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Idaho, China, Menlo Park. That would have been your itinerary this year to find the tech stocks that make up the list of the best-performing names of 2013. These are stocks that have doubled or even tripled their investors’ money and, while some have likely exhausted the easy gains, others are expected by Wall Street analysts to continue soaring. And can you believe good old Yahoo! came in at number 10? It’s not growing that much but investors have realized the rising value of its approximately 24% stake in the Chinese e-commerce firm that is heading toward a huge IPO in 2014.
如果你想尋找2013年在股市上表現(xiàn)最理想的科技股，那么愛(ài)達(dá)荷州、中國(guó)、加州門(mén)洛帕克市應(yīng)該都是值得考察的地方。來(lái)自這些地方的科技公司，為他們的投資者創(chuàng)造了雙倍乃至于三倍的回報(bào)。雖然其中一些公司的股價(jià)已經(jīng)達(dá)到了相當(dāng)高度，輕松攻城略地的能力已所剩無(wú)幾，但按照華爾街分析師的判斷，其他一些仍然有望高歌猛進(jìn)。你能相信嗎？堪稱科技界“活化石”的雅虎（Yahoo!）竟然能排在第十位。這并不是由于該公司的業(yè)績(jī)?cè)鲩L(zhǎng)有多么迅猛，而是因?yàn)檠呕⑹掷镂罩持袊?guó)電商巨頭24%的股份，這家公司預(yù)計(jì)在2014年將進(jìn)行一場(chǎng)規(guī)模浩大的首次公開(kāi)募股（IPO）。
Forbes stats editor Scott DeCarlo and I screened close to 400 publicly traded technology stocks, cutting off the list for this ranking’s purposes at stocks that ended the year with a market cap under $5 billion. That excluded a bunch of well-known names that did extremely well in 2013 including Yelp (up 261%), Shutterstock (up 223% post-IPO), and WebMD (up 168%), as well as much of the solar sector, which had a terrific comeback this year with SunEdison up 298%.
福布斯數(shù)據(jù)統(tǒng)計(jì)編輯斯科特·迪卡羅（Scott DeCarlo）和我篩查了將近400家美國(guó)上市科技公司，然后將市值在年內(nèi)達(dá)不到50億美元的公司剔除。因此，一大批在2013年漲勢(shì)如虹的知名公司，例如漲幅達(dá)261%的Yelp、上市后股價(jià)漲幅達(dá)223%的Shutterstock，還有漲幅達(dá)168%的WebMD，以及許多太陽(yáng)能公司，都沒(méi)能入圍。今年太陽(yáng)能板塊打了一場(chǎng)很漂亮的翻身仗，其中SunEdison的股價(jià)大漲298%。
But cutting off at $5 billion also excludes a lot of small-cap fliers and tiny Chinese ADRs. Nothing against Chinese ADRs except that they are, well, Chinese ADRs. We than re-ranked the big-cap list by total return through December 20. That’s the not the end of the year, I know, but stocks tend to meander in late December so I doubt the picture will look different by New Year’s Day. If it does, sue me. I’ll have another post to write.
但是50億美元的市值門(mén)檻也把許多漲幅巨大的小盤(pán)股以及以存托憑證（ADR）形式在美國(guó)掛牌的微市值中概股擋在了門(mén)外。我們并沒(méi)有針對(duì)中概股ADR添加額外的標(biāo)準(zhǔn)，唯一的決定因素就是它們本身。接下來(lái)，我們按照截至12月20日的股價(jià)表現(xiàn)，對(duì)經(jīng)過(guò)篩選后剩下的大盤(pán)科技股進(jìn)行排名。雖然嚴(yán)格來(lái)說(shuō)這還不算年底，但股市在12月最后幾天一般都風(fēng)平浪靜，所以我不認(rèn)為元旦前這幾天會(huì)發(fā)生能夠顛覆整個(gè)局面的行情。如果真出現(xiàn)了這種事的話，盡可以找我。我會(huì)重新寫(xiě)一篇稿子。
The Nasdaq composite index, the annual performance bogey for most tech stocks, delivered a 36% return this year. Seventy out of the 105 stocks over $5 billion in market cap beat the Nasdaq, but you’d have done better in absolute terms (but not in percentage terms) throwing darts at the smaller-cap names, where 165 stocks beat the Nasdaq out of 261 that we tracked.
作為衡量大多數(shù)科技股走勢(shì)強(qiáng)弱的標(biāo)桿，納斯達(dá)克綜合指數(shù)今年的回報(bào)率為36%。在105家市值高于50億美元的科技股中，有70家跑贏了納指。但如果從絕對(duì)數(shù)字看（而不是百分比），投資者應(yīng)該押注小盤(pán)科技股，在我們跟蹤的261家這類股票中，有165家跑贏了納指。
The best-performing large-cap tech stock of the year? Micron Technology, the Boise, Idaho maker of random access memory and microprocessors. Forbes contributor and stockpicker David Steinberg liked Micron at the beginning of the year and reiterated that call in September, saying that consolidation has finally brought a modicum of pricing power to the memory chip industry, and Micron is one of the few survivors. Demand is on the upswing and Micron has also put behind it the drag of an ongoing patent lawsuit with Rambus.
今年表現(xiàn)最優(yōu)的大盤(pán)科技股到底是哪只？那就是愛(ài)達(dá)荷州博伊西的內(nèi)存和微處理器制造商美光科技（Micron Technology）。福布斯撰稿人和選股人大衛(wèi)·斯坦伯格（David Steinberg）在今年初就推薦過(guò)美光科技，并且在9月份再次推薦該股，其理由是內(nèi)存芯片行業(yè)經(jīng)過(guò)一番整合后，終于取回了一點(diǎn)點(diǎn)定價(jià)權(quán)，而美光科技正是這場(chǎng)整合中的少數(shù)幸存者。此外，內(nèi)存芯片的需求正在回升，而該公司也已擺脫與蘭巴斯（Rambus）之間的專利訴訟的負(fù)面影響。
Here’s the top 10 and giant spreadsheet you can download with close to 400 tech stocks (above and below $5 billion market cap) ranked by 2013 performance:
以下便是今年股票表現(xiàn)最優(yōu)的十只科技大盤(pán)股：
Micron Technology, up 250%
美光科技（Micron Technology），漲幅250%
SouFun Holdings , up 218%
搜房（SouFun Holdings），漲幅218%
Pandora Media, up 205%
潘多拉媒體（Pandora Media），漲幅205%
Qihoo 360 Technology, up 165%
奇虎360（Micron Technology），漲幅165%
3D Systems, up 119%
3D系統(tǒng)公司（3D Systems），漲幅119%
Splunk, up 139%
斯普倫克（Splunk），漲幅139%
T-Mobile, up 137%
T-Mobile，漲幅137%
Facebook, up 107%
Facebook，漲幅107%
CoStar Group, up 105%
CoStar Group，漲幅105%
Yahoo!, up 101%
雅虎（Yahoo!），漲幅101%
At number two is SouFun, China’s biggest real estate Web portal. It makes money from property listing fees, ads and operating home improvement websites. The company has coverage in more than 320 cities in China with a big, active community of home buyers and sellers, as well as investors and property developers. Revenue in the most recent quarter was up 45% and operating earnings per share was up 66%. The stockpickers at Zacks likes next year’s growth prospects, recently raised to 35% growth from this year.
排名第二的搜房是中國(guó)最大的房地產(chǎn)門(mén)戶網(wǎng)站，其收入來(lái)自房地產(chǎn)掛牌費(fèi)、廣告以及旗下運(yùn)營(yíng)的幾家家居裝飾網(wǎng)站。搜房網(wǎng)目前已經(jīng)覆蓋中國(guó)超過(guò)320個(gè)城市，其網(wǎng)絡(luò)社群包括購(gòu)房者和賣(mài)房者、投資者和開(kāi)發(fā)商在內(nèi)，數(shù)量龐大且參與度高。該公司最近一個(gè)季度的營(yíng)收增長(zhǎng)45%，每股運(yùn)營(yíng)利潤(rùn)增長(zhǎng)66%。投資研究公司扎克斯（Zacks）的選股人看好搜房明年的前景，不久前將其明年業(yè)績(jī)?cè)鲩L(zhǎng)預(yù)期上調(diào)到35%。
At number three is Pandora, whose shares nearly tripled in 2013. Few might have guessed they would perform that well, given how tough it is to make money in digital music streaming. But investors woke up to Pandora’s mighty position with 70% share of Internet radio and 71 million monthly active users. Advertising, which accounts for 80% of revenue, will hit $643 million this year. Mobile ad sales topped $100 million for the first time in the third quarter of 2013, making Pandora third in mobile ad revenue behind only Google and Facebook. Musicians aren’t happy about it, but Pandora is renegotiating (likely downward) its royalty rates with artists, labels and music publishers sometime early next year.
排名第三的潘多拉今年股價(jià)上漲近兩倍，考慮到該公司靠數(shù)字流音樂(lè)業(yè)務(wù)掙錢(qián)的難度是如此之大，恐怕沒(méi)人能料到其股價(jià)走勢(shì)會(huì)如此強(qiáng)勁。但潘多拉在互聯(lián)網(wǎng)廣播領(lǐng)域占有七成的市場(chǎng)份額，月活躍用戶高達(dá)7,100萬(wàn)，這些強(qiáng)悍的數(shù)據(jù)讓投資者醒悟過(guò)來(lái)。今年，占到潘多拉八成營(yíng)收的廣告收入將達(dá)到6.43億美元。其中移動(dòng)廣告銷(xiāo)售收入在第三季度首次突破1億美元大關(guān)，使得潘多拉成為繼谷歌（Google）和Facebook之后第三家實(shí)現(xiàn)這一成就的公司。盡管音樂(lè)人大有怨言，但潘多拉仍在推進(jìn)與藝人、唱片公司和音樂(lè)發(fā)行商重新商定版權(quán)費(fèi)的工作（很可能會(huì)降低費(fèi)率），并有望在明年年初的某個(gè)時(shí)候敲定。
One of the big takeaways this year was the underperformance of most of the biggest names in tech. Apple came in dead last among the big-cap stocks, up a mere 5.7%. Also bringing up the rear were Cisco (up 10%), AT&T (up 7%), Verizon (16%), Oracle (10%) and Qualcomm (20%).
從今年這項(xiàng)評(píng)選中可以發(fā)現(xiàn)，規(guī)模最大的那幾家科技公司，大部分的表現(xiàn)都弱于大盤(pán)。倒數(shù)第一的是蘋(píng)果公司，全年漲幅只有5.7%。其他幾家排名靠后的公司還有漲幅為10%的思科（Cisco）、漲7%的AT&T、漲16%的威瑞森（Verizon）、漲10%的甲骨文（Oracle）和上漲20%的高通（Qualcomm）。
You might be wondering, “Where’s Netflix?”. Some consider it a tech stock, and it quadrupled in price in 2013, making it the best overall performer in the S&P 500, but in our industry categorization it falls under media stocks.
你可能會(huì)納悶，網(wǎng)飛（Netflix）呢？它排在哪？有些人會(huì)把網(wǎng)飛視為科技股，而且今年其股價(jià)猛漲了三倍，成為標(biāo)普500指數(shù)成分股中表現(xiàn)最?yuàn)Z目的一只股票。不過(guò)按照福布斯的行業(yè)分類，網(wǎng)飛是一家傳媒股票，不是科技股。
