - **毛利率极低**：仅为5.98% [7] 市场与股价 - **股价年内暴跌**：年初至今跌幅超过70% [1] - **股价波动剧烈**：曾在10月中旬一周内从每股0.50美元飙升至7.69美元 随后不到一个月又跌破1美元 [1] - **当前股价低迷**：当前价格为1.11美元 市值5.03亿美元 [6] - **交易量巨大**：当日成交量1.73亿股 [7] 行业与消费者趋势 - **植物肉行业需求持续降温**：已远离2021年和2022年的峰值 公司市场份额持续流失 [7] - **ESG（环境、社会和治理）投资理念褪色**：政治反弹、监管复杂性及对“洗绿”的担忧导致ESG衰落 这对以环保为卖点的公司构成关键挑战 [10][11] - **消费者情绪转变**：对环境问题的关注度下降 对动物肉的批评减少 削弱了植物肉产品的吸引力 [10][11] - **价格竞争力弱**：植物肉每磅价格比传统肉类高出2至4倍 [11] - **生活成本上升与“道德标榜”减少**：使得公司产品显得不切实际 [12]

Explore how differences in cost, yield, and sector focus may impact your choice between these two leading tech ETFs.The State Street Technology Select Sector SPDR ETF (XLK +2.16%) stands out for its lower costs and slightly higher yield, while the iShares US Technology ETF (IYW +1.91%) offers broader exposure across more holdings and a minor sector tilt.Both XLK and IYW aim to capture the performance of U.S. technology stocks, but they take slightly different approaches. XLK focuses on the S&P 500's technol ...

Two consumer staples ETFs go head-to-head on size, history, and structure—see what sets them apart for portfolio builders.The Vanguard Consumer Staples ETF (VDC) (VDC 0.52%) and the Fidelity MSCI Consumer Staples Index ETF (FSTA) (FSTA 0.48%) both target U.S. consumer staples, but VDC stands out for its much larger assets under management (AUM) and longer track record.Both funds aim to capture the U.S. consumer staples sector, making them potential core options for those seeking defensive equity exposure. T ...

One of the world's greatest investors would never leave growth out of his value calculus.In his 1992 letter to Berkshire Hathaway shareholders, Warren Buffett, a renowned investor, said, "We think the very term 'value investing' is redundant." In other words, seeking value is the only way to invest. Given Buffett's affinity for value investing and his incredible success over the years, many investors seek to emulate his approach to stocks.Unfortunately, most value investors miss the forest for the trees. An ...

文章核心观点 - 尽管人工智能相关股票在经历多年强劲增长后估值已高，但分析师认为部分公司仍具备显著上涨潜力，并挑选出三家在2026年可能拥有巨大上行空间的人工智能股票 [1][2][3] Adobe (ADBE) - 公司股价近年承压，因投资者担忧AI对其核心照片和视频编辑软件产生负面影响，但公司运营业绩稳健，通过客户获取和提价实现收入稳步增长，且这两项指标的改善均得益于其将AI融入产品的努力 [5] - Adobe Express自2021年推出免费增值模式后获得强劲采用，是通往付费Creative Cloud套餐的重要渠道及收入来源，上季度由用于内容创作和编辑的新AI助手功能推动，月度活跃用户取得“显著”增长 [6] - 公司整个免费增值产品组合拥有超过7000万用户，上季度Acrobat、Creative Cloud、Express和Firefly的整体月度活跃用户增长超过15% [7] - 管理层对2026年的收入增长展望略高于9%，但深入财务数据表明可能超预期：2025年年度经常性收入增长11.5%，管理层预计2026年将保持两位数增长；剩余履约义务同比增长12.8% [8] - 杰富瑞和DA Davidson的分析师近期均给出500美元的目标价，较当前股价有约41%的上行空间，公司远期市盈率低于15倍，具备较大上涨潜力 [9] Atlassian (TEAM) - 公司开发企业软件以协助企业规划项目和高效协作，最初专注于软件工程师团队，现已扩展至通用领域，服务超过30万客户及数百万月度活跃用户 [10] - 公司正将客户从私有数据中心安装模式迁移至其云平台，进展顺利，将新AI功能集成到云平台加速了采用率，管理层表示其AI月度活跃用户超过350万，高于前一季度的230万，上季度云收入增长26%，剩余履约义务增长42% [11] - 数据中心业务将于2029年3月正式停止运营，这将使公司能专注于单一平台，降低间接成本，并更轻松地推出新功能或模块，从而获得更多向客户追加销售的机会 [13] - Bernstein分析师Peter Weed在11月中旬给出304美元的目标价，较当前股价有约85%的上行空间，考虑到公司每年超过20%的快速收入增长及利润率扩张潜力，其盈利增长前景广阔，即使远期市盈率约为32倍，其增长潜力也足以支撑该估值 [14] Marvell Technology (MRVL) - 公司是一家专注于网络芯片和定制AI加速器的半导体公司，在定制AI加速器方面与微软和亚马逊在其Maia、Trainium和Inferentia芯片上紧密合作，同时也与其他超大规模云服务商合作定制硅解决方案 [15] - 近期有报道称微软可能探索与博通合作定制芯片，对股价造成冲击，据报道，微软计划在开始生产Maia300芯片后大幅增加定制硅采购，富邦研究称该科技巨头计划在2027日历年度购买价值高达120亿美元的该芯片，这对过去四个季度总收入不到80亿美元的Marvell而言是巨大的潜在业务 [16] - 公司首席执行官指出并未因此失去微软或亚马逊的任何业务，随着定制硅趋势加速，Marvell应能凭借其定制AI加速器业务在2026年及以后持续快速增长 [18] - Evercore ISI分析师Mark Lipacis本月早些时候将目标价上调至156美元，较当前股价有约88%的上行空间，他认为管理层的战略举措（如近期收购Celestial AI）及其在定制AI和数据中心解决方案领域的地位是持续增长的关键，公司股票远期市盈率低于30倍，相对于其增长前景具有吸引力 [19]

Explore how sector balance, yield, and risk profiles set these two Vanguard ETFs apart for investors seeking different strategies.Vanguard Growth ETF (VUG +1.38%) emphasizes large-cap growth stocks with a tech tilt, while Vanguard S&P 500 ETF (VOO +0.89%) delivers broader, more diversified U.S. equity exposure, a higher yield, and a marginally lower expense ratio.Both VUG and VOO are passively managed by Vanguard, but they serve distinct purposes: VUG targets large-cap growth stocks, concentrating on techno ...

This streaming giant is making big-time moves, which could propel the stock over the coming years.From DVD rental service to global streaming giant, Netflix (NFLX +0.41%) has arguably been the biggest success story in the media industry over the past two decades, and the stock has generated life-changing returns for those who have held the stock along the way.The journey continues, though. Netflix is attempting to dominate a competitive streaming landscape, having announced some blockbuster moves over the p ...

Revenue and profits are soaring, but so are the social media company's capital expenditures.Meta Platforms (META 0.78%) stock has lagged in 2025. Shares of the Facebook, Instagram, WhatsApp, and Threads parent are up about 13% for the year, while the S&P 500 has climbed about 17%.The gap looks odd given how the business has performed. The company has kept pushing faster growth out of its ad platform across its social media properties -- and it has continued to invest aggressively in AI (artificial intellige ...

These big-time dividend stocks have solid records of maintaining their payouts.The dividend yield on the S&P 500 is currently near its all-time low at around 1.2%. However, many stocks offer much higher yields, including several with dividend yields in the double digits. Here's a closer look at three stocks with monster dividend yields. AGNC InvestmentAGNC Investment (AGNC +0.85%) currently yields 13.6%, more than 10 times higher than the S&P 500. The real estate investment trust (REIT) has a very straightf ...