{"id":430575,"date":"2022-07-14T23:55:45","date_gmt":"2022-07-15T06:55:45","guid":{"rendered":"https:\/\/nai500.com\/blog\/2022\/07\/%e7%b2%be%e9%80%8910%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8f%af%e9%80%89%e6%b6%88%e8%b4%b9%e8%82%a1\/"},"modified":"2022-07-14T23:55:54","modified_gmt":"2022-07-15T06:55:54","slug":"%e7%b2%be%e9%81%b810%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8f%af%e9%81%b8%e6%b6%88%e8%b2%bb%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/07\/%e7%b2%be%e9%81%b810%e5%8f%aa%e7%be%8e%e8%82%a1%e5%8f%af%e9%81%b8%e6%b6%88%e8%b2%bb%e8%82%a1\/","title":{"rendered":"\u677f\u584a\u8dcc\u8d8530%\uff1a\u7cbe\u907810\u53ea\u7f8e\u80a1\u53ef\u9078\u6d88\u8cbb\u80a1"},"content":{"rendered":"<p>\u5373\u5c07\u9081\u51fa2022\u5e74\u7684\u6642\u5019\uff0c\u5728\u5f8c\u75ab\u60c5\u6642\u671f\u5831\u5fa9\u6027\u6d88\u8cbb\u7684\u9ad8\u671f\u5f85\u4e0b\uff0c\u5e02\u5834\u975e\u5e38\u770b\u597d\u4eca\u5e74\u7684\u7f8e\u80a1\u53ef\u9078\u6d88\u8cbb\u80a1\u7968\u3002\u8ab0\u66fe\u60f3\uff0c\u53ef\u9078\u6d88\u8cbb\u80a1\u7968\u8fce\u4f86\u7684\u5374\u662f\u901a\u8139\u98c8\u5347\uff0c\u75ab\u60c5\u6551\u6fdf\u91d1\u505c\u767c\u4ee5\u53ca\u52de\u5de5\u77ed\u7f3a\u7b49\u4e0d\u5229\u56e0\u7d20\uff0c\u6574\u500b\u677f\u584a\u4eca\u5e74\u8fc4\u4eca\u7684\u8dcc\u5e45\u4e5f\u5df2\u7d93\u8d85\u904e30%\u3002<\/p>\n<p>\u4e0d\u904e\uff0c\u9019\u4e5f\u5275\u9020\u51fa\u4e86\u5927\u91cf\u7684\u8cb7\u5165\u6a5f\u6703\u3002\u6bd4\u5982\u8aaa\uff0c\u4e0b\u9762\u901910\u53ea\u7f8e\u80a1\u53ef\u9078\u6d88\u8cbb\u80a1\u7968\u57fa\u672c\u9762\u7a69\u5065\uff0c\u4f30\u503c\u6709\u5438\u5f15\u529b\uff0c\u5e77\u4e14\u9817\u53d7\u83ef\u723e\u8857\u5206\u6790\u5e2b\u7684\u9752\u775e\u3002<\/p>\n<h2>Asbury Automotive<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ABG\">Asbury Automotive Group Inc\uff08NYSE:ABG\uff09<\/a>\u662f\u7f8e\u570b\u6700\u5927\u7684\u6c7d\u8eca\u96f6\u552e\u5546\u4e4b\u4e00\uff0c\u76ee\u524d\u8a72\u80a1\u7684\u52d5\u614b\u5e02\u76c8\u7387\u548c\u5e02\u6de8\u7387\u5206\u5225\u72324.7\u548c1.7\uff0c\u5747\u9060\u4f4e\u4e8e5\u5e74\u5747\u503c\u3002\u8a72\u516c\u53f82021\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957738%\u81f3$98\u5104\uff0c2021\u5e74\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957778%\u81f3$39\u5104\uff0c\u6b64\u5916\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u548c\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u5206\u5225\u589e\u9577117%\u548c98%\u3002<\/p>\n<h2>Lululemon Athletica<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=LULU\">Lululemon Athletica Inc\uff08NASDAQ:LULU\uff09<\/a>\u5728\u904b\u52d5\u4f11\u9591\u5e02\u5834\u4e0a\u5360\u64da\u4e3b\u5c0e\u5730\u4f4d\u3002\u8a72\u516c\u53f8\u5c072022\u5e74\u6bcf\u80a1\u6536\u76ca\u6307\u5f15\u7684\u4e2d\u9ede\u4e0a\u8abf$0.18\u81f3$9.43\uff0c\u540c\u6642\u7f8e\u570b\u9280\u884c\u9810\u8a08\u8a72\u516c\u53f82023\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u7232$10.90\uff0c\u5c0d\u61c9\u7684\u52d5\u614b\u5e02\u76c8\u7387\u723225.8\uff0c\u9060\u4f4e\u4e8e5\u5e74\u5747\u503c\u768442.5\u3002BofA Global Research\u7684\u5206\u6790\u5e2b\u7d66Lululemon Athletica\u80a1\u7968\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u76ee\u6a19\u50f9$400\uff0c\u610f\u5473\u8457\u8a72\u80a1\u80a1\u50f9\u672a\u4f8612\u500b\u6708\u6709\u671b\u4e0a\u6f3242%\u3002<\/p>\n<h2>Pool Corp<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=POOL\">Pool Corp\uff08NASDAQ:POOL\uff09<\/a>\u662f\u5168\u7403\u6700\u5927\u7684\u6e38\u6cf3\u6c60\u53ca\u76f8\u95dc\u6236\u5916\u751f\u6d3b\u7528\u54c1\u7684\u6279\u767c\u5546\uff0c\u8a72\u80a11995\u5e7410\u6708\u9996\u6b21\u516c\u958b\u767c\u884c\uff08IPO\uff09\u4ee5\u4f86\u7684\u5e74\u5747\u6536\u76ca\u7387\u9ad8\u905429%\u30022021\u5e74\uff0cPool\u6709\u5169\u500b\u696d\u7e3e\u6307\u6a19\u975e\u5e38\u51fa\u8272\uff1a15.7%\u7684\u71df\u696d\u5229\u6f64\u7387\u4ee5\u53ca43.9%\u7684\u6295\u5165\u8cc7\u672c\u56de\u5831\u7387\uff08ROIC\uff09\uff0c\u5e77\u4e14\u5747\u662f5\u5e74\u524d\u7684\u8fd1\u5169\u500d\u3002\u8a72\u80a1\u80a1\u606f\u73871.1%\uff0cWilliam Blair\u7684\u5206\u6790\u5e2bRyan Merkel\u548cPaul Dirks\u76f8\u4fe1\u8a72\u80a1\u80a1\u606f\u9577\u671f\u53ef\u4ee5\u5be6\u73fe15%-20%\u7684\u6301\u7e8c\u589e\u9577\u3002<\/p>\n<h2>Etsy<\/h2>\n<p>\u4ee5\u624b\u5de5\u85dd\u54c1\u7232\u7279\u8272\u7684\u96fb\u5546\u5e73\u81fa<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ETSY\">Etsy Inc\uff08NASDAQ:ETSY\uff09<\/a>\u7684\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc\u8d85\u904e62%\uff0c\u9019\u7232\u9577\u7dab\u6295\u8cc7\u8005\u5275\u9020\u51fa\u4e86\u4e00\u500b\u8cb7\u5165\u6a5f\u6703\u3002\u8a72\u516c\u53f8\u5be6\u73fe\u4e86\u75ab\u60c5\u524d\u7684\u589e\u901f\u6c34\u5e73\uff0c\u5e77\u4e14\u7e7c\u7e8c\u5728\u9019\u500b\u7d30\u5206\u96fb\u5546\u9818\u57df\u5360\u64da\u4e3b\u5c0e\u5730\u4f4d\u3002\u4eca\u5e746\u6708\uff0c\u8a72\u516c\u53f8\u5ba3\u5e03\u5c07\u6bcf\u5e74\u5411Etsy Purchase Protection\u8cfc\u8cb7\u4fdd\u8b77\u8a08\u5283\u6295\u5165\u81f3\u5c11$2500\u842c\uff0c\u8a72\u8a08\u52838\u67081\u65e5\u5553\u52d5\u3002<\/p>\n<h2>Chipotle Mexican Grill<\/h2>\n<p>\u7f8e\u570b\u5927\u578b\u9023\u9396\u9910\u5ef3<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CMG\">Chipotle Mexican Grill, Inc.\uff08NYSE:CMG\uff09<\/a>\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957716%\uff0c\u540c\u5e97\u92b7\u552e\u984d\u589e\u95779%\uff0c\u6bcf\u80a1\u6536\u76ca\u589e\u95776.3%\uff0c\u6b64\u5916\u516c\u53f8\u65b0\u958b51\u5bb6\u9910\u5ef3\u3002\u8a72\u516c\u53f8\u7a4d\u6975\u5275\u65b0\uff0c\u5ba3\u5e03\u5c07\u806f\u624b\u52a0\u5bc6\u8ca8\u5e63\u652f\u4ed8\u516c\u53f8Flexa\u7232\u65d7\u4e0b\u7684\u8fd13000\u5bb6\u9580\u5e97\u63d0\u4f9b\u52a0\u5bc6\u8ca8\u5e63\u652f\u4ed8\u9078\u9805\u3002\u7523\u54c1\u5275\u65b0\u65b9\u5411\uff0cChipotle\u5c07\u572860\u5bb6\u9910\u5ef3\u5617\u8a66\u58a8\u897f\u54e5\u82b1\u6930\u83dc\u98ef\u3002<\/p>\n<h2>D.R. Horton<\/h2>\n<p>\u7f8e\u570b\u4f4f\u623f\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=DHI\">D.R. Horton Inc\uff08NYSE:DHI\uff09<\/a>\u7684\u80a1\u50f92022\u5e74\u8fc4\u4eca\u4e0b\u8dcc\u8d85\u904e32%\uff0c\u4f46\u5c0d\u4e8e\u516c\u53f8\u672a\u4f86\u696d\u7e3e\u5145\u6eff\u4fe1\u5fc3\u3002\u516c\u53f8\u64c1\u670933900\u5957\u5f85\u5efa\u4f4f\u623f\u4ee5\u53ca59800\u5957\u5eab\u5b58\u623f\uff0c2022\u8ca1\u5e74\u7684\u5408\u5e77\u6536\u5165\u589e\u901f\u6709\u671b\u8d85\u904e25%\u3002\u6b64\u5916\uff0cDHI 6\u500b\u6708\u671f\u9593\uff08\u622a\u81f33\u670831\u65e5\uff09\u7684\u4f4f\u623f\u5e73\u5747\u6536\u76e4\u50f9\u7232$370300\uff0c\u9060\u9ad8\u4e8e2021\u5e74\u7684$323300\u3002<\/p>\n<h2>Tapestry<\/h2>\n<p>\u96f6\u552e\u63a7\u80a1\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TPR\">Tapestry Inc.\uff08NYSE:TPR\uff09<\/a>\u65d7\u4e0b\u64c1\u6709\u853b\u99b3\u3001Kate Spade\u548c\u65af\u5716\u723e\u7279\u00b7\u97cb\u8328\u66fc\u3002\u5728\u501f\u52a9\u6578\u64da\u548c\u5206\u6790\u63d0\u5347\u5168\u6e20\u9053\u6d88\u8cbb\u9ad4\u9a57\u7684\u6230\u7565\u4e0b\uff0c\u8a72\u516c\u53f8\u9810\u8a082022\u8ca1\u5e74\u7684\u92b7\u552e\u984d\u5c07\u540c\u6bd4\u589e\u9577\u63a5\u8fd120%\u81f3$67\u5104\uff0c\u6bcf\u80a1\u6536\u76ca\u9810\u8a08\u589e\u957720%\u81f3$3.45\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8d85\u904e90%\u7684\u92b7\u552e\u984d\u4f86\u81ea\u4e8eDTC\uff08\u96fb\u5546\u548c\u516c\u53f8\u81ea\u6709\u96f6\u552e\uff09\u6e20\u9053\uff0c\u56e0\u6b64\u5229\u6f64\u7387\u66f4\u9ad8\u3002<\/p>\n<h2>Brunswick<\/h2>\n<p>\u7d10\u7d04\u5c0d\u6c96\u57fa\u91d1Cantillon Capital Management\u662f\u5a1b\u6a02\u7523\u54c1\u88fd\u9020\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=BC\">Brunswick Corp\uff08NYSE:BC\uff09<\/a>\u7684\u6700\u5927\u80a1\u6771\u4e4b\u4e00\uff0c\u7e3d\u8a08\u6301\u6709412\u842c\u80a1\uff0c\u5360\u5176\u767c\u884c\u5728\u5916\u80a1\u7968\u7e3d\u6578\u76845.44%\u3002\u4eca\u5e74\u8fc4\u4eca\uff0c\u8a72\u80a1\u80a1\u50f9\u4e0b\u8dcc31%\uff0c\u52d5\u614b\u5e02\u76c8\u7387\u964d\u81f3\u53ea\u67097\uff0c\u9060\u4f4e\u4e8e5\u5e74\u5747\u503c\u3002Brunswick\u5c072022\u5e74\u7684\u6536\u5165\u6307\u5f15\u4e2d\u9ede\u4e0a\u8abf\u81f3$69.5\u5104\uff0c\u6bcf\u80a1\u6536\u76ca\u6307\u5f15\u4e0a\u8abf\u81f3$10.05\u3002<\/p>\n<h2>Deckers Outdoor<\/h2>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=DECK\">Deckers Outdoor Corp\uff08NYSE:DECK\uff09<\/a>\u662f\u5168\u7403\u589e\u901f\u6700\u9ad8\u7684\u978b\u696d\u54c1\u724c\u4e4b\u4e00\u3002\u516c\u53f8\u65d7\u4e0b\u7684\u7b2c\u4e00\u5927\u54c1\u724c\u2014\u2014UGG\u9774\u5b502022\u8ca1\u5e74\u7684\u92b7\u552e\u984d\u540c\u6bd4\u589e\u957715.4%\u81f3$19.8\u5104\uff0c\u7b2c\u4e8c\u5927\u54c1\u724cHOKA\u7684\u6536\u5165\u76f8\u6bd42021\u8ca1\u5e74\u589e\u957756%\u81f3$8.916\u5104\uff0c\u7576\u8ca1\u5e74\u9810\u8a08\u5c07\u540c\u6bd4\u589e\u9577\u8d85\u904e35%\u81f3\u4e0d\u4f4e\u4e8e$12\u5104\u3002\u8a72\u80a1\u5e02\u76c8\u738724\uff0c\u4f46\u52d5\u614b\u5e02\u76c8\u7387\u50c5\u670913\u3002<\/p>\n<h2>Hilton Grand Vacations<\/h2>\n<p>\u53bb\u5e748\u6708\uff0c\u65c5\u884c\u5ea6\u5047\u80a1<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=HGV\">Hilton Grand Vacations Inc.,\uff08NYSE:HGV\uff09<\/a>\u4ee5$14\u5104\u7684\u80a1\u7968\u5c0d\u50f9\u6536\u8cfcDiamond Resorts International\uff0c\u5408\u5e77\u516c\u53f8\u56e0\u6b64\u64c1\u6709154\u5ea7\u5ea6\u5047\u6751\u548c\u8c6a\u83ef\u4f4f\u5b85\uff0c\u5206\u6642\u6240\u6709\u800571\u842c\u3002Hilton\u5c072022\u5e74\u8abf\u6574\u5f8cEBITDA\u6307\u5f15\u4e2d\u9ede\u5f9e$9.25\u5104\u4e0a\u8abf\u81f3$9.75\u5104\uff0c\u6536\u8cfc\u7684\u9810\u671f\u6210\u672c\u5354\u540c\u6548\u61c9\u4e5f\u4e0a\u8abf\u81f3$1.50\u5104\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5373\u5c07\u9081\u51fa2022\u5e74\u7684\u6642\u5019\uff0c\u5728\u5f8c\u75ab\u60c5\u6642\u671f\u5831\u5fa9\u6027\u6d88\u8cbb\u7684\u9ad8\u671f\u5f85\u4e0b\uff0c\u5e02\u5834\u975e\u5e38\u770b\u597d\u4eca\u5e74\u7684\u7f8e\u80a1\u53ef\u9078\u6d88\u8cbb\u80a1\u7968\u3002\u8ab0\u66fe\u60f3\uff0c\u53ef\u9078\u6d88 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":430567,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2001],"class_list":["post-430575","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","sectors-real-estate-zh-hant","sectors--zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/430575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=430575"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/430575\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/430567"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=430575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=430575"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=430575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}